Business Details
30 Years
experience
Trusted Estate Planning Lawyers in Rockville, MD
Altman & Associates has been dedicated to estate planning law since 1996, serving individuals, families, and businesses across Maryland, Washington D.C., and Virginia. Our practice focuses exclusively on estate law, ensuring clients receive specialized guidance tailored to their unique needs. With over 30 years of combined experience, our team of attorneys provides comprehensive solutions for wills, trusts, probate, and advanced estate planning. We prioritize client relationships, offering personalized service that fosters long-term trust and collaboration. Our commitment to staying current with evolving legal standards ensures clients benefit from the most effective strategies available.We believe in a collaborative approach, leveraging diverse perspectives within our team to deliver exceptional results. Recognized for our expertise and client-centric philosophy, we strive to make complex legal processes accessible and understandable. Our dedication extends beyond the office through community involvement and charitable initiatives. By focusing solely on estate law, we maintain deep expertise and a passion for helping clients secure their legacies. This unwavering focus has earned us the trust of clients and peers alike, solidifying our reputation as leading estate planning attorneys in the region.
Services
Estate Planning
Wills
Trusts
Probate Administration
Special Needs Planning
Power of Attorney
Business Planning
Charitable Planning
Elder Law
International Estate Planning
Details
- Year established: 1996
Highlights and features
- We focus exclusively on estate planning law, ensuring deep expertise in this specialized field
- Our attorneys have over 30 years of combined experience in complex estate matters
- We maintain a client-centric approach with personalized guidance and transparent communication
- Our team regularly attends industry seminars and pursues advanced education to stay current with legal developments
- We have successfully served clients in the Washington Metropolitan area since 1996
What people say
Excellent job
Cost effective
Knowledgeable
Responsive
Trusted advisor
Services
Estate Planning
Our estate planning services help clients protect assets and ensure proper distribution. We create customized wills, trusts, and advanced directives tailored to individual circumstances. With over 25 years of experience, we guide clients through complex tax implications and legal requirements to create comprehensive estate plans that reflect their wishes.
Trusts
We establish various trust structures to safeguard client assets and minimize estate taxes. Our attorneys help clients choose appropriate trust vehicles including revocable, irrevocable, and special needs trusts. We ensure proper funding and administration while maintaining compliance with evolving legal standards to protect clients' financial legacies for future generations.
Probate Administration
Our probate services guide executors through the estate settlement process. We handle court filings, asset inventory, debt resolution, and property distribution. With extensive experience in Maryland and DC probate courts, we streamline complex administrative tasks while maintaining clear communication with all interested parties throughout the probate process.
Special Needs Planning
We create customized estate plans for families with special needs members. Our attorneys establish special needs trusts that preserve government benefits while providing supplemental care funds. We coordinate with financial planners and care providers to ensure comprehensive long-term support solutions that protect vulnerable beneficiaries' quality of life.
Business Planning
We advise business owners on entity formation and succession planning. Our services include drafting shareholder agreements, buy-sell arrangements, and business continuity plans. We help clients structure their businesses for tax efficiency while ensuring smooth transitions during ownership changes or generational transfers.
People
Gary Altman
Founder & Attorney
With over 30 years of estate planning experience, Gary Altman founded the firm in 1996. He specializes in complex estate tax planning and has received numerous peer recognitions. Gary maintains active bar memberships in multiple jurisdictions.
Danielle Lendino
Senior Attorney
Danielle brings 8 years of corporate and transactional law experience to estate planning. She focuses on sophisticated estate structures and collaborates with specialists across legal disciplines. Danielle holds multiple legal certifications in corporate law.
Katherine Ruesch
Senior Attorney
Katherine has 9 years of probate litigation experience and over a decade in civil litigation. She advises on trust administration and guardianship matters. She graduated from Texas Tech University School of Law and maintains active litigation practice.
Andrew White
Senior Attorney
Andrew offers over 20 years of estate planning expertise with focus on tax strategies. He specializes in creditor protection and trust administration. Andrew provides tailored guidance for high-net-worth individuals and family businesses.
Elizabeth Glines
Chief Operating Officer
With 30+ years in legal business development, Elizabeth manages firm operations and marketing. She coordinates client services and strategic growth initiatives. Her experience includes trust administration and investment management.
Questions
What estate planning services do you offer?
We provide comprehensive estate planning including wills, trusts, power of attorney, healthcare directives, probate administration, and special needs planning tailored to individual client requirements.
Do you serve clients outside Maryland?
Yes, we serve clients throughout Washington D.C., Virginia, and assist with international estate planning matters involving US-based assets.
How experienced are your attorneys?
Our team includes attorneys with 8-30+ years of specialized experience in estate law, probate litigation, and business succession planning across multiple jurisdictions.
Can you handle complex estate tax issues?
Yes, our attorneys specialize in advanced tax planning strategies for high-net-worth individuals and complex business structures to minimize estate tax liabilities.
How do I schedule a consultation?
Contact us at 301-468-3220 or through our website to request a consultation. We offer video and teleconferencing options for client convenience.
