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X-WR-CALDESC:Events for Elville and Associates Blog
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DTSTART;TZID=America/New_York:20220503T060000
DTEND;TZID=America/New_York:20220503T070000
DTSTAMP:20260409T223048
CREATED:20241219T213740Z
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UID:75152-1651557600-1651561200@elvilleassociates.com
SUMMARY:Webinar - Caregiver Panel
DESCRIPTION:Have you ever been a caregiver?  Join Ms. Ellen Platt\, Aging LifeCare Manager and owner of The Option Group and she leads a caregiver panel that will explore the role of the caregiver\, its challenges and rewards.  As Ellen leads the panel and through their thoughts and feedback\, you’ll discover how veteran caregivers manage to care for their loved ones in the best way possible\, while concurrently taking care of their own health and well-being. \nTo RSVP for this webinar\, please click here to receive your personal webinar link.  Should you have any questions\, please contact Jeff Stauffer\, Community Relations Director\, at jeff@elvilleassociates.com or 443-343-8899 x117.  We look forward to hosting you! \nThis webinar is offered in partnership with the Howard County Library System\, a longtime supporter of Elville and Associates’ educational programs.  To learn more about the HCLS\, its educational programs and calendar of events\, please visit https://live-howardcounty.pantheonsite.io/ or contact Ms. Rohini Gupta\, Adult Curriculum Specialist\, at rohini.gupta@hclibrary.org. \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-caregiver-panel-2/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20220517T093000
DTEND;TZID=America/New_York:20220517T103000
DTSTAMP:20260409T223048
CREATED:20241219T213750Z
LAST-MODIFIED:20241219T213750Z
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SUMMARY:Webinar – After the Dementia Diagnosis (Part 2)
DESCRIPTION:In a continuation of April’s Wellness Series webinar topic\, “After the Dementia Diagnosis\,” in May we will continue our discussion about dementia as there was so much to cover in our initial presentation.  Part two of our discussion will focus on current medication options and tips for communicating with a person with dementia along with the questions to ask\, the steps to take\, and the wide variation in what could come next after a dementia diagnosis.  Whether the diagnosis is yours\, a loved one’s\, or someone for whom you’re a caregiver\, this session will be packed full of practical information.  You will be able to navigate this situation will so much more assurance and important resources.  It will also be a chance to ask all of your questions!Featuring nationally renowned speakers Ms. Ellen Platt\, a certified Aging LifeCare Manager and President of The Option Group\, and Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional and founder of Retirement Wellness Strategies\, this presentation is one you will not want to miss!   \nTo RSVP and receive your personal link to attend\, please click here.  Should you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries \n#wellnessseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-after-the-dementia-diagnosis-part-2-2/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20220519T063000
DTEND;TZID=America/New_York:20220519T074500
DTSTAMP:20260409T223048
CREATED:20241219T213752Z
LAST-MODIFIED:20241219T213752Z
UID:75157-1652941800-1652946300@elvilleassociates.com
SUMMARY:Medicaid Long Term Care Asset Protection Planning 
DESCRIPTION:Join Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss as she offers this webinar presentation that will shed light on options for pre-crisis planning techniques and asset protection as well as crisis planning techniques and what assistance is available. \nTopics to be discussed include: \n\nPre-Crisis Planning and Asset Protection (utilizing Medicaid’s 5-year look back)\n\no  Estate planning techniques for married couples vs. single individuals \no  Trust-based plans – Medicaid Asset Protection Trust vs. Veterans Asset Protection Trust \no  Preserving the equity in the home \n–         Crisis Planning and Assistance \no  Asset purchase strategies – allowable expenditures \no  Asset transfer strategies \no  Caregivers – payment for informal caregiving services \no  Medicaid compliant annuities for the benefit of community spouses \no  Promissory Notes \no  Protecting Assets after qualifying for Medicaid Long Term Care \nPlease click here to register for the webinar ahead of time and receive your personal link to join. Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nOpen to clients\, financial advisors\, and the general public. 1.5 continuing education credits will be available for professionals who attend this webinar. \nThis webinar is offered in partnership with the Howard County Library System\, a longtime supporter of Elville and Associates’ educational programs.  To learn more about the HCLS\, its educational programs and calendar of events\, please visit https://live-howardcounty.pantheonsite.io/ or contact Ms. Rohini Gupta\, Adult Curriculum Specialist\, at rohini.gupta@hclibrary.org. \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/medicaid-long-term-care-asset-protection-planning-4/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20220525T060000
DTEND;TZID=America/New_York:20220525T073000
DTSTAMP:20260409T223048
CREATED:20241219T213727Z
LAST-MODIFIED:20241219T213727Z
UID:75137-1653458400-1653463800@elvilleassociates.com
SUMMARY:The Advisors’ Forum: Understanding the New 2022 SECURE Act Regulations and New Maryland Supported Decision Making Law - What Advisors Need to Know
DESCRIPTION:In this webinar\, Stephen R. Elville\, Principal and CEO of Elville and Associates\, P.C.\, will lead a discussion about key updates to the SECURE Act and an overview of the new SECURE Act Regulations issued by the IRS just a few weeks ago (spring of 2022)\, along with a step by step breakdown of Maryland’s new Supported Decision Making law\, passed by the Maryland General Assembly in April 2022 and effective October 1\, 2022\, both of which will affect financial advisors\, CPAs\, lawyers\, insurance professionals\, bank managers\, and other advisors\, along with organizations\, advocates\, and many others.  Questions and participation are encouraged\, and Mr. Elville will take questions from attendees as well as provide support materials.  Topics for discussion will include:- What is the SECURE Act and how do the new regulations affect clients and advisors? \n– How the new SECURE Act regulations affect minor children; surviving spouses\, and disabled or chronically ill people; \n– How the new SECURE Act regulations affect trust planning for both healthy and disabled individuals; \n– An introduction to Supported Decision Making; \n– What is the new Maryland Supported Decision Making law – an overview? \n– How does the new Maryland Supported Decision Making law affect advisors and others? \n– How can advisor comply with the new SDM law – how to recognize a supported decision making agreement; how to understand the parameters of SDM; what are the limits and purposes of an SDM agreement; what is the role of a supporter?; how do SDM agreements and financial powers of attorney differ?  How does SDM relate to guardianship? \nTo register and receive your personal link to attend\, please click here.  Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117.   \nFor CFPs\, CPAs and other professionals\, 1.5 continuing education hours are available for those who attend this webinar.  We look forward to hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/the-advisors-forum-understanding-the-new-2022-secure-act-regulations-and-new-maryland-supported-decision-making-law-what-advisors-need-to-know-2/
CATEGORIES:Webinar
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LAST-MODIFIED:20241219T213752Z
UID:75156-1653631200-1653636600@elvilleassociates.com
SUMMARY:Webinar – The Essentials of Estate Planning and Elder Law
DESCRIPTION:This webinar is an in depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning. \nPresented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, in our Estate Planning and Elder Law Essentials webinar Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics she will address include: \n— understanding the planning process\, including the reasons for estate planning \n— wills vs. trusts \n— probate vs. non-probate and understanding non-probate devices \n— the absolute importance of incorporating “flexibility” in your planning \n— planning for incapacity \n— understanding the importance of financial powers of attorney\, advance medical directives and MOLST \n— Medicaid — myths versus reality \n— estate tax planning \n— asset protection and protecting shares for children and grandchildren \n— understanding why having outdated documents could provide challenges in the future \n— how to achieve perfection for your legacy \nTo RSVP ahead of time and receive your personal link to attend\, please click here.  Should you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-343-8529 x117. \nThis webinar is open to clients\, financial advisors\, and the general public.  1.5 continuing education hours are available for CFPs\, CPAs\, and various other professionals who attend this webinar.  We look forward to hosting you! \nThis webinar is offered in partnership with Visiting Angels\, a longtime supporter of Elville and Associates’ educational programs.  To learn more about Visiting Angels\, its services\, educational programs and calendar of events\, please visit www.visitingangels.com or contact Ms. Stephanie Lawler\, Homecare Consultant\, at stephaniel@mdvisitingangels.com. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-essentials-of-estate-planning-and-elder-law-5/
CATEGORIES:Webinar
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