Marc S. Levine is often a guest on the For Your Benefit radio show hosted by National Institute of Transition Planning (NITP) that airs at 10:00 a.m. on Mondays on Federal News Radio and is available to download and listen at any time from either the Federal News Radio website or from our Radio Shows page.
Norman B. Handler, Marc S. Levine and Anne H. Sullivan provide "Estate Planning for the Federal Employee" education as part of pre-retirement training offered to over 50 Federal agencies. Over the past 20 years, the majority of these seminars have been delivered through the National Institute of Transition Planning (NITP). These Federal agencies are represented by a broad spectrum of missions and include the social, civilian military, defense, health and intelligence communities. This training is delivered to all members of the Federal government workforce, no matter where they are in their career (new, mid or pre-retirement) and all employee levels, including the Senior Executive Service.
Since there are hundreds of these seminars given each year, here in the DC Metro area, and throughout the country, please contact NITP to find out if your agency is hosting this training at your location.
Marc and Norman teach the Wills, Trusts & Estate course for the Montgomery College Lifetime Learning Institute. This course is a series of four, two-hour seminars given twice in the Fall semester and twice in the Spring semester. One course is generally at the Rockville campus, and one at the Wheaton Plaza (Westfield South) campus. The currently scheduled seminars are:
For more information, contact Montgomery College at (240) 567-5000 or see this page.
If you are interested in the most recent version of our Wills, Trusts & Estates outline for the Montgomery College course, please email us with a request.
Mid-Atlantic Federal Credit Union Seminars
If you are interested in an outline from a previous seminar, or the most recent version of our Wills, Trusts & Estates outline for the Montgomery College course, please email us with a request.