Exclusively Estate LawSuccession planning, estate planning for business owners - management, ownership, taxationLegacy and Estate Planning, Asset Protection, Fiduciary Services, Trust and Probate Administration,Charitable Trust and Private Foundations as well as comprehensive counsel to minimize all taxesSpecial Needs Planning
I founded Altman & Associates in the belief that, in addition to providing outstanding legal expertise, estate planning requires earning each client's trust and providing them with the utmost in personal service. The evidence of that belief is the many referrals we have received from our loyal clients in our twenty plus years in business. The Washington metro area is my home and serving this great community is an honor that I do not take lightly. We understand that estate planning is one of life's most personal matters and that there are plenty of firms to choose from, making every client a priviledge to service. Above all, I believe what distinguishes us from other firms is the simple fact that we want you to become a client for life.
I have two children, one with special needs and reside with my wife Elizabeth and two labrador retrievers. I enjoy spending time playing racket sports, reading, gardening and restoring our pre-civil war historic home in Potomac, Maryland. I am a wine aficiooonado and enjoy barbecuing and making home made pizza in a brick oven for family and friends.
Practice areas
30 years
30 years
30 years
Languages spoken
English, Farsi
Altman & Associates
One Central Plaza, 11300 Rockville Pike
Suite 708
Rockville, MD, 20852
State | Status | Acquired | Updated |
---|---|---|---|
NY | Currently registered | 2016 | 02/24/2022 |
VA | Authorized to Practice Law | 2016 | 03/25/2022 |
MD | Active | 1992 | 03/30/2022 |
DC | Good Standing | 1980 | 03/01/2021 |
Legal answers | 12 |
Legal guides | 0 |
Award name | Grantor | Date Granted |
---|---|---|
Top Estate Planner | Washingtonian Magazine | 2020 |
Maryland Super Lawyer | Super Lawyers | 2020 |
Washington, DC Super Lawyer | Super Lawyers | 2020 |
Top Wealth Managers | Washingtonian Magazine | 2020 |
Financial | Washingtonian Magazine | 2019 |
Top 100 Attorneys | Worth Magazine | 2009 |
Norma Stevens Leadership Awarre, NCAFPA | Financial Planning Association | 2008 |
AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | N/A |
Title | Company name | Duration |
---|---|---|
Of Counsel | Linowees and Blocher | 1993 - 1996 |
Attorney | Katz, Frome, Slan and Bleecker | 1991 - 1993 |
Attorney | Tucker, Flyer & Lewis | 1990 - 1991 |
Tax Specialist | Coopers & Lybrand, Washington, DC | 1987 - 1990 |
Association name | Position name | Duration |
---|---|---|
Rockville Chamber of Commerce | Member | 2016 - Present |
Leadership Montgomery Core Program | Member | 2015 - Present |
The Greater Bethesda Chevy Chase Chamber of Commerce | member | 2010 - Present |
Society of Trust and Estate Practitioners | Member | 2009 - Present |
Wealth Counsel Advisors Forum | Member | 2007 - Present |
The Academy of Special Needs | Founding Member | 2006 - Present |
American Bar Association | Member | 2000 - Present |
Washington, D.C. Estate Planning Council | Member | 1995 - Present |
Maryland State Bar Association | Member | 1990 - Present |
Financial Planning Association, National Capital Chapter | Past President/Chairman of Board | 1990 - Present |
Disctrict of Columbia State Bar Association | Member | 1980 - Present |
Hope Connections | President | 2017 - 2019 |
Society of Financial Service Professionals, National Capital Chapter | President/Chairman | 2011 - 2017 |
Association of Small Foundations | Member | 2008 - 2016 |
Publication name | Title | Date |
---|---|---|
Financial Advisor Magazine | "The Horror" Gary Altman stresses the Dangers of Not Working with a Legitimate Estate Planning Attorney | 2012 |
Private Wealth Magazine | Business Succession Planning | 2011 |
School name | Degree | Graduated |
---|---|---|
Georgetown University Law Center | LL.M. Taxation | 1992 |
College of Financial Planning | Certified Financial Planner CFP | 1986 |
New York University School of Law | JD - Juris Doctor | 1980 |
Wesleyan University | BS - Bachelor of Science | 1977 |
Conference name | Title | Date |
---|---|---|
Richmond Financial Planning Association | Post Death Planning | 2012 |
NAPFA Study Group | Post Death Planning | 2012 |
Montgomery County Bar Section on Estates and Trust | Post Death Planning | 2012 |
Financial Planning Association NCA Annual Conference | Post Death Planning | 2012 |
Bryn Mawr Trust | Post Death Planning | 2012 |
Branch Family Reunion Education Seminar | Estate Planning | 2012 |
Case name | Outcome |
---|---|
Various Cases on Trust Reformation | Trust was Reformed |
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July 10, 2017
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November 2, 2012
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July 17, 2012
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January 18, 2010
Joel Weissler, Estate planning Attorney on Nov 11, 2012
Relationship: Worked together on matter
I endorse this lawyer. Gary is a delight to work with. He not only knows Maryland law, but is acutely aware of how it differs from the law in other states.
Devang Shah, Estate planning Attorney on Nov 1, 2012
Relationship: Fellow lawyer in community
I endorse this lawyer.
Joel Weissler, Estate planning Attorney on Nov 11, 2012
Relationship: Worked together on matter
I endorse this lawyer. Gary is a delight to work with. He not only knows Maryland law, but is acutely aware of how it differs from the law in other states.
Devang Shah, Estate planning Attorney on Nov 1, 2012
Relationship: Fellow lawyer in community
I endorse this lawyer.
Brian Della Rocca, Estate planning Attorney on Oct 12, 2012
Relationship: Fellow lawyer in community
Gary's knowledge and experience relating to estate planning makes him one of the top estate planners in the Washington, DC area. He looks for creative answers to complex estate planning issues. I have great respect for his work and his leadership.
Steven Jawetz, Estate planning Attorney on Aug 1, 2012
Relationship: Other
Gary and his well-supervised associates did an excellent job preparing and revising wills and trusts and explaining everything they did. Cost effective as well.
Mindy Felinton, Tax Attorney on Jul 17, 2012
Relationship: Fellow lawyer in community
I endorse this lawyer.
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