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DTSTART;TZID=America/New_York:20231206T080000
DTEND;TZID=America/New_York:20231206T093000
DTSTAMP:20260408T042227
CREATED:20241219T214232Z
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SUMMARY:Webinar – Understanding the Uses and Purposes of Irrevocable Trusts in 2023
DESCRIPTION:Irrevocable trusts are often misunderstood. Despite all the constant talk about their uses and applications\, few clients\, financial advisors\, CPAs\, and other professionals really understand the potential power and application of these estate planning\, asset protection planning\, tax planning\, special needs planning\, elder care planning\, and charitable planning tools. And along these lines there are usually many unanswered questions such as when should irrevocable trusts be used?; what do irrevocable trusts really do and how do they function?; what are the downsides of irrevocable trusts?; how can we be sure not to miss opportunities with irrevocable trust planning?; are irrevocable trusts really suitable for most clients?; and more.\nIn this interactive workshop\, Managing Principal and Lead Attorney Stephen R. Elville will provide an overview of the most utilized irrevocable trusts and their potential uses and purposes in 2023 and beyond. Steve will address the above-mentioned questions along with the questions of attendees. The following major topics will also be covered: \n–         Why should clients care about irrevocable trusts in 2023 and beyond? \n–         What are the most known and available irrevocable trusts in 2023? \n–         Uses and objectives in irrevocable trust planning \n–         Differences between revocable and irrevocable trusts \n–         Taxation of irrevocable trusts – a very brief overview \n–         The continuing need for flexibility – new plans versus older plans \n– \nPlease click here to receive your personal link to the webinar ahead of time. Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at 443-343-8966 x117\, or at jeff@elvilleassociates.com. We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-the-uses-and-purposes-of-irrevocable-trusts-in-2023-3/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20231208T050000
DTEND;TZID=America/New_York:20231208T063000
DTSTAMP:20260408T042227
CREATED:20241219T214228Z
LAST-MODIFIED:20241219T214228Z
UID:75316-1702011600-1702017000@elvilleassociates.com
SUMMARY:Webinar: How to Achieve Perfection for Your Legacy – Intentionalism in Estate Planning
DESCRIPTION:Many people want to achieve excellence in their estate planning – to establish an estate plan that works as intended – one that will stand the test of time\, accomplish personal goals and priorities\, provide for the disposition of assets in the desired way to the persons and/or organizations of choice\, controlling costs\, and setting forth values\, ideas\, concepts\, and aspirations – organized by leading-edge legal-technical concepts that are up to date at the time of death\, and guided by highly instructional letters of wishes or memorandums.  Yet few people understand the kind of estate planning process necessary for the realization of this ideal\, and even fewer people are offered the opportunity to participate in the kind of process necessary to facilitate the same.  To say that achieving true excellence in estate planning is akin to successfully sailing around the world alone is not an exaggeration.  It takes all of the stuff of legend\, including purpose\, persistence\, patience\, and introspection; partnership with your estate planning attorney and an adequate process forward (facilitated by the attorney); maintenance and updating of the estate plan over time; and more.  In short\, true excellence in estate planning requires being extremely intentional.  In this webinar\, Stephen R. Elville\, Managing Principal and Lead Attorney with Elville and Associates\, P.C.\, will lead a discussion about Intentionalism in estate planning.  Topics of discussion will include: \n\nWhy being intentional in estate planning matters;\nUnderstanding the risks in estate planning;\nWhy knowing what you want out of estate planning matters;\nAvoiding estate plan failure\, and why estate plans may not work as intended;\nMaintaining and updating your planning;\nThe importance of Partnership\n\nPlease click here to register for the presentation 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. \nOpen to clients\, advisors\, and the general public.  1.5 continuing education credits will be available for most advisors who attend this presentation.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-how-to-achieve-perfection-for-your-legacy-intentionalism-in-estate-planning/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20231212T053000
DTEND;TZID=America/New_York:20231212T063000
DTSTAMP:20260408T042227
CREATED:20241219T214219Z
LAST-MODIFIED:20241219T214219Z
UID:75314-1702359000-1702362600@elvilleassociates.com
SUMMARY:Webinar – The Wellness Series: Thriving Through the Holidays – A Celebration of Gratitude!
DESCRIPTION:Elville and Associates is thrilled to welcome back our Wellness Series\, which ran for 14 installments from 2021 into late 2022. The holidays are upon us!  What is most exciting about that for you?  What pressures or dread does that bring for you?  Which is winning?  Excitement or anxiety?  Let’s get together and talk about specific strategies to decrease the anxiety\, minimize or avoid the dreaded portions\, relieve the pressure\, and maximize the excitement.  These are real\, tangible strategies you can use right away.  \nFeaturing nationally renowned speaker Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional\, founder of Retirement Wellness Strategies and cofounder of Propel Comprehensive Wellness\, this presentation is one you will not want to miss!   \nTo RSVP 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 at 443-393-7696 x117.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-wellness-series-thriving-through-the-holidays-a-celebration-of-gratitude/
CATEGORIES:Webinar
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