Blog - "Altman Speaks"

Happy Holidays and Altman Office Schedule

In observance of the Christmas and New Year’s Holidays, our office will be closed at 12 pm on Monday, December 24th and will reopen at 8:30 am on Wednesday, December 26th. The same hours will apply for December 31st, reopening January 2nd at 8:30 am. We wish all our clients, prospective clients, readers of our blog and […]

The "Awkward Tort": Tortious Interference with an Expected Inheritance

In a June post, we let you know that, although suing for Tortious Interference with an Expected Inheritance is not an option in Virginia and is currently not an option in Maryland or in D.C., prospective beneficiaries in these jurisdictions can pursue other legal routes when they believe that someone has meddled in their inheritance. As it […]

Digital Asset Planning: From Facebook and E-mail to Bill Pay and iTunes

It’s only fitting that we bring information to you regarding Digital Asset Planning to you via our blog! We have addressed Social Media in Wills and brought you the bad news about your iTunes collection. Today, we tie it all together… First, recognize that digital asset planning is not all about money. In fact, most […]

Charitable Deduction Denied: Taxpayer Probably Wishes He’d Read the Instructions!

Joseph and Shirley Mohamed tried to do some good. Between 2003 and 2004, they donated six real estate properties, collectively worth over $18 million, to a Charitable Remainder Unitrust (“CRUT”). A CRUT is a trust that pay the grantor, i.e., Joseph and Shirley Mohamed, an income stream during their lifetimes (or for a set period of years), […]

Adopted In or Adopted Out? Defining "Children" in Your Estate Plan Requires Careful Consideration

You heard a lot on our blog about new Maryland legislation allowing certain posthumous infants conceived from genetic material to qualify as “children” under state intestacy law. One advantage of planning is that if you disagree with the legislation or if you do not believe it is expansive enough, you have the ability to alter […]

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 […]

Gary Altman Discusses the Fiscal Cliff with CNN's "Situation Room with Wolf Blitzer"

CNN called upon the expertise of estate and tax planning attorney, Gary Altman, Esq., yesterday for a segment dedicated to the impending fiscal cliff. The discussion centered around the various tax and legal strategies being used right now to curb the significant financial implications that are likely to occur if the lame duck Congress is […]

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

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Recent Posts

Happy Holidays and Altman Office Schedule

The "Awkward Tort": Tortious Interference with an Expected Inheritance

Digital Asset Planning: From Facebook and E-mail to Bill Pay and iTunes

Charitable Deduction Denied: Taxpayer Probably Wishes He’d Read the Instructions!

Adopted In or Adopted Out? Defining "Children" in Your Estate Plan Requires Careful Consideration

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

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

Gary Altman Discusses the Fiscal Cliff with CNN's "Situation Room with Wolf Blitzer"

Leaving a Lasting Legacy is More than Just Dollars and Cents

Happy Thanksgiving from Altman & Associates!

« Previous 1 … 51 52 53 54 55 … 77 Next »