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Trusted Maryland Estate Planning & Probate Lawyers
Chesapeake Wills & Trusts is a client-focused legal practice specializing in estate planning, probate, and Medicaid crisis solutions for Maryland residents. With over 20 years of service to Anne Arundel County and surrounding communities, our team prioritizes personalized attention and clear communication. We guide clients through complex legal processes to protect homes, life savings, and family legacies. Our attorneys combine deep local knowledge with specialized expertise in trusts, wills, and asset protection strategies. We emphasize proactive planning through the Chesapeake Care Plan, offering ongoing support to adapt estate plans to life changes. Our commitment to treating clients like family ensures transparent, compassionate representation during sensitive life transitions.
Services
Estate Planning
Probate Administration
Medicaid Crisis Planning
Trust Creation
Living Wills
Asset Protection
Powers of Attorney
Guardianship
Will Preparation
Trust Administration
Highlights and features
- Estate Planning
- Probate
- Medicaid Crisis
- Elder Law
What people say
Excellent job
Highly recommend
Knowledgeable attorney
Thorough explanations
Compassionate guidance
Services
Estate Planning
We create customized estate plans to protect assets and ensure client wishes are honored. Our attorneys help draft wills, trusts, and advance directives while minimizing tax liabilities. Clients receive guidance on probate avoidance and long-term care planning through revocable and irrevocable trusts.
Probate Administration
Our team guides executors through Maryland's probate process, handling asset inventory, debt settlement, and tax filings. We streamline court requirements while protecting beneficiaries' interests. Services include will validation, creditor negotiation, and final asset distribution according to legal specifications.
Medicaid Planning
We develop strategies to qualify for Medicaid nursing home benefits while preserving family assets. Our attorneys implement irrevocable trusts, annuities, and gifting strategies within federal lookback rules. Services include crisis planning for immediate nursing home admissions and ongoing eligibility maintenance.
Trust Administration
We assist trustees in managing and distributing trust assets according to grantor instructions. Services include asset re-titling, tax compliance, beneficiary communication, and court reporting. Our team ensures proper execution of revocable living trusts and complex irrevocable trust structures.
Powers of Attorney
Our attorneys draft durable powers of attorney for financial and healthcare decisions. Documents comply with Maryland law while providing flexibility for disability planning. We ensure proper authority for property management and medical decision-making when clients become incapacitated.
People
Greg Jimeno
Partner
Native Anne Arundel County attorney with 20+ years of estate planning experience. Specializes in complex Medicaid eligibility cases and trust administration. Committed to personalized client education and community-focused legal services.
Frank Gray
Partner
Experienced probate attorney guiding families through estate settlement. Focuses on minimizing administrative burdens while maintaining compliance with Maryland probate laws. Provides compassionate representation during difficult transitions.
Magaly Delisse Bittner
Partner
Elder law specialist with expertise in guardianship proceedings and long-term care planning. Advocates for clients' autonomy while ensuring legal protections for vulnerable adults and their families.
Jessica H. McConnell
Associate Attorney
Estate planning attorney assisting with wills, trusts, and advance directives. Focuses on creating accessible legal solutions for young families and first-time planners through clear communication and practical guidance.
Robyn Youssef
Intake Specialist
Client services coordinator connecting new clients with appropriate legal resources. Manages initial consultations and educational seminars to demystify estate planning processes for Maryland residents.
Questions
What's the difference between a will and a trust?
A will requires probate court validation, while trusts avoid probate. Trusts offer greater asset protection and privacy, but both direct asset distribution according to your wishes.
How can Medicaid planning protect my assets?
Our attorneys use legal strategies like irrevocable trusts and annuities to protect assets while meeting Medicaid eligibility requirements for long-term care expenses.
What happens if I die without a will in Maryland?
State intestacy laws determine asset distribution. Your property may go to distant relatives or the state rather than your intended beneficiaries without proper planning.
How often should I update my estate plan?
Review your plan every 3-5 years or after major life events like marriage, divorce, or significant asset changes to ensure continued effectiveness.
What is a living will?
This document specifies your medical treatment preferences if you become incapacitated. It guides healthcare decisions when you can't communicate your wishes directly.
Can I avoid probate in Maryland?
Yes, through revocable living trusts, joint ownership arrangements, and proper beneficiary designations on financial accounts and real estate holdings.
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Reviews (3)
Sandra Slone
Aug 19, 2022
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I would highly recommend Mr. Jimeno to handle your will and trust. Everything was handled very expeditiously and very professionally. He took the time to answer all of my questions and concerns and left no stone unturned.
Frank Newhard
Jun 01, 2021
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Greg Jimeno and his team were great! Greg listened to what we wanted, gave options for us to choose, and followed through on everything as committed! His team was professional, responsive, and easy to work with. A follow up call with our daughters to go over the estate plan was also included and added an extra level of comfort. I would highly recommend Greg and his team for estate planning services
Matt Perkins
Apr 21, 2021
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Greg is a professional in every way. He is constantly focused on providing value to his clients and their families. His knowledge of Maryland wills and trusts law is vast. Your family will be thankful that you chose Greg for your Maryland estate planning needs.