Seminars

Listen to Us on the Radio

Federal Government Seminars

Montgomery College

Miscellaneous Seminars

Contact Us to Design and Deliver a Seminar for Your Organization

 

For Your Benefit - Radio Appearances

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.

For 2018, Marc has been scheduled to appear on the following dates:

Date Topic Attorney

02/05/2018

Estate Tax Changes and Use of Qualified Assets in Estate Planning

Marc S. Levine

                                     

Federal Government Seminars

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.

If you are interested in the most recent version of our Wills, Trusts & Estates outline for the NITP courses, please email us with a request.

 

Montgomery College

The attorneys at Handler & Levine, LLC also teach the Wills, Trusts & Estates course at Montgomery College Lifetime Learning Institute, and added the Probate in Maryland: An Overview for Executors-to-Be course this past year.


Wills, Trusts & Estates Seminars

The estate planning course delves into the real differences between wills and revocable trusts; why everyone always needs a power of attorney and health care directives; and what it really means to go through Maryland probate (and how to avoid that if appropriate).  Topics include the use (and misuse) of revocable living trusts, the pros, cons and dangers of joint ownership, the right way to make and receive gifts (and why there is a very wrong way), and the impact of the Federal estate tax and Maryland’s two separate death taxes on your estate.

Date   Location   Time   Attorney

2/21/2018 - 3/14/2018

 

Bethesda-Chevy Chase High School

 

6:30-8:30

 

Marc S. Levine &                     Lindsey B. Sarowitz

4/10/2018-5/1/2018

 

Wheaton Campus

 

6:30-8:30

 

Norman B. Handler

 5/8/2018-5/22/2018

 

Rockville Campus

 

 10:30-12:30

 

Marc S. Levine &                     Lindsey B. Sarowitz

6/12/2018-6/19/2018

 

Wheaton Campus

 

6:30-8:30

 

Norman B. Handler

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.

Probate in Maryland: An Overview for Executors-to-Be

The probate course offers a similar deep dive into the particulars of Maryland probate, with an eye towards educating the people who believe they will need to deal with this for their family.

Date   Location   Time   Attorney

6/18/2018-6/25/2018

 

Rockville Campus

 

1:30-3:30

 

Lindsey B. Sarowitz

7/11/2018-7/18/2018

 

Rockville Campus

 

6:30-9:30

 

Lindsey B. Sarowitz

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.

Miscellaneous Seminars 

Date Topic Attorney
 None at this time.

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.

Our Attorneys

Norman B. Handler's Profile Image
Norman Handler started his legal career with the IRS, auditing estate tax returns and, in its National Office, developing estate tax policy. He moved into private practice, first as an associate and later as a partner in a large Montgomery County law… Read More

Marc S. Levine's Profile Image
Marc S. Levine has been practicing law since 1992, all with Handler & Levine, LLC, and its predecessor firms.  Marc regularly assists individuals and families in preparing their estate plans, including drafting their wills, revocable trusts, tru… Read More

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