Helping Clients Protect Their Assets And Plan For The Future
When the time comes to prepare or update your estate plan, you are going to want lawyers with experience and insight someone who will help you not only determine how you want your assets to be distributed but also preserve and protect those assets for future generations. Similarly, if you are experiencing a family law issue or are involved in business or tax planning, you want lawyers with an understanding of the impact such an issue has on your future. At The Peninsula Center for Estate and Lifelong Planning, we are committed to helping clients achieve their goals through personalized counsel and representation. Our firm is led by Helena S. Mock, a Williamsburg estate planning attorney with nearly two decades of experience.
Whether you need help drafting a will, creating a trust, planning toward qualifying for Medicaid or Veterans Affairs (VA) benefits, administering an estate or litigating a probate dispute,or starting a small business, you can rely on Ms. Mock and our professional staff to listen to your concerns and advise you on your options.
Our firm offers a full range of probate, estate and trust services to meet the needs of our region's elder population, as well as younger families who are concerned about the future. We also handle various aspects of family law and serve business owners involved in various commercial and tax matters.
Based in Williamsburg, we serve clients on the Virginia Peninsula and throughout Hampton Roads, including the Middle Peninsula and the Northern Neck. We believe in building long-term relationships with our clients by keeping them updated on changes in the law and addressing their ongoing concerns about estate planning, elder law, family law, business law and tax law.
Contact Experienced, Dedicated Elder Law Attorney Today
Our offices are conveniently located in the Busch Corporate Center, near Busch Gardens and Kingsmill Resort. We accept Visa, MasterCard and personal check for our legal fees. To schedule a meeting, please contact us at 757-969-1900.
461 McLaws Circle Suite 2
Williamsburg VA 23185
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.
Based in Williamsburg, we serve clients on the Virginia Peninsula and throughout Hampton Roads and the Northern Neck, including Williamsburg, Newport News, Hampton, Poquoson, Yorktown, Jamestown and other communities in York County, James City County, New Kent County and Gloucester County.
To discuss how The Peninsula Center can assist you with your concerns, please contact us at our offices in Williamsburg at 757-969-1900 today!
Cathy is a 2017 graduate of the College of William & Mary School of Law. Cathy focuses her practice on estate planning and elder law and has experience in drafting estate planning documents, caregiver agreements, and guardianship/conservatorship proceedings. She is also familiar with the application processes for long-term care Medicaid, SSI/SSDI, and Veterans Benefits. She is the Chair of the Life Care Planning practice area at The Peninsula Center. She is a member of the Virginia State Bar Trusts and Estates section.
During law school, Cathy worked as a law clerk for The Peninsula Center. She also worked extensively with the William & Mary Elder & Disability Law Clinic, and was a staff member of the William & Mary Journal of Women and the Law. Cathy graduated summa cum laude from Franklin & Marshall College in Lancaster, Pennsylvania, in 2014, where she majored in English and Government. She also completed internships at a non-profit legal services office and at a Magisterial District Court in Pennsylvania.
To schedule a meeting, please contact us at 757-969-1900.