Elville and Associates

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Webinar – Protecting What Matters Most: Estate Planning and Elder Law Explained

January 30 @ 10:00 am - 11:15 am

Presented by Elville and Associates’ Managing Principal and Lead Attorney, Stephen R. Elville, this in-depth educational webinar provides a comprehensive look at modern estate and elder law planning—and why thoughtful, proactive planning is essential to protecting both families and legacies.

Estate planning today is far more than drafting documents. It requires a coordinated process that addresses legal, financial, medical, tax, and long-term care considerations—while remaining flexible enough to adapt as laws, family dynamics, and personal circumstances change. In this webinar, Steve Elville will guide attendees through the critical elements of effective planning and explain how to avoid the common pitfalls that cause plans to fail when they are needed most.

Topics will include:

  • What a true estate plan is—and why a structured planning process matters as much as the documents themselves

  • Why many estate plans fail in practice, and how proper education, coordination, and maintenance can prevent costly mistakes

  • Wills versus trusts, and how probate and non-probate assets work together (or against each other) in real life

  • The critical role of financial powers of attorney, advance medical directives, and MOLST forms in protecting autonomy and decision-making

  • How elder law, taxation, asset protection, and long-term care planning intersect in today’s legal landscape

  • The risks of outdated or incomplete documents, and how they can create unintended consequences for families

  • Why flexibility is essential to successful planning—and how to design a plan that evolves while still preserving your legacy

  • How to get started, what to expect from a well-designed planning process, and the next steps toward confident, informed planning

This webinar is ideal for individuals and families who want clarity, control, and peace of mind—and who understand that great planning is not just about today, but about preparing wisely for the future.

To RSVP for the webinar and receive your personal link to attend, please click here.

Questions before the webinar?
Please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or 443-393-7696 x117.

This webinar is open to clients, financial advisors, allied professionals, and the general public.
1.5 continuing education hours are available for professionals who attend.

We look forward to hosting you and supporting your planning journey!

#elvilleeducation

Details

  • Date: January 30
  • Time:
    10:00 am - 11:15 am
  • Event Category: