Partner

Gary Altman

Bar Admissions

  • District of Columbia, 1980
  • Maryland, 1992

Background & History

Gary Altman is a principal and founder of the Maryland-based estate planning law firm of Altman & Associates. He joined the our firm in 2021 to become the partner leading the estates and trust group. He is a member of the bars of Maryland and the District of Columbia, and has practiced law within and beyond the beltway since 1980.

Gary focuses on estate planning; charitable tax planning; premarital agreements; business succession; and asset protection strategies. Gary's combined legal, tax, and financial experience supports his clients’ estate and succession planning goals. He works closely with his clients and their advisors to formulate innovative and practical solutions designed to minimize the challenges – both tax-related and otherwise – associated with the transfer of wealth.

From 1997 until 2004, Gary was an Adjunct Professor at the Florida Institute of Technology (Alexandria, VA campus), teaching the estate planning segment of its Certified Financial Planner program. He also is a member and President-Elect of the Board of Directors of the National Capital Chapter of the Financial Planning Association.

Gary earned his Master of Law in Taxation (LLM) Degree from Georgetown University Law School and his law degree (J.D.) from the New York University School of Law in New York City. He completed a Bachelor of Science degree at Wesleyan University in Middletown, Connecticut. Gary also is a Certified Financial Planner. He has two children, Matthew and Jill, and resides with his wife Elizabeth in Potomac, Maryland.

Past Employment Positions

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Education

  • Georgetown University Law Center, Washington, District of Columbia
  • L.L.M. – 1992
  • Major: Taxation
  • New York University School of Law , New York
  • J.D. – 1980
  • Wesleyan University
  • B.S. – 1977

Languages

Professional Organizations & Memberships

  • Maryland State Bar Association (Member)
  • District of Columbia Bar (Member)
  • National Capital Chapter of Financial Planning, 2006 (President, Board Member)
  • Wealth Counsel, LLC (Founding Member)
  • Academy of Special Needs Trust (Founding Member)
  • Maryland Chamber of Commerce (Member)
  • National Capital Chapter of Financial Planning (President, Board Member)
  • Maryland Estate Planning Councils (Member)
  • Washington, D.C. Estate Planning Councils (Member)
  • Wealth Counsel Advisors Forum (Founding Member)
  • Certified Financial Planner, 1988

Awards and Honors