CALL US : 1-866-479-2900
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.
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.
Matthew O'Toole, Esq.
Matthew W. O'Toole joined Carrell Blanton Ferris in 2021 and focuses his practice on estate administration and Legacy Fiduciary Services, PLC. Matt received his B.S. from James Madison University and his J.D. from University of Richmond School of Law. Prior to practicing law, Matthew spent three years working in Private Wealth at SunTrust Bank, as a Closely Held Business Officer. Having dealt with many complex relationships within the bank, Matthew understands the importance of maintaining relationships and building trust within those relationship to make sure the client’s needs are heard and achieved to its best ability.
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.