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DTSTART;TZID=America/New_York:20251018T083000
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DTSTAMP:20260527T164121
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SUMMARY:2025 Annual Client and Community Education Event: “The Evolution of Estate Planning in a Changing World" (Registration Closed)
DESCRIPTION:PLEASE NOTE REGISTRATION HAS CLOSED FOR THIS EVENT. \nStephen R. Elville\, the attorneys\, and staff of Elville and Associates are pleased to invite you to our 2025 annual Client and Community Education Event! \nClients\, families and friends\, financial advisors\, and community members are welcome as we learn about “The Evolution of Estate Planning in a Changing World.” \nOur traditional high-level education\, award-winning breakfast foods from Putting on the Ritz\, live music from the Columbia Orchestra String Quartet\, and door prizes await! Join us on Saturday\, October 18th from 8:30 a.m. to 12:30 p.m. for this can’t-miss event at the beautiful\, fully-refurbished Ten Oaks Ballroom in Clarksville. \nQuestions?  Contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nScheduled presentations and topics include: \nStephen R. Elville\, J.D.\, LL.M.\, Managing Principal and Lead Attorney of Elville and Associates\, P.C. – “How and Why Estate Planning Changed in 2025 – OBBBA – and Dealing wth Long-Term Variables in Estate Planning 2.0” \nGary Greenwald\, J.D.\, LL.M.\, Principal of The Law Offices of Gary Greenwald\, P.C. – “The History of Estate Tax and Implications for Planning Now and in the Future” \nLillian S. Hummel\, J.D.\, M.P.A.\, Principal of Elville and Associates\, P.C. – “Estate Planning in an Era of Uncertainty: Adapting to Budget Shifts\, Benefit Changes\, and a Strained Long-Term Care Environment” \nBill Hufnell\, CFP®\, CPA\, Wealth Manager and Principal; Billy Hufnell\, CFP®\, CPWA®\, Wealth Manager and Principal; Dan Ebinger\, CFP®\, CFA®\, CPWA®\, Wealth Manager and Principal with Modera Wealth – “Tax and Charitable Planning\, and Implications of the OBBBA on Planning”
URL:https://elvilleassociates.com/blogs/6168/event/2025-annual-client-and-community-education-event-evolution-of-estate-planning-in-a-changing-world/
LOCATION:MD
CATEGORIES:In-person presentation
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DTSTART;TZID=America/New_York:20251024T103000
DTEND;TZID=America/New_York:20251024T120000
DTSTAMP:20260527T164121
CREATED:20250728T175859Z
LAST-MODIFIED:20250728T175859Z
UID:75615-1761301800-1761307200@elvilleassociates.com
SUMMARY:Stephen Elville and Elville and Associates Present:  The Essentials of Estate and Special Needs Planning
DESCRIPTION:While traditional estate planning encompasses a broader range of strategies for managing assets and distributing them after death\, special needs planning is a specific form of estate planning that focuses on the unique needs of individuals with disabilities. Both\, though\, share the goal of ensuring financial security and well-being\, with special needs planning adding the crucial element of preserving government benefits for the disabled individual.  In the end\, both estate and special needs planning are about love. \nIn this in-person presentation at Howard County Library’s Central branch\, Managing Principal Stephen Elville\, J.D.\, LL.M.\, will educate attendees about the essentials of both estate and special needs planning to ensure your family and loved one’s current and future needs are addressed. \nKey points of education include: \n\nWills\, trusts\, powers of attorney\, and other legal documents to set forth and carry out your family’s goals – all planning is goal-driven!\nHow to manage and distribute assets\, whether for the benefit of a disabled individual or other beneficiaries.\nAddressing how to provide financial support for loved ones with disabilities without jeopardizing eligibility for means-tested government benefits including SSI and Medicaid.\nA key element of special needs planning is the use of special needs trusts\, which allow funds to be held for the benefit of the disabled individual without affecting their eligibility for public assistance.  What are the types of special needs trusts and how are they similar and different?\nSpecial needs planning takes into account the unique challenges and needs of individuals with disabilities\, such as healthcare\, housing\, and support services.\nGuardianship and supported decision making – what are they and when are they appropriate?\nTrustee selection – a crucial piece of both types of planning – involves choosing someone who understands the complexities of planning documents and in special needs planning understanding the beneficiary’s specific needs.\nSpecial needs planning often includes a broader financial well-being strategy\, incorporating budgeting\, insurance\, and other investment strategies such as ABLE accounts to protect the individual’s assets and provide for their long-term financial stability.\n\nTo RSVP for the presentation please visit The Essentials of Estate and Special Needs Planning | Howard County Library System.  Should you have questions ahead of time\, please reach out to Elville and Associates’ Community Relations Director\, Jeff Stauffer\, at jeff@elvilleassociates.com\, or HCPL’s Adult Learning & Innovation Specialist\, Rohini Gupta\, at rohini.gupta@hclibrary.org. \nWe look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/stephen-elville-and-elville-and-associates-present-the-essentials-of-estate-and-special-needs-planning/
LOCATION:Howard County Public Library – Central Branch\, 10375 Little Patuxent Pkwy\,\, Columbia\, MD\, 21044\, United States
CATEGORIES:In-person presentation
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