Skip to main content

Gary D Altman

Estate planning Attorney at Rockville, MD

4.3   12 reviews
Virtual consultation available
Virtual consultation available
  • State Years
    New York - NY 7 years
    Virginia - VA 7 years
    Maryland - MD 31 years
    Dist. of Columbia - DC 43 years
  • Licensed for 7 years
    State NY
    Acquired 2016
    Status
    Currently Registered No misconduct found
  • Licensed for 7 years
    State VA
    Acquired 2016
    Status
    Active No misconduct found
  • Licensed for 31 years
    State MD
    Acquired 1992
    Status
    Active No misconduct found
  • Licensed for 43 years
    State DC
    Acquired 1980
    Status
    Good Standing No misconduct found

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

About Gary

Learn Gary’s areas of practice.

EXCLUSIVELY ESTATE LAW

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.

Photos and videos

Location

Altman & Associates
One Central Plaza, 11300 Rockville Pike
Suite 708
Rockville, MD, 20852

Reviews

4.3 / 5.0
  12 customer reviews
5 Star
 
83%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
17%
Posted by anonymous | July 10, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Reliable, Honest, Excellent
I absolutely recommend Gary Altman, and have already referred friends and family to him. From the initial consultation that my husband and I had with him, we knew we could trust him and count on him to make sure our affairs are taken care of. We actually asked him to "rush" our documents (due to medical emergencies) and we were accommodated with no problems. The team at Altman & Associates made our process so easy and painless. I have also brought in my parents and they also had a fantastic experience, and it was such a pleasure working with Gary Altman. My family and I will absolutely continue to work with him and his firm for years to come.
Read less
Posted by Daniel | July 10, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Gary is a top notch estate planner. Highly recommend.
Gary Altman is an excellent estate attorney. My wife and I initially came in back in 2008 to have an old estate plan reviewed and, due to significant changes in our lives (children, more assets, etc.), as well as new laws, our documents had to be redone. Gary executed the documents painlessly and quickly. Since then, they've settled my mother's estate, done estate planning for several friends and family members, and also updated our documents. Their support team is a pleasure to work with as well. Everyone we have interacted with has been courteous and professional and they make sure to send us important reminders every year to make sure our documents stay current. We continue to be very satisfied with their work and feel very comfortable referring them to others.
Read less
Posted by Sue | July 15, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Kudos
Gary exhibits intelligent listening and tenacity, ultimately providing an excellent solution for my parents. His staff has always been helpful as well.
Posted by anonymous | August 1, 2013
Extraordinary attorney
Gary Altman is an extraordinary lawyer. Smart. Thoughtful. Fun. He has worked on a range of challenges for me - from guiding my personal estate planning to providing extraordinary tax strategy and support to me as a fiduciary of a large and complex estate. He has given me great advice. Found experts for everything from art appraisals to accounting to litigation. Demonstrated complete integrity. I recommend him without reservation.
Read less
Posted by Allen F. Shapiro | November 2, 2012
Estate Planning and Corporate Goverance
For the past twenty years, Gary Altman has provided my wife and I with expert, superior, professional advise and counsel with respect to our estate planning, trusts, and period review/modifications. He has also guided the registration and charter processs for our LLC, focused upon management consulting but with a wide, optional practice domain. We have recommended Gary to numerous friends and a few relatives, who have used his services and benefited from his insights and counsel with total satisfaction. He is thorough, pragmatic, learned and quite capable of explaining any particular legal approach in "plain english" - understandable to the professional or layperson. Moreover, since entering into his private practice many years ago, we have found his office staff to be consistently responsive, proactive and "sharp" in providing any necessary logistical assistance to both trivial and serious matters at hand. Having myself worked in the international field for over 35 years, I have found Gary to relate quite well to international affairs and to related matters of legal concern, which are of extreme benefit to my foreign national colleagues residing in the US as visa-holders and/or dual-citizen US passport holders (e.g., taxes, property ownership, trusts, etc.) While Estate Planning is cited as the case area, he has several other areas of professional expertise (e.g., tax law, real estate trusts, wills, etc.) but the AVVO system allows only one choice. Unequivocably, Gary Altman is five-star in every respect.
Read less
Posted by Andrew | July 25, 2012
Excellent Lawyer
Gary was a very, very good lawyer and trusted advisor in a particularly intense trusts and estates matter. The matter involved truly unbelievable acts by another set of attorneys and we could not have obtained the results we did against such attorneys without Gary's great acumen and guidance.
Posted by Temple | July 23, 2012
Estate Representation
I was the personal representative of an estate and I hired Gary to represent me in the estate process, he was extreemly knowledgeable and responsive in the representation. I would not hesitate to recommend him.
Posted by Eric | July 17, 2012
**Cream Of The Crop**
After the unfortunate deaths of both parents, I was suddenly faced with the daunting task of securing a legal trustee on behalf of both my parents' separate legal estates. After stumbling around in the dark, I made up my mind to find the best Estate Attorney I could find. I will say it confidently now that I have found him: that person is Gary Altman. I found Gary's name in the Washingtonian Magazine "List of Best Estate Attorneys" and after meeting him, I was so happy I had. I have not encountered a more dedicated, intelligent, personable or fair lawyer as Gary Altman. He knows what he is doing, he works tirelessly, he is easy to get along with and he is a relief to have on your side. Gary Altman is the real deal. Since working with him, my every dealing with Gary has always been a pleasure, and that speaks volumes considering the surrounding circumstances and duress associated with the subject matter Gary has handled for me on a continuing basis over the past couple of years. Initially, I had come to Gary looking for help with my father's estate. While working in that capacity, Gary's role unexpectedly broadened. It turned out, the separate trustee my mother had chosen before she passed became less than honest and decided to leave the country taking my inheritance, a substantial sum, with him! As horrible an ordeal as it was, Gary took up the slack and immediately went to work on my dilemma. I was updated regularly and accurately as to the extenuating proceedings, which Gary organized in attempt to recover as much of the missing money as we could. Since the situation was so over my head, I could not do much more than simply stand back and watch as Gary orchestrated the proceedings. It took one year before we were able to settle and as difficult an experience as it was, having Gary to work with made it substantially more bearable and probably the only way the proceedings could have been bearable at all. You will know the difference immediately after, like me, your decide to go the easy route at first and work with a "relative" or "close friend" as your Estate Attorney as I had. Then eventually, if you work your way to someone like Gary Altman, you will see what a world of difference there is. I can not rate him highly enough. I can personally, unequivocally and without hesitation recommend Gary Altman to anyone who is in need of his help. He is truly the cream of the crop.
Read less
Posted by Stuart (An attorney) | July 16, 2012
Excellent Estate Planning Lawyer
I have referred numerous clients to Gary and all have reported back as being extremely pleased. From the easiest to much more complex estate and probe issues he can boil them down and communicate them in a way that is very plain and understandable to the client. His "bedside" manner and ability to communicate are excellent and his legal skill and strategic approach are top notch
Read less
Posted by Betsy | January 18, 2010
estate planning
Gary is a brilliant attorney working with our family to resolve serious tax and estate planning issues. Incredibly responsive.
Posted by Dennis | February 18, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Ignored and Disappointed
Based on our experience, we would discourage anyone from considering using Altman and Associates. Our story: My wife and I were clients with Altman and Associates for over 10 years! Gary Altman did our original estate documents and 7 years later did revisions to all of our documents. During this extended period we were satisfied with the services we received. But in October 2015 we scheduled a meeting with Gary Altman to discuss changes to our trust documents. At the conclusion of the meeting Gary told us he would email us draft copies of the modified trust documents reflecting what we had discussed. But after more than two weeks we had not received anything. So after three weeks passed, we sent an email inquiring when we could expect to receive the draft documents reflecting the changes discussed at the meeting. In the email reply Gary Altman indicated we could expect drafts to be arriving no later than the end of the week, which would have been November 6. But nothing arrived. Even after waiting through the holidays, and by then several months had passed, we still had not received the drafts, or any communication from Altman & Associates. Following the original October meeting, we did receive an invoice within two weeks. We paid the invoice in full the next week believing our work would be completed promptly as promised. But after sending a reminder to Gary Altman about our pending work and receiving an assurance the drafts were forth coming, more weeks passed with no drafts and no communication. We were very discouraged that there was no communication about our work. No explanation for the delay, and no indication of when our work would be completed. Having received no communication from Altman & Associates in over two months, we felt that we were being ignored. So we certainly did not feel our business was valued by the firm. We were so disappointed in the performance of Altman and Associates that we decided we did not want them to complete the work for us. In early January we sent another message to Gary Altman advising him of our disappointment, and informing him that we were going to seek new counsel. We also requested that he refund the payment we made for the meeting since nothing was completed and we were greatly inconvenienced by the long delay. There was no response from Altman & Associates. Two weeks later we sent a conventional letter to the Altman and Associates office by USPS. The letter conveyed the same termination message and again requested a refund of our payment. To date, more than three weeks have passed since we sent the letter, and again, no response from Altman & Associates. As long term clients with the firm, we have been shocked by the unprofessional handling of this matter by Altman & Associates. We certainly would not recommend this firm to others.
Read less
Response from Gary Altman February 2, 2021
Altman & Associates regrets that this is the perception of the firm. We disagree with these sentiments as the client was informed at the request to change documents that we would not do what the client asked, as it went against our professional legal advice. The client was informed of this at the beginning of the review of the trust documents and was refunded.
Read less
Posted by anonymous | May 9, 2015
Unresponsive
After paying a significant sum to have legal documents prepared, I reviewed them and found that they contained some pretty basic errors. I called the attorney's office several times to have the errors corrected, to no avail. I ended up having to file a complaint to force the attorney to address the problem and correct the errors. I cannot in good conscience recommend Mr. Altman to anyone.
Read less
Response from Gary Altman February 2, 2021
Altman & Associates drafts estate planning documents for the individual per the law. We will not input changes that goes against the planning engagement or would jeopardize the documents.
View less reviews

Cost

Rates
  • Retainer Sometimes
Payment methods
Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • 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
View all work experience

Education

  • 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
View all education

Sample of Legal Cases

  • Various Cases on Trust Reformation
  • Trust was Reformed

Associations

  • 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
View all associations

Languages Spoken

  • English
  • Farsi

Honors and Awards

  • 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
View all awards

Publications

  • 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

Speaking Engagements

  • 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
View all speaking engagements

Attorney endorsements

Received (5)
Given (5)
Endorse Gary
Estate planning Attorney | Nov 11
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."
Estate planning Attorney | Nov 01
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Oct 12
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."
Estate planning Attorney | Aug 01
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."
Tax Attorney | Jul 17
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Medical malpractice
Immigration
Estate planning