Helena S. Mock
Attorney Profile
Top Rated Estate Planning & Probate Attorney in Williamsburg, VA
Williamsburg, VA 23185
Selected to Rising Stars: 2007 - 2008
- Estate Planning & Probate (60%),
- Elder Law (20%),
- Tax: Business (10%),
- Closely Held Business (10%)
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 William & Mary Law School and manages 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.
Estate Planning & Probate (60%): Estate Planning, Guardianships & Conservatorships, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills
Elder Law (20%)
Tax (10%): Tax Law
Closely Held Business (10%)
Estate Planning, Guardianships & Conservatorships, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills, Tax Law
Selections
Super Lawyers: 2013 - 2019 Rising Stars: 2007 - 2008
To: Helena S. Mock
Super Lawyers: Potential Client Inquiry
Additional Sources of Information About Helena S. Mock
About Helena Mock
Admitted: 2000, Virginia
Professional Webpage: http://www.tpcestate.com/Attorney-Profiles/Helena-S-Mock-esq...
Honors/Awards:
- Top Lawyers of Coastal Virginia, Top Lawyer, Coastal Virginia Magazine, 2019
- Legal Elite, Virginia Business Magazine, 2015
- Top Lawyers of Coastal Virginia, Top Lawyer, Coastal Virginia Magazine, 2018
- Client Distinction Award, Martindale-Hubbell, 2013
- Client Distinction Award, Martindale-Hubbell, 2015
- Recognized for excellence in teaching, St. George Tucker Adjunct Professor of Law, William & Mary Law School, 2014
- 10 Best Estate Planning Attorney - Virginia - Exceptional and Outstanding Client Service, 10 Best Attorneys, American Institute of Legal Counsel, 2018
- ..., AVVO Client's Choice Award, AVVO, 2016
- Top Lawyer, Worldwide Registry, 2014
- Demonstrating excellent client care, Client Satisfaction Award, American Institute of Legal Counsel - Elder Law Division, 2016
- Recognized as SuperLawyer, Global Strategy Group, 2013-2019, Virginia Super Lawyer, 2019
- ..., Virginia Exceptional Lawyer, Richmond Magazine, 2017
Special Licenses/Certifications:
- Accredited Estate Planner, National Association of Estate Planners & Councils, 2016
- Department of Veterans Affairs Accredited Attorney, 2011
Bar/Professional Activity:
- Member, Life Care Planning Law Firms Association, 2016-Present
- U.S. Court of Appeals 4th Circuit, 2002
- Virginia Peninsula Estate Planning Council, Member since 2001
- President, Virginia Peninsula Estate Planning Council, 2017 - 2018
- Member, Virginia State Bar
- Secretary, Virginia Peninsula Estate Planning Council, 2013-2014
- 2nd Vice President, Peninsula Estate Planning Council, 2015-2016
- U.S. District Court Eastern District of Virginia, 2002
- Member, Clinical Legal Education Association
- Member, National Academy of Elder Law Attorneys
- Member, Williamsburg Bar Association
- Treasurer, Newport News Bar Association, 2002-2007
- 1st Vice President, Virginia Peninsula Estate Planning Council 2016-2017
- Virginia Supreme Court, 2000
- Member, Virginia State Bar, Trust & Estates Section, Member since 2001
- Member, Virginia Bar Association
- Treasurer, Virginia Peninsula Estate Planning Council, 2014-2015
Pro bono/Community Service:
- Secretary and Board Member, Williamsburg House of Mercy, 2016 - Present
- Director, William & Mary Law School Elder & Disability Law Clinic, 2012-Present
- Secretary and Board Member, Mary Immaculate Hospital, 2012-2016
Scholarly Lectures/Writings:
- Speaker, Determining if the Spouse's Elective Share is a Reasonable Option, National Business Institute - The Probate Process from Start to Finish, 2013
- Speaker, Maintaining an Ethical Balance in Probate Practice, National Business Institute - The Probate Process from Start to Finish, 2013
- Speaker, Trust Administration / Ethical Issues, Virginia CLE - Trust Administration 2012
- 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, Medicaid Planning, National Business Institute, 2016
- Adjunct Professor of Law, College of William and Mary School of Law, 2004 - Present
- Speaker, Elder Law Issues for Family Caregivers, Virginia Caregiver Coalition, 2014
- Speaker, Special Family and Lifestyle Tax Issues, 61st Annual William & Mary Tax Conference, 2015
- St. George Tucker Adjunct Professor of Law, College of William & Mary Law School, 2015
- Speaker, Top Post-Mortem Planning Techniques, National Business Institute - Top Estate Planning Techniques, 2014
- Speaker, Special Needs Trusts, National Business Institute - Top Estate Planning Techniques, 2014
Educational Background:
- Old Dominion University, M.A., 1996
- University of Maryland, B.A., 1992
Industry Groups
- Government Benefits
- Taxation
Helena S. Mock:
Last Updated: 2/4/2019