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Your Trusted Maryland Estate Planning Lawyers
Chesapeake Wills & Trusts is a client-focused legal practice dedicated to estate planning, probate, and elder law in Maryland. With over two decades of experience, our team prioritizes personalized service, ensuring clients understand their options while crafting tailored plans to protect assets and secure futures. We emphasize transparency, local expertise, and ongoing support through the Chesapeake Care Plan, which provides document updates, family guidance, and cost-certainty guarantees.Recognized by Super Lawyers and deeply rooted in Anne Arundel County, we combine legal authority with compassionate counsel to simplify complex processes and alleviate family burdens during challenging times.
Services
Estate Planning
Probate Administration
Medicaid Crisis Planning
Trusts
Living Wills
Asset Protection
Powers of Attorney
Elder Law
Will Drafting
Guardianship
Highlights and features
- We have over 20 years of experience in Maryland estate planning and elder law.
- Our Chesapeake Care Plan offers ongoing document updates and family guidance.
- Client-focused approach with personalized, transparent legal counsel.
- Locally rooted team deeply familiar with Anne Arundel County needs.
- Recognized expertise through Super Lawyers and community testimonials.
Associations and certifications
- Super Lawyers
What people say
Excellent job
Knowledgeable and informative
Highly recommend
Peace of mind
Professional and efficient
Services
Estate Planning
We create customized estate plans to protect assets, outline end-of-life wishes, and minimize probate burdens. Our attorneys guide clients through wills, trusts, and advanced directives, ensuring compliance with Maryland law. With a focus on family needs and asset preservation, we help clients secure their financial legacy while addressing potential Medicaid eligibility and long-term care challenges.
Probate Administration
Our team simplifies probate processes for executors and families, handling asset distribution, debt resolution, and court filings. We provide clear guidance to navigate Maryland's probate laws efficiently, reducing stress during emotionally difficult times. Services include contested probate representation and strategies to streamline asset transfer while honoring the deceased's intentions.
Medicaid Crisis Planning
We assist families in qualifying for Medicaid benefits while protecting assets from nursing home costs. Our strategies include irrevocable trusts and legal tools to meet eligibility requirements without exhausting life savings. With expertise in Maryland's Medicaid regulations, we provide urgent planning solutions for families facing immediate care needs.
Trust Administration
We establish revocable and irrevocable trusts to manage assets during life and after death. Trust services include Medicaid-compliant structures, tax-efficient distributions, and avoiding probate. Our attorneys ensure trusts align with clients' goals for asset protection, family support, and charitable giving while maintaining legal compliance.
Elder Law Services
Our elder law practice addresses long-term care planning, guardianship, and disability management. We help clients navigate Social Security, veterans' benefits, and assisted living agreements while safeguarding assets. Services include crisis response for families needing immediate nursing home placement solutions and legal advocacy for elderly clients.
People
Greg Jimeno
Partner
With over 20 years of Maryland estate planning experience, Greg Jimeno is a Super Lawyer-recognized attorney and author of 'How To Protect Your Home And Life Savings In Maryland.' He specializes in asset protection, Medicaid planning, and elder law, serving as a trusted advisor to Anne Arundel County families.
Frank Gray
Partner
Frank Gray collaborates with clients on complex estate plans, focusing on trust administration and probate solutions. His practice emphasizes minimizing tax liabilities and ensuring seamless asset transfers while adhering to Maryland-specific legal frameworks.
Magaly Delisse Bittner
Partner
Magaly Delisse Bittner specializes in elder law and Medicaid crisis planning, helping families navigate nursing home transitions and asset protection strategies. She provides compassionate counsel for clients facing end-of-life care decisions.
Jessica H. McConnell
Associate
Jessica H. McConnell assists with estate document preparation, focusing on wills, powers of attorney, and living wills. She supports clients in creating comprehensive plans tailored to individual family dynamics and financial goals.
Erin Finn
Client Services Coordinator
Erin Finn manages client onboarding and document execution processes, ensuring smooth communication between attorneys and families. She coordinates the Chesapeake Care Plan's administrative components, including document updates and family meetings.
Questions
What's the difference between a will and a trust?
A will directs asset distribution after death but requires probate. Trusts manage assets during life and death, avoiding probate and offering Medicaid protection. We help determine which suits your needs.
How can Medicaid planning protect my assets?
We use irrevocable trusts and legal strategies to reposition assets, ensuring Medicaid eligibility while preserving wealth for heirs, even during nursing home crises.
What happens if I don't have a will?
Maryland's default laws will distribute your assets, potentially causing family disputes and unintended beneficiaries. We create plans to honor your specific wishes.
What is the Chesapeake Care Plan?
Our ongoing service includes document updates every two years, family care meetings, and a 1% probate fee cap, ensuring your plan adapts to life changes and legal updates.
Can I avoid probate in Maryland?
Yes, through revocable living trusts or joint ownership. We design plans to streamline asset transfer while maintaining control during your lifetime.
How do I appoint a healthcare power of attorney?
We draft legally binding documents naming your chosen agent, outlining medical decision-making authority in case of incapacity, aligned with Maryland statutes.
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