Tax Planning

Tax Planning

At JDKatz, our skilled tax planning attorneys provide sophisticated tax advice to help clients minimize their tax liabilities and achieve their financial goals. Our tax planning lawyers work closely with businesses, executives, entrepreneurs, and high-net-worth...
Tax Planning

Fiduciary Claims

At JDKatz, our experienced fiduciary claims attorneys represent beneficiaries, heirs, and other interested parties in claims against trustees, executors, guardians, agents under powers of attorney, and other fiduciaries who have failed to fulfill their legal duties....
Asset Preservation

Asset Preservation

When it comes time for an individual to start the creation of their estate plan, it needs to be comprehensive. Many people think that as long as they have drafted a will, their estate plan is complete. While having a will is one of the more important components, there...
Asset Preservation

Probate

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 chosen to administer the estate may have to undergo probate. The family must...
Asset Preservation

Estate Administration

When an individual creates a comprehensive estate plan, they often have to choose someone to act as the estate administrator. This is a role of great significance and should not be accepted lightly. The individual selected to act as the personal representative of...