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UID:75180-1658215800-1658219400@elvilleassociates.com
SUMMARY:Webinar – The Elville Webinar Series’ Wellness Series: Social Wellness
DESCRIPTION:What does it mean to be socially healthy?  Have you even considered that aspect of your health?  We will explain why it is so important and give you several strategies to stay fulfilled and active in that area of your health.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-the-elville-webinar-series-wellness-series-social-wellness-2/
CATEGORIES:Webinar
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UID:75163-1658298600-1658303100@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.Topics to be discussed include: \n\nPre-Crisis Planning and Asset Protection (utilizing Medicaid’s 5-year look back)\nEstate planning techniques for married couples vs. single individuals\nTrust-based plans – Medicaid Asset Protection Trust vs. Veterans Asset Protection Trust\nPreserving the equity in the home\n\nCrisis Planning and Assistance\n\n\nAsset purchase strategies – allowable expenditures\nAsset transfer strategies\nCaregivers – payment for informal caregiving services\nMedicaid compliant annuities for the benefit of community spouses\nPromissory Notes\nProtecting Assets after qualifying for Medicaid Long Term Care\n\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. \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/medicaid-long-term-care-asset-protection-planning-5/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20220722T060000
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UID:75167-1658469600-1658475000@elvilleassociates.com
SUMMARY:Webinar – Trustee Selection – How to Choose the Right One for You
DESCRIPTION:Join Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville as he offers this webinar discussion about the very important topic of how to select a Trustee.  Choosing a Trustee is one of the most intensive pieces of the estate planning process\, and a choice not to be taken lightly.  Ensure you’re educated about all the factors that go into making this important decision.  Points of emphasis will include:—  What is a Trustee and what are their responsibilities? \n—  Types of Trustees and their characteristics – advantages and disadvantages \n—  The perfect Trustee – setting the benchmark for selection \n—  Trustee selection – why is it so important? \n—  Trustee succession and plan design – why so difficult\, why so crucial? \n—  Trustee roles in Wills and Trusts \n—  What are some reasons to consider appointing a Corporate Trustee? \n—  Why should you be concerned about “Successor Trustee risk”? \nTo register for the webinar and receive the link ahead of time\, please click here.  Should you have any questions beforehand\, please contact Community Relations Director and webinar moderator Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x 117.  We look forward to hosting you! \nOpen to clients\, advisors and the general public.  For Certified Financial Planners\, CPAs\, and various other professionals\, 1.5 continuing education hours will be available for attending this presentation. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-trustee-selection-how-to-choose-the-right-one-for-you-4/
CATEGORIES:Webinar
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