Jeffrey Katz Email & Phone Number

I believe that inside every good attorney lies a great attorney. I opened my own solo law practice and grew it into a mid-sized law firm over the last twenty years. As the founder and managing partner of JDKatz, P.C., I lead a team providing high-value legal services supplied by innovative, creative, and smart lawyers. I opened the practice after leaving a big six accounting firm, KPMG. I received my undergraduate degree from The American University (Washington, DC), Law degree from the Chicago-Kent College of Law, and Masters of Taxation (LLM) from the University of Miami.At KPMG, I provided corporate, M&A, and estate planning advice to C Level executives at Fortune 500 companies, including MCI/Worldcom, Sodexho/Marriott, and Hechinger Co.Today, I represent “C” level executives and their families in their personal and estate planning matters.My estate planning practice focuses on comprehensive planning which is both cost-effective and impactful. I take a special interest in charitable planning, and plans which allow grantors to impart their values to their beneficiaries. I also frequently serve as a Trustee and have administered over $100 million in estate and trust assets.I am a frequent contributor to publications and periodicals, with recent articles appearing in Bloomberg/BNA, Inc., The Washington Business Journal, and a frequent speaker for NBI and myLawCLE.I have helped a roster of national and international clients, both individual and corporate, grapple with a range of legal and business issues. I handle business formations, business sales, and business disputes, commercial real estate transactions, complex estate planning, elder care issues, and state and federal tax disputes.

Listed skills include Estate Planning, Corporate Law, Legal Advice, Tax, and 30 others.