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 constructing living trusts, along with trusts and estates so you know every area of your estate is comprehensively 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 unique 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 services 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 If your current estate plan is out of date or was drafted in another state, it may require updating.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 law professionals.

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) 605-1243 or (202) 765-0893 or schedule a consultation today to speak with an experienced Bethesda estate planning attorney.