Helen M. Whelan

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Helen M. Whelan

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 is 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 in its newly-renovated center. She is the former Commissioner of the CCOC (Montgomery County Commission of Common Ownership Communities). 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.  


Practice Areas
  • Elder Law
    Estate Planning
    Trust & Estate Administration
    Veterans' Benefits
bar admissions
  • District of Columbia

    Maryland

    West Virginia

Professional Affiliations
  • 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, Former Commissioner

education
  • 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)

Honors and Awards
  • Legal Intern – Advocacy for the Elderly at the Columbus School of Law

Helen has been the consummate professional. I strongly recommend her to our friends, and hope our paths cross again soon. Timothy Beans
I wanted to take this opportunity to acknowledge Helen's professionalism through a difficult process with my mother's estate. Her guidance and sympathy was so greatly appreciated. Tracy Clark
I worked with Helen Whelan on all of my estate planning needs from updating my will and medical directives to the establishment of my revocable trust. At each step in the process Helen explained to me all of my options and how best to protect myself and my estate. Helen’s attention to detail, professionalism and guidance were greatly appreciated. I will always recommend Helen to my friends and family.

Daniel Scully