Our Team

Gary D. Altman, Esq.

Founder and Principal Attorney

"Estate planning is a process, not a product. We stand by our clients to make sure that their documents evolve along with their changing lives and changing laws."

Gary Altman, Esq. is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates, where he has been serving the Washington metropolitan area, practicing law since 1980 and estate planning since 1988.

A nationally recognized estate, legacy and business planning authority, Gary’s “outstanding expertise, trustworthiness and commitment to his clients’ needs” has earned him recognition by Washingtonian magazine as among the DC region’s “Best Estate Planners”. He has also been repeatedly honored as a “Top 100 Attorney” by Worth magazine and likewise recognized as a Maryland and Washington, DC “Super Lawyer”.

As a trusted legal analyst, Gary has lent his expertise and authored articles for a wide range of media outlets including: The Washington Post, The NY Times, The Journal of Financial Advisors, The Wall Street Journal, Boomer-Living.com, FOX News and more.  He writes an estate planning blog, Altman Speaks, which can be found via the firm’s web site.

As an industry leader, Gary has taught various estate planning courses to attorneys, accountants and financial planners. He is currently on the board of Hope Connections for Cancer Support and serves on the investment company of two local charities. Gary has previously served as the President of the National Capital Area Chapter of the Financial Planning Association and the National Capital Chapter of the Society for Financial Service Professionals. In 2015, he was a member of Leadership Montgomery’s Core Program.

Gary resides with his wife Elizabeth and their two Labrador retrievers.  He enjoys spending his free time playing racket sports, reading, gardening, and restoring his pre-civil war historic home in Potomac, Maryland. Gary is a wine aficionado and enjoys BBQing and making homemade brick oven pizzas for friends and colleagues.

Gary can be reached by e-mail at gary@altmanassociates.net or by phone at (301) 468-3220.

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Areas of Practice

Trust and Estates Taxation
Probate and Estate Administration
Estate Planning
Wills
Powers of Attorney and Advanced Medical Directives
Trust Law
Special Needs Planning
Asset Protection
Trust, Estate and Investment Management Litigation
Tax and Business Succession Planning
Charitable Trusts and Foundations
Retirement Planning
Life Insurance Planning
Pre-and Post Marital Planning

Certifications

CERTIFIED FINANCIAL PLANNER professional, 1988
Society of Trust and Estate Practioners, STEP, 2010
Expert Witness – Fiduciary

Bar Admissions

District of Columbia, 1980
Maryland, 1992
Virginia, 2016
New York, 2016

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.

Professional Associations and Memberships

Association of Small Foundations
American Bar Association
Maryland State Bar Association
District of Columbia Bar Association
National Capital Chapter of Financial Planning
Financial Planning Association Chapter Leadership Council
Maryland Chamber of Commerce
District of Columbia Estate Planning Council
Maryland Estate Planning Council
The Academy of Special Needs Founding Member
National Association of Insurance and Financial Advisors
Wealth Counsel Advisors Forum
Steering Committee of the DC Bar Estates, Trusts, Probate Law Section
Society of Trust and Estate Practioners (STEP)
The Greater Bethesda and Chevy Chase Chamber of Commerce
Rockville Chamber of Commerce