Jeffrey D. Banner, Esq. is the Founder and Owner of Heritage Elder Law & Estate Planning, LLC. Jeff is a Wartime Veteran. During his 15 years of combined service, he was assigned to the 1st Armored Division and in the 82nd Airborne Division, as a member of the Long Range Reconnaissance & Surveillance Detachment. This experience has given Jeff his passion for helping his fellow veterans find the benefits and services they are entitled to. Jeff received his law degree from Duquesne University School of Law and his Master of Business Administration from Duquesne University Donahue Graduate School of Business. He received his Bachelor of Science in Business Administration degree from Slippery Rock University, majoring in Marketing.
Jeff’s practice is focused on helping individuals navigate the many pitfalls of Medicaid Asset protection with estate planning tools and techniques. He takes special interest in complicated distribution planning options with qualified accounts and distribution patterns designed to maximize the value of the estate while minimizing all tax consequences. His educational coaching method ensures his clients understand the gravity of their options they consider important to accomplishing their goals during their life and how to achieve their wishes when they pass.
Jeffrey D. Katz, Esq. is the founder and managing partner of JDKatz, P.C. Jeffrey, a native of Baltimore, MD, 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.
Jeffrey began his career with KPMG/Peat Marwick, LLP (now known as KPMG, LLP) at the firm’s Mid-Atlantic Tax Practice in 1998, and founded his own firm in 2000. Jeffrey’s prior tax and corporate engagements have included MCI/Worldcom, Symphony Communications, Sodexho/Marriott, Hechinger Co./Leonard Green & Partners, First Maryland Bancorp (now M&T Bank), B.F Saul Co. (Chevy Chase Bank), Crestar Bank, N.A. (now SunTrust), Genesis HealthCare (now NeighborCare), and Premier Publishing to name a few. Since entering private law practice, Jeffrey has continued to provide 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 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.