In everything we do, we believe in challenging the legal status quo. We keep things simple, providing peace-of-mind planning and resources in plain English. We just happen to use Trusts, insurance, and other legal documents to do it. Want to work with us? The Plain English Attorney
More about Jeffrey G. Marsocci:
Jeffrey G. Marsocci was born in Fort Worth, Texas and raised in Lincoln, Rhode Island. He graduated from Mount Saint Charles Academy High School and earned his business and law degrees from Hofstra University. 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 for meeting educational, experience, and testing requirements related to Medicaid planning proficiency. In addition to working in his estate planning, estate administration, and care assistance planning practice in Raleigh since 1996, Mr. Marsocci is the author of The Plain English Attorney Series, including: Estate Planning Basics, The Long Term Care Solution, and The IRA Trust, as well as other books currently available 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.
He and his wife Kathleen live in Raleigh and work with various charitable and non-profit groups. 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. 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 our 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.
Areas Served for North Carolina:
27502, 27504, 27511, 27512, 27513, 27518, 27519, 27520, 27523, 27525, 27526, 27527, 27528, 27529, 27534, 27539, 27545, 27546, 27549, 27560, 27571, 27577, 27587, 27588, 27591, 27592, 27596, 27597, 27601, 27602, 27603, 27604, 27605, 27606, 27607, 27608, 27609, 27610, 27611, 27612, 27613, 27614, 27615, 27616, 27617, 27618, 27619, 27620, 27621, 27622, 27623, 27624, 27626, 27627, 27628, 27629, 27634, 27635, 27636, 27640, 27650, 27656, 27658, 27661, 27668, 27675, 27676, 27690, 27695, 27695, 27697, 27698, 27699, 27804, 27893, 27954