Meet Jeffrey Katz: Distinguished Media-Featured Tax and Estate Planning Attorney for High-Net-Worth Clients

Jeffrey D. Katz brings exceptional credentials and sophisticated expertise to his work with high-net-worth individuals and businesses requiring complex tax and estate planning solutions. A native of Baltimore, MD, Mr. Katz holds an impressive academic portfolio including a BS in Political Science/Justice from American University (1994), a JD from Chicago-Kent College of Law (1997), and a Master of Taxation (LLM) from the University of Miami (1998).

Recognized Tax Authority in National Media

Mr. Katz is a highly sought-after expert commentator on tax and estate planning matters, regularly appearing on ABC, NBC, and FOX News to provide insight on complex financial legislation, tax policy changes, and wealth preservation strategies. His ability to translate intricate tax concepts into clear, actionable guidance has established him as a trusted voice in national financial discussions.

His thought leadership extends to prestigious financial publications, with articles regularly appearing in the Washington Business Journal and Bloomberg. Through these platforms, Mr. Katz shares sophisticated tax strategies and timely analysis that influences financial planning approaches for high-net-worth individuals nationwide.

Premier Tax Expertise for Sophisticated Clients

Mr. Katz’s distinguished academic career—marked by Dean’s List honors and CALI awards for outstanding achievement in Advanced Tax Research and Corporate Tax—laid the foundation for his exceptional practice. Beginning his career with KPMG’s prestigious Mid-Atlantic Tax Practice, he provided sophisticated tax strategies and asset protection advice to an impressive roster of Fortune 500 clients including MCI/Worldcom and Sodexho/Marriott, regional financial institutions such as First Maryland Bancorp (now M&T Bank) and B.F. Saul Co. (Chevy Chase Bank), and international corporations like Wartsila N.S.D.

Comprehensive High-Value Estate Planning Services

What distinguishes Mr. Katz’s practice is his ability to craft bespoke estate planning strategies for high-net-worth individuals with complex financial situations. He expertly navigates intricate tax implications while designing:

• Sophisticated wealth transfer structures to minimize estate and gift tax exposure
• Multi-generational legacy planning solutions
• Advanced charitable giving strategies with optimal tax benefits
• Business succession plans for family enterprises and closely-held companies
• International estate planning for clients with global assets

Each plan is meticulously tailored to preserve wealth, protect assets, and fulfill clients’ unique legacy objectives while navigating complex tax considerations.

Strategic Business and Tax Counsel

Mr. Katz’s practice extends beyond estate planning to provide comprehensive business and tax guidance, including:

• Strategic business formations and restructuring
• High-value business acquisitions and dispositions
• Complex commercial real estate transactions
• Elder care planning with asset protection components
• Representation in sophisticated state and federal tax disputes

His approach combines technical tax expertise with practical business acumen, creating solutions that address both immediate concerns and long-term objectives.

With a practice focused on Trusts & Estates, Tax , Wills & Probate, Corporate and Exempt Organizations, and Capital Services, Jeffrey Katz continues to provide the highest level of sophisticated counsel to discerning clients with complex financial and legal needs, while sharing his expertise through prominent national media appearances.