Carrell Blanton Ferris & Associates

Carrell Blanton Ferris & Associates

Our practice is problem solving, our passion is planning, and our goal is your peace of mind.

Firm Overview

At Carrell Blanton Ferris & Associates, PLC we are dedicated to serving all our clients individuals, families, businesses, churches and other organizations with a high level of quality, effort and creativity. By planning for the expected and unexpected, we work to give our clients a sense of well-being and control over their lives, business affairs and assets.

We specialitize in the following practice areas:

-Estate Planning
-Trust & Estate Administration
-Elder Law
-Special Needs Planning
-Veteran's Pension and Medicaid Asset Protection Trust Planning
-Guardianships, Conservatorships & Fiduciary Litigation
-Legacy Fiduciary Services, PLC
-Business Law
-Business Succession Planning
-Litigation & Dispute Resolution
Main Office
Main Office
460 McLaws Circle Suite 200
Williamsburg  VA  23185
Phone
  • (757) 220-8114
Websites

Richard L. Ferris, Principal

I am often asked "Why don't people seriously plan their estates?" I've heard many different reasons over 40 years as an Estate and Trust Planning attorney. The most common reason, I believe, is at one time or another, we tend to PROCRASTINATE. Why? Because we think that acting doing something now will produce more pain (and cost) than not doing anything.

As I explain to clients, look at estate planning as LIVING PLANNING just as you would plan a vacation, retirement or wedding. In fact, it is your attempt to use your creative ideas and your resources to develop an environment (and a plan) for yourself and family that will extend far beyond your life. It is your opportunity to share your values, guiding principles, spiritual beliefs with your family and make sure your wealth is left to YOUR loves ones, at the RIGHT time, in the RIGHT way; minimizing administration costs and avoiding death taxes.

Dick has authored many articles on Estate Planning, including publication in the Virginia State Bar's Trusts and Estates. In addition, Dick is a frequent speaker before civic, social, and professional groups. He has co-authored three books on Estate and Trust Planning: LEGACYPlan, Protect and Preserve Your Estate, GENERATIONSPlanning Your Legacy and LOVE, MONEY, CONTROLReinventing Estate Planning. Dick also serves as Chairman of the Board of Principals for the firm and in this role gives guidance and direction for the firm and its' attorneys.

Practice Areas
-Estate Planning
-Estate and Trust Administration
-Tax Planning
-Business Formations
-Charitable Giving
-Special Needs Trust

Rhiannon M. Hartman, Attorney

I focus my practice on estate planning and business planning. I find it very rewarding to assist clients in the event of life changes of every kind, including for their children's or grandchildren's futures, or upon the death or incapacity of a loved one.

I received my undergraduate degree from the College of William and Mary, and I graduated cum laude from the University of Richmond School of Law. While in law school, I was a member of the Trial Advocacy Board and the Career Services Advisory Board. I also served as a Manuscripts Editor of the Richmond Journal of Law and the Public Interest.

Practice Areas
-Estate Planning Elder Law

Michael G. Montgomery, Principal

Michael G. Montgomery is a Principal at Carrell Blanton Ferris & Associates, PLC who has practiced law in Virginia since 1996. Mike has represented a range of individual and corporate clients in practice areas such as wills and trusts, probate and estate administration, commercial and general business transactions, corporate formation, mergers, acquisitions and sales, dissolutions, commercial and residential real estate transactions and litigation, including landlord-tenant matters and title disputes, civil litigation and administrative (state agency) matters, bankruptcy and other general civil matters. He has been able to bring value to clients by using often overlapping experiences in these areas to recognize clients' needs and concerns and react accordingly.

At Carrell Blanton Ferris, Mike focuses on estate-related matters involving probate of wills, trust and estate administration, trust fiduciary, estate and fiduciary disputes, estate planning and document drafting.

Mike is admitted to practice in, and has appeared before (at hearings and by pleadings and briefs) the following courts and administrative bodies:

-Virginia Supreme Court (including all subordinate courts), admitted 1996
-United States Bankruptcy Court, Eastern District of -Virginia, admitted 1997
-Virginia Dept. of Health and Sewage Handling & Disposal Appeals Review Board
-Virginia Department of Alcoholic Beverage Control

Practice Areas
-Estate and Trust Administration
-Probate
-Estate Planning
-Estate and Fiduciary Disputes
-Real Estate Transactions & Litigation
-Commercial & General Business Transactions
-Corporations & Limited Liability Entities

Jonathan Osler, Attorney

Jonathan B. Osler is an Attorney at Carrell Blanton Ferris & Associates, PLC. He counsels individuals and families on matters regarding the preservation, management and transfer of wealth. Jon's practice involves all aspects of the estate planning process, including the designing, preparation, and administration of trusts, wills, and related ancillary documents.

In his practice, Jon works closely with clients to identify their unique personal and financial goals, along the way building personal relationships based on trust, mutual respect, and openness. Jon's hands-on approach to constructing personalized estate planning solutions ensures that each plan is tailor-made to suit the requirements of the client.

That said, no matter the size of an estate or the complexity of the planning involved, Jon's principal concern is that his clients are perfectly satisfied with their estate plansand that they have gained true peace of mind as a result.

Practice Areas
-Estate Planning

Trey T. Parker, Principal

Education
-Washington and Lee University School of Law, Lexington, VA, J.D., 2008
-Old Dominion University, Norfolk, VA, Bachelor of Science, summa cum laude, 2004

Professional Affiliations & Bar Admissions
-Virginia Bar Association
-Virginia State Bar, Member Trusts and Estates Section, Board of Governors
-The United States Bankruptcy Court for the Eastern District of Virginia
-The United States Tax Court

Practice Areas
-Estate Planning
-Estate and Trust Administration
-Business Formations
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