What We Do
Estate Planning
Elder Law
Estate and Trust
Administration
Special Needs Planning
The Elville and Associates Difference
Founded in June, 2010, by President and Principal Attorney Stephen R. Elville, J.D., LL.M., Elville and Associates is an estate planning, elder law, and special needs planning practice. It is our mission to provide practical solutions to our clients’ needs through counseling, education, and the use of superior legal-technical knowledge.
Education and counseling are the foundations upon which Elville and Associates’ attorneys serves its clients, partners, and surrounding community. The firm counsels its clients based on the core principles of the Elville Legacy System™ — the six steps to perfect estate planning. Mr. Elville has also developed programs for clients who wish to streamline the planning process but still wish to enjoy the benefits of the educational component throughout, including Elville Self-Direct Select™ and Elville Self-Direct Protect™ a limited-attorney-assistance client education program for estate planning. The firm also offers an Advisors’ Forum every two months for its planning team partners, a continuing education series that covers the latest topics in the world of estate planning, elder law and special needs planning.
No matter what planning path our clients choose, Elville and Associates firmly believes in the “planning team concept” – a concept that ensures clients’ attorneys, advisors and CPAs work collaboratively on their behalf during the planning process to provide their family peace of mind and confidence. The attorneys at Elville and Associates work with the top Certified Financial Planners, financial advisors, CPAs and other professionals around the country and work to be a reliable partner to them.
Elville and Associates’ attorneys frequently offer free educational workshops throughout central Maryland. Our attorneys are seasoned speakers and share their knowledge over 100 times each year with the communities we serve about a wide range of topics – from our popular “Estate Planning Essentials” workshops, to workshops delving into elder law, retirement planning, estate and trust administration, special needs planning, aging in place versus Continuing Care Retirement Community living, the latest topics of interest in estate planning, and many, many more. Elville and Associates’ attorneys present regularly at financial services firms, libraries, senior centers, employee benefits meetings for companies, expos, special needs organizations, and many more.
The firm also firmly believes in client care and client lifetime maintenance and updating to ensure that planning works as intended. The mission of our Client Care Program (“planning that works”) is to provide our clients with the comfort and assurance that their estate and elder law plans will work no matter how their goals situations may change, and to ensure planning remains consistent with changes in the laws. Elville and Associates is currently one of only a handful of law firms in the country to have an accredited and designed Client Care Program through the Client Maintenance Academy located in Boston.
Elville and Associates – Providing practical solutions to clients in elder law, estate planning, and special needs planning through counseling, education and leading-edge legal technical knowledge.
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ELVILLE AND ASSOCIATES ESTATE PLANNING, ELDER LAW AND SPECIAL NEEDS PLANNING
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Spotlight Articles
How Life Insurance Is Involved in Estate Planning
At first glance, life insurance may not seem related to the distribution of money and property in your estate plan. However, it can be an integral and important part of a well-drafted estate plan. In addition to providing a sizable sum of money to your heirs, a life...
Elville and Associates, P.C. Opens New Montgomery County Office in Rockville
Authored by: Stephen Elville – Managing Principal and Lead Attorney – Elville and Associates, P.C. After nearly 25 years of serving residents of Montgomery County at its former Rockville and Pike and Rose locations, I’m proud to announce the opening of Elville and...
The Corporate Transparency Act – It’s No Joke!
Authored by: Stephen R. Elville, J.D., LL.M. – Managing Principal and Lead Attorney Summertime fun and visions of running through daisies in slow motion - NOT! It’s another perfect June day as I write this brief blog. Many of us who love summer take to the warm air...