Experienced Will and Trust Lawyers
At JDKatz: Attorneys at Law, we offer comprehensive, diligent estate planning and asset protection services to individuals, families, business owners, fiduciaries and charitable organizations throughout Maryland, Virginia and the District of Columbia.
We take an individualized approach to estate planning rather than giving out boilerplate advice that is equally applicable to everyone. We will take the time to get to know you and your family so we can identify your goals and take the appropriate steps to achieve those goals.
Planning Ahead to Protect Your Assets and Your Family
As the saying goes, an ounce of prevention is worth a pound of cure. At JDKatz, we believe in planning ahead to avoid crises rather than waiting for them to happen and then responding to them. By taking this approach, we are able to bring our clients true security and peace of mind.
Our clients' concerns fall into many different categories, including asset management, tax minimization, long-term care planning and probate avoidance. We address these concerns by constructing estate planning devices such as, but not limited to, the following:
- Complex and simple wills
- Revocable living trusts
- Credit shelter and AB trusts
- Charitable, special needs and spendthrift trusts
- Insurance, offshore and dynasty trusts
- GRATs, QPRTs, and other split interest trusts
- Generation-skipping transfer tax planning devices
- Limited liability companies and family limited partnerships
- Farm and business succession planning devices
- Durable financial and medical powers of attorney
- Advance health care directives and living wills
If you do not have an estate plan, it is of the utmost importance that you put one in place before it is too late. If your current estate plan is out of date or was drafted in another state, it may require updating. In either case, you can rely on our experienced estate planning team.
Contact Us at Our Offices in Bethesda and Washington, D.C.
From our two office locations in Bethesda and downtown Washington, D.C., we represent clients throughout the Mid-Atlantic region and beyond. Call us at 301-859-3562 or 202-600-2700 or e-mail us to schedule a consultation with an experienced Bethesda estate planning attorney.
