About Diana Gary, CPA, Esq.
Diana Gary concentrates her solo practice in the areas of estate and tax planning for individuals, families and nontraditional couples, guardianship proceedings, probate and trust administration, and tax law for individuals, estates and trusts. Diana started her solo practice in June 2005, after working 5 years in the probate division of two top estate firms in Maryland and three years as a tax advisor with SBSB, Inc., a well known Virginia financial planning firm named as one of the top 100 financial planning firms in the country for the past 15 years.
Diana achieved her Accounting degree from the University of Maryland, College Park. After graduating, Diana earned her Certified Public Accountant accreditation and pursued her love for taxes and finances by working with Lincoln Financial Advisors and SBSB, Inc. Within three short years of working at SBSB, Inc., Diana became head of SBSB’s tax department, servicing high end net worth clients. Her passion, however, always remained with educating and serving her roots, Middle America. After working several years in the financial planning and tax arena, Diana began pursuing her law degree. While attending evening classes, Diana worked full time at Miller, Miller & Canby, a well known law firm in Rockville, Maryland, and later at the Law Office of Fred B. Goldman, a highly respected estate and tax attorney, who was also a fellow CPA. In 2004, Diana earned her JD from George Washington University Law School. Since obtaining her JD, Diana has pursued her passion of teaching the general public and financial professionals the ins and outs of estate planning and on-going trust administration.
Diana is licensed in Maryland. She is co-chairman of the Montgomery County Tax Study Group, and is an active member of the Maryland State Bar Association, the Montgomery County Bar Association, the Estates and Trusts, Tax, and Solo Practitioners Sections of the Montgomery County Bar Association, the Montgomery County Women’s Bar Association, and the Frederick County Women’s Bar Association. In 2009 and in 2010, Diana was named in Maryland Super Lawyers magazine as one of the rising stars in estate law in the D.C. Metropolitan area. Diana has been published by the Maryland State Bar, including her recent article “Pet Trusts: Sit, Stay and Plan”. She is also working on her first estate planning book, to be titled The Seven Deadly Estate Planning Mistakes.
Diana is a proud native of Washington D.C., having lived her entire life within a 50 mile radius of the beautiful Metropolitan area. She has offices in Rockville, Frederick and Hagerstown, Maryland and is currently serving “of counsel” at Thienel Law Firm, LLC, located in Columbia, Maryland.