Advisor/Client Town Hall with President and Principal Attorney Stephen Elville

Town Hall Agenda:
-- Greeting and comments about the current health crisis
-- Status of Elville and Associates, its operations and capabilities
What’s important right now in estate planning, elder law, and special needs planning
•Incapacity planning documents
•Health care decision making
•Wills and trusts
•Beneficiary designations and asset alignment
•Updating
•Letters of wishes and memorandums of intent
•Document storage and digital assets
•Family and fiduciary education
•Importance of the advisory team

More Webinars from Elville and Associates

The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars.