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Susan I. Jean
also known as Susan I. Jean
About Susan
Biography
I have chosen to focus my practice in the area of estate planning. Although the concerns and goals my client and family have are common, each person comes to me with a unique personal, family, financial, and medical, history that are hers or his alone. I enjoy the process of bringing my knowledge and experience to bear in crafting a plan that will work for my clients and their families.
Practice Areas
2
Practice Areas
Estate Planning
90%
34 years
Elder Law
10%
34 years
Fees and Rates
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Chat withLicenses
Licensed in Virginia for 33 years
State: Virginia
Acquired: 1992
No misconduct found
Location
The Heritage Law Group
1700 George Washington Highway, Suite D, York County, VA, 23693
The Heritage Law Group
6558 Main Street, Suite 2, Gloucester, VA, 23061
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Susan I. Jean's Reviews
Avvo Review Score
49 Client Reviews
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Practice Areas
What Clients Mention
Showing 6 - 9 of 9 reviews | Trusts
Posted by Harrison | July 18, 2020 | Hired Attorney | Trusts
Retired Educator
Susan Jean of Heritage Law Group is both professional and ethical. We went to her to review a trust that had been established for us by a different attorney and found out that it was incomplete and would have cause immeasurable harm to our estate, had she not corrected it, during her review. She is...
Susan Jean
Replied last July 18, 2020Estate planning is like many (probably most) fields in the law ... a "fill in the blanks" cookie cutter estate plan may or may not work. And by the time you find that it doesn't work, it may be very difficult to change. Glad I could help!
Posted by Amy | July 18, 2020 | Hired Attorney | Trusts
Helpful Guidance Through Estate Planning
Susan Jean made completing my estate trust very easy even though we had to do it virtually. She and her staff are very good at explaining things so that I can understand what to do and how to make good choices drawing up an estate plan and funding it.
Susan Jean
Replied last July 18, 2020"Virtual" estate planning certainly has its challenges. I am learning along with my clients how to make the process work. Thank you!
Posted by Karl | January 06, 2017 | Hired Attorney | Trusts
Estate Planning
Attorney Jean prepared all documents required for a widowed man to deal with final disposition of estate. Ms Jean was very helpful in suggesting the proper documents required and the most cost effective for my financial status and estate. e.g., Will vs Trust. She is very pleasant to work with and ...
Posted by Bill | June 23, 2016 | Hired Attorney | Trusts
Professional and personable
My wife and I met with Susan to draw up a trust. After reviewing our status, she told us that a will would be better, and cheaper, than a trust. We were able to get a comprehensive will, with a trust embedded, for a very reasonable price. Susan was very professional, but personable, and did an excell...
Susan I. Jean's Lawyer Endorsements
"I've known Susan for years through the Virginia Academy of Elder Law Attorneys. In simple terms, she knows her stuff. She combines a pleasant personality with a no nonsense approach for her clients. I'm delighted to have her as a friend and a colleague."
"I endorse this lawyer."
"Attorney Jean is respected throughout the state as an expert in elder law matters. She is caring and conscientious towards her clients. Her excellent reputation is well-deserved!"
"Susan brings her considerable talents & positive perspective to the service of her Estate Planning clients. She helps guide them through one of the most challenging aspect of Life Planning. She is a credit to the legal profession."
"I endorse this lawyer."
"I endorse Susan Jean and refer elder law cases to her because she is both competent and caring in helping her clients."
"I endorse this lawyer. Susan takes a great interest in her clients and provide thorough, effective, and comprehensive estate planning advice."
"I strongly endorse this lawyer. Mrs. Jean is recognized throughout the state as an expert in Elder Law. She consistently goes out of her way to offer personal care and attention to her clients. I regularly refer clients to her with the knowledge that they will be well represented in their legal matters."
Robert Brooks
Estate planning lawyer
Ross Hart
Elder law lawyer
Jennifer Kahl
Elder law lawyer
Brian Decker
Litigation lawyer
Adrienne Sakyi
Litigation lawyer
Matthew Sunderlin
Elder law lawyer
Elizabeth Bircher
Elder law lawyer
William Carmines
Unknown lawyer
David Otey
Estate planning lawyer
Clara Swanson
Guardianship lawyer
Experience
Honors
2013
Certified Elder Law Attorney (2nd renewal), National Elder Law Foundation
2010
Preeminent 4.8 out of 5.0, Martindale-Hubbell
2009
Accredited Attorney, Department of Veterans Affairs
2000
Certified Elder Law Attorney, National Elder Law Foundation
Work Experience
2017 - Present
Owner, The Heritage Law Group
2006 - 2012
Owner, Susan I. Jean & Associates, LLC
2001 - 2006
Owner, Jean & Luscomb, LLC
1994 - 2001
Owner, Susan I. Jean, PC
1977 - 1989
Logistics Manager, Special Programs, Air Force, United States Civil Service
Associations
2001 - Present
Peninsula Estate Planning CouncilMember
1995 - Present
National Academy of Elder Law AttorneysMember
Virginia Academy of Elder Law Attorneys
Past President
York-Poquoson Bar Association
Past President
2013 - 2015
Peninsula Agency on AgingMember, Board of Directors
2007 - 2009
Peninsula Pastoral Counseling CenterBoard of Directors
2005 - 2007
ARC of the Virginia PeninsulaBoard of Directors
Sample of Legal Cases
Mennowood v. xxxxxxx
Guardianship and Conservatorship granted
Education
1992
University of Dayton School of Law
J.D.
1977
Cleveland State University
B.A.
Speaking Engagements
2016
25th Annual Advanced Elder Law Seminar
Real Property and Crisis Medicaid Planning
2013
VAELA Unprogram 2013
Medicaid 101
2012
VAELA Unprogram
Medicaid 101
2011
Virginia Academy of Elder Law Attorneys Annual meeting
Program of All-Inclusive Care for the Elderly (PACE)
2011
3rd Annual VAELA UnProgram
Medicaid Planning for the New Elder law Attorney
2009
18th Annual Advanced Elder Law Seminar
Legislative and Medicaid Update 2009
Publications
2016
Virginia CLE
Real Property and Crisis Medicaid Planning
2013
Virginia Lawyers Weekly
Medicaid: Bridging the Communication Gap
2012
Presented, VAELA Un-Program
Medicaid 101
2010
Virginia CLE
Outline: Legislative and Medicaid Update 2010
Languages
English
Activity
Legal Answers
Legal Answers
Q&A
If I have joint tenant with right of survivorship, do I still own half before the Grantor dies?
14 Sep 2020
Q&A
Is it better to get a will or set up a revocable living trust?
20 Jun 2018
Q&A
If my son is in a coma and he has bills that has to be paid can I get power of attorney over his daughter
28 May 2018