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X-WR-CALDESC:Events for Elville and Associates Blog
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DTSTART;TZID=America/New_York:20230203T050000
DTEND;TZID=America/New_York:20230203T063000
DTSTAMP:20260409T032527
CREATED:20241219T214018Z
LAST-MODIFIED:20241219T214018Z
UID:75236-1675400400-1675405800@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 register ahead of time and receive your personal link to attend\, please click here.  Should you have any questions please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117.  \nWe 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-10/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230207T140000
DTEND;TZID=America/New_York:20230207T153000
DTSTAMP:20260409T032527
CREATED:20241219T214015Z
LAST-MODIFIED:20241219T214015Z
UID:75232-1675778400-1675783800@elvilleassociates.com
SUMMARY:The Essentials of Estate Planning and Elder Law
DESCRIPTION:https://www.timmickfinancial.com/.32.htmJoin 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 semiannual 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\nWhy many estate plans fail and the steps you can take to ensure success for your family\n\nTo RSVP for the presentation ahead of time or to RSVP for Wednesday 2/8’s “Savvy Social Security Planning” or Thursday 2/9’s “Maximizing Retirement Income” webinars\, please click here.   \nShould you have questions ahead of time\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or Timmick Financial’s Gail Timmick at gail@timmickfinancial.com.   \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/the-essentials-of-estate-planning-and-elder-law-9/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230208T073000
DTEND;TZID=America/New_York:20230208T090000
DTSTAMP:20260409T032527
CREATED:20241219T213933Z
LAST-MODIFIED:20241219T213933Z
UID:75209-1675841400-1675846800@elvilleassociates.com
SUMMARY:Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum – Annual Estate Planning Update – 2023 Fast Start
DESCRIPTION:Join us for this interactive webinar presentation as Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville shares his thoughts and insights on estate planning for 2023 after returning from the nation’s leading annual estate planning conference in Orlando.  During this one-hour session\, Steve will discuss the hot topics and issues that are top of mind right now for estate\, financial\, and tax planning professionals. \nLearning Objectives include: \n\nTo provide attendees with an understanding of the general scope of estate and tax planning concerns in the U.S. at the beginning of 2023;\nTo ground attendees in a fundamental understanding of spousal marital deduction planning;\nTo give attendees a basic overview of elder law planning concerns for early 2023;\nTo provide attendees with an overview of recent asset protection options;\nTo gain an understanding of the latest SECURE Act changes and estate planning for retirement plan assets; and\nTo educate attendees about the continuing importance of flexibility in estate plans\, powers of attorney\, advance medical directives\, and special needs plans.\n\nTo RSVP and receive your personal link to attend the webinar\, please click here.  Should you have any questions beforehand\, 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
URL:https://elvilleassociates.com/blogs/6168/event/stephen-r-elville-elville-and-associates-present-the-advisors-forum-annual-estate-planning-update-2023-fast-start-2/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230209T050000
DTEND;TZID=America/New_York:20230209T063000
DTSTAMP:20260409T032527
CREATED:20241219T214031Z
LAST-MODIFIED:20241219T214031Z
UID:75243-1675918800-1675924200@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  \n 
URL:https://elvilleassociates.com/blogs/6168/event/webinar-what-families-need-to-know-about-planning-for-a-loved-one-with-special-needs-11/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230222T050000
DTEND;TZID=America/New_York:20230222T060000
DTSTAMP:20260409T032527
CREATED:20241219T214028Z
LAST-MODIFIED:20241219T214028Z
UID:75239-1677042000-1677045600@elvilleassociates.com
SUMMARY:Webinar – Cryptocurrency: Gaining an Understanding and Making Informed Choices
DESCRIPTION:Steven Hannigan\, Director of Investment Research at GGM Wealth Advisors\, will give you a basic understanding of cryptocurrency and the technology behind it\, as well as how it could potentially fit into your portfolio and what to consider before investing. He will also discuss his outlook on the economy and cryptocurrency. There will be time for Q&A at the end.To RSVP ahead of time and receive your personal link to attend\, please click here. \nShould you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or by phone at 443-393-7696 x117.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-cryptocurrency-gaining-an-understanding-and-making-informed-choices-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230223T053000
DTEND;TZID=America/New_York:20230223T064500
DTSTAMP:20260409T032527
CREATED:20241219T213948Z
LAST-MODIFIED:20241219T213948Z
UID:75218-1677130200-1677134700@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-6/
CATEGORIES:Webinar
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