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La Parroquia de San Carlos Borromeo
Circle of Caring
Circle of Caring
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Retirement: Challenges and Opportunities

Richard G. Wohltman, Esq.

Richard G. Wohltman has been in the private practice of law since 1977.  He focuses his practice on Estate, Retirement, Charitable Giving and Asset Protection Planning, Planning for Incapacity and the Administration of Trusts and Estates.  He also provides representation to business owners and professional practices in the areas of business continuity planning, compensation and retirement planning.  He received his law degree from the Georgetown University Law Center and is admitted to practice law in Virginia, Maryland and the District of Columbia.

Mr. Wohltman’s approach to estate planning focuses on a thorough understanding of each client’s financial and personal situation to ensure that the client’s personal goals, dreams, desires and needs are incorporated into the design of each plan.  Mr. Wohltman’s estate plan’s are comprehensive and provide for his clients during their lifetimes and protects their loved ones after death.  He believes that coordination and cooperation with his clients’ entire professional and financial team is the key to proper planning.

Mr. Wohltman is a member of the National Academy of Elder Law Attorneys, the Washington Planned Giving Study Group and the Northern Virginia and District of Columbia Estate Planning Councils.  In addition, Mr. Wohltman is a member of the Estates and Trusts Section of the Virginia, Maryland and District of Columbia Bar Associations, the Section of Real Property, Probate and Trust Law of the American Bar Association, and the Tax Law Committee of the Alexandria Bar Association.  Mr. Wohltman is a frequent lecturer on Estate Planning and related issues and is a contributing author of Ways and Means; Maximizing The Value of Your Retirement Savings, a book of practical answers to retirement planning questions from over sixty Retirement Planning Attorneys and Financial Advisors from around the nation.  Ways and Means was published in January, 1999.

Mr. Wohltman practices from his office located at 118 North Alfred Street, Alexandria, Virginia 22314. He can be reached at 703-548-4990 or by email at rgw@estateandtrust.com.


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Last modified: 03 March 2008
St. Charles Borromeo Catholic Church
3304 Washington Blvd, Arlington, VA 22201, USA
Tel: 703.527.5500 | Fax: 703.527.5505 | Web: www.stcharleschurch.org
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