Helen M. Whelan
Georgetown University Law Center, LL.M. in Taxation with an Estate Planning Certificate, 2010
The Catholic University of America Columbus School of Law, J.D., 1995
Certified Public Accountant
Helen Whelan recently joined Landsman Law Group from Miller, Miller & Canby, where she was a Principal who was hired to expand the firm’s Elder Law capabilities within the Estates & Trusts Practice Group. With more than a decade of experience advising families and individuals in planning for their futures, Ms. Whelan’s desire is to educate her clients so that they understand their estate and long term plan. She works with families to meet their goals and carefully plans how their estate plan will be implemented both during their lifetime and after their death. As a Certified Public Accountant with a Masters in Tax, Ms. Whelan is uniquely qualified to assist her clients in accomplishing their goals. Ms. Whelan is sensitive to the needs of a family in crisis and counsels clients about elder law issues, including Medicaid qualification and asset protection. She also administers estates and trusts.
While attending Law School, Ms. Whelan served as legal intern for Advocacy for the Elderly. Ms. Whelan served as a member of the Board of Directors of Progress Unlimited, which provides services for adults with developmental disabilities, as well as 24-hour residential care and Adult Medical Day Care. She is the former Commissioner of the CCOC
(Montgomery County Commission of Common Ownership Communities). She is a member of the American Association of Attorney-Certified Public Accountants and the National Academy of Elder Law Attorneys.
Ms. Whelan has presented for Lorman and National Business Institute (NBI) on various subjects. Ms. Whelan co-authored an article titled “Planning Ideas and Considerations for Unmarried Couples”, which was published in the December 2011 edition of the Journal of Financial Planning’s Between the Issues.