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Trusted Maryland Estate Planning and Probate Lawyers
At Chesapeake Wills & Trusts, we specialize in estate planning, probate, and Medicaid crisis solutions tailored to Maryland residents. With over two decades of experience serving Anne Arundel County and surrounding areas, our team prioritizes client needs by offering personalized legal strategies that protect assets and ensure peace of mind. Our Chesapeake Care Plan provides ongoing support, including document reviews, asset coordination, and educational resources to adapt to life's changes. We combine local expertise with a commitment to transparency, ensuring families navigate complex legal processes with confidence. Our attorneys, including Greg Jimeno, Frank Gray, and Magaly Delisse Bittner, bring decades of combined experience to every case, emphasizing clear communication and proactive planning. By focusing on long-term relationships, we help clients avoid probate, secure Medicaid eligibility, and create comprehensive estate plans that reflect their unique circumstances.
Services
Estate Planning
Probate Administration
Medicaid Crisis Planning
Trust Creation
Living Wills
Asset Protection
Powers of Attorney
Elder Law
Guardianship
Will Creation
Highlights and features
- We offer over 20 years of Maryland-specific estate planning expertise.
- Our Chesapeake Care Plan provides ongoing document reviews and updates.
- Client-focused approach with transparent communication throughout the process.
- Specialized Medicaid crisis planning to protect assets after nursing home admission.
- Locally rooted team deeply familiar with Anne Arundel County legal requirements.
Payment methods
- Cash, Checks, Debit cards, Credit cards, Mobile payments, Bank transfers
What people say
Excellent job
Knowledgeable staff
Highly recommend
Peace of mind
Thorough explanations
Services
Estate Planning
Our estate planning services create customized strategies to protect assets and ensure wishes are honored. We design wills, trusts, and advanced directives that minimize probate while addressing tax implications and family needs. With the Chesapeake Care Plan, clients receive ongoing document updates and asset coordination to adapt to life changes, ensuring long-term security for Maryland families.
Probate Administration
We guide families through Maryland's probate process, managing asset distribution and debt resolution. Our team handles court filings, creditor negotiations, and tax compliance while keeping beneficiaries informed. By streamlining complex legal requirements, we reduce stress during difficult times, ensuring estates are settled efficiently and in accordance with decedents' wishes or state law.
Medicaid Crisis Planning
Our Medicaid specialists develop strategies to qualify for long-term care benefits while preserving assets. We implement irrevocable trusts, annuities, and compliant transfers within regulatory guidelines. Even after nursing home admission, we help families navigate eligibility requirements and five-year lookback rules to protect life savings from excessive care costs.
Trust Creation
We establish revocable and irrevocable trusts tailored to clients' goals, including probate avoidance and tax optimization. Our trusts manage asset distribution during incapacity or after death while maintaining privacy. The Chesapeake Care Plan includes regular trust reviews to ensure alignment with evolving laws and personal circumstances, providing lasting protection for Maryland residents.
Living Wills
We draft legally binding living wills that outline medical preferences for end-of-life care. These documents specify treatment preferences for terminal conditions, persistent vegetative states, and end-stage illnesses while appointing healthcare agents. Our guidance ensures families understand decision-making authority, reducing conflict and ensuring medical wishes are honored in accordance with Maryland law.
People
Greg Jimeno
Partner
Native Anne Arundel County attorney with 20+ years of estate planning experience. Specializes in Medicaid crisis solutions and trust administration while prioritizing client education and clear communication.
Frank Gray
Partner
Experienced probate attorney guiding families through estate administration. Focuses on simplifying complex legal processes and minimizing stress during difficult transitions for Maryland residents.
Magaly Delisse Bittner
Partner
Elder law specialist with expertise in long-term care planning. Develops comprehensive strategies to protect assets while ensuring clients meet Medicaid eligibility requirements through compliant trust structures.
Jessica H. McConnell
Associate
Assists clients with estate document preparation and trust implementation. Provides detailed explanations of legal options while supporting the team's client-centered approach to planning.
Robyn Youssef
Intake Specialist
Coordinates initial client consultations and case assessments. Ensures seamless connection between clients and attorneys while maintaining compassionate support throughout the planning process.
Questions
Should I create a will or a trust for my Maryland estate?
Trusts help avoid probate and protect assets from creditors, while wills are simpler but require court processing. Our attorneys evaluate your specific situation to recommend the best option.
How can Medicaid planning protect my assets after nursing home admission?
We implement compliant strategies like irrevocable trusts within regulatory guidelines, even after nursing home placement, to preserve assets while meeting Medicaid eligibility requirements through proper documentation.
What happens if someone dies without a will in Maryland?
Intestate estates follow state succession laws for asset distribution. Our probate team guides families through court requirements, ensuring proper asset allocation to heirs according to statutory guidelines.
How does the Chesapeake Care Plan benefit estate plans?
This program provides document updates every two years, free plan modifications for legal changes, and 24/7 access to attorneys, ensuring your estate plan remains current with life changes and legal updates.
Can I avoid probate in Maryland with proper planning?
Yes, through trust creation and proper asset titling. We help establish living trusts that maintain privacy and bypass the public probate process while ensuring smooth asset transfers to beneficiaries.
What's included in a Maryland living will?
It specifies medical preferences for terminal conditions, persistent vegetative states, and end-stage illnesses while appointing a healthcare agent to make decisions when you cannot communicate your wishes.
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Reviews (3)
Betsy Kramer
Feb 07, 2022
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I attended a workshop last summer to learn about trusts and will. The presentation was very informative, which led me to book a one on one with Mr Jimeno. He was very knowledgeable and helpful in explaining what I needed to do to secure my property. I have employed their services and so far so good.
Robin Rabinowitz
Jun 21, 2021
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We are in the process of pre-planning our estate. Greg Jimeno and Lisa Eckstorm made the process of getting a will, power of attorney and advance directives easy and seamless. Greg spent time discussing our family situation and current and future needs to match us up with the most appropriate documents and financial plan for our situation. Even during the pandemic, meetings were professional and conducted in a timely manner (via zoom). We never felt as if we were "rushed" or that we were sold something that we did not need. We have recommended Chesapeake Wills and Trusts to our friends.
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