Blog - "Altman Speaks"

First Massachusetts Now ???

The press was abuzz about the wealth or millionaire’s tax this past weekend. Since the federal government won’t tax millionaires, State legislators have taken up the issue. Seven states are working together to introduce bills or announce plans to increase taxes on the wealthy. While all the plans seem different, states need money and say […]

Legislative Alert - Transferring Certain Firearms into Your Gun Trust

If you own firearms, precisely one with an attached stabilizing brace or pistol brace, consider transferring the firearm to a Gun Trust as soon as possible. The Bureau of Alcohol, Tobacco, Firearms, and Explosives (ATF) recently published a new rule that regulates the possession of firearms with such a brace. The rule will reclassify such […]

Hope Connections: Estate Planning with Gary Altman

Join seasoned estate planning attorney and Hope Connections board member, Gary D. Altman, Esq., for an informative discussion on estate planning, trusts, charitable giving, and much more! Gary will cover:

Hiring a Professional to Be Your Trustee

I am often asked during the estate planning process by clients, whom do we name as trustee? Choosing a trustee to manage your estate is one of the most important estate planning choices you must make. An executor’s responsibilities deal with the execution of your will. A trustee has responsibilities for the execution of the […]

Gary Altman presenting on “Allocating Capital Gains to Distributable Net Income (DNI) and Allocating DNI to Charities in Estates and Trusts: Achieving Optimal Tax Treatment.”

Please join Partner, Gary Altman, Chair of the Estate Tax Practice, for an upcoming webinar on “Allocating Capital Gains to Distributable Net Income (DNI) and Allocating DNI to Charities in Estates and Trusts: Achieving Optimal Tax Treatment.” Gary will provide tax professionals with a drill down into the rules and practices covering the inclusion of […]

Coryn Rosenstock Presenting with the Bar Association of Montgomery County, Estate & Trust Law Section

Join Estate Director, Coryn Rosenstock, Esq., and the Bar Association of Montgomery County, Estate and Law Section on February 13 from 12-1:00 pm for a presentation featuring highlights from the Heckerling Conference.

Gary Altman Named Finalist in Best of Bethesda 2023 - Estate Attorney

The team at Altman & Associates would like to congratulate, Gary Altman for being a Finalist in the Bethesda Magazines 2023 Best of Bethesda - Estate Attorney. Thank you to our colleagues, friends, and clients who took the time to cast a vote for Gary! Check out the list here.

Withholding on Distributions to Foreign Beneficiaries of U.S. Estate Six-Step Process

Determining the U.S. tax to be withheld on distributions made to foreign beneficiaries of U.S. estates requires consideration of several factors. These six steps can help fiduciaries in navigating this process. One: Determine the Tax Status of the Beneficiary This step entails confirming that the Beneficiary is in fact a nonresident alien (NRA) and not […]

I am asked this question often as an Estate Planning Attorney

What is Revocable Trust? Is it the Same as a Living Trust? A revocable trust, a living trust, and or a family trust are all terms used in estate planning that mean the same thing. You are often called the grantor who transfers your assets into the name of the trust, naming yourself as trustee. […]

December is the perfect time to discuss your philanthropic goals in your estate plan.

It’s the time of year, the Holidays when 30% of all charitable giving takes place. A steady increase in gifts has occurred, 18% since 2018, even with the increase in the standard deduction under the Tax Cuts and Jobs Act. Recently Wealth Management Magazine examined the gifting activities of 1,000 private foundations with assets between $1 […]

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Recent Posts

First Massachusetts Now ???

Legislative Alert - Transferring Certain Firearms into Your Gun Trust

Hope Connections: Estate Planning with Gary Altman

Hiring a Professional to Be Your Trustee

Gary Altman presenting on “Allocating Capital Gains to Distributable Net Income (DNI) and Allocating DNI to Charities in Estates and Trusts: Achieving Optimal Tax Treatment.”

Coryn Rosenstock Presenting with the Bar Association of Montgomery County, Estate & Trust Law Section

Gary Altman Named Finalist in Best of Bethesda 2023 - Estate Attorney

Withholding on Distributions to Foreign Beneficiaries of U.S. Estate Six-Step Process

I am asked this question often as an Estate Planning Attorney

December is the perfect time to discuss your philanthropic goals in your estate plan.

1 2 3 … 69 Next »