Last month, the IRS updated Publication 1281, Backup Withholding for Missing and Incorrect Name/TIN(s), to reflect a key change made by the Tax Cuts and Jobs Act (TCJA). As a result of this change, effective Read More
We’re Maryland Estate Planning Attorneys Focused Exclusively on Estate Planning Matters Since 1996.
Founded by expert estate planning attorney, Gary Altman, Altman & Associates serves individuals, families, and businesses in Maryland, D.C., and Virginia.
Creating an estate plan is a very important decision. There are numerous, complex factors to be considered that go beyond wealth or taxes. We also address issues such as owning a business, healthcare, avoiding probate court, planning for a special needs child and anticipating potential conflicts among heirs. Our attorneys will carefully guide you through a host of critical decisions with a caring, collaborative hand.
After all, estate planning is all we do. Our team is compassionate to your challenges and concerns and work hard to make the estate planning process as easy as possible. With more than 100 years of combined experience, you can trust our team to provide peace of mind and customized solutions. We protect you, your family and your assets, now and after you’re gone.
Our reputation for putting clients first makes us one of the area’s most trusted estate planning law firms.
The foundation of our success lies in our belief that no two clients are alike. Our first priority is you. You have unique needs and goals, so we never use “boilerplate forms”. Every estate planning document is specifically tailored to help you and your family eliminate any ambiguity and conflict. We believe that every single word, in every single document, matters.
Altman & Associates offers a comprehensive array of legal services.
If you or a family member needs estate planning assistance, we provide sound legal guidance, customized solutions, and effective dispute resolution. We work with clients in a wide variety of situations and can help with the following matters:
Wills, trusts, and estate planning and administration – Making a plan for your death or disabling injury is important. Our Maryland estate planning attorneys focus on crafting the right plan for you. Trust our attorneys to see your loved ones through a difficult time by administering your plan.
Business succession planning – You’ve worked hard to establish your business, but what will happen to your business when you retire or pass away? Our attorneys help you create a succession plan for your business.
Special needs planning – Parents or grandparents can take a proactive approach to planning for loved ones with special needs. We help you choose the right plan and financial structure to support your special needs family member.
Tax planning – There are complex rules regarding tax treatment for your estate. The smallest mistake in transferring or distributing estate funds can result in significant tax liabilities. Our tax planning attorneys have the tax knowledge and savvy you need to avoid paying unnecessary taxes.
IRA and retirement planning – Have you put any thought into your retirement structure? Certain IRAs and retirement planning structures may allow you to save more money and use your savings in a way uniquely beneficial to you. Our IRA and retirement planning attorneys clearly outline the intricacies of planning for your retirement.
Asset protection –Insulating your assets and protecting yourself and your business from creditors and claims is critical. Our attorneys establish structures to protect your personal and professional assets.
Fiduciary services – Acting as a fiduciary is a significant responsibility. When you need someone reliable to act in your best interest on financial matters, trust the attorneys at Altman & Associates.
Charitable and foundation planning – Many individuals want to leave a legacy by making their favorite charity or cause a part of their estate plan. Our attorneys create a plan so you can leave the legacy you wish.
Guardianship / Conservatorship – When vulnerable individuals in your estate plan need protection, the attorneys at Altman & Associates provide strong, attentive representation.
Elder law – With a significantly aging population, safeguarding older citizens is a growing issue. We are skilled elder law attorneys who act as strong advocates for you and your family.
Reformation of trust – Some trust agreements don’t work as they were intended to. If you have an interest in an estate, we advocate for you to ensure you receive what you deserve.
Prenuptial/property agreements – With new and unique family dynamics, planning for the unknown while protecting your assets can prove to be confusing and complex. Our attorneys help you form a pre-nuptial/property agreement that best reflects your wishes and protects your interests.
Same-sex couples – Maryland and many other states have legalized same-sex marriages. Unfortunately, however, legislative changes in some states do not solve all of the unique issues that same-sex partners are faced with. Our team is experienced in providing same-sex couples with sound legal strategies.
Learn more about your options by contacting our experienced Maryland estate planning attorneys today!
We have convenient office locations in Columbia and Rockville, Maryland, Washington, D.C., and Northern Virginia. Contact us by phone at (301) 468-3220 or online to schedule a consultation.