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DTSTART;TZID=America/New_York:20230516T060000
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CREATED:20241219T214059Z
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SUMMARY:Webinar: Understanding Hospice – Learn the Facts and Its Many Benefits
DESCRIPTION:Join Elville and Associates as we welcome Mr. Carlos Graveran\, Executive Director of Frederick Health Hospice\, who will share with attendees everything to know about hospice\, including the many benefits and support options hospice offers that are unknown to most people.  From different levels of care\, to music therapy and Veteran’s programs – these are just a few of the myriad ways hospice can provide support and guidance to individuals and families when they need it most.  \nKey takeaways include: \n• Hospice is nothing to fear. \n• Learn the facts before you need the care. \n• Hospice care is for the entire family\, not just the patient. \n• Advocate for yourself.  End-of-life decisions should be made by you\, not your doctor. \nTo RSVP 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! \n1.0 continuing education hour is available for CFPs\, CPAs and other professionals who attend this webinar. \n#elvilleeducation \n#evillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-hospice-learn-the-facts-and-its-many-benefits/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20230525T090000
DTEND;TZID=America/New_York:20230525T101500
DTSTAMP:20260408T175951
CREATED:20241219T214101Z
LAST-MODIFIED:20241219T214101Z
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SUMMARY:Stephen Elville & Elville and Associates’ Present: The Advisors’ Forum: Asset Protection for the Moderate to Middle-Rich Client – Understanding the Hybrid 5-Year Trust – One of the Most Powerful Tools in Estate Planning Today
DESCRIPTION:What does the Hybrid 5-Year Trust have to with estate planning?  Quite a lot\, depending on the goals of your client.  Whether clients desire a method to do pre-need (pre-crisis) elder care planning; asset preservation; gifting to children or grandchildren; preserving tax benefits\, giving away assets while maintaining an element of control over them; preserving an inheritance; or protecting gifted assets from the claims of beneficiary creditors\, or other related intentions\, the hybrid Five-Year Trust could be a tool that allows for the attainment of client goals and intentions all the while avoiding probate.\nIn this interactive and intensive webinar workshop\, Maryland estate planning and elder law attorney Stephen Elville will cover the fundamentals of the Hybrid 5-Year Trust and how it can be used in powerful ways to accomplish client goals and objectives\, even at a time of a client’s individual  incapacity. \nWhat you will learn: \n– What are moderately wealthy to middle-rich clients looking for in estate planning today? \n– What are the family dynamics involved in “hybrid” estate planning in 2023? \n– What is a Hybrid Five-Year Trust? \n– How the types and aspects of asset protection affect clients and relate to their goals in planning \n– How the Hybrid Five-Year Trust can empower the right client and help them accomplish their objectives  \n– Case Examples \n– Questions and Answers \n1.5 continuing education hours are available for most professionals who attend this presentation. \nTo RSVP and receive your personal link to attend the Forum\, please click here.  Should 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
URL:https://elvilleassociates.com/blogs/6168/event/stephen-elville-elville-and-associates-present-the-advisors-forum-asset-protection-for-the-moderate-to-middle-rich-client-understanding-the-hybrid-5-year-trust/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20230526T060000
DTEND;TZID=America/New_York:20230526T073000
DTSTAMP:20260408T175951
CREATED:20241219T214102Z
LAST-MODIFIED:20241219T214102Z
UID:75264-1685080800-1685086200@elvilleassociates.com
SUMMARY:Webinar – Trustee Selection – How to Choose the Right One for You
DESCRIPTION:  \nJoin 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: \n—  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! \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. \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. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-trustee-selection-how-to-choose-the-right-one-for-you-7/
CATEGORIES:Webinar
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