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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.\nThe 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-13/
CATEGORIES:Webinar
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SUMMARY:Webinar – Understanding Estate and Trust Administration: The Post-Mortem Process for Estate and Trust Administration Explained
DESCRIPTION:Tuesday\, June 13th – 10:00 a.m. – 11:30 a.m.\nPresented 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. \nLearning 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-the-post-mortem-process-for-estate-and-trust-administration-explained/
CATEGORIES:Webinar
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