Helena S Mock
Attorneys with offices in Newport News & Williamsburg, Virginia
* Business & Technology Law
* Construction Law & Litigation
* Criminal Law
* Employment Law
* Estate Planning and Taxation
* Family Law
* Governmental Law
* Healthcare Law
* Insurance Coverage & Litigation
* Land Use & Zoning
* Litigation
* Military Law
* Personal Injury and Product Liability
* Professional Liability/Errors & Omissions
* Real Estate Law
* Workers' Compensation
JBW&K renders an array of sophisticated estate planning services to our clients for the transfer of wealth both during life and at death in ways that will minimize taxes and carry out the goals of the individual clients for their families and other beneficiaries. Our focus is on educating and advising the client on all available options and the tax and non-tax consequences of their choices. Our clients include individuals, partnerships, limited liability companies, trusts and estates, and tax-exempt organizations.
Our attorneys regularly advise clients on sheltering assets from income, gift, estate, and generation-skipping transfer taxes, and help clients in preserving wealth for future generations. We prepare estate planning documents for the management and disposition of the client's estate during lifetime, at incapacity, and at death. In doing this, we work with the client's other professional advisors such as CPAs, financial planners, investment managers, insurance advisors and trust officers in a team approach to planning in order to obtain the best result for the client. We also assist with the management of trusts and estates during all phases of administration, to include probate. We assist our business clients in planning for a smooth transition of the business interest at incapacity and death through the preparation of family partnerships, limited liability company agreements, stockholder agreements, buy-sell agreements, and marital agreements.
Areas of Concentration
* Estate Planning
* Estate and Trust Administration
* Business Succession Planning
* Charitable Planning
* Elder Law Issues
* Guardianships and Conservatorships
* Non-Profit Organizations
* Fiduciary Accounting Issues
* Estate and Gift Taxes
* Estate and Trust Litigation
* Retirement Asset Planning
* IRS Private Letter Rulings
The attorneys in this Practice Group are active in local, state and national estate planning and tax groups to include the Peninsula Estate Planning Council and the American Academy of Estate Planning Attorneys. Our attorneys are regular speakers on issues relating to estate planning, estate and trust administration, and elder law, and two of our attorneys are adjunct faculty members at the College of William and Mary School of Law. Additionally, our attorneys often serve as fiduciaries for estates and all types of trusts.
Helena S Mock
Jones, Blechman, Woltz & Kelly PC
701 Town Center Dr #800
Newport News VA 23612-2888
Tel: 757 873-8064
Fax: 757 873-8103
E-mail: hmock@jbwk.com
Practice Areas:
* Estate Planning
* Estate & 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 relating to her areas of practice and is an adjunct faculty member and writing specialist for 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 five years (most recently see www.virginiabusiness.com December 2008.)
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.
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