Webinar: To Trust or Not To Trust

Gary Altman J.D., L.L.M. (Tax), CFP was invited as a guest speaker for Bestgate Wealth Advisors to speak about trusts. Watch the video below to learn about the basics of what a trust can do for your family and the different types of trusts available.

Types of questions addressed:

  • What is a trust?
  • What are the different types of trusts?
  • How do I know if a trust is right for me?
  • What are the pros & cons of different trust arrangements?

Types of trusts discussed:

  • Revocable Trusts
  • Special Needs Trusts
  • Spendthrift Trusts
  • Protective Trusts

This event will feature speaker Gary Altman J.D., L.L.M. (Tax), CFP

Gary is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates, where he has been serving the Washington metropolitan area, for more than 30 years. On January 18, 2021, Altman & Associates merged with Frost Law.

Gary’s legal practice is dedicated to all aspects of estate law: estate, tax and charitable planning; business succession and exit planning; special needs planning; asset protection strategies; reformation of irrevocable trusts and failed estate plans; trust beneficiary and fiduciary representation; trust and probate administration; and fiduciary litigation.

A nationally recognized estate, legacy and business planning authority, Gary’s “outstanding expertise, trustworthiness and commitment to his clients’ needs” has earned him repeated recognition by Washingtonian, Bethesda and Northern Virginia magazines as among the DC region’s “Best Estate Planners.” He has also been honored as a “Top 100 Attorney” by Worth magazine and likewise recognized, for over 15 years, as a Maryland and Washington, DC “Super Lawyer.”

As a trusted legal analyst, Gary has lent his expertise and authored articles for a wide range of media outlets including:
The Washington Post, The NY Times, The Journal of Financial Advisors, The Wall Street Journal, Northern Virginia Magazine, and CNN.

Gary has taught various estate planning courses to attorneys, accountants and financial planners. He is currently on the board of Hope Connections for Cancer Support. Gary has previously served as the President of the National Capital Area Chapter of the Financial Planning Association and the National Capital Chapter of the Society for Financial Service Professionals. In 2015, he was a member of Leadership Montgomery’s Core Program.

Gary graduated from NYU Law School (JD, 1980) and Georgetown University (LLM (Tax), 1990).

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