 | Altman & Associates, P.C. | | | | | One Central Plaza, 11300 Rockville Pike
Suite 605
Rockville, Maryland 20852 View Map |
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| | | | Practice Areas: | | Estate Tax Planning, Probate, Trusts, Special Needs Trust, Medical Planning and Eligibility, I.R.S. Administrative Practice, Business Succession Planning, Wealth Preservation, Estate and Gift Taxation, Will Contests, Living Trusts, Elder Law, I.R.S. Tax Controversies, Asset Protection, Marital Agreements, Charitable Trusts and Private Foundations, Pre-Marital Agreements, Partner, Planning. | | | | Year Established: 1996 | | | | Firm Profile: | | This boutique law firm is devoted to the specialized planning needs of successful individuals and families. We concentrate in the area of Estate, Business and Tax Planning, Trust and Probate Administration, Charitable Giving Techniques and Asset Protection Strategies. Altman & Associates is committed to a highly personalized, client-centered approach, while providing comprehensive and confidential services that safeguard what you've worked so hard to accomplish. The firm is a founding member of the Academy of Special Needs Planning. We represent individuals, small businesses and entrepreneurs throughout Maryland, Virginia and the Washington, D.C. metropolitan area. This firm is allied with WealthCouncil Advisors Forum. | | | | Firm Size: 7 | | | Office Hours:
Monday: By Appointment Only: 08:00 AM - 06:00 PM
Tuesday: By Appointment Only: 08:00 AM - 06:00 PM
Wednesday: By Appointment Only: 08:00 AM - 06:00 PM
Thursday: By Appointment Only: 08:00 AM - 06:00 PM
Friday: By Appointment Only: 08:00 AM - 06:00 PM
| | | | Gary Altman (Managing Partner) born New York, N.Y., May 29, 1955; admitted to bar, 1980, District of Columbia; 1992, Maryland. Education: Wesleyan University (B.S., 1977); New York University (J.D., 1980); Georgetown University (LL.M., Taxation, 1992). Maryland Super Lawyer, 2006, 2007 and 2008. Washington, D.C. Super Lawyer, 2006 and 2007. Top Washington, D.C. Attorney, Washingtonian Magazine, 2007. Worth Magazine Top 100 Attorney, 2007. Certified Financial Planner, 1988. Adjunct Professor, Estate Planning for Certified Financial Planners, Florida Institute of Technology, Alexandria, Virginia, 1997-2004. President, National Capital Area Chapter, Financial Planning Association, 2007 (Chairman of the Board, 2008). Founding Member, WealthCounsel, LLC Advisors Forum. Founding Member, Special Needs Academy, National Association of Insurance and Financial Advisors. Member, Montgomery County Chamber of Commerce. Member: Montgomery County, Maryland State and American Bar Associations; District of Columbia Bar; Estate Planning Council, Washington, D.C. and Maryland. Practice Areas: Estate Planning(50%); Probate(20%); Trusts and Estates Taxation(10%); Wills(10%); Trust Law(10%). | | | | ASSOCIATE COUNSEL | | | | Brenda H. Bosch (Associate Counsel) born Hartford, Connecticut, August 27, 1963; admitted to bar, 1992, Virginia; 1993, U.S. District Court, Eastern District of Virginia; 1994, District of Columbia. (Not admitted in Maryland). Education: Dartmouth College (B.A., magna cum laude, 1985); University of Virginia (J.D., 1992). Phi Beta Kappa. Order of the Coif. Law Clerk to the Honorable Albert V. Bryan, Jr., U.S. District Court, Eastern District of Virginia, 1992-1993. Member: Virginia State Bar. Practice Areas: Trusts and Estates(100%). |
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