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SUMMARY:Elville Legacy Series: Planning for a Loved One With Special Needs
DESCRIPTION:Creating a Lifetime Plan for Security\, Independence\, and Peace of Mind \nEvery family wants to know their loved one will be cared for if they are no longer able to do so themselves. For families caring for an individual with disabilities or special needs\, that question often carries even greater importance. \nJoin Elville and Associates’ Managing Principal and Lead Attorney\, Stephen R. Elville\, for this complimentary educational webinar exploring how thoughtful legal\, financial\, and long-term planning can help protect your loved one’s future while preserving their independence\, dignity\, and quality of life. \nThis presentation goes beyond special needs trusts to examine the broader planning process every family should consider. You’ll learn how public benefits\, estate planning\, financial planning\, advocacy\, and trusted decision-makers work together to create a comprehensive plan that adapts as life changes. \nDuring this webinar\, you’ll learn: \n\nWhy planning early provides greater flexibility and peace of mind.\nHow government benefits such as SSI\, SSDI\, Medicaid\, and Maryland ABLE fit into an overall planning strategy.\nThe role Special Needs Trusts play in protecting assets while preserving public benefits.\nHow to choose trustees\, caregivers\, advocates\, and other trusted decision-makers.\nWhy a Memorandum of Intent may be one of the most valuable planning tools for your family.\nHow attorneys\, financial advisors\, CPAs\, care managers\, and other professionals can work together as part of your planning team.\nCommon planning mistakes that can jeopardize benefits or create unnecessary hardship for families.\n\nTo RSVP for the presentation and receive your personal link to attend\, please click here. \nWhether you’re planning for a child\, sibling\, spouse\, or another loved one with disabilities\, you’ll leave with a clearer understanding of the decisions ahead—and practical steps you can take today to build a plan that protects them for years to come.
URL:https://elvilleassociates.com/blogs/6168/event/elville-legacy-series-planning-for-a-loved-one-with-special-needs/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20261009T100000
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DTSTAMP:20260929T160816
CREATED:20260126T172755Z
LAST-MODIFIED:20260902T125115Z
UID:75807-1791540000-1791543600@elvilleassociates.com
SUMMARY:Elville Legacy Series - Who Should Serve as Trustee? Making One of Estate Planning’s Most Important Choices
DESCRIPTION: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. \nIn this educational online event\, 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. \nThis 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. \nTopics of discussion will include: \n\nWhat a trustee is and the legal and practical responsibilities the role entails\nThe different types of trustees—individual\, professional\, and corporate—and the advantages and limitations of each\nEstablishing realistic benchmarks for selecting the “right” trustee\nWhy trustee selection plays a critical role in effective estate and trust administration\nTrustee succession planning and why it is often overlooked\, yet vital\nThe role of trustees in both wills and trusts\nWhen and why appointing a corporate trustee may be appropriate\nUnderstanding and mitigating “successor trustee risk”\n\nTo RSVP for the presentation and receive your personal link to attend\, please click here. \nShould you have questions prior to the event\, please contact Jeff Stauffer\, Director of Operations and Community Relations\, at jeff@elvilleassociates.com or 443-832-2910. We look forward to hosting you. \n 
URL:https://elvilleassociates.com/blogs/6168/event/webinar-who-should-serve-as-trustee-making-one-of-estate-plannings-most-important-choices/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20261021T100000
DTEND;TZID=America/New_York:20261021T110000
DTSTAMP:20260929T160816
CREATED:20260821T162832Z
LAST-MODIFIED:20260821T162832Z
UID:75926-1792576800-1792580400@elvilleassociates.com
SUMMARY:Elville Legacy Series: Guidance After Loss - Navigating Estate and Trust Administration with Confidence
DESCRIPTION:The death of a loved one often brings confusion\, unanswered questions\, and significant responsibility for those left behind. In this educational online event\, Stephen Elville\, Managing Principal of  Elville and Associates\, will provide clear\, practical guidance on the estate and trust administration process following a death. \nDesigned for surviving spouses\, family members\, fiduciaries\, and professional advisors\, this presentation will explain what happens after a loved one passes away and how a thoughtful\, organized approach can reduce stress\, prevent costly mistakes\, and provide greater confidence during a difficult time. \nSteve will discuss both the legal requirements and the practical considerations involved in administering an estate or trust\, including probate and non-probate assets\, fiduciary responsibilities\, important deadlines\, potential tax issues\, and coordination among attorneys\, financial advisors\, and CPAs. Through real-world examples\, attendees will learn how preparation\, communication\, and collaboration can make a meaningful difference for families navigating loss. \nLearning objectives include: \n\nUnderstanding the estate and trust administration process and what should happen immediately following a death\nDistinguishing between probate and non-probate assets\nUnderstanding the responsibilities of trustees and personal representatives\nIdentifying important legal\, financial\, and practical steps to take in the weeks and months following a death\nRecognizing common legal and tax issues that can cause delays\, disputes\, or unintended consequences\nUnderstanding how attorneys\, financial advisors\, CPAs\, trustees\, and personal representatives can work together effectively\n\nTo RSVP and receive your personal link to attend\, please click here. \nQuestions prior to the event? Please contact Jeff Stauffer\, Firm Operations and Community Relations\, at jeff@elvilleassociates.com or 443-832-2910.
URL:https://elvilleassociates.com/blogs/6168/event/elville-legacy-series-guidance-after-loss-navigating-estate-and-trust-administration-with-confidence/
CATEGORIES:Webinar
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