Gary Altman, Founder and Principal of Altman & Associates, provides objective, courtroom-tested expert witness testimony and litigation support for complex trust, probate, and estate disputes. With over four decades of experience in estate planning law across Maryland, Washington, D.C., Virginia, and New York, Gary translates dense legal frameworks and intricate tax structures into clear, persuasive testimony for judges and juries.
He evaluates whether documents were drafted correctly (forensic legal review), establishes reasonable and customary standard of care for estate planning attorneys and corporate trustees, and determines whether a breach of fiduciary duty occurred.
Areas of Litigation Expertise
- Will and Trust Contests: We evaluate document authenticity, ambiguous clauses, and structural defects in disputed estate plans.
- Fiduciary Duty Breaches: Our analysis determines whether executors, trustees, or administrators mismanaged funds, self-dealt, or failed their legal obligations.
- Capacity and Coercion Assessments: We review behavioral evidence and timelines to assess testamentary capacity and detect signs of undue influence or financial elder abuse.
- Tax and Valuation Disputes: We defend or challenge complex asset valuations, IRS audits, and the execution of generation-skipping or gift tax strategies.
- Professional Malpractice: We provide standard-of-care evaluations for lawsuits involving faulty document drafting or negligent estate administration.
Why Litigation Counsel Retains Us
- Deep Technical Mastery: Decades of hands-on experience in advanced wealth preservation, tax law, and asset protection strategies.
- Courtroom-Tested Communicators: Proven ability to simplify highly technical estate jargon into universal language during depositions and trials.
- Uncompromising Objectivity: Delivering rigorous, evidence-based analysis that withstands aggressive cross-examination.
- Comprehensive Case Support: Assisting trial teams from initial document review and strategy formulation through depositions and final trial testimony.
Whether you need a preliminary case assessment, a forensic document review, or an experienced trial witness, Gary Altman is available for retention by litigation counsel across MD, DC, VA, and NY. Call (301) 468-3220 to request a conflict check and schedule a consultation, or submit your inquiry online.