Altman & Associates

Altman & Associates Altman & Associates focuses exclusively on estate law, serving residents of MD, DC, VA, NY & FL. or Northern Virginia.

Our attorneys, Gary Altman, Brenda Bosch, Danielle Lendino, Sydney Helsel, Katherine Ruesch, and Andrew White have more than 75 years of combined experience. Founded by Gary Altman, Esq., Altman & Associates is a trusted estate planning law firm serving residents of Maryland, Washington, D.C., Virginia, New York and Florida. With an exclusive focus on estate law, our firm handles matters such as e

state planning, estate and trust litigation, asset protection, business succession and tax planning, premarital agreements, probate, special needs planning, powers of attorney, advance medical directives, life insurance planning and retirement planning. Our attorneys would be happy to meet with you at one of our convenient office locations in Rockville, Columbia, Washington, D.C.

Today, we pause to honor the men and women who gave the ultimate sacrifice in service to our country. Their bravery is t...
05/25/2026

Today, we pause to honor the men and women who gave the ultimate sacrifice in service to our country. Their bravery is the foundation of the freedoms we enjoy today.

As we spend time with family and friends this afternoon, we are reminded that a legacy isn’t just about what we leave behind—it’s about the stories we share and the people we protect.

What is one family tradition you’re celebrating today?

Today, we celebrate the birthday of Arabella Mansfield, who became the first female attorney in the U.S. in 1869. ⚖️At A...
05/23/2026

Today, we celebrate the birthday of Arabella Mansfield, who became the first female attorney in the U.S. in 1869. ⚖️

At Altman & Associates, we know that the legal protections we provide today were built on the courage of pioneers like Arabella. We are proud to continue that tradition of professional excellence by helping families secure their own legacies.

Is there a pioneer in your family history who paved the way for you? We’d love to hear their story below. 👇

A new tax bill targeting trust structures has been introduced in Congress. Read our full breakdown of the Fair Trusts fo...
05/22/2026

A new tax bill targeting trust structures has been introduced in Congress. Read our full breakdown of the Fair Trusts for Fiscal Responsibility Act of 2026 and what it could mean for estate planning here: https://altmanassociates.net/the-fair-trusts-for-fiscal-responsibility-act/

The proposed legislation by Senators Murray and Wyden aims to close loopholes on transfer taxes by targeting specific instruments like GRATs and Dynasty Trusts. Key provisions include a progressive annual withholding rate on trust assets exceeding $50 million, stricter valuation guidelines for family-controlled entities, and expanded annual IRS reporting requirements.

They say you can't buy happiness, but you can buy pizza—and that’s pretty close! 🍕Today is National Pizza Party Day. Whi...
05/16/2026

They say you can't buy happiness, but you can buy pizza—and that’s pretty close! 🍕

Today is National Pizza Party Day. While our founder, Gary Altman, is usually focused on navigating complex estate laws, those who know him well know he’s a true pizza aficionado when he’s off the clock.

Planning for the future doesn't always have to be "all business." We believe the best estate plans are built on the foundation of protecting the simple, happy moments—like a Friday night pizza party with the people you love. Enjoy a slice today!

What’s the go-to topping at your house? Let us know in the comments! 👇

Many retirees are shifting their focus from what they leave behind to the impact they can make right now.Whether it’s se...
05/12/2026

Many retirees are shifting their focus from what they leave behind to the impact they can make right now.

Whether it’s setting up a donor-advised fund, creating an "ethical will" to share your life's lessons, or strategically gifting to grandchildren, your estate plan is the vehicle for your values. Ensure your legacy is documented and protected.

Check out the second part of our retirement series here: https://altmanassociates.net/revisiting-your-estate-plan-practical-scenarios-for-retirees/

Happy Mother’s Day! Today, we’re taking a moment to celebrate the women who have shaped our lives with their wisdom, str...
05/10/2026

Happy Mother’s Day! Today, we’re taking a moment to celebrate the women who have shaped our lives with their wisdom, strength, and endless support. Whether you’re celebrating a mom, a grandmother, a mentor, or a mother figure, we hope your day is filled with appreciation and love.

We’re curious—what is the best piece of advice your mother ever gave you? Share it with us in the comments! 👇

Wishing all the moms in our community a beautiful and relaxing day.

How do you turn a one-time inheritance into a lifelong legacy? For many Americans, these funds are critical to long-term...
05/07/2026

How do you turn a one-time inheritance into a lifelong legacy? For many Americans, these funds are critical to long-term security, yet many feel unprepared to manage them.

Read the full guide here: https://altmanassociates.net/how-to-make-your-inheritance-last/

Before you make any big moves, consider these three pillars:

- The Power of the "Pause": Why the best first move is often no move at all.

- Strategic Debt vs. Retirement: How to balance high-interest payoffs with tax-advantaged growth.

- The Professional Trio: Why a financial advisor, CPA, and estate attorney are essential to protecting what you’ve received.

Don't leave your financial future to chance.

Happy Cinco de Mayo! 🌮🎉Today is all about celebrating heritage, resilience, and the vibrant traditions that make our com...
05/05/2026

Happy Cinco de Mayo! 🌮🎉

Today is all about celebrating heritage, resilience, and the vibrant traditions that make our communities so special. Whether you’re enjoying a local festival or a meal with family, today is a great reminder of the importance of protecting the things we value most—our family’s legacy and our future. How are you celebrating today?

Happy National Self-Employed Day to the entrepreneurs and small business owners in our community! 🛠️💼When you are the he...
05/04/2026

Happy National Self-Employed Day to the entrepreneurs and small business owners in our community! 🛠️💼

When you are the heart and soul of your business, your personal legacy and your professional one are deeply intertwined. But have you considered what happens to the "business" side of your life if you aren't there to steer the ship?

Business succession planning isn't just for corporations; it’s a vital part of a self-employed professional's estate plan. It ensures your hard work is protected, and your family is provided for. Do you have a contingency plan in place for your business? https://altmanassociates.net/business-planning-attorney/

Today is National PrepareAthon! Day. 🌪️ When we think of emergency prep, we think of flashlights and water—but is your "...
04/30/2026

Today is National PrepareAthon! Day. 🌪️ When we think of emergency prep, we think of flashlights and water—but is your "Legal Emergency Kit" ready?

If a crisis hits, does your family have the "key" to your digital life, your medical wishes, and your assets? Preparation isn't just about surviving the storm; it’s about ensuring your loved ones aren't left in the dark. Make sure your estate plan disaster-ready. 🛡️ https://altmanassociates.net/

Retirement isn’t just about slowing down—it’s about reinventing your next act. ✈️ Whether you’re planning a "golden gap ...
04/28/2026

Retirement isn’t just about slowing down—it’s about reinventing your next act. ✈️ Whether you’re planning a "golden gap year" of travel, starting a new business venture, or embracing multigenerational living, your estate plan needs to keep up with your pace.

Life expectancy is rising, and so are the complexities of modern retirement. Is your plan ready for this new chapter? Read our latest article on why now is the perfect time to revisit your plan. https://altmanassociates.net/why-retirement-is-the-right-time-to-revisit-your-estate-plan/

Address

11300 Rockville Pike , Suite 708
Rockville, MD
20852

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 9pm
Sunday 9am - 9pm

Telephone

+13014683220

Website

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