Jeffrey Katz, Esq. is the founder and managing partner of JDKatz, P.C. He received his 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.
Prior to opening his own practice, Jeffrey began his career with the accounting firm KPMG/Peat Marwick, LLP providing Corporate, M&A, and Asset Protection advice to star-studded Fortune 500 clientele, inclusive of MCI/Worldcom, Sodexho/Marriott, and Hechinger Co.
Jeffrey entered his own legal practice in 2000, and has provided high-value representation in to corporate and individual clients alike, whether based nearby or from all corners of the globe.
Jeffrey also represents “C” level executives, and their families in their personal and estate planning matters.
Jeffrey’s tax, insurance and estate planning practice focuses on comprehensive planning which is both cost effective and impactful. He takes a special interest in charitable planning, and plans which allow grantors to impart their values to their beneficiaries. Jeffrey frequently serves as a Trustee, and has administered over $100 million in estates and trust assets.
Jeffrey is a frequent contributor to publications and periodicals, with recent articles having appeared in Bloomberg/BNA, Inc., The Washington Business Journal, and is a frequent speaker for NBI and myLawCLE.