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Happy April to our Wonderful Clients and Friends,
April showers bring May flowers. Today's article discusses legal security arising within your estate plan that blooms for your protection during the many phases of life, and in particular in the phase of life that may involve memory issues and cognitive impairment.

Together, we've created your legal plan. Each document contains the legal protection required for your personalized life plan to work. As your life progresses, events such as new family members, the passing of a loved one, long-term care, dementia, and other health issues may surface. Your estate plan should provide coverage for the situations you encounter.
Early preparation for the possible cognitive impairment of a loved one is a discussion every family should have.  Our job as attorneys is to help you be legally prepared to deal with each phase of life as your family's lifetime journey unfolds.
We thank you for letting us be part of your team and to help your family be legally prepared for all phases of life. Enjoy the information.

Cognitive Impairment A Long And Winding Road
As an attorney, I meet wonderful families in various stages of planning for the mental incapacity of a loved one.  Some families are struggling with a current crisis with more limited legal options and possible court action.  Some families are proactively forming a strategic life plan for future care of a loved while there are more plentiful solutions.   

Over 1 billion people worldwide are age 60 or above.  That number is expected to double within the next 30 years.  However, longevity in years is not always accompanied by excellent mental health.  Cognitive impairment, defined as a decreased ability to think and remember, can be a frustrating life situation as well as a very difficult legal situation for many families and caregivers.

Listen to us on Raising the Bar!

We've recently been interviewed by Raising the Bar Law Talk Radio Show! We've answered listener's questions all about Estate Planning and Trust & Estate Administration. Like us on Facebook to be notified when we go live again!

Click  here to listen to Kevin O'Donnell's interview or
click  here to listen to Bennie Wall's interview!

Estate Planning Seminars

We offer free educational seminars on the importance of estate planning throughout the month. We'd love to see your friends and family there! 

Do you belong to a community organization that would benefit from the same presentation? Contact us today!




Are you struggling with whom to name as your Successor Trustee?

Perhaps you're concerned about whether any of your family members can handle all of the duties and responsibilities of administering your trust when you die. Or, perhaps you want to lift this burden from their shoulders altogether. 

Legacy Fiduciary Services, PLC (LFS) may be the solution. LFS was established by Carrell Blanton Ferris & Associates, PLC to serve as trustee of trusts created and governed pursuant to the laws of Virginia. LFS attorneys are experienced fiduciaries who are dedicated to ensuring that your careful planning will be implemented. We make it our job to stay current with changing trust laws and regulations, and will work closely with your financial advisor to help ensure that the needs of your loved ones will be met after your passing. For more information click here .
Please note: 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. 


We would like to acknowledge Advisors Forum and WealthCounsel, LLC for their contribution to material included in this newsletter.  The contents of this publication are for informational purposes only. Neither this publication nor the lawyers who authored it are rendering legal or other professional advice or opinions on specific facts or matters, nor does the distribution of this publication to any person constitute the establishment of an attorney-client relationship. Carrell Blanton Ferris & Associates, PLC assumes no liability in connection with the use of this publication.
© Carrell Blanton Ferris & Associates, PLC



U.S. Treasury Department Regulations require that we advise you that unless otherwise expressly indicated, any federal tax advice contained herein is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax related matters addressed herein.


Carrell Blanton Ferris & Associates, PLC