HELENA S. MOCK
Biography
Jones, Blechman, Woltz &
Kelly, P.C.
Suite 800
701 Town Center Drive
Newport News, VA 23606
757-873-8064: TEL
757.873.8103: FAX
hmock@jbwk.com
Practice Areas:
Estate PlanningEstate & Trust Administration
Business Succession Planning
Charitable Planning
Elder Law Issues
Guardianships and Conservatorships
Non-Profit Organizations
Fiduciary Accounting
Estate and Gift Taxation
Retirement Asset Planning
Estate and Trust Litigation
Helena is Chairman of the Estate Planning and Taxation Practice Group. She has extensive experience in advising clients on all facets of estate, tax, and business planning to include establishing revocable and irrevocable trusts, charitable trusts, limited liability companies, and family 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 advises clients on methods available for sheltering assets from income, gift, estate, and generation-skipping transfer taxes, and helps clients in preserving wealth for future generations. In addition, Helena guides clients through the process of administering trusts and estates and often serves in the capacity of executor or trustee. Finally, Helena regularly practices before the local courts in instituting guardianships and conservatorships, reforming trusts and wills, and handling a variety of litigation matters involving trusts and estates.
Helena is a frequent speaker on topics and writing specialist relating to her areas of practice and is an adjunct faculty member of the College of William & Mary School of Law.
Her expertise in estate planning has earned her recognition by her peers as Legal Elite by Virginia Business for the past three years (most recently see www.virginiabusiness.com December 2006.)
With clients throughout Hampton Roads, Helena practices out of both the Williamsburg and Newport News offices. She lives in Williamsburg with her husband and two children.
Educational and Professional Background
- University of Maryland, B.A. (1992)
- Old Dominion University, M.A. (1996)
- College of William and Mary,
Marshall-Wythe School of Law, J.D. (2000) - Admitted to practice:
Virginia Supreme Court (2000)
United States District Court-Eastern District (2002)
United States Court of Appeals (4th Circuit 2002)
Activities and Affiliations
- Peninsula Estate Planning Council
- Newport News Bar Association
(Treasurer, 2002-2007) - Williamsburg Bar Association
- Virginia Bar Association
- Virginia State Bar — Member, Trust & Estate Section
- Former Director and Officer for Avalon, a Center for Women and Children (2000-2003)
- Adjunct Faculty Member, College of William and Mary, School of Law (2003 to present)