Gary D. Altman
Rockville, Maryland
Columbia, Maryland
Phone: (301) 468-3220
Fax: (301) 468-3255
Email: gary@altmanassociates.net
Gary Altman is a principal and founder of the Maryland-based estate planning law firm of Altman & Associates. He is a member of the bars of Maryland and the District of Columbia, and has practiced law within and beyond the beltway since 1980.
The firm’s practice is limited to estate planning; tax planning; charitable tax planning; premarital agreements; business succession planning; special needs planning; trust litigation and asset protection strategies. Mr. Altman’s combined legal tax, and financial expertise supports his clients’ estate and succession planning goals. He works closely with his clients and their advisors to formulate innovative and practical solutions designed to minimize the challenges - both tax-related and otherwise - associated with the transfer of wealth.
From 1997 until 2004, Mr. Altman was an Adjunct Professor at the Florida Institute of Technology (Alexandria, VA campus), teaching the estate planning segment of its Certified Financial Planner program. He is also the current Chairman and past President of the National Capital Chapter of the Financial Planning Association.
Mr. Altman earned his Master of Law in Taxation (LLM) Degree from Georgetown University Law School and his law degree (J.D.) from the New York University School of Law in New York City. He completed a Bachelor of Science degree at Wesleyan University in Middletown, Connecticut. Mr. Altman also is a Certified Financial Planner. He has two children, Matthew and Jill, and resides with his wife Elizabeth in Potomac, Maryland.
Areas of Practice
- Trusts and Estates Taxation
- Probate
- Estate Planning
- Wills
- Trust Law
- Special Needs
- Asset Protection
- Estate Litigation
Certification/Specialties
- Certified Financial Planner, 1988
Bar Admissions
- District of Columbia, 1980
- Maryland, 1992
Education
- Georgetown University Law Center, Washington, District of Columbia, 1992 L.L.M., Major: Taxation
- New York University School of Law, New York, New York, 1980 J.D.
- Wesleyan University, 1977 B.S.
Classes/Seminars Taught
- Adjunct Professor, Estate Planning for Certified Financial Planners, Florida Institute of Technology, Alexandria, Virginia campus, 1997 - Present
Professional Associations and Memberships
- Association of Small Foundations
- Maryland State Bar Association Member
- District of Columbia Bar Member
- Chairman and former President, National Capital Chapter of Financial Planning
- National Capital Chapter of Financial Planning
- Maryland Chamber of Commerce
- Washington, D.C. Estate Planning Council
- Maryland Estate Planning Council
- Founding Member of the Academy of Special Needs
- National Association of Insurance and Financial Advisors
Birth Information
- May 29, 1955, New York, New York, United States of America
Honors
- Worth Magazine “Top 100 Attorney” 2008
- Worth Magazine “Top 100 Attorney” 2007
- Washingtonian Magazine January 2009 Top Financial Expert
- Washingtonian Magazine “Top Estate Planning Attorney” 2007
- Maryland “Super Lawyer” – 2006, 2007, 2008, 2009
- Washington, D.C. “Super Lawyer” – 2006, 2007, 2008, 2009
- Norma Stevens Leadership Award, NCAFPA – 2008
