Here Are Your Estate Planning Articles for Tuesday, March 02, 2021. I hope you find value in these educational articles. Regards, Joe
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Joseph R. Marion ​​​​​​​Joins Whelan, Corrente, Flanders, LLP.

 

To my valued clients, 

I am excited to let you know that as of February 15th, 2021, I have joined the law firm of Whelan, Corrente & Flanders, LLP.  After a decade at Adler Pollock & Sheehan, PC, I have accepted an offer from Whelan, Corrente. This change will allow my team to focus solely on my client’s needs, which will result in better customer service and will allow me to reduce my rates. 

Whelan, Corrente is a well-established mid-sized regional firm that was created by former attorneys and partners from several of New England’s largest firms, including the former United States Attorney for the District of Rhode Island and a former Associate Justice of the Rhode Island Supreme Court. The firm provides services that include general and appellate litigation, business law and litigation, education, employment, and labor law.  The addition of my practice will expand the firm’s growing estate planning, business, and real estate law practices, with additional attorneys expected in the near future.

As part of this process, there will be changes to my administrative professional team, which will now be under my direct review.  Elizabeth Pierce will continue to provide estate planning drafting and funding services, real estate and corporate formation services. I will be adding a new probate and trust administration paralegal and administrative assistant in the next few weeks with the goal of improving customer service at improved rates.

Under the professional rules related to attorneys and their clients in Rhode Island and Massachusetts, the client controls the custody of their estate planning file.  You will receive a letter from me shortly that will contain a file transfer authorization, which you will need to sign authorizing me to transfer your file to my new firm. This transfer will not result in any transfer, or review fees to you.

I value our professional relationship and would truly appreciate the opportunity to continue working with you and your family. I look forward to continuing to provide you with the highest level of planning and legal services.

Sincerely,
Joseph R. Marion III, Esq.

 
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Joseph R. Marion III
Joseph R. Marion III
Whelan Corrente & Flanders LLP
(401) 270-4500
106 Clock Tower Square
Portsmouth, RI 02874
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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