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X-WR-CALDESC:Events for Elville and Associates Blog
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DTSTART;TZID=America/New_York:20240103T050000
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DTSTAMP:20260407T213553
CREATED:20241219T214231Z
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UID:75320-1704258000-1704263400@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tax planning \n— asset protection and protecting shares for children and grandchildren \n— understanding why having outdated documents could provide challenges in the future  \n— how to achieve perfection for your legacy \nTo RSVP/register ahead of time and receive your personal link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-11/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20240109T050000
DTEND;TZID=America/New_York:20240109T060000
DTSTAMP:20260407T213553
CREATED:20241219T214243Z
LAST-MODIFIED:20241219T214243Z
UID:75326-1704776400-1704780000@elvilleassociates.com
SUMMARY:Webinar: PROBATE – What Is It?  And How Can It Be Avoided?  
DESCRIPTION:Join Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss for this insightful webinar presentation about probate and how it can be avoided.  \nMany people are concerned when they hear the word “probate”; however\, this is simply a term used to describe the court-supervised process of distributing an estate after one passes away. \nMost people\, though\, if they understood their options would choose to avoid the probate process for several reasons.  In this webinar Lindsay will discuss the following: \n\nWhat is probate and the general process?  \nWhat are the reasons people want to avoid probate?\nHow can probate be avoided?\n\nTrusts \nBeneficiary designations\nPOD/TOD\nLife estates\n\n\n\nTo RSVP 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 443-393-7696 x117.  We look forward to hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-probate-what-is-it-and-how-can-it-be-avoided/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240117T050000
DTEND;TZID=America/New_York:20240117T063000
DTSTAMP:20260407T213553
CREATED:20241219T214229Z
LAST-MODIFIED:20241219T214229Z
UID:75318-1705467600-1705473000@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-16/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20240123T140000
DTEND;TZID=America/New_York:20240123T153000
DTSTAMP:20260407T213553
CREATED:20241219T214244Z
LAST-MODIFIED:20241219T214244Z
UID:75328-1706018400-1706023800@elvilleassociates.com
SUMMARY:The Essentials of Estate Planning and Elder Law
DESCRIPTION:Join Elville and Associates’ Managing Principal and Lead Attorney Stephen R. 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\, January 24th’s “Social Security Planning” or Thursday\, January 25th’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.  We look forward to seeing hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/the-essentials-of-estate-planning-and-elder-law-13/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20240126T050000
DTEND;TZID=America/New_York:20240126T063000
DTSTAMP:20260407T213553
CREATED:20241219T214248Z
LAST-MODIFIED:20241219T214248Z
UID:75332-1706245200-1706250600@elvilleassociates.com
SUMMARY:Webinar – The Critical Need to Update Your Estate Planning
DESCRIPTION:Estate plans can fail to work as intended especially if they are not updated and maintained over the course of a lifetime.  Whether your estate plan works as you anticipate when you are no longer alive is a question not only of your intentions but of the diligence and effort that you are willing put into your estate plan over time. In this sense\, estate planning is a marathon\, not a sprint or a single event.  \nIn this webinar presentation\, Managing Principal and Lead Attorney Stephen R. Elville will discuss the importance of maintaining and updating your estate planning and coordinating your asset alignment with your estate plan\, especially for seniors.  Mr. Elville will also outline a step-by-step process to avoid the complete or partial failure of your estate plan. \nPresentation points of interest will include: \n– Understanding your purpose and the estate planning process \n– Understanding client and fiduciary education and its relationship to success in estate planning \n– Understanding the role incapacity planning plays in the success of your estate plan \n– Understanding partnership and the maintenance and updating process \n– Understanding asset alignment and the “funding” of your estate plan \n– Why being Intentional in estate planning matters \n– Why knowing what you want out of estate planning matters \n– Understanding the document review process and how to take next steps to achieve estate planning perfection \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 443-343-8529 x117.  We look forward to hosting you! \nOpen to clients\, financial advisors\, and the general public\, 1.5 continuing education hours are available for most professionals who attend this presentation. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-critical-need-to-update-your-estate-planning/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240131T050000
DTEND;TZID=America/New_York:20240131T063000
DTSTAMP:20260407T213553
CREATED:20241219T214234Z
LAST-MODIFIED:20241219T214234Z
UID:75324-1706677200-1706682600@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  \n#elvilleeducation  \n#elvillewebinarseries  \n 
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-estate-and-trust-administration-8/
CATEGORIES:Webinar
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