Blog

Do You Wish to Resign from Your Position as Trustee of a Trust?

Authored by: Verena Meiser, Senior Associate, verena@elvilleassociates.com If you’ve served as Trustee of a trust that benefits a family member or a friend, the time may come when you know you want to resign. You don’t need to have a particular reason to resign. Perhaps, the administration of the trust property is taking more time …

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How the Social Security Administration Treats an SSI Beneficiary’s Income

By: Stephen R. Elville, Esq. – steve@elvilleassociates.com The rules for how income will reduce a Supplemental Security Income (SSI) beneficiary’s monthly benefit can be very confusing.  Here is a quick look at how the Social Security Administration (SSA) treats an SSI beneficiary’s income. In general, every dollar of unearned income (such as interest or dividends) received by an SSI …

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An Understanding of Life Estate Deeds, Part 3 of 3

Authored by: Olivia R. Holcombe-Volke, Esq., 443-393-7696, olivia@elvilleassociates.com  In this final posting of my three-part coverage of life estate deeds, I will address the form of life estate deed that is “without powers.” A life estate deed “without powers” means that the life estate tenant cannot sell, mortgage, assign, or otherwise encumber the property without …

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Appointing Co-Personal Representatives is a Potential Recipe for Trouble

By: David A. (Andy) Hall, Esq. – Elville and Associates, P.C. 443-393-7696, andy@elvilleassociates.com Ask your estate planning attorney whether you it is advisable to appoint co-personal representatives. Co-personal representatives are two (or more) people named as personal representative simultaneously.  Successor personal representatives are named as backups in case your first choice is unable to serve …

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Why Do We Need an Estate Plan?

Authored by: Matthew F. Penater, Partner – Elville and Associates 443-393-7696, matt@elvilleassociates.com Why do we need an estate plan? Really, why do we need to put our energy into reviewing our assets, hiring an estate planning attorney, making potentially difficult decisions about life-changing events, and talking about our ultimate demise? Because, as my college Ethics …

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Removing the Personal Representative of an Estate

By David A. (Andy) Hall, Esq. – Elville and Associates 443-393-7696, andy@elvilleassociates.com Here is the scenario: You are a legatee under a will, which means that you are entitled to receive any property disposed of by will, including property disposed of in a residuary clause and assets passing by the exercise by the decedent of …

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Legacy Planning

Steve Elville gave a presentation today during the Waxter Wisdom Day series at the Waxter Senior Center in Baltimore City. Many Seniors were in attendance and presented many questions that Mr. Elville answered in a Q&A session. Many seniors planning for the future of their legacy may not realize their position until posed with the …

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Maryland’s New MOLST: What is it?

By Stephen R. Elville, J.D., LL.M. Many clients have expressed to me that they consider their Advance Medical Directive to be the most important of all their legal documents. Whether or not this is the case for you, it is clear that Advance Medical Directives are of tremendous importance to the individuals who take the …

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Who Qualifies for Veteran’s Benefits?

To qualify for the VA Improved Pension benefits: The veteran must have served at least 1 day during a qualified war period. The veteran must have served at least 90 days of active duty. The veteran must have received a better than dishonorable discharge. The claimant must be over the age of 65 or permanently …

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