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David Anthony Lucas

Estate planning Attorney at Rockville, MD

5.0   3 reviews

also known as David A. Lucas

  • State Years
    Dist. of Columbia - DC 21 years
    Maryland - MD 22 years
  • Licensed for 21 years
    State DC
    Acquired 2003
    Status
    Good Standing No misconduct found
  • Licensed for 22 years
    State MD
    Acquired 2001
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About David

Learn David’s areas of practice.

David A. Lucas provides extensive estate planning, asset protection, and business planning services to individuals and businesses in Rockville, Bethesda, Gaithersburg, Potomac, Germantown, Silver Spring, Olney and surrounding areas. David’s main objective is to provide his clients with a well-crafted estate plan so that they can avoid probate, protect their assets and legacies, and provide for the security of their loved ones. David takes a special interest in ensuring that the dreams parents have for their children are not lost to taxes, poor planning, or procrastination.

David is licensed to practice in Maryland and the District of Columbia. He is a member of the Maryland State Bar Association, the District of Columbia Bar Association, and the Montgomery County, Maryland Bar Association.

Photos and videos

Location

Altman & Associates
11300 Rockville Pike
Suite 708
Rockville, MD, 20852

Estate Planning lawyers nearby

Reviews

5.0 / 5.0
  3 customer reviews
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Posted by anonymous | April 6, 2024
This review is from a person who hired this attorney.
| Hired Attorney
A Very Professional, Knowledgeable and Empathic Attorney
I highly recommend David Lucas. He recently prepared my Estate Planning documents, and not only was I impressed by his vast legal knowledge and the advice and recommendations given, but also by his kindness, patience and empathy – attributes very necessary in his specialty of law, but not always found. It is a skill that cannot be taught. Dave took the time to understand the whole picture, took time to explain, and asked questions with compassion and sensitivity, so that I felt entirely comfortable throughout the whole process. When the time comes, and my son is left to carry out my final wishes, I know he will also feel grateful that I let my Estate Planning be handled by David Lucas.
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Posted by anonymous | September 21, 2011
Highly recommend David A. Lucas for Estate/Trust settlement
I was the Estate Executor and Trustee for my father's affairs and returned to Maryland to settle things after my dad passed away. My sister and I met with David on referral from a friend. We both liked his style (listened, approachable, easy to talk to) and our initial impression was that he was very skilled and knowledgeable. I had no previous experience in this arena and therefore needed someone I could depend on completely to handle both the regular processing of the Estate and Trust, plus to give me counsel about some unfortunate family issues. David handled both the Will/Estate and my Dad's Trust with the utmost of excellence, competence and wisdom. The Trust had been written by another attorney and had some language that caused a bit of a stir in the family. David professionally assessed the situation and gave me counsel as to the correct legal interpretation and handling of the Trust. He also expertly handled an unexpected legal situation that arose in the family in which they involved another attorney. His successful handling of that situation precluded any further legal action. David is extremely knowledgeable and easy to work with. He corresponded with me in a timely fashion and answered all of my questions (and believe me, there were plenty!) with patience and detailed explanations. I highly recommend David Lucas.
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Posted by anonymous | December 13, 2009
Excellent Estate Planning services
We are a recently retired couple, who had a pair of several-decades-old wills and had given no recent thought to estate planning. We attended one of Mr. Lucas's free dinner seminars. By the end of the evening, we were convinced that we needed to do some estate planning and that he was a good lawyer from which to obtain services. We had several meetings with Mr. Lucas. Throughout the process, we were comfortable with him. We ended up with a living trust and other legal documents that are tailored to our circumstances. We highly recommend Mr. Lucas for estate planning services.
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Cost

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Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Attorney
  • Altman & Associates, P.C.
  • 2024 - Present
  • Attorney
  • Miller, Miller & Canby, Chartered
  • 2018 - 2024
  • Attorney
  • Law Office of David A. Lucas, LLC
  • 2006 - 2018
  • Associate
  • The Zipin Law Firm, LLC
  • 2004 - 2006
  • Judicial Law Clerk
  • Circuit Court for Montgomery County, Maryland
  • 2002 - 2003
  • Attorney
  • United States Chemical Safety & Hazard Investigation Board
  • 2001 - 2002
  • Summer Law Intern
  • United States Dept. of Justice, Tax Division
  • 2000 - 2000
  • Law Clerk
  • United States Chemical Safety & Hazard Investigation Board
  • 1999 - 2000
View all work experience

Education

  • Catholic University of America, Columbus School of Law
  • JD - Juris Doctor, cum laude
  • 2001
  • Catholic University of America
  • BA - Bachelor of Arts, with distinction
  • 1997

Sample of Legal Cases

  • Protection of Clients' Assets from Probate, Taxes, Creditors and Predators
  • You will ensure that your estate passes to whom you want, when you want, and is carried out in the manner you have chosen.

Associations

  • WealthCounsel
  • Member
  • 2018 - Present
  • Bar Association of the District of Columbia
  • Member
  • 2003 - Present
  • Bar Association of Montgomery County
  • Member
  • 2002 - Present
  • Maryland State Bar Association
  • Member
  • 2001 - Present
  • Montgomery County Maryland American Inn of Court
  • Associate
  • 2018 - 2019
  • American Academy of Estate Planning Attorneys
  • Member
  • 2006 - 2018
  • The Journal of Contemporary Health Law & Policy
  • Staff Member
  • 1999 - 2000
View all associations

Languages Spoken

  • English
  • Portuguese

Honors and Awards

  • Peer Review Rated
  • Martindale-Hubbell
  • 2021
  • Peer Review Rated
  • Martindale-Hubbell
  • 2019
  • Excellence In the Study of Labor and Employment Law
  • American Bar Association and Bureau of National Affairs
  • 2001

Publications

View all publications

Speaking Engagements

  • Estate Planning
  • 5 Common Estate Planning Myths - Navy Federal Credit Union
  • 2015
  • Estate Planning
  • 5 Common Estate Planning Myths - Navy Federal Credit Union
  • 2014
  • Estate Planning
  • 5 Common Estate Planning Myths - NIH Federal Credit Union
  • 2014
  • Public Educational Seminar
  • Legacy Wealth Planning
  • 2013
  • Public Educational Seminar
  • Legacy Wealth Planning
  • 2012
  • Client Appreciation Seminar
  • Basic Estate Planning
  • 2012
  • Employee Seminar at US Consumer Product Safety Commission
  • Living Trust Seminar
  • 2011
  • Aronson, LLC Employee Seminar
  • 5 Common Estate Planning Myths
  • 2011
  • Seminar
  • Basic Estate Planning
  • 2010
  • Seminar
  • Wills & Living Trusts
  • 2009
  • OPNET Lunch Speaker Series
  • 3 Estate Planning Myths & How to Avoid Them
  • 2009
  • Living Trust Seminar
  • Estate Planning
  • 2009
  • Seminar
  • Wills & Living Trusts
  • 2008
  • Bladensburg Rotary Club
  • Basic Estate Planning
  • 2008
  • Wheaton and Kensington Chamber of Commerce
  • 3 Common Estate Planning Myths & How to Avoid Them
  • 2007
  • University of Maryland, College Park
  • Basic Estate Planning
  • 2007
  • Seminar
  • Wills & Living Trusts
  • 2007
View all speaking engagements

Attorney endorsements

Received (9)
Given (13)
Endorse David
Estate planning Attorney | Nov 20
Relationship: Supervised lawyer
"I have had the pleasure of working with Dave Lucas for the past several years. He is knowledgeable, personable, and well liked by clients. I highly recommend him!"
Estate planning Attorney | Jul 19
Relationship: Worked together on matter
"I endorse this lawyer. He is professional and has extensive knowledge of matters related to estate planning and probate."
Estate planning Attorney | Oct 30
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Aug 07
Relationship: Fellow lawyer in community
"I endorse this lawyer. They are an expert in the field of estate planning."
Estate planning Attorney | Jan 03
Relationship: Fellow lawyer in community
"I endorse David enthusiastically! I have known him for more than 10 years and we served as judicial law clerks together. He is smart, thorough, and passionate about his work. He provides his clients with the information they need to make wise estate planning decisions and he enjoys a great reputation among his peers in the legal profession. I refer clients to him without hesitation."
Estate planning Attorney | Dec 07
Relationship: Fellow lawyer in community
"David Lucas enjoys a well deserved reputation as one of the most knowledgeable and dedicated Estate Planning attorneys in the Metropolitan Washington, D.C. area. I consistently refer clients with complicated Estate Planning needs to Mr. Lucas. I absolutely endorse Mr. Lucas."
Estate planning Attorney | Dec 05
Relationship: Fellow lawyer in community
"I endorse this lawyer. David Lucas is a highly experienced and passionate attorney. Hismembership with the American Academy of Estate Planning Attorneys sets him apart from the rest and further demonstrates his dedication to this area of law."
Estate planning Attorney | Feb 17
Relationship: Fellow lawyer in community
"David Lucas is a conscientious, capable attorney and I have enjoyed working with him on several client matters."
Estate planning Attorney | Feb 15
Relationship: Fellow lawyer in community
"I endorse this lawyer. Dave is a warm, caring attorney who you will feel comfortable talking to about your family situation and your assets. He will provide the best estate plan for your family. You should feel comfortable working with Dave."
View more endorsements
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