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.
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.
Services
At JDKatz, our experienced team of professionals provides a number of legal services to businesses and individuals throughout Maryland, the Mid-Atlantic Region and beyond. We are dedicated lawyers that work tirelessly for our clients. To discuss your legal matter with our firm, please contact us today.
Planning one's estate is a very important process of growing older. With that said, it is important to start the estate planning process when you are young. It is truly never too early to start preparing for the future. Your estate plan should be modified as your life changes over time, as there will inevitably be a number of significant changes over the years that can't be predicted at the time when estate planning begins.
One of the most important things an individual can do for themselves is to create a comprehensive estate plan. No matter a person's financial situation, it is important for them to take measures to protect their assets after they are gone. An important component of every estate plan is the creation of a will.
When an individual creates a comprehensive estate plan, they may want to ensure that there are trusts set up for their beneficiaries. There are a variety of reasons that individuals choose to create a trust but they all lead back to allowing the beneficiaries to maximize their inheritance and allow the probate process to move more efficiently.
When a loved one passes away, the surviving family may feel overwhelmed by the combination of their emotions and the need to handle the individual's estate. In many cases, the individual who was chosen to administer the estate may have to go through the probate process. As soon as a loved one passes, it is important for the family to assess their knowledge of the individual's estate plan.
Reviews (14)
Josh Margulies
May 29, 2021
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R. S.
Aug 13, 2020
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I had an unanswered question about my house title and i was freaking out because i lost trust in the title company and loan officer. Started looking for a lawyer to protect my ownership in the house. Mr.Katz listened to my issue, looked at some public records available online. And he told me that I will probably be fine. I was very impressed because Mr.Katz was not trying to feed on my worries and concerns draging me from one appointment to the other. He actually evaluated if he can help me first. This is a gentlmen to trust. I will defenilty reach back out to him for the next legal matter. Mr
Nurse Brooks
May 17, 2020
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Alex B.
Oct 09, 2019
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Great attorney specializing in estate law but with experts in others as well. Convenient online scheduling and rescheduling and canceling of appointments. Has leveraged technology to really make the whole process simple, quick and easy. Office located right on top of the Bethesda Metro with ample inexpensive parking in the area if you are driving. I’ve known Jeff for many years and he has always stood out as an attorney who really knows his stuff.
Jon Belinkie
Nov 05, 2018
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Jeremy Beaver
Oct 25, 2018
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Nancy Twist
Jun 28, 2018
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We were very satisfied with the will and trust work done for us by Jeff Katz, with an able assist from Dorothy Gottfried. We especially appreciated their patience as we took longer than we should have to make our decisions on the disposition of our estate. Dottie, especially, kept in touch to make sure we got it done, but never put undue pressure on us. They were also very flexible about scheduling our appointments.
Daniela F.
Apr 20, 2018
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Annie T.
Oct 06, 2015
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Ella G.
Jul 26, 2014
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Solid service from jeff and his team. Please tone down the reminder calls though. You guys called me, emailed and then texted me a reminder on my appointments. I know that you have clients that occasion ally miss appointments-- but three calls, two emails, a follow up email and two text messsges, the last with directions on where to park? Who does that?
Jeff G.
Feb 06, 2014
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I have personally used and professionally referred business to Jeff Katz of JDKatz over the past 4 years. While dealing with Jeff and his team, I have always been given a high level of service. Jeff has always been flexible to meet when it was convenient for me and has been willing to travel to meet with me or clients.
I have referred several friends and professional contacts to Jeff Katz; sitting through several initial consultations. Jeff and his team collectively gather information about the client situation, goals, and objectives. Multiple solutions are offered with options and explanations
I have referred several friends and professional contacts to Jeff Katz; sitting through several initial consultations. Jeff and his team collectively gather information about the client situation, goals, and objectives. Multiple solutions are offered with options and explanations
Blsc R.
Mar 03, 2013
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Jeffrey and his team helped me close on my new house a few days ago. I could not have asked for a better experience. Everything went smooth and if there issues, they were handled without needing me to do anything. His team was very responsive and efficient. The office in Bethesda is very nice and the staff was super friendly. I would recommend JD Katz and will be enlisting their services again.
Scott B.
Nov 01, 2012
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B. B.
Sep 29, 2011
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