Altman & Associates

Planning for your future, protecting your hard-earned assets, and ensuring your loved ones are cared for, no matter what life brings, are among the most significant decisions you will make. For residents, families, and businesses across Maryland, navigating the intricate landscape of estate and legacy planning requires not just legal expertise, but also a trusted advisor who truly understands your unique goals and concerns. In Rockville, Maryland, Altman & Associates stands as a highly reputable and nationally recognized law firm, exclusively dedicated to providing comprehensive and innovative solutions in estate planning and related areas.

This article provides a clear, engaging, and informative overview of Altman & Associates, detailing their specialized services, their accessible location, and what makes them a premier choice for individuals and entities seeking meticulous and compassionate legal assistance in the Maryland region. From crafting wills and trusts to intricate special needs planning and business succession, discover how this firm can be your dedicated partner in securing your legacy.

Altman & Associates is conveniently located in Rockville, Maryland, offering excellent accessibility for clients throughout Montgomery County and the wider Maryland, D.C., and Northern Virginia metropolitan areas. Their main office is situated at 11300 Rockville Pike #708, Rockville, MD 20852, USA. This prime address places the firm directly on Rockville Pike, a major and easily navigable thoroughfare, ensuring straightforward access by car. The building offers visitor parking options that contribute to the convenience for those driving to their appointments. The office itself is located on the seventh floor, providing a professional and private setting for client consultations.

The firm's location on Rockville Pike is also exceptionally well-served by public transportation. It is in close proximity to the White Flint Metro Station (Red Line) and numerous local bus routes, making it highly convenient for individuals and families who prefer or rely on public transit. This robust connectivity is a significant advantage for clients from diverse parts of Maryland, including Gaithersburg, Bethesda, Silver Spring, and other neighboring communities, ensuring that top-tier legal guidance is comfortably within reach. Altman & Associates also maintains additional offices in Columbia, MD, and Annapolis, MD, further expanding their accessibility across the state.

Altman & Associates focuses exclusively on estate planning, providing a unique blend of legal, tax, and financial expertise to offer comprehensive solutions. Led by founder Gary Altman, a nationally recognized authority, the firm assists individuals, families, and businesses in safeguarding their futures.

• Estate Planning: This core service involves creating comprehensive plans to manage and distribute assets, including:

  • Wills: Drafting legally sound wills to ensure assets are distributed according to your wishes.
  • Trusts: Designing and implementing various types of trusts for purposes such as probate avoidance, asset protection, charitable giving, and providing for specific beneficiaries.
  • Powers of Attorney and Advance Medical Directives: Preparing essential documents to appoint decision-makers for financial and healthcare matters in case of incapacitation.

• Legacy Planning: Beyond traditional estate planning, the firm helps clients develop strategies for their lasting legacy, often integrating charitable giving and generational wealth transfer.

• Tax Planning (Trusts and Estates Taxation): Leveraging Gary Altman's Master of Law in Taxation (LLM) degree and Certified Financial Planner designation, the firm provides sophisticated tax-efficient strategies to minimize estate, gift, and income taxes related to wealth transfer and asset management.

• Special Needs Planning: A significant area of expertise involves planning for families with special needs loved ones. The firm understands the complex medical, financial, social, and legal issues involved, helping establish special needs trusts and other strategies to protect eligibility for government benefits while providing for supplemental needs.

• Probate and Trust Administration: Guiding executors, personal representatives, and trustees through the legal processes of administering estates and trusts, ensuring compliance with legal requirements and efficient distribution of assets.

• Business Succession Planning: Assisting business owners in creating strategic plans for the smooth transition of their businesses, ensuring continuity, addressing tax implications, and securing financial stability for the future.

• Asset Protection Strategies: Developing legal and lawful techniques to protect assets from potential lawsuits, creditors, and judgments, leveraging various legal and financial vehicles.

• Charitable Planning: Providing frameworks for charitable giving through estate planning, including the establishment of charitable trusts and foundations.

• Retirement Planning and Life Insurance Planning: Integrating these crucial components into a holistic estate plan to ensure financial security in retirement and provide for beneficiaries.

• Pre- and Post-Marital Agreements: Advising on and drafting agreements to protect individual assets and define financial arrangements before or after marriage.

• Guardianship and Conservatorship: Providing legal support for establishing and managing guardianships and conservatorships for incapacitated individuals.

• Trust, Estate, and Investment Management Litigation: Representing clients in disputes involving wills, trusts, and investment management, including contested estates and trusts.

Altman & Associates stands out significantly due to its leadership, specialized focus, and a strong commitment to client satisfaction, as evidenced by numerous positive testimonials and professional accolades.

• Nationally Recognized Expertise: Gary Altman, the founder and managing attorney, is a nationally recognized authority in estate, legacy, and business planning. He has been repeatedly honored by publications like Washingtonian Magazine ("Best Estate Planners"), Worth Magazine ("Top 100 Attorney"), and recognized as a Maryland and Washington, DC "Super Lawyer" for multiple years (2007-2025). This level of recognition is a testament to his profound expertise.

• Exclusive Focus on Estate Law: Unlike many general practice firms, Altman & Associates dedicates its practice exclusively to estate law and related areas. This singular focus allows for a depth of knowledge and specialized insights that can be crucial for complex planning needs.

• Integrated Legal, Tax, and Financial Expertise: With Gary Altman being both an attorney (LLM in Taxation) and a Certified Financial Planner, the firm offers a unique blend of legal, tax, and financial perspectives. This holistic approach ensures comprehensive solutions that address all facets of a client's wealth and legacy planning.

• Client-Centric and Responsive Team: Positive client reviews consistently praise the team's responsiveness, professionalism, and ability to make complex processes "easy and painless." Clients feel heard, understood, and respected, and appreciate the clear explanations of legal concepts.

• Long-Term Client Relationships: The firm considers clients for life, striving to maintain regular contact and review plans as laws change or new strategies emerge. Many clients have worked with the firm for decades, attesting to the sustained trust and satisfaction. One review noted, "My family and I will absolutely continue to work with him and his firm for years to come."

• Personal Connection to Special Needs Planning: Gary Altman and his wife have a personal relationship with special needs planning, providing the firm with a unique and empathetic understanding of the concerns, medical, financial, social, and legal issues involved in caring for a loved one with special needs.

• Collaborative Approach: They work closely not only with clients but also with their other trusted advisors (financial planners, accountants) to formulate innovative and practical solutions, ensuring a cohesive strategy.

Altman & Associates focuses on providing exceptional value through their highly specialized expertise and client-centric approach. While they do not typically advertise broad "promotions," they offer transparent and structured engagement options for prospective clients.

• Initial Consultation: The firm offers an initial consultation to discuss your estate planning needs. While there is a fee for this initial consultation, if you retain their services, this fee is typically applied toward the planning engagement. This allows prospective clients to receive expert insights and understand the scope of work before committing to full representation.

• Flat Fee for Traditional Estate Planning: For many traditional estate planning services, Altman & Associates operates on a flat-fee basis rather than hourly rates. This provides clients with cost certainty and avoids unexpected bills, aligning with their commitment to transparency and efficiency. Complex or litigious matters may involve other fee structures, which are clearly discussed in a fee engagement letter.

These structured offerings ensure that clients in Maryland can engage with the firm with a clear understanding of the process and financial investment, reinforcing their commitment to a positive client experience.

Connecting with Altman & Associates for your estate and legacy planning needs is convenient for residents across Maryland, D.C., and Northern Virginia.

• Address: 11300 Rockville Pike #708, Rockville, MD 20852, USA

• Phone: (301) 468-3220

• Mobile Phone: +1 301-468-3220

You are encouraged to contact their Rockville office directly to schedule your initial consultation. Their experienced and supportive team is ready to discuss your unique situation and help you develop a robust plan for your future.

For individuals, families, and business owners across Maryland who are serious about comprehensive estate planning and securing their legacy, Altman & Associates in Rockville stands as an exceptionally suitable and highly recommended legal partner. While one review mentioned a billing dispute related to a firm transition, the overwhelming majority of testimonials, combined with the firm's consistent professional accolades and decades of focused experience, strongly affirm their dedication and expertise.

The firm's exclusive focus on estate law, coupled with Gary Altman's unique blend of legal, tax, and financial expertise, provides a level of integrated planning that is difficult to find elsewhere. This allows for tailored strategies that effectively minimize challenges, whether tax-related or concerning the well-being of dependents. Clients consistently praise the team's ability to simplify complex topics, their responsiveness, and their genuine commitment to ensuring peace of mind. The personal connection to special needs planning further underscores their empathetic and thorough approach to highly sensitive matters.

With a convenient Rockville Pike location, easily accessible by both car and public transit, and a transparent fee structure for most estate planning services, Altman & Associates makes it practical for Marylanders to access top-tier legal guidance. For anyone seeking a nationally recognized expert to meticulously craft a plan that protects their assets, ensures their wishes are honored, and secures their family's future, Altman & Associates offers the deep experience, personalized attention, and proven results that locals truly value in their community.