Blog - "Altman Speaks"

Aging Parents: There’s a Plan for That (and Probably an App)

A large part of what we do at Altman & Associates is help our clients make a plan - for their future, for their business, for their marriage, for their children’s futures, etc. In order to do that, we rely on our experience of seeing where all the pitfalls lie and our understanding of the legal […]

Trusts or Foundations? Private or Public? Making Charitable Donations Isn't One Size Fits All

There are many options available when designing a strategy for those who wish to help others by making a charitable gift. For some who wish to maintain some control while benefitting others, a Charitable Remainder Trust (CRT) could be an attractive option. A CRT is generally funded with appreciated stock or real estate, and provides […]

Leaving a Lasting Legacy is More than Just Dollars and Cents

On November 17, 2012, I was honored to attend a performance at The Kennedy Center which was held in dedication for a client of ours who recently passed away. While I personally never met this client, my work on her estate over the past 16 months has left a lasting impact on me. From working […]

Happy Thanksgiving from Altman & Associates!

Wishing everyone a warm and joyful Thanksgiving. Today, I am especially grateful for our exceptional clients, colleagues and Altman team members. Enjoy the holiday weekend all! - Gary Altman

Fishy Business? Charitable Foundation Alleges Wrongdoing

Seeking damages in excess of $14 million, a Greenwich, Connecticut charitable art foundation is suing Manhattan’s Forum Gallery and its Directors, Robert and Cheryl Fishko, for alleged wrongdoing. The lawsuit touches on an interesting estate planning topic: private foundation giving. Established in 1993 by investment manager Richard McKenzie, Seven Bridges Foundation is a nonprofit organization that aims […]

Promises, Promises...The Only to Way Lock in the 2012 Estate / Gift Exemption is to ACT on It!

Over the past few years, we have urged our clients to review their estate plans and financial goals with respect to the opportunity to lock in a $5.12 million dollar estate/gift exemption this year given that next year the exemption will drop to $1 million if Congress does not act. Many of our clients have […]

SLATs: An Estate Planning Acronym to Remember

In recent months, we have continued to impress upon our clients the need to re-evaluate each and every one of their estates due to the changing gift and estate tax laws. For those of you who are not aware, the end of the 2012 calendar year marks the end of the current $5 million dollar […]

Estate and Tax Planning Attorney, Gary Altman, Esq., Listed Among the DC Metro Area’s "Top Money Advisors"

Washingtonian magazine has selected Gary Altman, Esq., principal of the Rockville estate planning law firm, Altman & Associates, as one of the Washington, DC area’s “Top Money Advisors” in the “Estate Attorney” category. This is Altman’s fifth appearance in the coveted list. Washingtonian’s 2012 list was assembled by surveying hundreds of financial experts and interviewing […]

Estate Planning for Jedis: George Lucas' Sale of Lucas Films is Estate Planning Genius

On October 30, 2012, it was announced that George Lucas, creator and famed director of Star Wars has reached a deal with Disney to sell his film company, Lucas Films, for a total of $4.05 billion. The question is: "Why now?" In recent posts, we have discussed the impending estate and gift tax changes to […]

Same-Sex Couples Rights are Expanded in Maryland Election: How Does that Impact Estate Planning?

Yesterday’s election results in Maryland included the passage of a referendum approving same-sex marriages. This means that same-sex couples can marry in Maryland and take advantage of certain Maryland laws, including the ability to pass assets to their spouses without the imposition of Maryland inheritance tax. Moreover, a surviving spouse of a same-sex couple will […]

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Recent Posts

Teachings from The Will of James Gandolfini Part II: In a World Flooded by Social Media and Reality TV, Help Your Clients Preserve What Little Privacy They Have Left!

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