A
- Christopher M. Addesa
- David M. Amidon
B
- Ronald P. Barriere
- Victor Bass
- Raymond E. Baxter
- James H. Belanger
- Brian D. Bixby
- Gil Breiman
- Stephen D. Brook
- Harvey M. Burg
- Thomas D. Burns
C
- Benjamin C. Caldwell
- Andrew F. Caplan
- Laura L. Carroll
- Cornelius (Con) J. Chapman
- Kathleen Chapman
- Douglas E. Chin
- Stephen Y. Chow
- Richard M. Coen
- Sean O. Coffey
- Clifford R. Cohen
- Jerry Cohen
- J. Fraser Collin
- Joshua N. Cook
- Robert Clark Corrente
- Elizabeth G. Crowley
- Lisa M. Cukier
D
- Anatoly M. Darov
- Shepard Davidson
- John F. Drew
E
- Donald J. Ellis
- Jacob (Jesse) N. Erlich
F
- Nevin B. Fox
- Dianne L. Frade
- Robert D. Friedman
G
- Francine Gardikas
- Zachary R. Gates
- Jack S. Gearan
- Frances Allou Gershwin
- Leonard M. Gold
- David W. Gomes
- Steven C. Goodwin
- Michael H. Goshko
- John R. Gowell, Jr.
- Marshal S. Grant
- Jennifer B. Green
- Lawrence G. Green
- David E. Grossman
H
- C. Russel Hansen, Jr.
- Evelyn A. Haralampu
- Alison R. Harrall
- P. Andy Henderson, Jr.
- Tiffany M. Howard
- Jeffrey M. Hurwit
I
- Renee Inomata
J
- Bruce D. Jobse
K
- Harvey Kaye
- Dennis J. Kelly
- John (Jack) A. Kessler, Jr.
- Yakov Korkhin, Ph.D.
L
- Alan E. Lipkind
- Orlando Lopez
- David M. Losier
- Robin M. Lynch Nardone
M
- Michael D. MacClary
- Megan K. Maciasz
- Mark W. Manning
- Joseph R. Marion III
- Andrea L. Martin
- Jeffrey R. Martin
- Paul R. Mastrocola
- Howard D. Medwed
- Andrew J. Merken
- Harry S. Miller
- Dr. Ronda P. Moore
- Scott H. Moskol
- Leslie B. Muldowney
- Paul T. Muniz
- Elizabeth Brady Murillo
- Christina M. Murray
- Lawrence P. Murray
N
- Diane A.D. Noël
- Lynn C. Norton
- Mark A. Nowak
O
- Robert J. O'Regan
P
- Frederick S. Paulsen
- Deborah J. Peckham
- Francis E. Perkins, Jr.
- Richard G. Pichette
- Chad J. Porter
Q
R
- Thomas T. Reith
- Robert C. Rives
- David P. Rosenblatt
S
- Irving Salloway
- Michael V. Samarel
- Paul M. Sanford
- Marlo M. Schepper
- Mark Schonfeld
- Frank A. Segall
- Samuel M. Shafner
- Susan K. Shapiro
- William M. Simmons
- Normand F. Smith
- Jeffrey A. Soilson
- William V. Sopp
- James L. Spaur
- Norman C. Spector
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- Malcolm W. Starr
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- Laura R. Studen
- Michael K. Sugrue
- Kathleen A. Sullivan
- Janine M. Susan, Ph. D.
- Howard J. Susser
T
- Merton E. Thompson
- George N. Tobia, Jr.
- Matthew J. Tuttle
- Michael P. Twohig
U
- Tal M. Unrad
V
- Nancy R. Van Tine
- Donald E. Vaughan
- Josef B. Volman
W
- Victoria L. Walton
- Robert W. Weinstein
- Herbert M. Weiss
X
Y
Z
- Ellen J. Zucker
- Peter F. Zupcofska
Joseph R. Marion III
Associate
Office Phone: 401.831.8370
Location: Providence, RI
Send an email
Download Vcard
Practice:
Bar Admissions:
Massachusetts
Rhode Island
United States District Court for the District of Rhode Island
Experience:
Prior to joining Burns & Levinson in October of 2007, Mr. Marion was a senior associate at the Massachusetts and Rhode Island law firm of Correira & Associates (now Correira & Iacono LLP) where his areas of practice included estate and income tax planning, with a special focus in land conservation easements and associated tax implications, long-term care planning, probate and trust administration and real estate conveyancing. Previously, he was an associate at the Rhode Island law firm of Sayer Regan Thayer & Flanagan.
Memberships:
- Boston Bar Association
- Rhode Island Bar Association
- Rhode Island Bar Committee on Probate and Trusts
- Rhode Island Estate Planning Council
- Rhode Island Foundation, Professional Advisory Council
- Rhode Island Planned Giving Council
- Newport County Advisory Council
- University of Rhode Island Alumni Association, Board of Directors, Finance Committee
- Newport County Council on the Arts, Board of Directors
- Little Compton Community Center, Board of Directors (1997-2009)
- Little Compton Agricultural Conservancy Trust, Vice Chairperson (1998-2007)
- National Association of Elder Law Attorneys
Additional Information:
- Mr. Marion has spoken at the Rhode Island Land Trust Council and the University of Rhode Island on farm conservation easements
- Mr. Marion is also a lecturer and author for National Business Institute and Lorman on estate planning and administration, taxation, business planning and Medicaid planning.
Education:
- J.D., Roger Williams University School of Law, 1998
- B.A., high distinction, University of Rhode Island, 1995
Quotes:
-
11/2/2009, Providence Business News - Early Planning is Crucial for Ownership Transfers
Joseph Marion III was quoted in this article by Denise Perreault.
Recent Articles and Publications:
Don't let taxes decide your business' future
Providence Business News, June 15, 2009
Long-term care planning essential in tough times
Providence Business News, November 17, 2008
Don’t Try This At Home – What NOT To Do When Changing Your Estate Plan
Focus, Spring 2008
Rhode Island estate tax can be avoided
Providence Business News, November 25, 2007
Pension Protection Act Offers Tax Incentives for ‘Giving Away the Farm’
Rhode Island Lawyers Weekly, February 12, 2007
Speaking Engagements:
Fundamentals of Trust Administration, 2.10.2010
Location: National Business Institute
Role: Speaker
Estate Financial and Health Care Planning for Elders, 10.13.2009
Location: National Business Institute
Role: Speaker
Rhode Island Bar Association Annual Meeting, 6.18.2009
Location: National Business Institute
Role: Speaker
Topic: Medicaid Planning, Alive and Well Post-DRA
Drafting the Essential Components of a Living Trust, 3.25.2009
Location: National Business Institute
Role: Speaker
Medicaid: From Qualifying Clients to Applying for Benefits - National Business Institute, 12.4.2008
Location: Providence, RI
Role: Featured Presenter
Irrevocable Trusts and Long-Term Care Planning -Citizens Bank Trust Department, 9.30.2008
Role: Featured Presenter
Mr. Marion is a featured presenter at this event for Citizens Bank Trust Department.
Preservation and Growth of Assets During Times of Uncertainty, 6.19.2008
Location: Chiazza Restaurant, 308 Country Road, Barrington, RI
Role: Co-Host
Presentation Topics: "Use of Generation Skipping Trusts and Asset Protection Trusts for Long Term Care Planning" by Joseph R. Marion III and "Trusts: Everyone Needs One - Which One is Right For You?" by Malcolm W. Starr
Demystifying Asset Protection Vehicles - National Business Institute, 4.17.2008
Role: Presenter
Citizens Bank Estate Planning Roundtable and Review, 11.7.2007
Role: Featured Presenter
Key Issues in Estate Planning and Probate - National Business Institute, 11.1.2007
Role: Speaker
