Trusts

With more than two decades of legal experience, I currently serve as an Attorney at Concierge Legal Services specializing in estate planning, wills, trusts, family law, probate, appeals and litigation. My practice is grounded in delivering tailored legal solutions that safeguard clients' legacies and support their financial goals in addition to helping families an litigants during complex legal matters. Committed to collaboration and client-centered service, I bring a diverse perspective to our team, fostering trust and effective advocacy. At Concierge Legal Services, I represent clients in estate planning, probate, family law, business law, and contract matters while navigating complex litigation and appeals. My ability to conduct meticulous legal research and craft strategic solutions ensures clients receive comprehensive representation, whether planning for the future or addressing urgent legal challenges.

Jay Marsden has been an elder law attorney in Massachusetts since 2002. In addition to his experience as an estate planning and elder law attorney, Jay spent over 16 years working as an investment advisor at Fidelity Investments in Boston, where he managed over 700 High Net Worth client relationships as part of their Private Client Group, providing both investment, retirement, and estate planning advice. He is married and the proud father of two daughters.

Caleb has a Bachelor of Arts degree from the University of California, Santa Barbara awarded in 1987. He graduated law school from Pepperdine University School of Law in 1990 and took and passed the California Bar Examination in February 1991. He is admitted to the California State Bar, the United States District Court, Southern District, United States Court of Appeal, 9th Circuit, and United States Tax Court.