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DTSTART;TZID=America/New_York:20231104T043000
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DTSTAMP:20260408T010220
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SUMMARY:2023 Annual Client and Community Education Event
DESCRIPTION:Stephen R. Elville & Elville and Associates Present:2023 Annual Client and Community Education Event\n“Asset Protection – Protecting Your Legacy and the Ones You Love” \nSaturday\, November 4th – 8:30 a.m. – 12:00 p.m.\nTen Oaks Ballroom – 5000 Signal Bell Lane\, Clarksville\, MD 21029 \nStephen R. Elville\, the attorneys and staff of Elville and Associates are thrilled to welcome and invite you to our 2023 annual Client and Community Education Event! After last year’s memorable event\, can we make it any better? The answer is – YES! \nClients\, family members\, financial advisors\, and all community members are welcome as we learn about “Asset Protection – Protecting Your Legacy and the Ones You Love.” A distinguished lineup of speakers awaits you to teach and inform you about asset protection techniques from the legal\, insurance\, and your retirement planning perspectives. Along with protecting your financial assets you’ll learn about protecting your most precious asset – your family members – from frauds and scams prevalent in today’s world. \nAlong with our traditional high-level education\, delicious award-winning breakfast foods from Putting on the Ritz\, live music from the Annapolis Symphony Orchestra’s Annapolis Symphony Academy\, fellowship\, and more door prizes than ever before await you! Join us on Saturday\, November 4th from 8:30 a.m. to noon for this can’t-miss event at the beautiful and spacious Ten Oaks Ballroom in Clarksville. \nRegistration for this event is closed as of October 18th.\nCommunity Relations Director Jeff Stauffer – jeff@elvilleassociates.com\,\n443-393-7696 x117\, or Elder Law Paralegal Grace Bailey – grace@elvilleassociates.com\,\n443-393-7696 x127. \nShould you have any questions before the event\, please contact Jeff Stauffer or Grace Bailey. \nWe look forward to hosting you! \nClient Event presenters and presentations include: \nMr. Stephen R. Elville\, J.D.\, LL.M. – Managing Principal and Lead Attorney of Elville and Associates\, P.C. – “Asset Protection Today – A Legal Perspective” \nMr. Max Reamer – Advisor at The Quantum Group – “Asset Protection Elements of Life Insurance” \nMr. Mark Timmick – CRPC®\, AIF® — Retirement Planner\, President of Timmick Financial Group – “Asset Protection Elements of Retirement Plans” \nMr. Andre Lingham – Founder and President of the Center for Elder Justice and Education – “Financial Exploitation: Frauds and Scams Targeting Older Adults” \nMr. Stephen R. Elville and Mr. Gary Greenwald\, J.D.\, LL.M.\, Principal of The Law Offices of Gary Greenwald\, P.C. – “Maryland Legislative Update”
URL:https://elvilleassociates.com/blogs/6168/event/2023-annual-client-and-community-education-event/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20231115T050000
DTEND;TZID=America/New_York:20231115T063000
DTSTAMP:20260408T010220
CREATED:20241219T214218Z
LAST-MODIFIED:20241219T214218Z
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SUMMARY:Webinar – Trustee Selection and How to Choose the Right One for You
DESCRIPTION:Join 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! \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-and-how-to-choose-the-right-one-for-you/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20231116T050000
DTEND;TZID=America/New_York:20231116T061500
DTSTAMP:20260408T010220
CREATED:20241219T214215Z
LAST-MODIFIED:20241219T214215Z
UID:75308-1700110800-1700115300@elvilleassociates.com
SUMMARY:Webinar – VA Aid & Attendance – A Tax-Free Pension for Those That Qualify (the “Secret Benefit”)
DESCRIPTION:Join Elville and Associates’ Senior Principal\, senior elder law and VA-accredited attorney Lindsay V.R. Moss for a presentation regarding VA Aid & Attendance — a tax-free benefit provided by the Department of Veteran Affairs. The benefit is designed to provide financial aid to help offset the cost of long-term care for those who need assistance with the daily activities of living.\nTopics for discussion will include: \n– what VA Aid & Attendance is \n– the three qualification questions \n– asset protection planning \n– The look back period and 2018 rules changes \n– what to do BEFORE selling your house \nOpen to clients\, financial advisors and the general public. For Certified Financial Planners\, CPAs\, and most other professionals\, 1.5 continuing education hours will be available for attending this presentation. \nTo RSVP for this webinar\, please click here to receive your personal webinar link.  Should 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 \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-va-aid-attendance-a-tax-free-pension-for-those-that-qualify-the-secret-benefit-4/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20231129T050000
DTEND;TZID=America/New_York:20231129T063000
DTSTAMP:20260408T010220
CREATED:20241219T214201Z
LAST-MODIFIED:20241219T214201Z
UID:75302-1701234000-1701239400@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.\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 443-393-7696 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-15/
CATEGORIES:Webinar
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