Altman & Associates

Welcome to the "Nearby Lawyers" platform, your local guide to finding legal professionals. Today, we introduce you to Altman & Associates, a law firm located at 11300 Rockville Pike #708, Rockville, MD 20852, USA. Based on available information, Altman & Associates focuses primarily on estate and legacy planning. We will delve into the environment of their practice, the services they likely offer, key features, and provide an objective overview incorporating feedback from online reviews.

The Environment of Altman & Associates in Rockville, Maryland

The address 11300 Rockville Pike is situated in Rockville, Maryland, a significant suburb of Washington, D.C., and a hub for various professional services. The specific suite number, #708, indicates that Altman & Associates operates within a larger office building. This type of setting typically provides a professional atmosphere suitable for client consultations and legal work. Clients can likely expect a comfortable reception area, private meeting rooms for confidential discussions, and the necessary administrative support to facilitate legal processes.

Rockville Pike is a major thoroughfare in the area, offering good accessibility for clients traveling from different parts of Montgomery County and beyond. The location is likely to have ample parking and may be close to other amenities, making it a convenient destination for those seeking estate planning services. The professional environment of an office building in this area aligns with the sensitive and important nature of estate and legacy planning.

Specialized Services in Estate & Legacy Planning

According to a positive review, Altman & Associates, led by Gary Altman and Brenda Bosch, concentrates solely on estate and legacy planning. This specialization suggests a deep understanding and extensive experience in this particular area of law. The services they likely offer include:

• Trust Creation and Administration: Assisting clients in establishing various types of trusts to manage and distribute assets, minimize taxes, and provide for beneficiaries. This may include revocable living trusts, irrevocable trusts, and special needs trusts.
• Will Drafting and Execution: Helping clients create legally sound wills to specify how their assets will be distributed upon their passing, and to nominate guardians for minor children.
• Estate and Gift Tax Planning: Providing strategies to minimize federal and state estate and gift taxes, ensuring efficient transfer of wealth.
• Probate and Estate Administration: Guiding executors and administrators through the legal process of settling an estate, including asset collection, debt payment, and distribution to beneficiaries.
• Legacy Planning: Assisting clients in defining their values and goals for their legacy, and incorporating these into their estate plans.
• Powers of Attorney and Healthcare Directives: Preparing documents that allow clients to appoint individuals to make financial and healthcare decisions on their behalf if they become incapacitated.
• Guardianship and Conservatorship: Assisting with legal proceedings to appoint guardians for minors or conservators for adults who are unable to manage their own affairs.

The focus on estate planning as their sole area of practice indicates a high level of specialization and commitment to this field, which can be a significant benefit for clients with specific needs in this area.

Features and Expertise of Altman & Associates

Based on the positive feedback, Altman & Associates is characterized by:

• Extensive Knowledge and Experience: The team, including Gary Altman and Brenda Bosch, is reported to have significant expertise in estate and legacy planning.
• Dedicated Focus: Their sole focus on estate planning suggests a deep understanding of the complexities and nuances of this area of law.
• Positive Client Experience: At least one reviewer "truly enjoyed working with them," highlighting a potentially positive and professional client interaction.
• Team Approach: The mention of "the rest of the team" suggests a collaborative environment within the firm to serve clients effectively.

However, it is also important to consider the negative feedback, which raises concerns about potential changes in the firm's structure (from Frost/Altman & Assoc. to Altman & Assoc.) and unexpected billing practices. This review mentions a perceived lack of transparency regarding fees for changes to a trust document and a feeling of being misled. While this is a single review, it is an important piece of information for potential clients to be aware of.

Promotional Information and Considerations for Local Users

For local users in the "Nearby Lawyers" category seeking specialized assistance with estate and legacy planning in the Rockville, Maryland area, Altman & Associates presents itself as a firm with a dedicated focus and experienced team. The positive review emphasizes their extensive knowledge and enjoyable client experience in the realm of trust creation and estate planning.

However, prospective clients should also be mindful of the negative review, which highlights potential issues with fee transparency and changes in firm structure. It would be prudent for individuals considering Altman & Associates to:

• Inquire specifically about the firm's current structure and any recent changes.
• Thoroughly discuss the scope of work and all associated fees upfront, including potential charges for revisions or amendments to legal documents.
• Request a clear written agreement outlining the services to be provided and the fee structure.
• Seek clarification on the process for reviewing documents and making changes.

To learn more about Altman & Associates and their estate & legacy planning services, you can contact them directly at (301) 468-3220 or +1 301-468-3220. Their office is located at 11300 Rockville Pike #708, Rockville, MD 20852, USA.

We encourage local users to reach out to Altman & Associates to discuss their specific estate planning needs and to ask detailed questions about their services, fees, and client processes. It is always advisable to have a clear understanding of the terms of engagement before proceeding with any legal service.

The "Nearby Lawyers" platform aims to provide a balanced view of legal professionals in your community. The information presented here includes both positive feedback regarding the firm's expertise and a negative experience concerning billing practices. We recommend that potential clients conduct their own due diligence and consider their individual needs and preferences when making a decision.

By contacting Altman & Associates directly, local users can gain a clearer understanding of their current practices and determine if their services align with their estate and legacy planning requirements. Remember to ask pertinent questions and ensure you are comfortable with the terms and conditions before engaging their services.