Estate Planning, Trust Administration, Tax & Business Attorneys
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Montgomery County, MD Estate Planning Attorneys

Serving Maryland, Virginia, and Washington D.C.

At JDKatz, we are experienced and professional lawyers focused on providing excellent legal services in the areas of tax law, business law, estate planning, elder law, and general litigation matters. Our legal professionals take a complex approach to problems that encompass our value-oriented business perspectives. Our dedicated attorneys and staff members are completely dedicated to our clients and the outcome of their cases. We strive to maximize the returns to our clients while minimizing their costs and risks. JDKatz was founded in 2000 and combines talented and dedicated attorneys. Our team collaborates not only internally, but with financial experts at our disposal to best serve clients’ needs. We are fully prepared to take on any case and focus on the best interest of our clients. We are dedicated to seeing your legal matter resolved in the best possible way. Do not settle. Call JDKatz.

Practice Areas

At JDKatz, our experienced team of professionals and tax attorneys provide a number of legal services to businesses and individuals. We serve clients throughout the mid-Atlantic region and beyond. Our Maryland & Washington D.C. law services cover a range of legal matters, including domestic & international tax law, business law, estate planning & administration, and general litigation.Read more

Our firm advises business organizations, other entities, and individuals on matters pertaining to federal, state and local taxation. Our firm represents clients in a range of tax-related issues, including sales and use audits, tax collections, IRS audits, OICs, Tax Litigation, criminal tax defense, whistleblowing, and international tax matters, and much more. With a wealth of resources and our collaboration with financial experts, we are prepared to take on any tax-related challenge.Read more

Planning for one’s future is very important. Estate planning is something that everyone should consider. Whether you need a simple will, would like to explore the use of trusts, or are facing a greater legal challenge, we are ready. Our firm offers a full complement of services in the area of estate planning. We assist clients with wills, trusts, probate, estate administration, asset preservation, financial planning, and estate litigation.Read more

Our litigation department is comprised on seasoned trial attorneys with decades of experienced. Our firm represents individuals and businesses in a range of litigation matters, including, but not limited to commercial litigation, civil litigation, real estate litigation, estate litigation, and tax litigation. Our firm’s experience spans both sides of the bar, having served courts before turning to private practice.Read more

Our firm has long-standing relationships with several major corporate clients throughout the Washington metro area. Our experienced lawyers and professionals assist large, medium-sized and small businesses in all types of commercial matters, including transactions, acquisitions, formations, corporate investigations, litigation, and captive insurance.Read more

Elder law and estate planning are often intertwined. The care of older individuals is a paramount concern for our firm. Our attorneys are compassionate, effective legal professionals who exhaust all means to protect seniors as they enjoy their golden years. Aside from the estate planning matters our firm provides, we also help individuals and families with Medicaid planning, powers of attorney, advance healthcare directives, guardianships, and conservatorships.Read more

  • Estate Planning
  • Elder Law
  • Tax Law
  • General Litigation
  • Business Law

Personalized Attention

Big Firm Results

Our founder, Jeffrey D. Katz, began his career in the tax department of Big Four accounting firm KPMG Peat Marwick. Today, JDKatz and its affiliates offer large-firm services in a more intimate and collegial practice setting, without the usual big firm, big-ticket sticker shock. Our significant resources enable us to identify unique solutions to our clients’ problems and execute quality solutions effectively and efficiently.

Many of our clients identify our consultative, team-oriented approach as a refreshing change from the perspective offered by many other law firms. We use state-of-the-art technology to provide our clients with unparalleled access to our attorneys and staff.

Your guide for the future

You don’t need a lawyer, you need a solution. Our people are our greatest asset. We have assembled a team of innovative thinkers who are problem solvers first and lawyers second. We apply “game theory” where appropriate to devise solutions which are specifically designed to keep our clients out of court, when possible.

We don’t want “clients”. We want partners. We believe that the individuals, businesses, and groups that we work with come as our partners and leave as our friends. We aim to become an extension of your team, and ultimately be thought of as part of your extended family.

There’s no ‘I’ in JDKatz. We believe that putting your needs at the heart of everything we do translates to your success. We believe that your success determines ours.

Reviews From Our Clients

My husband and I worked with Mr. Katz to prepare our wills and other estate planning documents. He and his team provided us with excellent advice and guidance throughout the entire process. Mr. Katz and his staff were very professional and courteous and we will continue to use this firm for future legal needs. We highly recommend their firm for legal matters.- Jumaina Siddiqui-Wazir

I have worked directly with JD Katz and Associates over the last 13 years. Customer satisfaction is their number one objective and I am proud to say they have hit that objective every time I used them over this period. I am also proud to call Jeffrey and the number of associates at the office friends.- Andrew Effross

Extremely capable representation at a reasonable price.- Jon Belinkie

Explained and answered all questions very thorough.- Francisco Altamirano

I was very happy with the expert advice I received with JD Katz P.C. The staff was warm and welcoming and the Attorneys were top notch. I plan to use them in the future.- M. Neal

Jeff and Chris guided the process and got the most unbelievable outcome with the IRS. They are amazing and worth every penny. I highly recommend JD Katz and would use them again and recommend them to everyone! Thanks, Jeff & Chris- Jeremy Beaver

Mr. Katz has helped me over the past several years. I appreciate the careful listening and thoughtful advice. I am grateful to have the support of such a fine professional.- Pamela Kirschner

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