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DTSTART;TZID=America/New_York:20230901T060000
DTEND;TZID=America/New_York:20230901T073000
DTSTAMP:20260408T080040
CREATED:20241219T214133Z
LAST-MODIFIED:20241219T214133Z
UID:75285-1693548000-1693553400@elvilleassociates.com
SUMMARY:Webinar – The Essentials of Estate Planning and Elder Law
DESCRIPTION:This webinar is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.\nPresented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, in our Estate Planning and Elder Law Essentials webinar Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics he will address include: \n— understanding the planning process\, including the reasons for estate planning \n— wills vs. trusts \n— probate vs. non-probate and understanding non-probate devices \n— the absolute importance of incorporating “flexibility” in your planning \n— planning for incapacity \n— understanding the importance of financial powers of attorney\, advance medical directives and MOLST \n— Medicaid — myths versus reality \n— estate tax planning \n— asset protection and protecting shares for children and grandchildren \n— understanding why having outdated documents could provide challenges in the future  \n— how to achieve perfection for your legacy \nTo RSVP/register ahead of time and receive your personal link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 443-393-7696 x117.   \nOpen to clients\, financial advisors\, and the general public\, 1.5 continuing education hours are available for professionals who attend this presentation.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-essentials-of-estate-planning-and-elder-law-10/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20230912T060000
DTEND;TZID=America/New_York:20230912T073000
DTSTAMP:20260408T080040
CREATED:20241219T214143Z
LAST-MODIFIED:20241219T214143Z
UID:75287-1694498400-1694503800@elvilleassociates.com
SUMMARY:Maryland ABLE Accounts and How the Benefit Your Loved One with Special Needs
DESCRIPTION:Maryland ABLE accounts help families and their loved ones with disabilities save for the future without jeopardizing federal\, state and local benefits. Join Kelly Nelson\, Outreach and Communications Manager from Maryland ABLE\, as she shares by webinar the following: \n\nthe eligibility criteria and enrollment process;\nfeatures of an ABLE account and the account management process;\ntax-free savings and tax-free withdrawals for qualified disabilities expenses;\naccessing a Maryland state income tax deduction for contributions; and\,\nhow an ABLE account can be used in collaboration with a Special Needs Trust\nRecent updates to the Maryland ABLE Program\n\nPlease click here to secure your registration and receive the webinar link ahead of time.  Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117. \nThis webinar is open to clients\, the general public\, and financial advisors.  1.5 continuing education hours will be offered for CPAs\, CFPs\, and other professionals for attending this presentation.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/maryland-able-accounts-and-how-the-benefit-your-loved-one-with-special-needs/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T090000
DTEND;TZID=America/New_York:20230913T101500
DTSTAMP:20260408T080040
CREATED:20241219T214159Z
LAST-MODIFIED:20241219T214159Z
UID:75299-1694595600-1694600100@elvilleassociates.com
SUMMARY:Politics and Planning – How the Advisory Team Can Best Help Clients During the Upcoming 2023-2024 Political Cycle
DESCRIPTION:Attorneys\, financial advisors\, CPAs\, and insurance professionals find themselves in the midst of the continuing political maelstrom of 2023.  In this one-hour interactive workshop\, attorney Stephen Elville\, Managing Principal of Elville and Associates\, P.C.\, will lead a discussion about how Advisors and the Advisory Team can best navigate the current political tropical storm and the hurricane that may be developing on the horizon.  While there are many questions and few answers\, there are fundamental principles that if adhered to can help Advisors and their clients win during these turbulent times. This interactive workshop will focus on the following topics:\n– Understanding the current legislative environment and what we can expect throughout 2023 and into 2024 \n– Understanding client attitudes\, behavior\, and fears relating to political change and social unrest \n– Being prepared and being proactive – avoiding Ostrich Syndrome  \n– Understanding how political polarization is affecting planning today \n– Identifying family and fiduciary problems in advance \n– Understanding special fiduciary roles\, such as the trust protector\, as a flexibility mechanism  \n– Understanding mediative tools in estate planning to minimize conflict \n– Understanding increased client demand for independent fiduciary services \n– Understanding how to keep clients grounded in the fundamental principles of self-determination\, regardless of political persuasion \n– Understanding Advisor collaboration to maintain and/or restore confidence \nTo RSVP for the Advisors’ Forum and receive your personal link to attend\, 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.   \n1.5 continuing education hours are available for CFPs\, CPAs\, and most other professionals who attend this webinar presentation.  We look forward to hosting you! \n#elvilleeducation 
URL:https://elvilleassociates.com/blogs/6168/event/politics-and-planning-how-the-advisory-team-can-best-help-clients-during-the-upcoming-2023-2024-political-cycle/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20230926T150000
DTEND;TZID=America/New_York:20230926T163000
DTSTAMP:20260408T080040
CREATED:20241219T214147Z
LAST-MODIFIED:20241219T214147Z
UID:75293-1695740400-1695745800@elvilleassociates.com
SUMMARY:The Essentials of Estate Planning and Elder Law
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 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\, 9/27’s “Social Security Planning” or Thursday\, 9/28’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-11/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20230927T060000
DTEND;TZID=America/New_York:20230927T073000
DTSTAMP:20260408T080040
CREATED:20241219T214144Z
LAST-MODIFIED:20241219T214144Z
UID:75289-1695794400-1695799800@elvilleassociates.com
SUMMARY:Estate Planning – Legacy and Charitable Giving/Philanthropy
DESCRIPTION:Charitable giving is an incredible way to positively impact organizations\, foundations\, and causes near and dear to your heart. Whether philanthropy and charitable giving is a regular part of your life or if you are considering it as an integral component of your estate plan\, charitable giving can be a wonderful way to leave a lasting legacy.\nStephen R. Elville\, Managing Principal and Lead Attorney at Elville and Associates\, will discuss the motivations\, opportunities\, and tax implications of charitable giving\, addressing every type of individual — from those with charitable inclinations\, regardless of the size of their assets\, to those with sizable assets\, without charitable inclinations — and everyone in between. \nTopics of discussion will include:  \n• Types of charitable giving – are they all the same?  \n• Why do donors engage in charitable giving? \n• Taxes in brief – the tax implications of charitable giving under current law  \n• Beyond taxes – charitable inclinations in the modern world  \n\n      Creativity in planned giving\n\n• Keeping it simple \n• Securing your legacy \n• Case studies – what is right\, for whom  \nPlease RSVP here to secure your registration and receive the webinar link. Should you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117.  We look forward to hosting you! \nFor CFPs\, CPAs\, and various other professionals\, 1.5 continuing education hours will be available for those that attend this webinar. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/estate-planning-legacy-and-charitable-giving-philanthropy/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230929T060000
DTEND;TZID=America/New_York:20230929T073000
DTSTAMP:20260408T080040
CREATED:20241219T214145Z
LAST-MODIFIED:20241219T214145Z
UID:75291-1695967200-1695972600@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.\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-7/
CATEGORIES:Webinar
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