Our Attorneys Protect Our Clients’ Finances And Assets Throughout Their Estate Planning And Tax Law Issues
Photo of Richard S. Chisholm
Richard
Chisholm
Shareholder
Photo of Alison M. Keller-Micheli
Alison M.
Keller-Micheli
Associate
Photo of Krista N. Robertson
Krista N.
Robertson
Associate
Photo of Alec S. Johnston
Alec S.
Johnston
Associate
Photo of S. Mona Reza
S. Mona
Reza
Of Counsel
Photo of Nicholas Fobe
Nicholas
Fobe
Of Counsel

Do I need to live in Maryland to work with Chisholm Law Group?

No, you don’t need to live in Maryland to work with us. While we’re based in Bethesda and proudly serve the greater Maryland area, we also work with clients throughout Washington, D.C., Virginia, and New York.  Many of our services, such as IRS tax representation, are fully available remotely. Using secure technology, we’re able to provide the same level of thoughtful, high-quality legal service regardless of where you live or work.

Can you help with estate planning if I live in D.C. or Virginia but own property in Maryland or another state?

Yes, we regularly assist clients who reside in D.C. or Virginia and have assets, investments, or real estate located in Maryland or another state. Estate planning often requires coordinating legal requirements across jurisdictions, especially in the DMV region. We make sure your documents are properly structured to comply with each state’s laws, while minimizing future administrative hurdles, taxes, and probate complications for your heirs or loved ones.

What makes estate planning laws different in Maryland, D.C., and Virginia?

Each jurisdiction has its own rules on probate, estate taxes, executor qualifications, and trust administration. For instance, Maryland imposes a state-level estate tax with a different exemption threshold than the federal government or Virginia, which currently has no estate tax. D.C. follows yet another set of procedures. Maryland also imposes an inheritance tax on certain beneficiaries, which neither D.C. nor Virginia follow. Understanding these nuances is critical to avoiding costly mistakes. At Chisholm Law Group, we tailor your estate plan based on where you live, what you own, and how your property may be treated under multiple sets of laws.

I’ve received an IRS notice—can you represent me if I’m outside Maryland?

Yes, we can help you no matter where you live. IRS issues such as audits, tax debt, penalties, or noncompliance are governed by federal law, which means we can represent clients from across the country and abroad. We frequently assist individuals and business owners remotely through secure document sharing, phone, and video meetings. Whether you live in another state in the U.S, or live outside the U.S., we provide experienced tax representation to help resolve your issue efficiently and with minimal stress.

Can I schedule a virtual consultation if I don’t live near Bethesda?

Yes. We frequently work with clients who are located throughout Maryland, Virginia, and the District of Columbia—as well as those in New York—or overseas. Through secure virtual meetings, we’re able to provide consultations, review documents, and deliver legal advice without requiring in-person visits. This makes it easier and more convenient for busy professionals, families, and international clients to access high-quality legal services, no matter where they’re based.

Are your services affordable for someone with a modest estate?

Yes, we believe that expert legal planning should be within reach for everyone—not just those with significant wealth. Our firm offers a range of flexible estate planning options, including streamlined wills, trusts, and powers of attorney tailored for modest estates. We’re transparent about pricing and always discuss options upfront, so you can make confident, informed decisions. Many clients are surprised to learn how affordable and impactful even a basic estate plan can be.

How do I get started if I live in the Bethesda area?

Getting started is easy. If you live in Bethesda, or nearby areas such as Chevy Chase, Rockville, Wheaton, Gaithersburg, or Silver Spring, or anywhere else in the DMV you can schedule an in-person or virtual consultation at your convenience. Our office is centrally located in downtown Bethesda with easy access to the Beltway (I-495) and the Metro Red Line. Just give us a call at 844-991-1392 or use our online booking form to find a time that works for you. During your consultation, we’ll listen to your goals, review your legal needs, and recommend the best path forward.

How do I get started if I live in Northern Virginia?

If you’re in Northern Virginia—including McLean, Arlington, Alexandria, Fairfax, or Tysons—you can schedule a consultation at our Tysons Corner office, conveniently located at 1750 Tysons Boulevard, Suite 1500, McLean, Virginia 22102. We also offer virtual appointments for your convenience. We have attorneys licensed to practice in Virginia and will help you plan with confidence. Call us at 844-991-1392 or use our online booking tool to get started.

How do I get started if I live in Washington, D.C.?

Residents of Washington, D.C. can easily meet with our firm either virtually or in person at our Bethesda office, located just minutes from the D.C. border via Wisconsin Avenue or the Red Line Metro. We’re experienced in navigating D.C.-specific estate laws and probate procedures and can guide you through every step. Call us at 844-991-1392 or use our website to schedule a consultation. During your appointment, we’ll help you understand your options and get your estate planning or administration process underway.