MEET THE TEAM
James W. Garrett, Esq.
James W. Garrett, Esq., a Principal, has practiced law for over twenty years. His practice focuses on comprehensive estate planning and business succession planning. He previously practiced in the areas of real estate, business law and consumer protection, and uses this knowledge and experience in the estate planning context, especially in the areas of business succession planning, charitable giving, and asset protection strategies. Jim earned his B.A. from Wheaton College (IL) and his J.D. from the University of Virginia School of Law.
Tyler R. Harris
Tyler R. Harris joined Legacy Fiduciary Services, PLC in 2014 after a 40 year career in the trust banking industry with several large regional banks and retiring as Senior Vice President with Middleburg Trust Company. Although Tyler is not an attorney, he is a member and past President of The Estate Planning Council of Richmond and a past President of The Trust Administrators Council of Richmond. He is also a graduate of the ABA National Graduate Trust School. He received his undergraduate degree from the University of Virginia.
Michael G. Montgomery, Esq.
Michael G. Montgomery, Esq., a Principal, has practiced law in Virginia since 1996. At Carrell Blanton Ferris, Mike’s practice focuses on estate-related matters involving probate, post-death trust administration, and estate planning. He has represented a range of individual and corporate clients in additional practice areas such as commercial and residential real estate transactions and disputes, commercial and general business transactions and disputes, corporate law, civil litigation, and bankruptcy. Mike received his B.S. in Accountancy from Villanova University and received his law degree from the University of Richmond, The T.C. Williams School of Law.
Bennie A. Wall, Esq.
Bennie A. Wall, Esq., joined the firm in 2017 and works with his clients to help them see that there is more to estate planning than a simple set of documents. Without the proper alignment of your personal assets to your estate plan, the plan will likely encounter unnecessary expenses and complications. His professional goal is to match your wishes with the best plan to achieve them at the lowest administrative cost. Bennie earned his J.D. from the University of Richmond. There he focused his coursework on advanced estate, business, and tax planning. Earning distinction in both his studies and his community service as the 2015 recipient of the CALI Center Award for Excellence for the Future in Estate Planning and the Harry L. Carrico Center’s Pro Bono & Public Service Certificate.