JDKatz: Attorneys at Law

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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. Our estate planning attorneys have experience with estate planning and constructing wills and trusts so you know every area of your estate is accounted for.

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 through wills and trusts while estate planning.

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 If your current estate plan is out of date or was drafted in another state, it may require updating.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) 913-2948 or (202) 600-2600 or fill out the form above to schedule a consultation with an experienced Bethesda estate planning attorney.

Estate Planning Guide

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At JDKatz: Attorneys at Law, each of our attorneys brings a unique set of experiences and perspectives to bear on our clients’ legal problems. For each case or task we take on, we assemble a team of lawyers ideally situated to our client’s specific needs and goals. Our managing partner, Jeffrey D. Katz, founded our firm in 2000 after starting his career in the tax department of Big Four accounting firm KPMG Peat Marwick. To learn more about our attorneys’ backgrounds and qualifications, please review their individual profiles.

HOW CAN WE HELP? CALL TODAY:

MD. (301) 913- 2948
D.C. (202) 600- 2600