Jeff Katz

JDKatz, P.C.

Estate Planning Attorney | Serving 20814, MD

Free Consultation

3 Bethesda Metro Center, Suite 800
20814, MD 20814

A Team Approach to Your Estate Planning, Probate and Elder Law

It is never too late or too early to start estate planning in Maryland or Washington, DC. The estate law experts at JDKatz can handle all of your estate planning  elder law cases. Your future personal and financial security will depend on the decisions that you make today. Thorough planning goes a long way in protecting your assets and family. Our trust and estate attorneys will help you make the right choices for your future.

Whether you are considering estate planning or the first time or have recently experienced a life changing event such as childbirth, marriage, illness, or a move across state lines, JDKatz can help. Estate planning is the smartest move for your future. Our experienced estate planning attorneys, CPAs, and other professionals work as a team to meet each of our clients’ individual needs. 

Contact JDKatz today if you need legal assistance with any of the following:

  • Estate Planning
  • Probate & Estate Administration
  • Tax Law
  • Elder Law and Planning
  • Litigation 
  • Foreign Accounts

Because we’re driven by your needs, not ours, our staff works harder to understand your requirements. Our attorneys, in-house CPA’s, and staff are flexible, proactive problem solvers. We use law and accounting as tools to provide innovative and tailored solutions that deliver a better outcome for you, or for your business.

Call 866-708-4378 today to arrange your free initial consultation.

Attorney Jeffrey David Katz

Mr. Katz, a native of Baltimore, MD, received his undergraduate degree from the American University (Washington, DC) — BS Political Science/Justice (1994), law degree from the Chicago-Kent College of Law in 1997, and Masters of Taxation (LLM) from the University of Miami (Coral Gables, FL) in 1998. Mr. Katz academic record placed him on the Dean’s List for second and third years of Law School, and he was awarded the CALI award for outstanding achievement in Advanced Tax Research at the Juris Doctorate Level, and in Corporate Tax at the LLM level.

As a tax and business attorney, Mr. Katz began his career with the accounting firm KPMG/Peat Marwick, LLP (now known as KPMG, LLP) at the firm’s Mid-Atlantic Tax Practice, providing Corporate, M&A, and Asset Protection advice to star-studded Fortune 500 clientele, inclusive of MCI/Worldcom, Sodexho/Marriott, and Hechinger Co., local business such as First Maryland Bancorp (now M&T Bank), B.F Saul Co. (Chevy Chase Bank), Crestar Bank, N.A. (now SunTrust), Genesis HealthCare (now NeighborCare) and ACSI, Inc. (E.Spire Communications), and international clients such as Wartsila N.S.D. Since entering private law practice, Katz has continued to provide high-value representation in to corporate and individual clients alike, whether based nearby or from all corners of the globe.

This background has equipped Mr. Katz to help a roster of national and international clients, both individual and corporate, grapple with a range of legal and business issues. He handles business formations, business sales, and business disputes, commercial real estate transactions, complex estate planning, elder care issues, and state and federal tax disputes.

Mr. Katz’s track record of success is not limited to the boardroom, but also extends to administrative law hearings before the Internal Revenue Service, Comptroller’s Office, MD Department of Labor Licensing and Regulation, Small Business Administration, US Department of Labor, and various other state, local, and administrative agencies.

Mr. Katz is a member of the Maryland bar, the Montgomery County Bar Association, the Maryland State Bar Association, and is admitted to practice before the Maryland District and Circuit Courts, the Maryland Federal District Court, and the United States Tax Court.

Mr. Katz is a frequent contributor to publications and periodicals, with recent articles having appeared in Washington Life Magazine, The Washington Business Journal, and The Commercial Real Estate News.

 

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