Close
  • Home
  • Attorneys
    • Jeffrey Katz, Partner & COO
    • Jared Stape, Attorney
    • Carla Mamana, Attorney
    • Jillian Hutchinson, Paralegal
    • Tara Figueroa, Law Firm Administrator
    • Scott Sweitzer, Of Counsel
    • Elizabeth Hughes, Esq., Of Counsel
    • Kelly Burchell, Esq., Of Counsel
  • Services
    • Estate Planning
      • Trusts
      • Probate
      • Estate Administration
      • Trust & Estate Litigation
      • Guardianship
      • Asset Preservation
      • Fiduciary Claims
      • Tax Planning
    • Elder Law
      • Medicaid Planning
      • Guardianship
      • Power of Attorney
      • Advance Healthcare Directives
      • Conservatorship
      • Elder Abuse
    • Business Law
      • Business Transactions
      • Mergers & Acquisitions
      • Corporate Investigations
      • Corporate Maintenance
      • Business Formations
      • Captive Insurance
      • Commercial Litigation
    • Tax Law
      • Sales & Use Tax Audit
      • Tax Collections
      • IRS Tax Audit
      • Offer in Compromise (OIC)
      • International Tax Law
      • Tax Planning
    • Litigation
      • Commercial Litigation
      • Civil Litigation
      • Real Estate Litigation
      • Trust & Estate Litigation
      • Tax Litigation
  • Resources
  • Testimonials
  • Contact
  • Make a Payment
  • Follow
  • Follow
  • Follow
  • Follow

Maryland: (301) 913-2948

DC: 202-600-2700
  • Home
  • Team
  • Services
  • Resources
  • Testimonials
  • Contact
Make a Payment
What Are the Pros and Cons of Creating Trusts in Maryland?

What Are the Pros and Cons of Creating Trusts in Maryland?

by Ashley Hayward | Oct 21, 2020 | Blogs, Estate Lawyer Maryland, Estate Planning Attorney

As you know, creating a comprehensive estate plan is imperative. One of the most common facets of estate plans are trusts. If you are someone who is looking to create a trust, which is essentially an agreement between the trustor, or the creator of a trust, and a...
Am I Allowed to Add or Remove Beneficiaries in My Will in Maryland?

Am I Allowed to Add or Remove Beneficiaries in My Will in Maryland?

by acceladmin | Oct 14, 2020 | Blogs, Estate Lawyer Maryland, Estate Planning Attorney

As you know, there are few things more important in life than preparing for the future. People prepare for the future in a variety of ways, though one of the best ways to prepare is by creating a will, as well as a well-rounded estate plan. That being said, though...
Am I Allowed to Add or Remove Beneficiaries in My Will in Maryland?

Am I Allowed to Add or Remove Beneficiaries in My Will in Maryland?

by Ashley Hayward | Oct 14, 2020 | Blogs, Estate Lawyer Maryland, Estate Planning Attorney

As you know, there are few things more important in life than preparing for the future. People prepare for the future in a variety of ways, though one of the best ways to prepare is by creating a will, as well as a well-rounded estate plan. That being said, though...
Retirement Planning & the SECURE Act | What This Means for You

Retirement Planning & the SECURE Act | What This Means for You

by acceladmin | Oct 7, 2020 | Blogs, Estate Lawyer Maryland, Estate Planning Attorney

In December of 2019, President Donald J. Trump signed the Setting Every Community Up for Retirement Enhancement Act, which took effect on January 1, 2020. There are various ways in which this act may affect your retirement plan, no matter your age. Read on and speak...
Common Estate Planning Myths | What You Need to Know

Common Estate Planning Myths | What You Need to Know

by Ashley Hayward | Sep 30, 2020 | Blogs, Estate Lawyer Maryland, Estate Planning Attorney

When people hear the phrase, “estate planning,” certain images and preconceived notions come to mind, and, in many cases, these ideas discourage them from moving forward. Our Maryland estate planning attorneys are here to bust some of the most common...
Can Creating a Trust Protect Certain Assets from Bankruptcy?

Can Creating a Trust Protect Certain Assets from Bankruptcy?

by acceladmin | Sep 23, 2020 | Blogs, Estate Lawyer Maryland, Estate Planning Attorney

If you are someone who is researching creating an estate plan that works best for you and your family, the first step you’ll take is most likely creating a will. That being said, there are various other documents that all work together to comprise one...
« Older Entries
Next Entries »
bethesda top attorney 2021 award
10 rating top attorney litigation award
expertise.com 2022 accolade
Entrepreneurs Organization member
super lawyers
super lawyers
JDKatz logo white

Get in Touch

phone icon
MD:(301) 913-2948
DC: (202) 600-2700


Schedule an Appointment

phone icon

Mon – Fri: 10 AM – 6 PM

location pin icon

4800 Montgomery Lane
Suite 600
Bethesda, Maryland 20814

location pin icon

1825 K Street
Suite 950
Washington, DC 20006

Quick Links

Services
Our Firm
Resources
Contact

Contact Us

  • Follow
  • Follow
  • Follow
  • Follow
Copyright © 2025 JD Katz | Developed by GraVoc

Videos

  • Videos
  • Wills, Trusts, and Estate Videos
  • Business Law Videos

Important Free Healthcare Information

  • Forms
  • Important Free Healthcare Resources

Articles & Blogs

  • Blog
  • Articles

Estate Planning

  • Wills
  • Trusts
  • Probate
  • Estate Administration
  • Trust & Estate Litigation
  • Guardianship
  • Asset Preservation
  • Fiduciary Claims

Elder Law

  • Medicaid Planning
  • Guardianship
  • Power of Attorney
  • Advance Healthcare Directives
  • Conservatorship
  • Elder Abuse

Medicaid Planning

  • Medicaid Planning

Business Law

  • Business Transactions
  • Mergers & Acquisition
  • Corporate Investigations
  • Corporate Maintenance
  • Business Formations
  • Business Tax
  • Captive Insurance
  • Commercial Litigation

Tax Law

  • Sales & Use Tax Audit
  • Tax Collections
  • IRS Tax Audit
  • Offer in Compromise (OIC)
  • International Tax Law
    • Foreign Asset Disclosure
    • FBAR
  • Trust Fund Recovery Penalty
  • Tax Whistleblowing
  • Tax-Exempt Organizations
  • State and Local Tax
  • Tax Fraud & Evasion
  • Criminal Tax Defense

Litigation

  • Commercial Litigation
  • Real Estate Litigation
  • Trust & Estate Litigation
  • Tax Litigation
  • International Law Litigation

Our Team

  • Jeffrey Katz, Esq., Partner & COO
  • Jared Stape, Esq., Partner & Attorney
  • Carla Mamana, Esq., Attorney
  • Scott Sweitzer, Of Counsel
  • Kelly Burchell, Esq., Of Counsel
  • Kenneth F. McCallion, Esq., Of Counsel
  • Elizabeth Hughes, Esq., Of Counsel
  • Saeedeh Mirshahi, Esq., Of Counsel
  • Sion Evans, Paralegal II
  • Jillian Hutchinson, Paralegal
  • Tara Figueroa, Law Firm Administrator