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The Peninsula Center For Estate And Lifelong Planning
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More Than 20 Years Of Experience Building Lifelong Relationships      

Helena S. Mock

Helena S. Mock, Esq.

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Superlawyer Helena S. Mock
Superlawyer Helena S. Mock
Avvo Helena S. Mock, Esq.
Virginia Top Lawyers 2022 Helena S. Mock

Biography

Helena began her career as a legal clerk with the United States Army. In 2000, she graduated from the College of William & Mary School of Law in Williamsburg, Virginia, and began her practice with the law firm of Jones, Blechman, Woltz & Kelly, P.C. in Newport News, Virginia. In 2004, Helena became a full partner and later served as Chairman of the Estate Planning and Taxation Practice Group of the firm, supervising a team of attorneys, paralegals and other staff while attending to the needs of her many and varied estate planning and administration clients.
In May of 2010, Helena formed a law practice devoted to providing Virginia Peninsula clients with the best in estate, trust, and business planning: The Peninsula Center for Estate and Lifelong Planning, located in Williamsburg. She continues to provide the same breadth and quality of services to clients throughout Hampton Roads, including the Middle Peninsula and the Northern Neck.

Experience

Helena has extensive experience in advising clients on all facets of estate, tax, business, and long-term care planning to include establishing revocable and irrevocable trusts, charitable trusts, limited liability companies and family business limited partnerships, as well as drafting buy-sell agreements, shareholder agreements, marital agreements, wills, powers of attorney, medical directives, living wills and other estate planning documents necessary to protect clients both during lifetime and at death. She assists clients and their families with planning for future long-term care needs and in evaluating ways to protect and preserve assets. She advises clients on methods available for protecting assets from income, gift, estate, and generation-skipping transfer taxes and helps clients in preserving wealth for future generations. In addition, Helena helps clients deal with issues such as incapacity and death of a loved one and guides clients through the process of administering trusts and estates. She regularly practices before the local courts in instituting guardianships and conservatorships, reforming trusts and wills, and handling a variety of other matters involving wills, trusts, and estates. Helena also often serves in the capacity of executor or trustee and has frequently been appointed by local courts to serve as a fiduciary.

Her expertise in estate planning has earned her recognition by her peers as Legal Elite by Virginia Business for seven years, by Super Lawyers as a Rising Star in 2007 and 2008, and by Global Strategy Group (GSG) as a Super Lawyer for 2013-2021. Additionally, she has been awarded the top "10" rating with AVVO.com, a respected legal website and resource, and she has been certified as an Estate Planning Law Specialist® and received recognition as an Accredited Estate Planner® by the National Association of Estate Planners & Councils. Helena has also been accredited by the Department of Veterans Affairs to assist U.S. military veterans in planning and applying for benefits with the VA.
Helena is a frequent speaker on topics relating to her areas of practice, and served as an Adjunct Professor of Law for the College of William & Mary School of Law for over 15 years, where she founded the Law School's Elder & Disability Law Clinic and served for several years as its Managing Attorney.

Education

  • The College of William and Mary, Marshall-Wythe School of Law, Williamsburg, Virginia
    • J.D. - 2000
  • Old Dominion University
    • M.A., - 1996
  • University of Maryland
    • B.A. - 1992

Classes & Seminars

  • Adjunct Faculty Member, College of William & Mary School of Law, 2004-Present

Pro-Bono Activities

  • Former Director and Officer for Avalon, a Center for Women and Children, 2002 to 2003
  • Former Treasurer, Newport News Bar Association, 2002 to 2007
  • Secretary and Board Member, Mary Immaculate Hospital, 2012-2016
  • Advisory Board Member, Dream Catchers of Williamsburg, 2010-Present
  • Secretary and Board Member, Williamsburg House of Mercy, 2016 to Present

Past Positions

  • Jones, Blechman, Woltz & Kelly, P.C., Newport News, VA, Partner
  • William & Mary Law School, Williamsburg, VA, Adjunct Professor of Law

Professional Associations

  • Peninsula Estate Planning Council, Member and Officer
  • Williamsburg Bar Association, Member
  • Virginia Bar Association, Member
  • Virginia State Bar, Trust & Estates Sections, Member
  • Life Care Planning Law Firms Association, Member
  • Clinical Legal Education Association, Member

Current Employment Position

  • Managing Attorney

Practice Areas

  • Estate Planning
  • Estate & Trust Administration
  • Business Planning
  • Charitable Planning
  • Retirement Asset Planning
  • Elder Law & Long-Term Care Planning
  • Life Care Planning
  • Medicaid & Veteran's Benefits
  • Guardianships and Conservatorships
  • Non-Profit Organizations
  • Fiduciary Accounting Issues
  • Estate and Gift Taxes
  • Trust Reformation or Modification

Bar Admissions

  • Virginia
  • U.S. District Court Eastern District of Virginia, 2002
  • U.S. Court of Appeals 4th Circuit, 2002
  • Virginia Supreme Court, 2000
  • North Carolina Supreme Court, 2021

Honors

  • Legal Elite by Virginia Business, Super Lawyers as a Rising Star
  • Global Strategy Group, Super Lawyer
  • Top "10" rating with AVVO.com, Accredited Estate Planner
  • Certified Estate Planning Law Specialist and Accredited Estate Planner
  • Accredited Attorney – Department of Veterans Affairs
  • St. George Tucker Adjunct Professor of Law (2014)