The goal of this Institute is to help you create a logical, thematic approach to planning during what has become a profoundly uncertain decade. You will attend a mix of traditional presentations and hands-on workshops with specially crafted case studies. Join your colleagues as you analyze a series of fact patterns designed specifically for this Institute. You will learn the critical issues surrounding family business, charitable giving, life insurance planning, lifetime transfers, benefit planning
and ethics.
Location: Georgetown University Law Center, Gewirz Student Center 12th Floor.