Altman & Associates

What Altman & Associates does

Altman & Associates is a regional, boutique law firm headquartered in Rockville, Maryland, specializing exclusively in estate and trust law. Founded by Gary D. Altman, Esq. — who has practiced estate planning since 1980 and holds an L.L.M. in Taxation from Georgetown, CFP, and STEP credentials — the firm serves individuals, families, and businesses across Maryland, Washington D.C., and Northern Virginia. Its service mix spans wills, revocable and irrevocable trusts, probate administration, elder law/Medicaid planning, asset protection, business succession, charitable planning, special needs planning, international estate planning, estate litigation, and Veterans estate planning, with embedded family law services delivered through a partnership with Wise Family Law. The firm operates from four locations in the Washington Metropolitan Area and is privately held with no parent company, investor, or external funding.

The technology footprint is conventional for a small professional services firm: an educational blog ("Altman Speaks"), an online contact form, a ShareFile-based document exchange, social media presence on six platforms, and email newsletters — with no proprietary platform, AI tooling, or integrated practice-management technology disclosed. The firm relies on attorney-led, consultation-driven sales (phone at 301-468-3220 or online inquiry) and a referral/earned-media engine that leverages Gary Altman's awards (Washingtonian, Bethesda Magazine, Worth Top 100, Super Lawyers) and media presence (Washington Post, NY Times, Wall Street Journal, FOX News).

Revenue is generated through professional-services billing on a quote-based, multi-year engagement model; fees are scoped through initial consultations with no published pricing. The primary customer segment is high-net-worth individuals and families, with secondary segments of business owners, veterans, families with special-needs dependents, and retirees. The firm states it has served "hundreds of clients" over its 30-year history.

Name

Altman & Associates

Legal name

Altman & Associates

Website

https://altmanassociates.net

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Altman & Associates is a Rockville, Maryland-based boutique law firm specializing exclusively in estate and trust planning, serving high-net-worth individuals, families, and business owners across Maryland, Washington D.C., and Northern Virginia.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), Legal Services (5411), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Legal Services (8111)

akta.pro industry

PRIMARYBPAHAAAK

Family & Private Client (Trusts & Estates) Law

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Legal Services

SECONDARYFSAAADAF

Estate Planning, Trust Structuring & Governance

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

SECONDARYFSAAANAE

Estate Administration & Probate Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

SECONDARYFSAAANAJ

Special Needs & Supplemental Needs Trust Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

SECONDARYFSAEAKAD

Estate & Probate Administration Services

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAEAAAG

Estate & Legacy Planning Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Estate planning law
• Trust administration
• Elder law services
• Asset protection
• Probate administration

Headquarters

HQ city

Rockville

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Legal Services - Estate Planning: Professional legal services for estate planning including wills, trusts, probate administration, elder law, and related matters. Billed through attorney-client engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Altman & Associates is a Maryland-based estate and trust law firm that provides attorney-led legal services to individuals, families, and businesses in Maryland, Washington D.C., and Northern Virginia. The firm drafts wills, creates and administers trusts, handles probate and estate administration, advises on elder law and Medicaid planning, structures asset protection and business succession plans, and integrates specialized planning for veterans and families with special needs members. Services are delivered through direct attorney-client engagements initiated via consultation rather than standardized products.

Product overview

Altman & Associates is a law firm offering comprehensive estate planning and trust services. The firm provides a unified set of legal services centered around wills, trusts, and estate administration. Key offerings include wills and trust planning, Maryland estate planning, veterans estate planning, trust planning, special needs planning, and various other practice areas such as asset protection, business planning, charitable planning, elder law, estate administration, estate litigation, guardianship/conservatorship, incapacity planning, international estate planning, IRA and tax planning, power of attorney, premarital planning, probate administration, reformation of trust, and same-sex couples planning. The practice primarily serves Maryland, D.C., and Virginia residents.

Differentiator

Problem solved

Functional benefit

Brands

• Altman Speaks: The firm's estate planning blog featuring articles by Gary Altman and firm attorneys

Products and services

• Wills and Trust Planning Legal services for drafting and managing last wills and testaments, including will contests and probate guidance for individuals and families.
• Maryland Estate Planning Estate planning services including trust administration, probate, and fiduciary services for Maryland, D.C., and Virginia residents.
• Veterans Estate Planning Estate planning services tailored for veterans, incorporating VA pension benefits, survivor benefits, and health care benefits into comprehensive estate plans.
• Trust Planning Trust creation and administration services including living trusts, irrevocable trusts, and special needs trusts.
• Special Needs Planning Planning services for families with special needs members, including special needs trusts, ABLE accounts, and government benefits coordination.
• Asset Protection Planning Legal strategies to protect assets from creditors and lawsuits.
• Business Planning Corporate structuring and business succession planning services.
• Charitable Planning Estate planning incorporating charitable giving through various vehicles.
• Elder Law Legal services addressing issues affecting seniors including Medicaid planning.
• Estate Administration Assistance with settling estates and administering trusts after death.
• Estate Litigation Legal representation in will contests and trust disputes.
• Guardianship and Conservatorship Legal services for establishing guardianships and conservatorships.
• Incapacity Planning Planning for mental or physical incapacity including powers of attorney and living wills.
• International Estate Planning Estate planning for clients with international assets or beneficiaries.
• IRA and Tax Planning Planning for retirement accounts and tax-efficient wealth transfer.
• Power of Attorney Legal documents appointing representatives to act on behalf of clients.
• Premarital Planning Planning for marriage including prenuptial agreements.
• Probate Administration Court-supervised process of administering estates.
• Reformation of Trust Legal process to modify or correct trust documents.
• Same-Sex Couples Planning Estate planning tailored for same-sex couples.

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered minor and core.

• Peak Performance DigitalminorImplementation/ SI/ Consulting PartnerWebsite design and digital marketing firm that created and maintains the Altman & Associates website. Contact: 202-902-6050 or [email protected].
• Wise Family LawcoreStrategic or Co-development PartnerFamily law division within Altman & Associates providing comprehensive support for divorce, custody, alimony, mediation and related matters. Integrated service offering for second marriage and blended family clients.
• Hope Connections for Cancer SupportminorOthersGary Altman serves as Past President and Chairman on the board of Hope Connections for Cancer Support. Charitable organization serving the community.
• Financial Planning Association - National Capital ChapterminorOthersGary Altman served as President and Chairman of the National Capital Area Chapter of the Financial Planning Association.
• National Capital Chapter of Society for Financial Service ProfessionalsminorOthersGary Altman served as President and Chairman of the National Capital Chapter of the Society for Financial Service Professionals.
• Leadership Montgomery Core ProgramminorOthersGary Altman was a member of Leadership Montgomery's Core Program in 2015. Community leadership development organization.
• DC Taxicab CommissionminorOthersGary Altman appointed chair of DC Taxicab Commission in 2013. Government regulatory body.
• DC Traffic Adjudication Appeals BoardminorOthersGary Altman appointed chair of DC Traffic Adjudication Appeals Board in 2013. Government regulatory body.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Market position

Strengths4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/garyaltman
• Facebookfacebook.com/altmanassociates
• LinkedInlinkedin.com/company/altman-associates-estate-planning-law-firm

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Altman & Associates