Clare Marshall

Clare Marshall is the principal of Wilson Marshall, an intergenerational law firm specializing in wealth preservation, intergenerational wealth transfer, and health and elder advocacy. With over two decades of experience, Clare has earned a reputation as a trusted advisor to families, business owners, and medical professionals. Known for her thoughtful approach and exceptional insight, Clare crafts strategies that safeguard wealth, facilitate seamless transitions, and guide clients through life’s complexities with poise and precision.

A cornerstone of Clare’s practice is her dedication to elder and health care advocacy. Guided by a genuine respect for the wisdom and life experiences of her clients, Clare provides thoughtful guidance, helping them embrace the opportunities and responsibilities that come with aging and caregiving. Holding certifications from the Mayo Clinic in Mild Cognitive Impairment, Dementia, and Alzheimer’s Disease, as well as Management of Late-Stage Dementia, Clare pairs expertise with compassion to offer solutions that honor the dignity and wishes of her clients’ loved ones. Her ability to bring clarity and calm to delicate situations has earned her the trust and gratitude of those she serves.

In addition to her work in elder advocacy, Clare is highly regarded for her expertise in intergenerational wealth transfer. She designs tailored solutions for business succession, corporate restructuring, and family wealth preservation, ensuring that her clients’ personal and business interests are seamlessly integrated. Clare’s keen business acumen and holistic perspective enable her to balance financial efficiency with family harmony, ensuring that legacies are preserved with care and intention.

Clare’s practice extends to probate and estate administration, where she approaches each matter with the utmost diligence and sensitivity. Her ability to navigate the nuanced dynamics of both personal and business assets ensures that estates are managed efficiently, providing clients with the assurance that their loved ones’ legacies are honored and protected.

Clare also serves medical professionals, including general practitioners and specialists, offering sophisticated legal counsel on managing professional corporations, transitioning practices, and preserving wealth. Her clients appreciate her refined understanding of their unique challenges and her ability to craft solutions with intention and foresight.

Core Services:

• Health and Elder Advocacy: Compassionate legal support for families navigating elder care, health care planning, and financial management, ensuring dignity and respect for aging loved ones.
• Intergenerational Wealth Transfer and Preservation: Strategic planning to protect and transition family wealth and assets across generations.
• Probate and Estate Administration: Thoughtful and efficient management of estates, addressing both personal and business considerations with care.
• Corporate and Business Succession Planning: Structuring businesses and corporations for successful transitions, sales, and optimal outcomes.

Clare’s approach is defined by integrity, expertise, and a nuanced understanding of both financial and familial dynamics. Whether preserving wealth, managing estates, or supporting caregivers, Clare delivers outcomes that reflect her clients’ values while fostering stability and enduring success. Her ability to balance practical solutions with sophistication and compassion, along with her unwavering advocacy for her clients, has made her a trusted partner to generations of families.

Outside of her practice, Clare enjoys staying active and values time with her husband of over 20 years, their two teenage sons, and her extended family. Whether creating cherished memories with loved ones, supporting family endeavors, or celebrating the traditions of her intergenerational roots, Clare draws strength and inspiration from her connections. Clare’s dedication to family informs her professional philosophy, driving her to deliver the same level of care and attention to every client. Clare’s pursuit of continuous learning and professional growth ensures her clients benefit from insightful, strategic guidance and exceptional service. With her unwavering commitment to excellence, Clare empowers her clients to preserve wealth, honor legacies, and build futures of lasting significance.