Helen Whelan joined Miller, Miller & Canby in 2012 as Principal 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 plan. She works
with families to meet their goals for their estate and carefully plans how
the estate 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.
Ms. Whelan was recently appointed to 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 in its newly-renovated center. She is currently in her second term as a Commissioner with the Montgomery County Commission
of Common Ownership Communities (CCOC). The CCOC is composed of volunteer members that
adjudicate disputes between homeowners and their condominium or homeowners associations. She is a member of the American Association of Attorney-Certified Public Accountants and the National Academy of Elder Law Attorneys.
She has also been accredited by the Department of Veterans Affairs in veterans benefits. She works with veterans who may need the assistance of an attorney to counsel them on the benefits they have earned as a result of their service.
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.
District of Columbia
American Bar Association
Maryland State Bar Association
Montgomery County Bar Association
The District of Columbia Bar Association
West Virginia Bar Association
American Association of Attorney-Certified Public Accountants
Department of Veterans Affairs Accredited Attorney
National Academy of Elder Law Attorneys
Progress Unlimited, Board Member
Montgomery County Commission of Common Ownership Communities, Commissioner
Georgetown University Law Center, LL.M. in Taxation with an Estate Planning Certificate
The Catholic University of America Columbus School of Law, J.D.
Certified Public Accountant (currently inactive)
Legal Intern – Advocacy for the Elderly at the Columbus School of Law