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DTSTART;TZID=America/New_York:20220722T060000
DTEND;TZID=America/New_York:20220722T073000
DTSTAMP:20260430T093533
CREATED:20241219T213808Z
LAST-MODIFIED:20241219T213808Z
UID:75167-1658469600-1658475000@elvilleassociates.com
SUMMARY:Webinar – Trustee Selection – 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:—  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 various 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-how-to-choose-the-right-one-for-you-4/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220720T063000
DTEND;TZID=America/New_York:20220720T074500
DTSTAMP:20260430T093533
CREATED:20241219T213805Z
LAST-MODIFIED:20241219T213805Z
UID:75163-1658298600-1658303100@elvilleassociates.com
SUMMARY:Medicaid Long Term Care Asset Protection Planning 
DESCRIPTION:Join Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss as she offers this webinar presentation that will shed light on options for pre-crisis planning techniques and asset protection as well as crisis planning techniques and what assistance is available.Topics to be discussed include: \n\nPre-Crisis Planning and Asset Protection (utilizing Medicaid’s 5-year look back)\nEstate planning techniques for married couples vs. single individuals\nTrust-based plans – Medicaid Asset Protection Trust vs. Veterans Asset Protection Trust\nPreserving the equity in the home\n\nCrisis Planning and Assistance\n\n\nAsset purchase strategies – allowable expenditures\nAsset transfer strategies\nCaregivers – payment for informal caregiving services\nMedicaid compliant annuities for the benefit of community spouses\nPromissory Notes\nProtecting Assets after qualifying for Medicaid Long Term Care\n\nPlease click here to register for the webinar ahead of time and receive your personal link to join. Should you have any questions beforehand\, 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 credits will be available for professionals who attend this webinar. \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/medicaid-long-term-care-asset-protection-planning-5/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220719T073000
DTEND;TZID=America/New_York:20220719T083000
DTSTAMP:20260430T093533
CREATED:20241219T213825Z
LAST-MODIFIED:20241219T213825Z
UID:75180-1658215800-1658219400@elvilleassociates.com
SUMMARY:Webinar – The Elville Webinar Series’ Wellness Series: Social Wellness
DESCRIPTION:What does it mean to be socially healthy?  Have you even considered that aspect of your health?  We will explain why it is so important and give you several strategies to stay fulfilled and active in that area of your health.Featuring nationally renowned speakers Ms. Ellen Platt\, a certified Aging LifeCare Manager and President of The Option Group\, and Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional and founder of Retirement Wellness Strategies\, 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 \n#wellnessseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-elville-webinar-series-wellness-series-social-wellness-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220622T060000
DTEND;TZID=America/New_York:20220622T073000
DTSTAMP:20260430T093533
CREATED:20241219T213807Z
LAST-MODIFIED:20241219T213807Z
UID:75165-1655877600-1655883000@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.The 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 443-216-9626 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-7/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220615T060000
DTEND;TZID=America/New_York:20220615T073000
DTSTAMP:20260430T093533
CREATED:20241219T213754Z
LAST-MODIFIED:20241219T213754Z
UID:75159-1655272800-1655278200@elvilleassociates.com
SUMMARY:Understanding Maryland ABLE Accounts and How the Benefit Your Loved One with Special Needs
DESCRIPTION:Maryland ABLE accounts help families and their loved ones with disabilities save for the future without jeopardizing federal\, state and local benefits. Join Kelly Nelson\, Outreach and Communications Manager from Maryland ABLE\, as she shares by webinar the following: \n\nthe eligibility criteria and enrollment process;\nfeatures of an ABLE account and the account management process;\ntax-free savings and tax-free withdrawals for qualified disabilities expenses;\naccessing a Maryland state income tax deduction for contributions; and\,\nhow an ABLE account can be used in collaboration with a Special Needs Trust\n\nPlease click here to secure your registration and receive the webinar link ahead of time. \nShould you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117. \nThis webinar is open to clients\, the general public\, and financial advisors.  1.5 continuing education hours will be offered for CPAs\, CFPs\, and other professionals for attending this presentation.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/understanding-maryland-able-accounts-and-how-the-benefit-your-loved-one-with-special-needs-3/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220527T060000
DTEND;TZID=America/New_York:20220527T073000
DTSTAMP:20260430T093533
CREATED:20241219T213752Z
LAST-MODIFIED:20241219T213752Z
UID:75156-1653631200-1653636600@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 she 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 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 443-343-8529 x117. \nThis webinar is open to clients\, financial advisors\, and the general public.  1.5 continuing education hours are available for CFPs\, CPAs\, and various other professionals who attend this webinar.  We look forward to hosting you! \nThis webinar is offered in partnership with Visiting Angels\, a longtime supporter of Elville and Associates’ educational programs.  To learn more about Visiting Angels\, its services\, educational programs and calendar of events\, please visit www.visitingangels.com or contact Ms. Stephanie Lawler\, Homecare Consultant\, at stephaniel@mdvisitingangels.com. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-essentials-of-estate-planning-and-elder-law-5/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220525T060000
DTEND;TZID=America/New_York:20220525T073000
DTSTAMP:20260430T093533
CREATED:20241219T213727Z
LAST-MODIFIED:20241219T213727Z
UID:75137-1653458400-1653463800@elvilleassociates.com
SUMMARY:The Advisors’ Forum: Understanding the New 2022 SECURE Act Regulations and New Maryland Supported Decision Making Law - What Advisors Need to Know
DESCRIPTION:In this webinar\, Stephen R. Elville\, Principal and CEO of Elville and Associates\, P.C.\, will lead a discussion about key updates to the SECURE Act and an overview of the new SECURE Act Regulations issued by the IRS just a few weeks ago (spring of 2022)\, along with a step by step breakdown of Maryland’s new Supported Decision Making law\, passed by the Maryland General Assembly in April 2022 and effective October 1\, 2022\, both of which will affect financial advisors\, CPAs\, lawyers\, insurance professionals\, bank managers\, and other advisors\, along with organizations\, advocates\, and many others.  Questions and participation are encouraged\, and Mr. Elville will take questions from attendees as well as provide support materials.  Topics for discussion will include:- What is the SECURE Act and how do the new regulations affect clients and advisors? \n– How the new SECURE Act regulations affect minor children; surviving spouses\, and disabled or chronically ill people; \n– How the new SECURE Act regulations affect trust planning for both healthy and disabled individuals; \n– An introduction to Supported Decision Making; \n– What is the new Maryland Supported Decision Making law – an overview? \n– How does the new Maryland Supported Decision Making law affect advisors and others? \n– How can advisor comply with the new SDM law – how to recognize a supported decision making agreement; how to understand the parameters of SDM; what are the limits and purposes of an SDM agreement; what is the role of a supporter?; how do SDM agreements and financial powers of attorney differ?  How does SDM relate to guardianship? \nTo register 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.   \nFor CFPs\, CPAs and other professionals\, 1.5 continuing education hours are available for those who attend this webinar.  We look forward to hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/the-advisors-forum-understanding-the-new-2022-secure-act-regulations-and-new-maryland-supported-decision-making-law-what-advisors-need-to-know-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220521T043000
DTEND;TZID=America/New_York:20220521T080000
DTSTAMP:20260430T093533
CREATED:20241219T213739Z
LAST-MODIFIED:20241219T213739Z
UID:75151-1653107400-1653120000@elvilleassociates.com
SUMMARY:Stephen R. Elville & Elville and Associates Present: 2022 Annual Client Event "Living\, Laughing\, and Learning Past the Pandemic"
DESCRIPTION:Stephen R. Elville\, the attorneys and staff of Elville and Associates are thrilled to welcome and invite you to our 2022 annual Client Event! After two years of setbacks and challenges our beloved event is back and better than ever! \nClients\, family members\, financial advisors\, and all community members are welcome as we “Live\, Laugh\, and Learn Past the Pandemic” together! A powerhouse lineup of exemplary speakers and presentations awaits you\, featuring nationally renowned economist Dr. Anirban Basu\, whose wit and wisdom will engage you\, make you laugh and think. \nHigh-level education\, delicious award-winning breakfast foods\, live music\, and more door prizes than ever before await! Join us on Saturday\, May 21st from 8:30 a.m. to noon for this can’t-miss event at the beautiful and spacious Ten Oaks Ballroom in Clarksville. We look forward to hosting you! \nTo RSVP\, please contact us with the names\, email addresses and phone numbers of those attending in your party. \nPlease RSVP to: \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. \n**To secure your seats\, please RSVP by Wednesday\, May 4th. \nTo watch the event virtually by livestream\, please click here to receive your personal link to attend. \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: \nKeynote Speaker: Dr. Anirban Basu Chairman and CEO of Sage Policy Group\, Inc. \n“No Time to Buy” \nWill 2022 usher forth a return to normalcy\, or will it represent a continuation of the life-altering circumstances that characterized 2020 and 2021? This presentation will provide in-depth analysis of the economy’s shifts during the pandemic\, including supplying industry and household level detail. It will then turn toward a forecast for the year to come. \nMr. Bill Walter\, MCSE\, PMP\, Partner at Gross\, Mendelsohn & Associates\, P.A. \n“Tactics to Keep Your Personal Information Secure Against a Cyberattack“ \nMain points to be discussed include: \n\nBeing smart online\nPassword management\nProtect your identity\nEndpoint protection\nSmart Home Devices\nBackups\nDisposal of old equipment\n\nMr. Townsend Hornor\, Jr. (Sandy)\, CEPS\, Managing Director\, Wealth Management\, Executive Manager at Baltimore Washington Financial Advisors \n“8\,000 Days“ \n·    The New Retirement Story \n·    Four Phases of Retirement \n    -The Honeymoon Phase \n-The Big Decision Phase \n-Navigating Longevity Phase \n-The Solo Journey Phase \nHow will you spend your 8\,000 days in retirement? \nIn 2022 the average retiree is living much longer than previous generations. What will you do with all that additional time? Are you prepared? At BWFA we are committed to the whole retirement experience\, including client wellness\, and navigating the ups and downs of the entire retirement journey. \nMr. Stephen R. Elville\, J.D.\, LL.M.\, Managing Principal and Lead Attorney of Elville and Associates\, P.C. and Mr. Gary Greenwald\, J.D.\, LL.M.\, Principal of The Law Offices of Gary Greenwald\, P.C. \n“Legislative Update“ \nStephen R. Elville and Gary Greenwald will provide a current and very timely legislative update that will include the results of the 2022 Maryland General Assembly ending in April 2022\, and how new laws will affect your estate\, elder law\, and special needs planning.
URL:https://elvilleassociates.com/blogs/6168/event/stephen-r-elville-elville-and-associates-present-2022-annual-client-event-living-laughing-and-learning-past-the-pandemic-2/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220519T063000
DTEND;TZID=America/New_York:20220519T074500
DTSTAMP:20260430T093533
CREATED:20241219T213752Z
LAST-MODIFIED:20241219T213752Z
UID:75157-1652941800-1652946300@elvilleassociates.com
SUMMARY:Medicaid Long Term Care Asset Protection Planning 
DESCRIPTION:Join Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss as she offers this webinar presentation that will shed light on options for pre-crisis planning techniques and asset protection as well as crisis planning techniques and what assistance is available. \nTopics to be discussed include: \n\nPre-Crisis Planning and Asset Protection (utilizing Medicaid’s 5-year look back)\n\no  Estate planning techniques for married couples vs. single individuals \no  Trust-based plans – Medicaid Asset Protection Trust vs. Veterans Asset Protection Trust \no  Preserving the equity in the home \n–         Crisis Planning and Assistance \no  Asset purchase strategies – allowable expenditures \no  Asset transfer strategies \no  Caregivers – payment for informal caregiving services \no  Medicaid compliant annuities for the benefit of community spouses \no  Promissory Notes \no  Protecting Assets after qualifying for Medicaid Long Term Care \nPlease click here to register for the webinar ahead of time and receive your personal link to join. Should you have any questions beforehand\, 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 credits will be available for professionals who attend this webinar. \nThis webinar is offered in partnership with the Howard County Library System\, a longtime supporter of Elville and Associates’ educational programs.  To learn more about the HCLS\, its educational programs and calendar of events\, please visit https://live-howardcounty.pantheonsite.io/ or contact Ms. Rohini Gupta\, Adult Curriculum Specialist\, at rohini.gupta@hclibrary.org. \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/medicaid-long-term-care-asset-protection-planning-4/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220517T093000
DTEND;TZID=America/New_York:20220517T103000
DTSTAMP:20260430T093533
CREATED:20241219T213750Z
LAST-MODIFIED:20241219T213750Z
UID:75154-1652779800-1652783400@elvilleassociates.com
SUMMARY:Webinar – After the Dementia Diagnosis (Part 2)
DESCRIPTION:In a continuation of April’s Wellness Series webinar topic\, “After the Dementia Diagnosis\,” in May we will continue our discussion about dementia as there was so much to cover in our initial presentation.  Part two of our discussion will focus on current medication options and tips for communicating with a person with dementia along with the questions to ask\, the steps to take\, and the wide variation in what could come next after a dementia diagnosis.  Whether the diagnosis is yours\, a loved one’s\, or someone for whom you’re a caregiver\, this session will be packed full of practical information.  You will be able to navigate this situation will so much more assurance and important resources.  It will also be a chance to ask all of your questions!Featuring nationally renowned speakers Ms. Ellen Platt\, a certified Aging LifeCare Manager and President of The Option Group\, and Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional and founder of Retirement Wellness Strategies\, 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 \n#wellnessseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-after-the-dementia-diagnosis-part-2-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220503T060000
DTEND;TZID=America/New_York:20220503T070000
DTSTAMP:20260430T093533
CREATED:20241219T213740Z
LAST-MODIFIED:20241219T213740Z
UID:75152-1651557600-1651561200@elvilleassociates.com
SUMMARY:Webinar - Caregiver Panel
DESCRIPTION:Have you ever been a caregiver?  Join Ms. Ellen Platt\, Aging LifeCare Manager and owner of The Option Group and she leads a caregiver panel that will explore the role of the caregiver\, its challenges and rewards.  As Ellen leads the panel and through their thoughts and feedback\, you’ll discover how veteran caregivers manage to care for their loved ones in the best way possible\, while concurrently taking care of their own health and well-being. \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 443-343-8899 x117.  We look forward to hosting you! \nThis webinar is offered in partnership with the Howard County Library System\, a longtime supporter of Elville and Associates’ educational programs.  To learn more about the HCLS\, its educational programs and calendar of events\, please visit https://live-howardcounty.pantheonsite.io/ or contact Ms. Rohini Gupta\, Adult Curriculum Specialist\, at rohini.gupta@hclibrary.org. \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-caregiver-panel-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220426T063000
DTEND;TZID=America/New_York:20220426T074500
DTSTAMP:20260430T093533
CREATED:20241219T213732Z
LAST-MODIFIED:20241219T213732Z
UID:75143-1650954600-1650959100@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.Topics 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 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
URL:https://elvilleassociates.com/blogs/6168/event/webinar-va-aid-attendance-a-tax-free-pension-for-those-that-qualify-the-secret-benefit-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220422T060000
DTEND;TZID=America/New_York:20220422T073000
DTSTAMP:20260430T093533
CREATED:20241219T213725Z
LAST-MODIFIED:20241219T213725Z
UID:75135-1650607200-1650612600@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.Learning 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#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-estate-and-trust-administration-4/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220420T060000
DTEND;TZID=America/New_York:20220420T070000
DTSTAMP:20260430T093533
CREATED:20241219T213734Z
LAST-MODIFIED:20241219T213734Z
UID:75145-1650434400-1650438000@elvilleassociates.com
SUMMARY:Webinar – “Rightsizing”/Downsizing in 2022
DESCRIPTION:When you think about downsizing (or “rightsizing”)\, what’s keeping you up at night?  Do you need to move or do you want to stay where you are?Join Elville and Associates as we welcome The Wendy Slaughter Team’s Donna Weaver and Karen Lawlor\, Realtors® and Seniors Real Estate Specialists\, as they address these questions and help you manage and understand the process of “rightsizing” in 2022: \n\nSort and pack\nDeferred maintenance\nUpdate the house\nPrice it right\nIdentify your “circle of support.”  Work with a great team!\n\nPlease click here to secure your registration and receive your personal webinar link. Should you have any questions before the presentation\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nOpen to clients\, the general public\, and financial advisors.  1.5 continuing education hours are available for CPAs\, CFPs and various other professionals who attend this webinar. We look forward to hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-rightsizing-downsizing-in-2022-2/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220412T093000
DTEND;TZID=America/New_York:20220412T103000
DTSTAMP:20260430T093533
CREATED:20241219T213737Z
LAST-MODIFIED:20241219T213737Z
UID:75149-1649755800-1649759400@elvilleassociates.com
SUMMARY:Webinar – After the Dementia Diagnosis
DESCRIPTION:In part seven of the Elville Webinar Series’ Wellness Series\, learn the questions to ask\, the steps to take\, and the wide variation in what could come next.  Whether the diagnosis is yours\, a loved one’s\, or someone for whom you’re a caregiver\, this session will be packed full of practical information.  You will be able to navigate this situation will so much more assurance and important resources.  It will also be a chance to ask all of your questions!Featuring nationally renowned speakers Ms. Ellen Platt\, a certified Aging LifeCare Manager\, Owner of The Option Group and cofounder of Propel Comprehensive Wellness\, and Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional and 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 \n#wellnessseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-after-the-dementia-diagnosis-2/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220412T060000
DTEND;TZID=America/New_York:20220412T071500
DTSTAMP:20260430T093533
CREATED:20241219T213729Z
LAST-MODIFIED:20241219T213729Z
UID:75139-1649743200-1649747700@elvilleassociates.com
SUMMARY:Medicare Basics – What You Need to Know
DESCRIPTION:Join Elville and Associates as we welcome Mr. Mark Trent of Medicare Supplement Services for his presentation about “Medicare Basics – What You Need to Know.”  Mr. Trent was Elville and Associates’ featured presenter at our 2017 and 2018 annual Client Events and we are thrilled to welcome him back for this presentation!  His wit and wisdom make for a fun and very educational presentation.  Among the topics of discussion will be:-The Federal Government’s “Medicare & You” handbook translated into English (the least read book in America) \n-The Basics – Medicare A\, B\, C and a D – and what’s CMS? \n-Part A and B entitlement and cost – plus something called IRMAA which may surprise you \n-What’s a Supplement? – ugh\, more letters \n-Medicare Part D – DRUGS\, it’s not what you’re used too \n-Medicare Part C – Advantage Plans\, Medicare all in one! \n-Fall Open Enrollment – what it’s really for \nTo register and receive your personal link to attend\, please click here. \nShould 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!   \nFor CPAs\, CFPs\, and various other professionals\, 1.5 continuing education hours are available for attending this webinar. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/medicare-basics-what-you-need-to-know-3/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220406T060000
DTEND;TZID=America/New_York:20220406T073000
DTSTAMP:20260430T093533
CREATED:20241219T213736Z
LAST-MODIFIED:20241219T213736Z
UID:75147-1649224800-1649230200@elvilleassociates.com
SUMMARY:Guardianship and the Alternatives – What Parents\, Family Members\, and Advisors Need to Know
DESCRIPTION:The decision to pursue guardianship — to obtain the legal authority to make decisions for another person — is one that has many intricacies to it and should not be taken lightly.  There are also many alternatives to guardianship to consider as well\, which is why speaking with a qualified attorney is extremely important during the decision making process and throughout the guardianship proceeding.Join Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville as he offers this webinar presentation about “Guardianship and the Alternatives: What Parents\, Family Members\, and Advisors Need to Know.”  Topics of discussion will include: \n— What is guardianship? \n— What are the benefits and drawbacks? \n— What are the main questions every family should ask before making the decision to pursue guardianship? \n— What are some of the alternatives to guardianship? \nTo register for the webinar and receive your personal link to attend ahead of time\, please click here.  Should you have any questions beforehand\, 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/guardianship-and-the-alternatives-what-parents-family-members-and-advisors-need-to-know-2/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220330T060000
DTEND;TZID=America/New_York:20220330T073000
DTSTAMP:20260430T093533
CREATED:20241219T213730Z
LAST-MODIFIED:20241219T213730Z
UID:75141-1648620000-1648625400@elvilleassociates.com
SUMMARY: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.Presented 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 she 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 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 443-343-8529 x117.   \nThis webinar is open to clients\, financial advisors\, and the general public.  1.5 continuing education hours are available for CFPs\, CPAs\, and various other professionals who attend this webinar.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/the-essentials-of-estate-planning-and-elder-law-6/
CATEGORIES:Webinar
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