Business Details
26 Years
experience
Trusted Estate Planning & Tax Law Attorneys in Bethesda, MD
JDKatz, P.C was founded in 2000 by Jeffrey D. Katz, a former tax attorney at KPMG Peat Marwick, to provide specialized legal services in estate planning, tax law, business law, elder law, and litigation. Our team combines legal expertise with business acumen, offering tailored solutions for individuals and businesses across Maryland, Virginia, and Washington, D.C. We prioritize client relationships, leveraging CPAs, MBAs, and seasoned legal professionals to deliver cost-effective, risk-minimized outcomes.With offices in Bethesda and downtown Washington, D.C., we serve Mid-Atlantic clients through personalized, empathetic representation. Our attorneys hold advanced degrees in tax law and maintain collaborative relationships with financial experts to address complex legal challenges.
Services
Estate Planning
Tax Law
Medicaid Planning
Litigation
Elder Law
Probate
Trusts
International Tax Law
Commercial Litigation
Details
- Year established: 2000
Highlights and features
- We offer 25+ years of combined experience in tax and estate law.
- Our attorneys hold specialized LL.M. degrees in tax law.
- Client-focused approach with personalized legal strategies.
- Serving Maryland, Virginia, and Washington, D.C. for 25 years.
- Team includes CPAs and MBAs for integrated financial-legal solutions.
What people say
Excellent advice
Amazing and worth every penny
Highly recommend
Professional and courteous
Customer satisfaction is their number one objective
Services
Estate Planning
Our estate planning services help clients create wills, trusts, and advanced directives to protect assets and ensure legacy preservation. We specialize in complex estate strategies for high-net-worth individuals and business owners. Our attorneys work closely with clients to update plans as life circumstances change.
Tax Law
We represent clients in tax controversies, including IRS audits, international tax compliance, and tax whistleblower cases. Our team includes attorneys with LL.M. degrees in tax law who provide strategic advice for businesses and individuals. Services include Offer in Compromise and FBAR disclosures.
Medicaid Planning
Our elder law attorneys assist with Medicaid eligibility planning, asset protection, and long-term care strategies. We help clients restructure assets through trusts and gifting while maintaining government benefits. Services include special needs trust creation and nursing home cost planning.
Business Law
We advise businesses on transactions, corporate maintenance, and litigation. Our services include entity formation, contract drafting, and captive insurance planning. Attorneys work with startups and established companies in the Washington metro area on regulatory compliance and dispute resolution.
Litigation
Our firm handles commercial litigation, tax disputes, and probate litigation in Maryland and D.C. courts. We represent clients in breach of contract cases, business disputes, and estate litigation. Our trial attorneys focus on minimizing financial risk while achieving favorable settlements or verdicts.
People
Jeffrey D. Katz
Partner & COO
Founder of JDKatz, P.C with 25+ years of experience in estate and tax law. Former KPMG tax attorney specializing in complex estate planning and international tax compliance. Holds an LL.M. in Taxation and leads the firm's strategic direction.
Carla Mamana
Attorney
Estate planning attorney with expertise in probate administration and elder law. Advises clients on Medicaid planning, guardianship, and asset preservation strategies. Active member of the Maryland State Bar Association's Elder Law Section.
Jared Stape
Partner & Attorney
Specializes in business law and tax litigation. Represents corporations in commercial disputes and IRS audit defense. Serves as lead counsel in complex business transactions across multiple industries in the Mid-Atlantic region.
Crystal McBrown
Estate Planning Attorney
Focuses on wills, trusts, and probate matters. Guides families through estate administration and trust litigation. Provides tailored solutions for blended families and business succession planning in Maryland.
Scott Sweitzer
Of Counsel
Tax law specialist with experience in international tax compliance and FBAR disclosures. Represents clients in IRS whistleblower cases and offshore account disclosures. Provides strategic tax planning for high-net-worth individuals.
Questions
What estate planning documents are essential for families with special needs members?
Special needs trusts, wills with proper provisions, and advance healthcare directives are critical. Our attorneys help create tailored plans that preserve government benefits while providing financial support.
How can Medicaid eligibility be planned for long-term care costs?
We help clients restructure assets through irrevocable trusts and strategic gifting while maintaining Medicaid eligibility. Our elder law team ensures compliance with complex asset limits and look-back periods.
What distinguishes revocable and irrevocable trusts in Maryland estate planning?
Revocable trusts allow asset control during life and modification, while irrevocable trusts offer better asset protection and Medicaid planning benefits by removing assets from your estate.
What happens if someone dies without a will in Maryland?
The estate goes through intestacy proceedings where state law determines asset distribution. Our probate attorneys guide executors through the process of inventorying assets and distributing them according to statutory guidelines.
How does JDKatz, P.C handle business tax controversies with the IRS?
Our tax attorneys with LL.M. degrees represent clients in audits, Offer in Compromise negotiations, and tax litigation. We specialize in resolving complex international tax issues and FBAR disclosure requirements.
What business entity types do you recommend for new startups?
We advise on LLCs, S-Corps, and C-Corps based on liability protection, tax implications, and growth goals. Our business attorneys help with formation, operating agreements, and compliance matters.
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