Helena S. Mock

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Williamsburg, VA

The Peninsula Center for Estate and Lifelong Planning
 | 461 McLaws Circle, Suite 2
Williamsburg, VA 23185
Phone: 757-969-1900
Selected to Super Lawyers: 2013 - 2018
Selected to Rising Stars: 2007 - 2008
Licensed Since: 2000
Practice Areas:
  • Estate Planning & Probate (60%),
  • Elder Law (20%),
  • Closely Held Business (10%),
  • Tax: Business (10%)
Attorney Profile

Founder of The Peninsula Center for Estate and Lifelong Planning, Helena S. Mock represents clients throughout the Commonwealth of Virginia who need legal services related to estate planning. An accredited estate planner with an Avvo rating of “Superb”, Ms. Mock is also accredited to aid military veterans of the United States with obtaining benefits from the VA by the Department of Veterans Affairs.

Within the legal focus of estate planning, Ms. Mock handles the following types of cases: estate and trust administration, business planning, charitable planning, retirement asset planning, elder law and long-term care planning, life care planning, Medicaid and veteran’s benefits, and guardianships and conservatorships. She also handles legal issues for nonprofit organizations, fiduciary accounting issues, estate and gift taxes, trust reformation or modification, and business exit planning.

Admitted to practice by the Virginia Supreme Court, the U.S. District Court for the Eastern District of Virginia and the U.S. Court of Appeals for the 4th Circuit, Ms. Mock is also an adjunct professor of law at the College of William & Mary School of Law and directs the law school’s Elder & Disability Law Clinic. She also holds the designation of Accredited Estate Planner from the National Association of Estate Planners &  Councils.

After earning a Bachelor of Arts from the University of Maryland, Ms. Mock went on to Old Dominion University to study for a Master of Arts, then on to the College of William & Mary Law School to earn her Juris Doctor. She is a member of the Clinical Legal Education Association, the Life Care Planning Law Firms Association, the Trusts and Estates Section of the Virginia State Bar, The Virginia Bar Association, the Williamsburg Bar Association and the Peninsula Estate Planning Council.

 
Practice Areas
Lawyer Practice Area Pie Chart

Estate Planning & Probate (60%): Estate Planning, Guardianships & Conservatorships, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills

Elder Law (20%)

Closely Held Business (10%)

Tax (10%): Tax Law

Focus Areas

Estate Planning & Probate: Estate Planning, Guardianships & Conservatorships, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills

Tax: Tax Law

Selections

Selected to Super Lawyers for 6 yearsmiddle-imageSelected to Rising Stars for 2 years

Super Lawyers: 2013 - 2018 Rising Stars: 2007 - 2008

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About Helena Mock

Admitted: 2000, Virginia

Professional Webpage: http://www.tpcestate.com/Attorney-Profiles/Helena-S-Mock-esq...

Honors and Awards:

  • Virginia Exceptional Lawyer, Richmond Magazine, 2017
  • AVVO Client's Choice Award, 2016
  • Client Satisfaction Award, American Institute of Legal Counsel, Elder Law Division, 2016
  • Legal Elite, Virginia Business Magazine, 2015
  • Client Distinction Award, Martindale-Hubbell, 2015
  • Recognized for excellence in teaching, St. George Tucker Adjunct Professor of Law, William & Mary Law School, 2014
  • Top Lawyer, Worldwide Registry, 2014
  • Client Distinction Award, Martindale-Hubbell, 2013
  • Legal Elite, Virginia Business Magazine, 2009
  • Legal Elite, Virginia Business Magazine, 2008
  • Legal Elite, Virginia Business Magazine, 2007
  • Legal Elite, Virginia Business Magazine, 2006
  • Legal Elite, Virginia Business Magazine, 2005
  • Legal Elite, Virginia Business Magazine, 2004
  • Recognized as SuperLawyer, Global Strategy Group, 2013-2017
  • SuperLawyers as a Rising Star, 2007 and 2008
  • Awarded an attorney rating of 10.0 - Superb, by Avvo.com 2010-Present

Special Licenses/Certifications:

  • Accredited Estate Planner, National Association of Estate Planners & Councils, 2016
  • Department of Veterans Affairs Accredited Attorney, 2011

Bar/Professional Activity:

  • Member, Clinical Legal Education Association
  • President, Virginia Peninsula Estate Planning Council, 2017 - Present
  • Member, Virginia State Bar, Trust & Estates Section
  • Virginia Peninsula Estate Planning Council, Member since 2001
  • 1st Vice President, Virginia Peninsula Estate Planning Council 2016-2017
  • Virginia Supreme Court, 2000
  • U.S. Court of Appeals 4th Circuit, 2002
  • U.S. District Court Eastern District of Virginia, 2002
  • Member, Life Care Planning Law Firms Association, 2016-Present
  • Treasurer, Newport News Bar Association, 2002-2007
  • 2nd Vice President, Peninsula Estate Planning Council, 2015-2016
  • Treasurer, Virginia Peninsula Estate Planning Council, 2014-2015
  • Secretary, Virginia Peninsula Estate Planning Council, 2013-2014
  • Member, National Academy of Elder Law Attorneys
  • Member, Williamsburg Bar Association
  • Member, Virginia Bar Association
  • Member, Virginia State Bar

Pro bono/Community Service:

  • Secretary, Avalon Center for Women and Children, 2003
  • Director, William & Mary Law School Elder & Disability Law Clinic, 2012-Present
  • Secretary and Board Member, Mary Immaculate Hospital, 2012-2016
  • Secretary and Board Member, Williamsburg House of Mercy, 2016 - Present
  • Former Director and Officer for Avalon, a Center for Women and Children, 2002 - 2003

Scholarly Lectures and Writings:

  • Speaker, Medicaid Planning, National Business Institute, 2016
  • Speaker, Special Family and Lifestyle Tax Issues, 61st Annual William & Mary Tax Conference, 2015
  • Speaker, Special Needs Trusts, National Business Institute - Top Estate Planning Techniques, 2014
  • Speaker, Top Post-Mortem Planning Techniques, National Business Institute - Top Estate Planning Techniques, 2014
  • Speaker, Elder Law Issues for Family Caregivers, Virginia Caregiver Coalition, 2014
  • Speaker, Maintaining an Ethical Balance in Probate Practice, National Business Institute - The Probate Process from Start to Finish, 2013
  • Speaker, Determining if the Spouse's Elective Share is a Reasonable Option, National Business Institute - The Probate Process from Start to Finish, 2013
  • Speaker, Estate Planning in the Digital Age, Community Action Plan on Aging, 2012
  • Speaker, Trust Planning, National Business Institute - Trusts 101, 2010
  • Speaker, Estate Planning, National Business Institute - Top Estate Planning Techniques, 2009
  • Speaker, Estate Administration Issues, National Business Institute - The Probate Process from Start to Finish, 2008
  • Speaker, Elder Law Issues, National Business Institute - Elder Care in Virginia Legal & Financial Issues, 2005
  • Speaker, Estate Taxes, National Business Institute - How to Protect Assets During Live & Avoid Tax at Death in Virginia, 2004
  • Speaker, Estate Administration, National Business Institute - The Probate Process for Virginia Paralegals, 2003
  • Speaker, Trust Administration / Ethical Issues, Virginia CLE - Trust Administration 2012
  • St. George Tucker Adjunct Professor of Law, College of William & Mary Law School, 2015
  • Adjunct Professor of Law, College of William and Mary School of Law, 2004 - Present

Newsletters:

Educational Background:

  • Old Dominion University, M.A., 1996
  • University of Maryland, B.A., 1992

Industry Groups

  • Government Benefits
  • Taxation
Office Location for Helena S. Mock

461 McLaws Circle
Suite 2
Williamsburg, VA 23185

Phone: 757-969-1900

 

Helena S. Mock:

Last Updated: 12/4/2017

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