By: Stephen R. Elville – Managing Principal and Lead Attorney – Elville and Associates, P.C. This spring the Maryland General Assembly delivered a long-overdue victory to persons with disabilities across Maryland, one that will forever change countless thousands of lives. Not unlike Rich Strike’s astounding 80-1 odds come from behind heart-stopping victory in the Kentucky …
This webinar is an in depth overview that thoroughly educates attendees about the essentials of estate and elder law planning. Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, in our Estate Planning and Elder Law Essentials webinar Steve thoroughly educates attendees about estate planning and incapacity planning issues. Some of …
Webinar — The Essentials of Estate Planning and Elder Law with Stephen Elville Read More »
Presented by the Elville Webinar Series and Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville, this webinar delves into the situations that arise after the death of a client, client’s family member, or loved one and the trust and estate administration that takes place during that time. Helping advisors and family members understand …
Webinar Understanding Estate and Trust Administration with Stephen Elville Read More »
Webinar attendees come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life. Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, this webinar is a broad reaching discussion about planning for their …
A life estate can be an excellent tool for Medicaid planning, probate avoidance, and tax efficiency, but there are potential problems to look out for. Knowing the implications and risks is essential in determining whether it is appropriate for your situation. What are Life Estates? In a life estate, two or more people each have an ownership …
Now is the time to think about steps you can take to keep your estate from being taxed with an irrevocable life insurance trust that allows you to pass money on to your heirs and avoid state and federal estate taxes. Senate Democrats have proposed lowering the current estate tax exemption from $11.7 million to …
An Irrevocable Life Insurance Trust Can Help Avoid Estate Taxes Read More »
“Elder Law attorneys are not just lawyers, they are counselors.” Elder Law encompasses many concepts – planning for individuals and families who do not have taxable estates, but who are primarily concerned about the protection of their assets and addressing disability and long-term care issues. Elder Law also encompasses the following: Medical Assistance (Medicaid), long-term …
Learn What Elder Law Attorneys Are Advising Clients in 2020 with Stephen Elville Read More »
“Elder Law attorneys are not just lawyers, they are counselors.” Elder Law encompasses many concepts – planning for individuals and families who do not have taxable estates, but who are primarily concerned about the protection of their assets and addressing disability and long-term care issues. Elder Law also encompasses the following: Medical Assistance (Medicaid), long-term …
Webinar — Learn What Elder Law Attorneys Are Advising Clients in 2021 Read More »
A recent court case involving a power of attorney demonstrates the problem with using online estate planning forms instead of hiring an attorney who can make sure your documents are tailored to your needs. Mercedes Goosley owned a home in Pennsylvania. In 2013, she named one of her six children, Joseph, as her agent …
Court Case Illustrates the Danger of Using Online Power of Attorney Form Read More »
By their very nature, special needs trusts (SNTs) are usually designed to terminate, or at least radically change, when the trust’s primary beneficiary dies. But terminating a special needs trust is not as simple as merely writing a check to the remainder beneficiaries and calling it a day. There are several key considerations and requirements …
Terminating a Special Needs Trust – What Happens to Assets? Read More »
