Jim graduated from UVA School of Law in 1989 and has focused on trusts and estates since 2009 with the Virginia law firm, Carrell Blanton Ferris & Associates, PLC, (“CBF”), where he serves as President. CBF established a subsidiary law firm called Legacy Fiduciary Services, PLC. Legacy Fiduciary Services, PLC (LFS), an affiliate of CBF, is a law firm dedicated to serving as trustee, executor or administrator in accordance with the Code of Virginia.
LFS provides an alternative to a bank or a trust company, allowing you to maintain the relationships with your trusted advisors while preserving the continuity of your existing estate plan. Often with a bank or trust company you are required to transfer all the responsibilities to them. Consequently, you relinquish the relationships that have been established over the years.
The attorneys at LFS are dedicated to ensuring that your careful planning is implemented. We make it our job to stay current with changing trust laws and regulations, and we work closely with financial advisors like yours to help ensure that your needs and the needs of your loved ones are being met.
LFS does not manage the investment of trust assets but works with your financial advisor, who continues to manage your assets while we administer your trust or estate.
Accepting New Clients
Accepts Trusts/Business in Other States
Trustee, Trustee - Special Needs, Trustee - ILIT, Trustee - Successor, Trustee - Co-Trustee, Attorney, Estate Executor / Administrator
Types of Trusts / SpecialtiesBusinesses in Trusts, Real Estate in Trusts, Directed Trusts, Discretionary Trusts, Hold Durable Power of Attorney
7275 Glen Forest Drive Suite 310 Richmond, Virginia 23221