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UID:75615-1792058400-1792063800@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 Elkridge 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’ Director of Firm Operations\, 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 – Elkridge Branch\, 6540 Washington Blvd\, Elkridge\, MD\, 21075\, United States
CATEGORIES:In-person presentation
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CREATED:20260813T210027Z
LAST-MODIFIED:20260821T164526Z
UID:75880-1794645000-1794659400@elvilleassociates.com
SUMMARY:2026 Client and Community Education Event: Protecting What Matters Most - Because Your Legacy Begins With How You Live Today
DESCRIPTION:Protecting What Matters Most – Because Your Legacy Begins With How You Live Today \nSaturday\, November 14\, 2026 | 8:30 a.m. – 12:30 p.m.\nTen Oaks Ballroom – 5000 Signal Bell Lane\, Clarksville\, MD  21029 \nFor a 13th year\, Elville and Associates is pleased to bring together our clients\, friends\, professional partners\, and members of the community for a morning of education\, food\, music\, and more! \nThis year’s theme\, Protecting What Matters Most – Because Your Legacy Begins With How You Live Today\, takes a broader look at what planning really means. Of course\, planning is about protecting your family and preparing for the future. But it’s also about the decisions we make today—how we approach our finances\, protect ourselves and the people we love\, care for our health and well-being\, and live with purpose. \nThroughout the morning\, we’ll hear from speakers with very different areas of expertise\, including estate and legacy planning\, the psychology of money and financial decision-making\, fraud and the growing impact of artificial intelligence\, and the connection between wellness\, purpose\, and the legacy we create during our lifetime.  Presenters include: \nWhat Are You Planning For?\nProtecting Your Family\, Your Independence\, and Your Legacy \nStephen R. Elville\, J.D.\, LL.M.\nPresident and Managing Principal\, Elville and Associates\, P.C. \n  \nProtecting Your Financial Future\nThe Psychology of Money and the Decisions That Shape Our Lives \nJohn E. Day\, MBA\, LUTCF\nFinancial Advisor and Registered Principal – LPL Financial\, Founder – DAY Financial Group \nDAY Financial Group \n  \nThe Talk Every Family Needs to Have\nProtecting Yourself and Your Family from Fraud\, Scams\, and Financial Exploitation \nAndre Lingham – Founder\, Safe Aging Strategies \nSafe Aging Strategies\, Inc. \n  \nLiving Your Legacy\nFinding Purpose\, Meaning\, and Wellness in Every Stage of Life \nDr. Michelle Fritsch\, PharmD\, BCGP – Founder\, Propel Comprehensive Wellness \nPropel Comprehensive Wellness \nAnd as always\, the morning is about more than presentations. Guests will enjoy a breakfast buffet courtesy of Putting on the Ritz and live music performed by student musicians from the Annapolis Symphony Academy. Representatives from the Alzheimer’s Association\, Autism Society of Maryland\, and WBJC will also be joining us\, along with other resources and information available throughout the event. And yes\, we’ll have some great door prizes along the way! \nThe event is open to Elville and Associates clients\, family members and friends\, members of the community\, financial advisors\, and other professionals who share an interest in thoughtful planning and living well. \nWhether you’ve attended our annual event many times or this will be your first\, we hope you’ll join us for what should be a meaningful and enjoyable and Saturday morning together. \nProtecting What Matters Most isn’t only about what we leave behind. It’s about the life we’re living now\, the people we care about\, and the choices we make along the way. \nThis event is complimentary\, but RSVPs are required. We expect the event to reach capacity\, so we strongly encourage you to reserve your place early. Please use the form below to RSVP no later than Friday\, October 30th. \nWe look forward to seeing you on November 14! \nCheck out last year’s highlight reel here! \n\n 
URL:https://elvilleassociates.com/blogs/6168/event/2026-client-and-community-education-event-protecting-what-matters-most-because-your-legacy-begins-with-how-you-live-today/
LOCATION:Ten Oaks Ballroom\, 5300 Signal Bell Lane\, Clarksville\, MD\, 21029\, United States
CATEGORIES:In-person presentation
ORGANIZER;CN="Elville and Associates%2C P.C.":MAILTO:jeff@elvilleassociates.com
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