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DTSTART;TZID=America/New_York:20220914T060000
DTEND;TZID=America/New_York:20220914T073000
DTSTAMP:20260409T114454
CREATED:20241219T213820Z
LAST-MODIFIED:20241219T213820Z
UID:75173-1663135200-1663140600@elvilleassociates.com
SUMMARY:Webinar – What Families Need to Know About Planning for a Loved One with Special Needs
DESCRIPTION:Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, webinar attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life.The key issues of understanding the role of public benefits\, making decisions about the future\, Maryland ABLE\, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also\, to be touched upon will be the “planning team concept” — how your planning team (attorney\, financial advisor\, CPA) — can work together to help provide your family peace of mind during the special needs planning process. \nTo receive your personal link to attend ahead of time\, please click here.  Should you have questions\, please contact Community Relations Director Jeff Stauffer at 443-216-9626 x117. \nOpen to clients\, advisors and the general public. For Certified Financial Planners\, CPAs\, and other professionals 1.5 continuing education hours will be available for attending this presentation. We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-what-families-need-to-know-about-planning-for-a-loved-one-with-special-needs-8/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220919T150000
DTEND;TZID=America/New_York:20220919T163000
DTSTAMP:20260409T114454
CREATED:20241219T213856Z
LAST-MODIFIED:20241219T213856Z
UID:75199-1663599600-1663605000@elvilleassociates.com
SUMMARY:Webinar – Estate Planning and Elder Law Essentials: “Excellent Estate Planning” 
DESCRIPTION:Join Elville and Associates’ Managing Principal and Lead Attorney Steve Elville\, J.D.\, LL.M.\, as we partner with Timmick Financial Group and Retirement Planning Specialist Mark Timmick\, CRPC®\, AIF® for our yearly three-evening Retirement Planning Webinar Series.  Each evening is purely educational in nature and no cost to attend.  Evening one will feature Steve discussing estate planning and elder law essentials – “excellent estate planning” – and will include the following topics: \n\nProbate vs. non-probate\, will-based plan vs. a revocable trust-based plan\, and pros and cons of each\nHow to properly protect assets so the most possible passes to your spouse\, children and grandchildren\nHow outdated documents create problems in the future\, and how to achieve perfection for your legacy\nHow to plan for incapacity and avoid guardianship\nHow to define specific goals for your family’s unique planning needs and circumstances\nHelp ensure family harmony while settling your estate\n\n Why many estate plans fail and the steps you can take to ensure success for your family\n\n\n\nAs registration is required ahead of time\, please call Gail Timmick at Timmick Financial at 410-740-1300 or visit timmickfinancial.com to RSVP and receive your personal link to attend.  We look forward to hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-estate-planning-and-elder-law-essentials-excellent-estate-planning-2/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20220920T073000
DTEND;TZID=America/New_York:20220920T083000
DTSTAMP:20260409T114454
CREATED:20241219T213835Z
LAST-MODIFIED:20241219T213835Z
UID:75182-1663659000-1663662600@elvilleassociates.com
SUMMARY:Webinar – The Elville Webinar Series’ Wellness Series: Staying Mentally Sharp
DESCRIPTION:There are strategies you can take to keep your brain always working and learning.  We will cover these and steps to take if you feel your memory is slipping.   Get specific tips you can apply right away to stay mentally sharp. \nFeaturing 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! \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 \n#wellnessseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-elville-webinar-series-wellness-series-staying-mentally-sharp-2/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20220921T063000
DTEND;TZID=America/New_York:20220921T074500
DTSTAMP:20260409T114454
CREATED:20241219T213809Z
LAST-MODIFIED:20241219T213809Z
UID:75169-1663741800-1663746300@elvilleassociates.com
SUMMARY:Knowing the Differences Between Assisted Living and Skilled Nursing Facilities
DESCRIPTION:Presented by Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss\, this webinar will discuss the key differences between an assisted living facility and a skilled nursing facility. We will review what qualifications are needed for each type of facility\, what long-term insurance will pay for\, and what public benefits may be available for each\, including Medicaid and Veteran’s Administration (VA) benefits. We will go over asset requirements\, and asset protection and planning strategies. – Assisted Living Facilities ARE NOT skilled nursing facilities. Learn what to expect with both facilities and what questions you should be asking. \n– VA Aid & Attendance can be very helpful in paying towards the costs of assisted living\, if eligible – is there a service member in the home? The DOD takes care of their own; there are several options available for veterans and their surviving spouses. \n– Doing asset protection planning now can increase the likelihood of preserving your family’s wealth in the future. We don’t have 20/20 vision\, but if this year has taught us anything – no one can predict the future. However\, you can plan for a multitude of circumstances to be prepared for what comes next. \n– Long-term care Medicaid is available for those that need to be in a skilled nursing facility\, but assets have to be either protected or spent-down for eligibility. Knowing what to spend and how to spend\, it is key! \nTo register and receive your personal link to attend\, please click here. \nOpen to clients\, advisors and the general public. For Certified Financial Planners and CPAs\, 1.5 continuing education hours will be available for attending this presentation. \nShould you have any questions\, please contact Jeff Stauffer\, Community Relations Director\, at jeff@elvilleassociates.com\, or 443-393-7696 x117. We look forward to hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/knowing-the-differences-between-assisted-living-and-skilled-nursing-facilities-2/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20220923T060000
DTEND;TZID=America/New_York:20220923T073000
DTSTAMP:20260409T114454
CREATED:20241219T213823Z
LAST-MODIFIED:20241219T213823Z
UID:75178-1663912800-1663918200@elvilleassociates.com
SUMMARY:Webinar – Understanding Estate and Trust Administration
DESCRIPTION:Presented by the Elville Webinar Series and Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville\, this webinar will delve into the situations that arise after the death of a client\, client’s family member\, or loved one and the trust and estate administration that takes place during that time. Helping advisors and family members understand what their roles are in helping clients and loved ones through the legal process\, what that legal process is\, and how advisors and other planning team members can best work together in support of clients is of paramount importance during this challenging time for all involved.Learning Objectives: \n— unraveling the mystery of what happens after the death of a client or loved one \n— minimizing confusion and providing maximum support to clients and loved ones at a time of crisis \n— what is the legal step-by-step process that needs to be taken after death? \n— what are the practical steps that should be taken after death? \n— examining the most significant and potentially problematic legal and tax issues advisors and family members should be aware of in the months following the death of a client or loved one \n— how financial advisors\, CPAs\, and attorneys can best work together in support of clients \nPlease click here to RSVP ahead of time and receive your personal webinar link to attend. Should you have any questions before the event\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-343-8533 x117.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-estate-and-trust-administration-5/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220928T060000
DTEND;TZID=America/New_York:20220928T073000
DTSTAMP:20260409T114454
CREATED:20241219T213853Z
LAST-MODIFIED:20241219T213853Z
UID:75195-1664344800-1664350200@elvilleassociates.com
SUMMARY:Webinar – Understanding the Uses and Purposes of Irrevocable Trusts in 2022
DESCRIPTION:Irrevocable trusts are often misunderstood. Despite all the constant talk about their uses and applications\, few clients\, financial advisors\, CPAs\, and other professionals really understand the potential power and application of these estate planning\, asset protection planning\, tax planning\, special needs planning\, elder care planning\, and charitable planning tools. And along these lines there are usually many unanswered questions such as when should irrevocable trusts be used?; what do irrevocable trusts really do and how do they function?; what are the downsides of irrevocable trusts?; how can we be sure not to miss opportunities with irrevocable trust planning?; are irrevocable trusts really suitable for most clients?; and more.In this interactive workshop\, Managing Principal and Lead Attorney Stephen R. Elville will provide an overview of the most utilized irrevocable trusts and their potential uses and purposes in 2022. Steve will address the above-mentioned questions along with the questions of attendees. The following major topics will also be covered: \n–         Why should clients care about irrevocable trusts in 2022? \n–         What are the most known and available irrevocable trusts in 2022? \n–         Uses and objectives in irrevocable trust planning \n–         Differences between revocable and irrevocable trusts \n–         Taxation of irrevocable trusts – a very brief overview \n–         The continuing need for flexibility – new plans versus older plans \n– \nPlease click here to receive your personal link to the webinar ahead of time. Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at 443-343-8966 x117\, or at jeff@elvilleassociates.com. We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-the-uses-and-purposes-of-irrevocable-trusts-in-2022-4/
CATEGORIES:Webinar
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