Close
  • Home
  • Attorneys
    • Jeffrey Katz, Partner & COO
    • Jared Stape, Attorney
    • Jillian Hutchinson, Paralegal
    • 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


Contact Us: (301) 913-2948

  • Home
  • Team
  • Services
  • Resources
  • Testimonials
  • Contact
Make a Payment
The Process of Establishing a Financial Power of Attorney

The Process of Establishing a Financial Power of Attorney

by Jeffrey Katz | Aug 10, 2026 | Blogs

Preparing for unexpected medical events or incapacity requires proactive estate planning long before a crisis arises. Securing your assets involves granting a trusted individual the legal authority to handle your financial affairs if you become unable to do so...
4 Common Misconceptions About Conservatorships and Their Impact

4 Common Misconceptions About Conservatorships and Their Impact

by Jeffrey Katz | Jul 10, 2026 | Blogs

Navigating court-ordered protective arrangements often presents complex legal challenges and widespread public confusion. Misunderstandings regarding legal authority, financial control, and personal rights frequently lead families into unnecessary hardship or costly...
Why You Need an Estate Planning Attorney in Maryland

Why You Need an Estate Planning Attorney in Maryland

by Jeffrey Katz | May 15, 2026 | Blogs, Estate Planning Attorney

Navigating Maryland’s unique legal landscape requires precision and local expertise. At JDKatz, our team serves families across Bethesda and Washington DC, ensuring your legacy remains intact. Many assume a simple will is enough, but without a dedicated estate...
The Essential Checklist for Choosing Your Power of Attorney

The Essential Checklist for Choosing Your Power of Attorney

by Jeffrey Katz | Apr 28, 2025 | Blogs

Selecting a power of attorney (POA) is a critical decision that affects your financial and medical well-being. As dedicated legal professionals at JDKatz, we understand the complexity surrounding this choice. It’s essential to approach the selection process with care,...
The Importance of Having a Medical and Financial Power of Attorney

The Importance of Having a Medical and Financial Power of Attorney

by Jeffrey Katz | Feb 19, 2025 | Uncategorized

We understand that planning for the unexpected is crucial for our peace of mind and security. Having a medical and financial power of attorney (POA) ensures that trusted individuals can make important decisions on our behalf when we are unable to do so. The Vital Role...
« Older 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 © 2026 JD Katz | A Correnti + GraVoc Collaboration.

Videos

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

Important Free Healthcare Information

  • Forms
  • Important Free Healthcare Resources

Articles & Blogs

  • Blog
  • Articles
  • Download Our 2025 Maryland Medicaid Planning Guide

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
  • Crystal McBrown, 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
  • Corina Checcia, Virtual Assistant