Tax Planning Attorneys in District of Columbia

24 tax planning firms in District of Columbia, by county and firm type.

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.

24 firms

FirmWashington, DC

Caplin & Drysdale, Chartered

Since 1964

Washington tax firm on New Hampshire Avenue NW, founded in 1964 by former IRS Commissioner Mortimer M. Caplin and Douglas D. Drysdale, with a second office in New York. Its Private Client group handles probate and revocable trust administration, taking select new estates with foreign wills or foreign assets, post-mortem planning, or a residue passing to a charity. Also represents clients in IRS disputes over estate, gift, and generation-skipping transfer tax.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 3 more

Office: 1200 New Hampshire Avenue NW, 8th FloorWashington, DC 20036
Phone: (202) 862-5000

FirmWashington, DC

Chisholm Law Group, LLC

Since 1994 · Serves the whole state

Bethesda-based tax and estate boutique with a Washington office on Pennsylvania Avenue NW, serving clients throughout Maryland, Virginia, D.C., and New York since 1994. Guides trustees, executors, and beneficiaries through probate administration, living trust administration, and estate tax return preparation, and handles IRS and state tax examinations and appeals. Also plans cross-border estates and expatriation for clients with assets or family overseas.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 5 more

Office: 1455 Pennsylvania Avenue NW, Suite 400Washington, DC 20004
Phone: (844) 991-1392

FirmWashington, DC

Cozen O'Connor

Washington, DC office of a national firm at 2001 M Street NW, where member Adam D. Reid practices exclusively in private wealth, trusts and estates. The firm's Private Client, Trusts and Estates group represents executors, trustees, and beneficiaries from the settlement of estates through tax return preparation, audits, and ongoing trust accounting, and handles will and trust contests and construction and reformation disputes. Reid also advises on business succession and estate planning for bitcoin and other digital assets.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 3 more

Office: 2001 M Street NW, Suite 500Washington, DC 20036
Phone: (202) 912-4800

FirmWashington, DC

del Cuadro-Zimmerman, PLLC (dCZ Legal)

Serves the whole state

Washington, D.C. estate planning and probate firm on Massachusetts Avenue NW handling multi-jurisdictional probate, including DC Superior Court Probate Division matters. Founder Judith del Cuadro-Zimmerman counsels personal representatives, trustees, conservators, and guardians and has argued probate and guardianship appeals before the DC Court of Appeals; senior attorney Ann Marie Holder brings a fiduciary litigation focus to estate administration. Offers a complimentary 30-minute consultation.

PracticesEstate PlanningProbateProbate LitigationElder Lawand 4 more

Office: 200 Massachusetts Avenue NW, Suite 700Washington, DC 20001
Phone: (771) 888-1005

Free consultation

FirmWashington, DC

Curtin Law Roberson Dunigan & Salans, P.C.

Serves the whole state

Washington firm on Massachusetts Avenue NW serving DC and surrounding-area business owners, professionals, and individuals for 40 years. Counsels personal representatives and trustees administering estates and trusts, from probating the estate to accountings, tax returns, and audits, and litigates will and trust contests and breach-of-fiduciary-duty claims. Also practices business, tax, real estate, and employee-benefits law.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 3 more

Office: 1800 Massachusetts Avenue NW, Suite 300Washington, DC 20036
Phone: (202) 530-3333

FirmWashington, DC

Franklin Karibjanian Law & DePersis PLLC

Serves the whole state

Boutique trusts-and-estates firm whose primary office sits at 17th and L Streets NW in downtown Washington, one block from Farragut North, carrying forward the practice Virginia A. McArthur started over 20 years ago; Nicholeen DePersis became a named partner in January 2026. Assists individual and professional fiduciaries and families through the post-death estate settlement process, from collecting and valuing assets to probate and tax reporting and distributions. Also plans modest to large estates around federal and state gift, estate, and generation-skipping transfer taxes, with offices in Naples and Boca Raton, Florida.

PracticesEstate PlanningTrust AdministrationProbateTax PlanningCharitable Planning

Office: 1101 17th Street NW, Suite 820Washington, DC 20036
Phone: (202) 857-3434

FirmWashington, DC

Frost Law

Serves the whole state

Multi-state tax, business, and estate firm with a Washington office on Connecticut Avenue NW, serving clients in the District of Columbia, Maryland, Virginia, and beyond. Represents personal representatives through probate filings, releases, and distribution to beneficiaries, counsels trustees on their fiduciary duties, and prepares fiduciary income tax returns (Form 1041) and federal and state estate tax returns (Form 706). Founding partner Glen Frost is an attorney, CPA, and Certified Financial Planner.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 4 more

Office: 1050 Connecticut Avenue NW, Suite 500Washington, DC 20036
Phone: (202) 618-1873

Free consultation

FirmWashington, DC

Harrison LLP

Since 2003 · Serves the whole state

Washington, D.C. office of Harrison LLP, a national private-wealth firm founded in 2003; the office opened in 2025 in Georgetown Plaza on Wisconsin Avenue NW and serves clients in the District, Maryland and Virginia. Handles probate administration, trust administration, gift and estate tax returns and postmortem tax strategies, and counsels professional and lay fiduciaries administering trusts, decedents' estates and guardianship estates. The firm also has a trust and estate litigation practice and does special-needs and cross-border estate planning.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more

Office: 2233 Wisconsin Avenue NW, Suite 400Washington, DC 20007
Phone: (202) 686-4842

FirmWashington, DC

The Iwashko Law Firm PLLC

Since 2015 · Serves the whole state

Intellectual-property firm on Connecticut Avenue NW, founded in 2015 by Lev Iwashko, that also practices estate planning in Washington, D.C., Maryland and Virginia. Drafts living trusts, wills, powers of attorney, irrevocable trusts and advance medical directives, with planning to reduce estate taxes and avoid probate and asset-protection planning for small businesses. Mr. Iwashko speaks Ukrainian, Spanish and Russian, and the office keeps evening and Saturday hours.

PracticesEstate PlanningTax PlanningAsset ProtectionPowers Of Attorneyand 2 more

Office: 1250 Connecticut Avenue NW, Suite 700Washington, DC 20036
Phone: (202) 441-5043

FirmWashington, DC

Ivins, Phillips & Barker, Chartered

Since 1935

Washington tax firm on K Street NW, founded in 1935, with an estate planning group serving high-net-worth individuals and multi-generational families. Handles estate administration from standard probate filings to multi-jurisdictional estate tax returns, including funding testamentary trusts, paying bequests, choosing tax elections and representing estates in IRS estate tax examinations. Also plans wills and trusts, gift and estate tax strategy, privately held businesses and charitable giving.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 3 more

Office: 1717 K Street NW, Suite 600Washington, DC 20006
Phone: (202) 393-7600

FirmWashington, DC

JDKatz, P.C.

Since 2000 · Serves the whole state

Bethesda-based firm with a Washington office on K Street NW, offering estate planning and administration to clients in the District and across Maryland since 2000. Handles probate, estate administration, trust and estate litigation, fiduciary claims, guardianship and conservatorship, alongside wills, trusts, powers of attorney and Medicaid planning. The firm also practices business and tax law.

PracticesEstate PlanningProbateProbate LitigationTrust Litigationand 9 more

Office: 1825 K Street NW, Suite 950Washington, DC 20006
Phone: (202) 600-2700

FirmWashington, DC

Kalbian Hagerty LLP

International firm headquartered on 17th Street NW in Washington, with offices in New York, Abu Dhabi and Dubai, whose Trusts & Estates practice serves American and foreign business owners and families. Advises on the administration of estates and trusts and prepares wills, living wills, powers of attorney and trusts for spouses, children and charities. Its International Private Client Group handles cross-border estate planning, foreign-trust and tax structuring and family business succession.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 3 more

Office: 888 17th Street NW, Suite 1200Washington, DC 20006
Phone: (202) 223-5600

FirmWashington, DC

Kevin C. Martin, Attorney at Law, PLLC

Serves the whole state

Estate planning firm on Massachusetts Avenue NW serving the Washington, D.C. community, with a second office in Fort Lauderdale. Helps personal representatives open estates, obtain letters and complete filings with the D.C. Probate Division, and advises successor trustees and beneficiaries on trust administration. Drafts trusts, wills, powers of attorney and special needs plans, with particular experience serving LGBTQ+ individuals and Foreign Service Officers, and backs its work with a written service-satisfaction guarantee.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 7 more

Office: 650 Massachusetts Avenue NW, Suite 600Washington, DC 20001
Phone: (771) 888-5187

Free consultation

Solo PracticeWashington, DC

Larkin Law PLLC

Serves the whole state

Estate and fiduciary practice overlooking Farragut Square in downtown Washington, steps from Farragut North. Guides personal representatives and trustees through estate and trust administration: marshaling assets, evaluating creditor claims, and preparing accounts for the probate court and beneficiaries, with limited-scope advice for the do-it-yourself fiduciary. Also drafts wills, revocable trusts, and powers of attorney.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 7 more

Office: 1717 K Street NW, Suite 900Washington, DC 20006
Phone: (202) 240-2362

Solo PracticeWashington, DC

Law Office of Lewis J. Saret

Serves the whole state

Georgetown trust-and-estate practice off the C&O Canal (1050 30th Street NW), concentrating on federal taxation with an emphasis on trust and estate planning and administration for clients in the Washington, DC metropolitan area. Works with executors from the filing of the will and the petition to open probate through inventories, accounts, creditor negotiations, and estate and income tax returns to the closing of the estate. Founder Lewis J. Saret is both an attorney and a Certified Public Accountant.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 3 more

Office: 1050 30th Street NWWashington, DC 20007
Phone: (202) 965-7748

Solo PracticeWashington, DC

Law Offices of Clifford M. Cohen

Serves the whole state

Estate planning and probate practice on upper Wisconsin Avenue NW in Washington, DC, with a second office in Rockville, MD, serving families in the District and Maryland with over 30 years of legal experience. Supports executors through filing and validating the will, valuing assets, handling creditor claims, court filings and tax returns, and helps resolve will contests and beneficiary or executor disputes. Also handles Medicaid and long-term-care planning and guardianship for incapacitated loved ones, and offers a free phone consultation.

PracticesEstate PlanningProbateProbate LitigationElder Lawand 8 more

Office: 5335 Wisconsin Avenue NW, Suite 440Washington, DC 20015
Phone: (202) 895-2799

Free consultationVirtual consultations

FirmWashington, DC

Loeb & Loeb LLP

Washington, DC office of a national firm near Mount Vernon Square (901 New York Avenue NW), where Private Client partner Mary Ann Mancini advises high-net-worth families, many with wealth in real estate or closely held businesses. Represents fiduciaries and beneficiaries in trust and estate administration and litigation and before the IRS, and plans estates with irrevocable dynasty trusts, entity structuring, and life insurance trusts.

PracticesEstate PlanningTrust AdministrationProbate LitigationTrust Litigationand 5 more

Office: 901 New York Avenue NW, Suite 300 EastWashington, DC 20001
Phone: (202) 618-5000

FirmWashington, DC

Lowenstein Sandler LLP

Washington, DC office of Lowenstein Sandler in Foggy Bottom (2200 Pennsylvania Avenue NW), home of Beth Shapiro Kaufman, National Chair of the firm's Private Client Services group and a former Associate Tax Legislative Counsel in the Treasury Office of Tax Policy. The trusts and estates group works with executors and trustees in estate administration and handles the fiduciary litigation that arises from it, and advises high-net-worth individuals and family offices on estate, gift, and generation-skipping transfer tax planning and IRS controversies.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more

Office: 2200 Pennsylvania Avenue NWWashington, DC 20037
Phone: (202) 753-3800

FirmRockville, MD

The Margolius Law Firm, LLP

Since 2002 · Serves the whole state

General practice rooted in northwest Washington, DC for generations, now working from downtown Rockville, MD, whose attorneys work under both Maryland and DC probate law. Prepares and files probate and administration petitions, mandatory court reports, formal and informal accountings, and estate, fiduciary income, and personal income tax returns, resolves creditors' claims, and distributes estate and trust assets. After a trust creator dies, handles beneficiary notification, asset liquidation, required court approvals, and trust ambiguities and disputes.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more

Office: 39 West Montgomery AvenueRockville, MD 20850
Phone: (202) 332-6600

FirmWashington, DC

McDermott Will & Schulte LLP

Washington, DC office of a global firm at 500 North Capitol Street NW, whose Private Client Practice Group here is headed by partner Leigh-Alexandra Basha. Counsels an affluent international client base on estate and trust administration, domestic and international tax and estate planning, foreign trust planning, and family wealth preservation, along with business succession, expatriation, and pre-immigration planning.

PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more

Office: 500 North Capitol Street NWWashington, DC 20001
Phone: (202) 756-8000

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Estate planning attorneys in District of Columbia average $347 an hour for wills and estates work. A flat-fee package runs $1,041 to $2,082 for a simple individual will and $3,820 to $5,730 for a basic revocable trust. An online service prices the same documents in the tens to low hundreds of dollars; the District of Columbia will cost calculator sets the two side by side.

In District of Columbia, estates with personal property of $40,000 or less skip probate with the Transfer by Affidavit, 60 days after death. That route is a form rather than a court case, and most families handle it without an attorney. Above the line, formal probate generally benefits from counsel for the procedural work, even when nothing is contested. The District of Columbia probate calculator estimates the cost by estate value.

In District of Columbia, the situations where counsel is typically worth the cost are: a blended family with children from a prior relationship; a business, rental property or significant investment assets; a dependent with special needs, who needs a special-needs trust to keep benefits; an estate near or above the District of Columbia estate tax threshold of $4,988,400; substantial property in more than one state. Where none of these apply, an online or self-help document is often enough.

Filter the directory by county and by the practice area you need, and look for experience with your situation; a board certification in estate planning, trust or probate law is a strong signal. Most District of Columbia estate planning attorneys offer an initial consultation, some free and some for a flat fee. Ask up front whether the firm bills by the hour or by package, and what your situation is expected to cost.

Tax Planning Attorneys in District of Columbia

District of Columbia attorneys average $347 an hour for wills and estates work. A basic will from an attorney runs $1,041–$2,082; online services cost $30–$300.

District of Columbia imposes its own estate tax separate from the federal one, kicking in well below the federal exemption. Estates near the state threshold benefit from real planning — not because every family needs it, but because the line is lower than people expect.

Estates under $40,000 in District of Columbia can use a simplified affidavit instead of formal probate. Most families in that range can handle it without retaining counsel.

SimplyTrust Editorial·Updated October 15, 2026

Legal Sources

Data sourced from District of Columbia statutes and official state code. How we research.

Forms for Planning and Settling an Estate in District of Columbia

Free District of Columbia forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Free

Last Will and Testament

In District of Columbia, a will is signed before 2 witnesses, and the witnesses sign an affidavit at probate instead of a self-proving affidavit.

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Free

Pour-Over Will

In District of Columbia, a pour-over will is signed before 2 witnesses and moves anything left outside the trust into it through probate.

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All District of Columbia forms

Tools for Planning and Settling an Estate in District of Columbia

Free calculators and checklists for planning or settling an estate in District of Columbia: will and trust costs, probate, executor pay, and inheritance taxes.

How Much Are Estate & Inheritance Taxes?

District of Columbia levies an estate tax above $4,988,400 (top rate 16%) and no inheritance tax; the federal estate tax applies above $15,000,000.

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What Taxes Apply to My Inheritance?

In District of Columbia, beneficiaries owe no inheritance tax and the estate pays any estate tax above $4,988,400; probate assets arrive when the estate closes, 6 months to 12 months for a simple estate.

Learn More

How Does Step-Up in Basis Work?

Inherited assets in District of Columbia take a basis reset to fair market value on the date of death, and the gain on a later sale faces ordinary income tax at the state's regular rates.

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When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

Check Withdrawal Rules

What Does Estate Planning Actually Cost?

An attorney-prepared revocable trust in District of Columbia runs $3,820 to $5,730 and a simple will $1,041 to $2,082, against $0 to $549 up front plus a subscription with an online service.

Compare Costs

All District of Columbia tools