Since 2016, Elville and Associates’ Client Care Program has been synonymous with “Planning That Works”—a proactive, relationship-driven approach designed to ensure your estate, special needs, and elder law planning continues to work as your life, goals, and the law evolve.

As one of only two law firms in Maryland with a Client Care Program accredited by the Client Care Academy, Elville and Associates offers a uniquely comprehensive partnership focused on long-term clarity, confidence, and peace of mind.

Join Jeff Stauffer, longtime Community Relations Director at Elville and Associates, as he steps into the presenter role to walk you through the Client Care Program in a clear, concise, and practical webinar.

Topics will include:

– What the Client Care Program is—and why it was created
– Who the Program is designed for (and how to know if it’s right for you)
– An overview of Client Care Program benefits
– How to enroll and what membership looks like in practice
– Questions and answers

To RSVP and receive your personal link to attend, please click here.

Questions ahead of time? Contact Jeff Stauffer at 443-393-7696 x117 or jeff@elvilleassociates.com.

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At Elville and Associates, we believe estate planning excellence is not accidental—it is intentional.

Many individuals want an estate plan that truly works: one that reflects their values, protects the people they love, transfers assets as intended, controls costs, adapts to change, and stands the test of time. They want clarity, confidence, and peace of mind—knowing their plan will function when it matters most.

Yet too often, estate planning is reduced to documents alone. Without a thoughtful process, ongoing guidance, and a clear understanding of risks, even well-intended plans can fail.

Achieving true excellence in estate planning requires more. It requires purpose, partnership, education, and a disciplined planning process—one that evolves as life unfolds. In short, it requires being extremely intentional.

In this cornerstone educational webinar, Stephen R. Elville, Managing Principal and Lead Attorney of Elville and Associates, will lead a meaningful discussion on Intentionalism in Estate Planning—the philosophy and process that guides the firm’s approach to protecting families and legacies.

Topics will include:

• Why intentionality matters in estate planning—and what happens when it’s missing

• Understanding the real risks that cause estate plans to fail

• Clarifying goals, priorities, and values before documents are drafted

• Why many estate plans do not work as intended, despite good intentions

• The importance of maintenance, review, and updating over time

• The critical role of partnership between client and estate planning attorney

This webinar is ideal for individuals and families who want more than documents—who want a plan that works, adapts, and endures.

To RSVP and receive your personal link to attend, please click here.

Should you have any questions prior to the webinar, please contact Jeff Stauffer, Community Relations Director, at jeff@elvilleassociates.com or 443-393-7696, x117

We look forward to hosting you!

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Selecting a trustee is one of the most important—and often underestimated—decisions in the estate planning process. The individual or institution you choose will be responsible for carrying out your wishes, managing assets, navigating family dynamics, and exercising judgment during some of life’s most sensitive moments.

In this educational webinar, Stephen R. Elville, Managing Principal and Lead Attorney of Elville and Associates, guides attendees through the trustee selection process and explains why thoughtful planning in this area is essential to the long-term success of any estate plan.

This presentation is designed to help individuals, families, and professional advisors understand the real-world responsibilities of trustees, the risks associated with poor or outdated selections, and how proper trustee succession planning can prevent disruption, conflict, and unintended outcomes.

Topics of discussion will include:

• What a trustee is and the legal and practical responsibilities the role entails

• The different types of trustees—individual, professional, and corporate—and the advantages and limitations of each

• Establishing realistic benchmarks for selecting the “right” trustee

• Why trustee selection plays a critical role in effective estate and trust administration

• Trustee succession planning and why it is often overlooked, yet vital

• The role of trustees in both wills and trusts

• When and why appointing a corporate trustee may be appropriate

• Understanding and mitigating “successor trustee risk”

To RSVP for the webinar and receive your personal link to attend, please click here.

Should you have questions prior to the event, please contact Jeff Stauffer, Community Relations Director and webinar moderator, at jeff@elvilleassociates.com or 443-393-7696 x117. We look forward to hosting you.

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The death of a loved one is often accompanied by confusion, unanswered questions, and overwhelming responsibility for those left behind. In this educational webinar, Nick Carpenter, Associate Attorney with Elville and Associates, provides clear guidance through the post-mortem estate and trust administration process.

This presentation is designed to help surviving spouses, family members, fiduciaries, and professional advisors understand what happens after death—and how a thoughtful, organized process can reduce stress, prevent costly mistakes, and provide confidence during a time of crisis.  Nick will explain not only the legal steps involved, but also the practical and human considerations that matter most.

Attendees will gain clarity around probate and non-probate administration, fiduciary responsibilities, critical deadlines, tax considerations, and the importance of coordination among attorneys, financial advisors, and CPAs. Through real-world examples, the program emphasizes how education, preparation, and collaboration can make an enormous difference for families navigating loss.

Learning Objectives include:

• Understanding what estate and trust administration is—and what happens immediately after death

• Minimizing confusion and providing meaningful support to loved ones and fiduciaries during a time of grief

• Walking through the legal step-by-step process following death, including probate and non-probate matters

• Identifying the practical actions that should be taken in the weeks and months after death

• Recognizing common legal and tax issues that can create delays, disputes, or unintended consequences

• Learning how attorneys, financial advisors, CPAs, trustees, and personal representatives can work together effectively

To RSVP and receive your personal link to attend, please click here.

Questions prior to the event? Please contact Jeff Stauffer, Community Relations Director, at jeff@elvilleassociates.com or 443-393-7696 x117.

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Elville and Associates and Stanton Aging Solutions present an informative and practical discussion focused on the importance of goal setting and pre-planning. This presentation will help older adults and their families understand resources, care options, and planning considerations to support safety, independence, and informed decision making.

Topics for discussion include:

– The importance of forward thinking to avoid crisis-driven decisions
– What does “aging in place” really mean?
– Care options and overview of resources at home and beyond
– Understanding the costs of care (Medicare vs. non-skilled private pay care)

Your presenter is Allyson Stanton, LBSW, ALCP, an Aging LifeCare Manager and founder of Stanton Aging Solutions.  Allyson has over 25 years of experience guiding older adults and their families through healthcare decisions and life transitions. She is deeply committed to ensuring clients’ voices and values are honored, with extensive hands-on experience across nursing homes, hospitals, rehabilitation centers, assisted living, and continuing care communities.

To RSVP and receive your personal link to attend, please click here.

Questions? Please reach out to Jeff Stauffer at 443-393-7696 x117 or jeff@elvilleassociates.com. We look forward to hosting you!

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Join Elville and Associates as we welcome Max Reamer, Advisor with The Quantum Group, for an informative discussion on today’s life insurance and long-term care insurance landscape. Max will explain what to look for when securing new policies and how to effectively evaluate policies that are already in force to ensure they continue to meet your needs.

He will also provide clear insight into the underwriting process—often the first line of defense in obtaining the most cost-effective and appropriate coverage.

To RSVP and receive your personal link to attend, please click here.

If you have any questions prior to the webinar, please contact Elville and Associates’ Community Relations Director, Jeff Stauffer, at jeff@elvilleassociates.com or 443-393-7696 ext. 117. We look forward to hosting you!

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Join Elville and Associates as we welcome back Realtors® and Seniors Real Estate Specialists® Donna Weaver and Karen Lawlor with the Wendy Slaughter Team at VYBE Realty. Donna and Karen will discuss “Unlocking Value – The Price of Condition.”

Thinking about selling? Learn how to maximize your home’s value in the current market. Discover which updates matter most, how to prepare your home strategically, and why condition can make—or break—your bottom line. We’ll reveal real before-and-after transformations and show how small investments can lead to big returns at closing.

And, as always, Donna and Karen will be available to answer any questions you may have for them.

To RSVP and receive your personal link to attend, please click here.

This presentation is open to clients, financial advisors, and the general public. 1.0 continuing education hour is available for most professionals who attend this webinar.

Should you have any questions before the presentation, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-393-7696 x117. We look forward to hosting you!

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Presented by Elville and Associates’ Managing Principal and Lead Attorney, Stephen R. Elville, this in-depth educational webinar provides a comprehensive look at modern estate and elder law planning—and why thoughtful, proactive planning is essential to protecting both families and legacies.

Estate planning today is far more than drafting documents. It requires a coordinated process that addresses legal, financial, medical, tax, and long-term care considerations—while remaining flexible enough to adapt as laws, family dynamics, and personal circumstances change. In this webinar, Steve Elville will guide attendees through the critical elements of effective planning and explain how to avoid the common pitfalls that cause plans to fail when they are needed most.

Topics will include:

• What a true estate plan is—and why a structured planning process matters as much as the documents themselves

• Why many estate plans fail in practice, and how proper education, coordination, and maintenance can prevent costly mistakes

• Wills versus trusts, and how probate and non-probate assets work together (or against each other) in real life

• The critical role of financial powers of attorney, advance medical directives, and MOLST forms in protecting autonomy and decision-making

• How elder law, taxation, asset protection, and long-term care planning intersect in today’s legal landscape

• The risks of outdated or incomplete documents, and how they can create unintended consequences for families

• Why flexibility is essential to successful planning—and how to design a plan that evolves while still preserving your legacy

• How to get started, what to expect from a well-designed planning process, and the next steps toward confident, informed planning

This webinar is ideal for individuals and families who want clarity, control, and peace of mind—and who understand that great planning is not just about today, but about preparing wisely for the future.

This webinar is offered in partnership with Timmick Financial and its three-day semiannual retirement series.

To RSVP for the webinar and receive your personal link to attend, please click here.

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 and supporting your planning journey!

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To RSVP for the webinar and receive your personal link to attend, please click here.

Why This Topic Now?

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