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 plans—and that they have gained true peace of mind as a result.
Practice areas
Languages spoken
English
State | Status | Acquired | Updated |
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VA | Authorized to Practice Law | 2015 | 01/19/2021 |
Legal answers | 0 |
Legal guides | 0 |
Title | Company name | Duration |
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Attorney | Carrell Blanton Ferris & Associates, PLC | 2017 - Present |
Association name | Position name | Duration |
---|---|---|
WealthCounsel | N/A | 2017 - Present |
Virginia Bar Association | N/A | N/A |
The Advisors Forum | N/A | N/A |
School name | Degree | Graduated |
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William & Mary Law School | JD - Juris Doctor | 2015 |
University of Virginia | BA - Bachelor of Arts | 2012 |
Conference name | Title | Date |
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Public Seminar | Wills vs. Trusts: It’s Not About the Documents … It’s About the Results | 2018 |
Rhiannon Hartman, Estate planning Attorney on Mar 2, 2018
Relationship: Co-worker
I endorse this lawyer.
Bennie Wall, Estate planning Attorney on Mar 1, 2018
Relationship: Co-worker
It is easy for me to recommend this attorney. Jon Osler is down to Earth, highly respected in the Trusts and Estates community, and I am confident that he will help you meet your and your family's estate planing goals with ease.