Jeffrey G. Marsocci was born in Fort Worth, Texas but was raised in Lincoln, Rhode Island and graduated from Mount Saint Charles Academy High School. He graduated from Hofstra University with an undergraduate degree in Business, and two years later earned his law degree from the same school. He also earned a Certificate Degree in Non-Profit Management from Duke University in 2004, was the Alumni of the Month for Hofstra University in June of 2013, and his firm was honored by the City of Raleigh with the 2011 Human Relations Business Award. Mr. Marsocci also became a Certified Medicaid Planner™ in 2014, a certification granted by the CMP™ Governing Board*.
In addition to working in his Estate Planning, Estate Administration, and Care Assistance Planning practice in Raleigh, NC since 1996, Mr. Marsocci is the author of numerous books including The Plain English Attorney: Estate Planning Basics, The Plain English Attorney: The Long Term Care Solution and other estate planning books found on Amazon.com. Mr. Marsocci frequently holds seminars for clients, financial advisors, and other attorneys on topics related to the Life and Estate Planning field as well as developing and presenting continuing legal education courses for attorneys and life insurance agents. Mr. Marsocci is a member of the North Carolina Bar Association, the Wake County Bar Association, and the National Italian American Bar Association. He and his wife Kathleen live in Raleigh, North Carolina and work with various charitable and non-profit groups including the Human Rights Campaign and Kiwanis. Both are recipients of the President’s Call to Service Award through the Points of Light Foundation for completing more than 4,000 hours of service during their lifetimes.
Mr. Marsocci can be reached at (919) 844-7993, or you can visit the firm on the web at www.livingtrustlawfirm.com. Because our firm only works with well-matched clients, confidential Estate Strategy Sessions are free for those who read the pre-appointment materials provided by his office. Estate Settlement Strategy Sessions are available for qualified clients, by referral from our clients and other professionals, and through our various web-based education platforms.
* Certification is granted based upon a qualified candidate demonstrating a mastery of the skills and knowledge of the subject matter. To achieve certification, a CMP™ must meet certain education and/or experience requirements, show proficiency in Medicaid Planning through a thorough examination, and commit to adhere to the highest in professional standards. A CMP™ also subjects himself or herself to discipline by the CMP™ Governing Board. A Certified Medicaid Planner™ is not necessarily an attorney, so this designation is not governed or regulated by any state bar association.