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Chisholm Law Group, LLC

Chisholm Law Group, LLC - Bethesda, MD

Estate Planning Lawyers in Bethesda, MD

4550 Montgomery Avenue Suite 900N Bethesda, MD 20814

  • 1 Super Lawyers®
  • 20 Years 
    Experience

Bethesda Estate Planning Law Firm

Updated: 05/05/2026

Areas of Practice

  • Estate Planning
  • Probate & Estate Administration
  • Tax Law

Firm Information

Overview

Chisholm Law Group, LLC in Bethesda, Maryland, delivers end-to-end legal and tax guidance for individuals and businesses across the Washington, D.C., metro area and New York. We take a tailored, hands-on approach to business matters, advanced tax planning, estate and trust administration, and expatriation. Our focus is on crafting practical, custom strategies that fit your goals, finances and life situation – not a one-size-fits-all plan.

Our attorneys collaborate closely with business owners, integrating advanced tax strategies directly into corporate decision-making. We help structure new ventures, optimize established enterprises and manage ongoing operations to minimize tax liabilities, mitigate risk and support sustainable growth. By proactively addressing complex tax implications, we ensure your business remains compliant and profitable.

For individuals and families, we focus on designing custom, robust estate plans. This includes crafting essential documents such as wills, various trusts (revocable and irrevocable), powers of attorney and advanced health care directives – all designed to safeguard your assets, ensure seamless wealth transfer and preserve your legacy for future generations. Our services also encompass advanced techniques like generation-skipping transfer tax (GSTT) mitigation, effective gifting strategies and wealth transfer methods designed for maximum tax efficiency.

Our dedicated fiduciary team handles all facets of estate administration, navigating probate and complex trust matters with meticulous diligence and care. We manage required filings, including federal estate and gift tax returns, and provide adept assistance during IRS examinations. When tax disputes arise, we vigorously represent your interests before the IRS and the U.S. Tax Court, aiming for efficient resolutions in audits, appeals and collections.

Furthermore, we handle sensitive payroll tax issues, assist non-filers and negotiate settlements to resolve complex disputes effectively. We also offer in-depth guidance for clients with international assets, covering U.S. tax compliance, foreign bank and asset reporting (FBAR), and strategic exit tax planning to ensure cross-border solutions and peace of mind for clients with global ties.

We strive to make the legal process transparent, efficient and convenient for you. We offer flexible payment options, including credit cards and provide complimentary initial consultations. Partner with Chisholm Law Group, LLC for strategic counsel from a committed team committed to advancing your personal and financial objectives.


Awards and Honors

Awards

AV Preeminent® award

Super Lawyers® Selectees

SuperLawyers

Chisholm Law Group, LLC selected for a Super Lawyers® list

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Attorneys

Richard S. Chisholm

Managing Member

Super Lawyers®
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S. Mona Reza

Of Counsel

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Alison M. Keller-Micheli

Associate

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Krista N. Robertson

Associate

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Alec S. Johnston

Associate

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Richard S. Chisholm

Managing Member

Super Lawyers®
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S. Mona Reza

Of Counsel

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Alison M. Keller-Micheli

Associate

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Krista N. Robertson

Associate

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Alec S. Johnston

Associate

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Photo

Contact

Google Map

Bethesda, MD

4550 Montgomery Avenue
Suite 900N
Bethesda, MD 20814

Directions

Phone: 844-991-1392

Email: Send a message

Website: https://www.clgllc.com/

  • Virtual Appointments

District of Columbia Locations

Washington, DC  (6.8 miles)

1455 Pennsylvania Avenue NW
Suite 400
Washington, DC 20004

Directions

Phone: 844-991-1392

Email: Send a message

Website: https://www.clgllc.com/

  • Virtual Appointments

Virginia Locations

McLean, VA  (8.2 miles)

1750 Tysons Boulevard
Suite 1500
McLean, VA 22102

Directions

Phone: 844-991-1392

Email: Send a message

Website: https://www.clgllc.com/

  • Virtual Appointments

New York Locations

New York, NY  (206 miles)

745 Fifth Avenue
Suite 500
New York, NY 10151

Directions

Phone: 844-991-1392

Email: Send a message

Website: https://www.clgllc.com/

  • Virtual Appointments

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