Elville and Associates Blog

Webinar – Trustee Selection – How to Choose the Right One for You
2023-05-26 06:00 - 07:30 (America/New_York)
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?
— Types of Trustees and their characteristics – advantages and disadvantages
— The perfect Trustee – setting the benchmark for selection
— Trustee selection – why is it so important?
— Trustee succession and plan design – why so difficult, why so crucial?
— Trustee roles in Wills and Trusts
— What are some reasons to consider appointing a Corporate Trustee?
— Why should you be concerned about “Successor Trustee risk”?
To 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!
This 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.
Open 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.
#elvilleeducation
#elvillewebinarseries

Stephen Elville & Elville and Associates’ Present: The Advisors’ Forum: Asset Protection for the Moderate to Middle-Rich Client – Understanding the Hybrid 5-Year Trust – One of the Most Powerful Tools in Estate Planning Today
2023-05-25 09:00 - 10:15
What does the Hybrid 5-Year Trust have to with estate planning? Quite a lot, depending on the goals of your client. Whether clients desire a method to do pre-need (pre-crisis) elder care planning; asset preservation; gifting to children or grandchildren; preserving tax benefits, giving away assets while maintaining an element of control over them; preserving an inheritance; or protecting gifted assets from the claims of beneficiary creditors, or other related intentions, the hybrid Five-Year Trust could be a tool that allows for the attainment of client goals and intentions all the while avoiding probate.
In this interactive and intensive webinar workshop, Maryland estate planning and elder law attorney Stephen Elville will cover the fundamentals of the Hybrid 5-Year Trust and how it can be used in powerful ways to accomplish client goals and objectives, even at a time of a client’s individual incapacity.
What you will learn:
– What are moderately wealthy to middle-rich clients looking for in estate planning today?
– What are the family dynamics involved in “hybrid” estate planning in 2023?
– What is a Hybrid Five-Year Trust?
– How the types and aspects of asset protection affect clients and relate to their goals in planning
– How the Hybrid Five-Year Trust can empower the right client and help them accomplish their objectives
– Case Examples
– Questions and Answers
1.5 continuing education hours are available for most professionals who attend this presentation.
To RSVP and receive your personal link to attend the Forum, please click here. Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or by phone at 443-393-7696 x117. We look forward to hosting you!
#elvilleeducation

Webinar: Understanding Hospice – Learn the Facts and Its Many Benefits
2023-05-16 06:00 - 07:00
Join Elville and Associates as we welcome Mr. Carlos Graveran, Executive Director of Frederick Health Hospice, who will share with attendees everything to know about hospice, including the many benefits and support options hospice offers that are unknown to most people. From different levels of care, to music therapy and Veteran’s programs – these are just a few of the myriad ways hospice can provide support and guidance to individuals and families when they need it most.
Key takeaways include:
• Hospice is nothing to fear.
• Learn the facts before you need the care.
• Hospice care is for the entire family, not just the patient.
• Advocate for yourself. End-of-life decisions should be made by you, not your doctor.
To 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 by phone at 443-393-7696 x117. We look forward to hosting you!
1.0 continuing education hour is available for CFPs, CPAs and other professionals who attend this webinar.
#elvilleeducation
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Webinar – Understanding the Uses and Purposes of Irrevocable Trusts in 2023
2023-04-26 06:00 - 07:45
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.
In 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. Steve will address the above-mentioned questions along with the questions of attendees. The following major topics will also be covered:
– Why should clients care about irrevocable trusts in 2023?
– What are the most known and available irrevocable trusts in 2023?
– Uses and objectives in irrevocable trust planning
– Differences between revocable and irrevocable trusts
– Taxation of irrevocable trusts – a very brief overview
– The continuing need for flexibility – new plans versus older plans
This 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 edwucational 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.
Please 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!
#elvilleeducation
#elvillewebinarseries

Webinar – The Essentials of Estate Planning and Elder Law
2023-04-21 06:00 - 07:30
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 he will address include:
— understanding the planning process, including the reasons for estate planning
— wills vs. trusts
— probate vs. non-probate and understanding non-probate devices
— the absolute importance of incorporating “flexibility” in your planning
— planning for incapacity
— understanding the importance of financial powers of attorney, advance medical directives and MOLST
— Medicaid — myths versus reality
— estate tax planning
— asset protection and protecting shares for children and grandchildren
— understanding why having outdated documents could provide challenges in the future
— how to achieve perfection for your legacy
To 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 443-343-8529 x117.
Open 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!
#elvilleeducation
#elvillewebinarseries

Webinar – The State of Today’s Real Estate Market
2023-04-20 06:30 - 07:30
The real estate market has changed since we welcomed Realtors Donna Weaver and Karen Lawlor of the Wendy Slaughter Team several months ago. Donna and Karen are back to talk about local and national statistics, home prices, and current inventory, and share some answers to some of the most current commonly asked real estate questions, including:- What should I look for when hiring a realtor?
– How do I price my house?
– Do we need to update our home prior to selling?
And, as always they’ll be available to answer any questions you may have for them. This is a presentation you certainly won’t want to miss!
To register for the webinar ahead of time and receive your personal link to attend, please click here.
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!
#elvilleeducation

Webinar – Guardianship: What Is It, When Is it Appropriate, and What Are Some Alternatives?
2023-04-18 06:30 - 07:45
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’ Senior Principal and senior elder law attorney Lindsay V.R. Moss as she offers this webinar presentation about “Guardianship – What Is It, When Is It Appropriate, and What Are Some Alternatives?” Topics of discussion will include:
— What is guardianship?
— What are the benefits and drawbacks?
— What are the main questions every family should ask before making the decision to pursue guardianship?
— What are some of the alternatives to guardianship?
This 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.
To RSVP/register ahead of time 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 at 443-393-7696 x117. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries

Webinar – Safely Navigating Healthcare and COVID with Your Living Will
2023-04-10 04:00 - 13:00
Join Elville and Associates as we partner with Dr. Ferdinando Mirarchi, D.O. a renowned Doctor of Osteopathic Medicine as we discuss how to safely navigate a changing healthcare system and COVID with your living will.
Learning objectives and primary points of discussion:
1. Learn how COVID has impacted your care and safety in the healthcare system.
2. Learn how to safely navigate important questions regarding ventilators.
3. How to be sure your appointed healthcare agent will act on your behalf.
4. Learn how MIDEO (My Informed DEcision on VideO) becomes a primary safety tool to ensure you receive the right care at the right time.
To provide further context, Ferdinando Mirarchi, DO, is the Chief Executive Officer and Chief Medical Officer of United States Acute Care Solutions MIDEO, LLC. He has recently been appointed as the Chairman of the National Palliative Care Committee for USACS.
Dr. Mirarchi is the Principal Investigator of the TRIAD Research Series (The Realistic Interpretation of Advance Directives). The results of his TRIAD research have been featured in the NY Times, Washington Post, Boston Herald, and many more nationally syndicated outlets. The TRIAD research has confirmed there is a new nationwide and global patient safety risk related to confusion surrounding living wills, DNR & POLST orders. His TRIAD research has also set the foundation for the development and utilization of a state of the art, evidence-based patient safety solution called MIDEO (My Informed Decision on VidEO). MIDEO has been structured to be both a Video Advance Directive and portable Physicians Medical Order that is prescriptive, clarifies existing documents and retrievable in seconds.
Dr. Mirarchi serves as a reviewer for peer review scientific journals such as CHEST and JAGS and is an Editorial Board Member for Patient Safety Magazine. He is the author of Understanding Your Living Will; What You Need to Know before a Medical Emergency, and holds many other national positions in the medical field.
To receive your personal link to attend please click here. Should you have any questions ahead of time, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or by phone at 443-393-7696 x117.
For CFPs, CPAs, and other professionals, one continuing education hour will be available for attending this webinar. We look forward to hosting you!
#elvilleeducation

Webinar – Supported Decision Making for Loved Ones With Disabilities – Breaking Through – 2.0
2023-04-07 06:00 - 07:30
Supported Decision Making (SDM) involves persons with disabilities being able to make their own decisions to whatever extent they can, provided that they have enough support to do so. Now law in Maryland, Supported Decision Making represents a huge breakthrough for living with disabilities, as it does not take away their rights of self-determination; rather, it allows them to appoint a supported decision maker, even if they are under guardianship. However, this dramatic paradigm shift brings with it the element of risk, potential confusion for parents and others, and unanswered questions. In this webinar, Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville will explore the new Supported Decision Making law and its possibilities for loved ones with disabilities.This webinar focuses on the new promise of SDM for persons with disabilities and the current status of this alternative to guardianship and potential guardianship supplement, and how SDM has the potential to affect and change so many lives, including those of family members and other supporters.
Learning objectives include:

Understanding Supported Decision Making under the new law, what it is, what is its purpose, and what is its current status? What is its promise in Maryland? What are the problems?
What Supported Decision Making is not. What is Supported Decision Making’s relationship to powers of attorney, advance medical directives, and guardianship?
How Supported Decision Making works, how it can benefit loved ones with disabilities, and its current status in Maryland.

To 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.
Open 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!
#elvilleeducation
#elvillewebinarseries

In Person Presentation – What Families Need to Know About Planning for a Loved One With Special Needs
2023-04-05 06:30 - 08:00
Howard County Public Library – Elkridge Branch – 6540 Washington Boulevard, Elkridge, MD 21075
Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, 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.
Please register ahead of time by visiting the library’s registration link at https://live-howardcounty.pantheonsite.io/event/planning-your-loved-one-special-needs (registration open from February 1st to April 5th). Should you have questions beforehand please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117.
We look forward to hosting you!
#elvilleeducation

Webinar – What Families Need to Know About Planning for a Loved One with Special Needs
2023-03-10 05:00 - 06:30, 2023-02-09 05:00 - 06:30
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.
To 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.
Open 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!
#elvilleeducation
#elvillewebinarseries

10 Mistakes to Avoid When Planning for a Loved One With Special Needs
2023-03-03 05:00 - 06:30
Many critical mistakes can occur when planning for a loved one with special needs, along with the perils that exist for persons with disabilities when no planning is implemented for them. Join Bill Hufnell, Founder and Principal at Bay Point Wealth, and Stephen R. Elville, Managing Principal and Lead Attorney of Elville and Associates, as they discuss the biggest mistakes in special needs planning, what the ramifications are, and how to overcome and avoid them.
To 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!
#elvilleeducation

Webinar – Understanding Estate and Trust Administration
2023-03-01 05:00 - 06:30
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:
— unraveling the mystery of what happens after the death of a client or loved one
— minimizing confusion and providing maximum support to clients and loved ones at a time of crisis
— what is the legal step-by-step process that needs to be taken after death?
— what are the practical steps that should be taken after death?
— 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
— how financial advisors, CPAs, and attorneys can best work together in support of clients
Please 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!

#elvilleeducation
#elvillewebinarseries

Medicaid Long Term Care Asset Protection Planning
2023-02-23 05:30 - 06:45
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:

Pre-Crisis Planning and Asset Protection (utilizing Medicaid’s 5-year look back)
Estate planning techniques for married couples vs. single individuals
Trust-based plans – Medicaid Asset Protection Trust vs. Veterans Asset Protection Trust
Preserving the equity in the home

Crisis Planning and Assistance

Asset purchase strategies – allowable expenditures
Asset transfer strategies
Caregivers – payment for informal caregiving services
Medicaid compliant annuities for the benefit of community spouses
Promissory Notes
Protecting Assets after qualifying for Medicaid Long Term Care

Please 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.
Open to clients, financial advisors, and the general public. 1.5 continuing education credits will be available for professionals who attend this webinar.
#elvilleeducation

Webinar – Cryptocurrency: Gaining an Understanding and Making Informed Choices
2023-02-22 05:00 - 06:00
Steven Hannigan, Director of Investment Research at GGM Wealth Advisors, will give you a basic understanding of cryptocurrency and the technology behind it, as well as how it could potentially fit into your portfolio and what to consider before investing. He will also discuss his outlook on the economy and cryptocurrency. There will be time for Q&A at the end.To RSVP ahead of time 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 by phone at 443-393-7696 x117. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries

The Essentials of Estate Planning and Elder Law
2023-02-17 05:00 - 06:30
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 he will address include:
— understanding the planning process, including the reasons for estate planning
— wills vs. trusts
— probate vs. non-probate and understanding non-probate devices
— the absolute importance of incorporating “flexibility” in your planning
— planning for incapacity
— understanding the importance of financial powers of attorney, advance medical directives and MOLST
— Medicaid — myths versus reality
— estate tax planning
— asset protection and protecting shares for children and grandchildren
— understanding why having outdated documents could provide challenges in the future
— how to achieve perfection for your legacy
To register for the webinar ahead of time and receive your personal link to attend, please click here.
Open to clients, financial advisors, and the general public, 1.5 continuing education hours are available for professionals who attend thsi presentation.
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!
#elvilleeducation
#elvillewebinarseries

Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum – Annual Estate Planning Update – 2023 Fast Start
2023-02-08 07:30 - 09:00
Join us for this interactive webinar presentation as Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville shares his thoughts and insights on estate planning for 2023 after returning from the nation’s leading annual estate planning conference in Orlando. During this one-hour session, Steve will discuss the hot topics and issues that are top of mind right now for estate, financial, and tax planning professionals.
Learning Objectives include:

To provide attendees with an understanding of the general scope of estate and tax planning concerns in the U.S. at the beginning of 2023;
To ground attendees in a fundamental understanding of spousal marital deduction planning;
To give attendees a basic overview of elder law planning concerns for early 2023;
To provide attendees with an overview of recent asset protection options;
To gain an understanding of the latest SECURE Act changes and estate planning for retirement plan assets; and
To educate attendees about the continuing importance of flexibility in estate plans, powers of attorney, advance medical directives, and special needs plans.

To RSVP and receive your personal link to attend the webinar, 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!
#elvilleeducation

The Essentials of Estate Planning and Elder Law
2023-02-07 14:00 - 15:30
https://www.timmickfinancial.com/.32.htmJoin Elville and Associates’ Managing Principal and Lead Attorney Steve 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:

Probate vs. non-probate, will-based plan vs. a revocable trust-based plan, and pros and cons of each
How to properly protect assets so the most possible passes to your spouse, children and grandchildren
How outdated documents create problems in the future, and how to achieve perfection for your legacy
How to plan for incapacity and avoid guardianship
How to define specific goals for your family’s unique planning needs and circumstances
Help ensure family harmony while settling your estate
Why many estate plans fail and the steps you can take to ensure success for your family

To RSVP for the presentation ahead of time or to RSVP for Wednesday 2/8’s “Savvy Social Security Planning” or Thursday 2/9’s “Maximizing Retirement Income” webinars, please click here.
Should 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.
#elvilleeducation

Webinar - What Families Need to Know About Planning for a Loved One With Special Needs
2023-02-03 05:00 - 06:30
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.
To register ahead of time and receive your personal link to attend, please click here. Should you have any questions please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117.
We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries

Webinar – Trustee Selection – How to Choose the Right One for You
2023-01-27 05:00 - 06:30
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?
— Types of Trustees and their characteristics – advantages and disadvantages
— The perfect Trustee – setting the benchmark for selection
— Trustee selection – why is it so important?
— Trustee succession and plan design – why so difficult, why so crucial?
— Trustee roles in Wills and Trusts
— What are some reasons to consider appointing a Corporate Trustee?
— Why should you be concerned about “Successor Trustee risk”?
To 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!
Open 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.
#elvilleeducation
#elvillewebinarseries

How to Achieve Perfection for your Legacy – Intentionalism in Estate Planning
2023-01-25 05:00 - 06:30
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:

Why being intentional in estate planning matters;
Understanding the risks in estate planning;
Why knowing what you want out of estate planning matters;
Avoiding estate plan failure;
Maintenance and updating;
The importance of Partnership

Please 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.
Open to clients, advisors, and the general public. 1.5 continuing education credits will be available to advisors who attend this presentation. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries

The Essentials of Estate Planning and Elder Law
2023-01-23 14:00 - 15:30
https://www.timmickfinancial.com/.32.htmJoin Elville and Associates’ Managing Principal and Lead Attorney Steve 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:

Probate vs. non-probate, will-based plan vs. a revocable trust-based plan, and pros and cons of each
How to properly protect assets so the most possible passes to your spouse, children and grandchildren
How outdated documents create problems in the future, and how to achieve perfection for your legacy
How to plan for incapacity and avoid guardianship
How to define specific goals for your family’s unique planning needs and circumstances
Help ensure family harmony while settling your estate
Why many estate plans fail and the steps you can take to ensure success for your family

To RSVP for the presentation ahead of time or to RSVP for Tuesday 1/24’s “Savvy Social Security Planning” or Wednesday 1/25’s “Maximizing Retirement Income” webinars, please click here.
Should 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.
#elvilleeducation

The Elville Webinar Series’ Wellness Series – Relationship Changes in Retirement
2023-01-17 06:00 - 07:00
Tuesday, January 17th – 11:00 a.m. – noonIn Installment 15 of the Elville Webinar Series’ Wellness Series, we will discuss in depth relationship changes in retirement. The relationships that demand much of your time while working are not typically the relationships you most cherish in retirement, and this notion takes a lot of people by surprise. Also, with the mobility of people in today’s society, to keep your friends’ list robust there is always room to make new relationships. We will further discuss transition and relationship strengthening!
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!
To 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!
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Understanding Maryland ABLE Accounts and How the Benefit Your Loved One with Special Needs
2023-01-11 05:00 - 06:30
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:

the eligibility criteria and enrollment process;
features of an ABLE account and the account management process;
tax-free savings and tax-free withdrawals for qualified disabilities expenses;
accessing a Maryland state income tax deduction for contributions; and,
how an ABLE account can be used in collaboration with a Special Needs Trust

Please click here to secure your registration 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.
This 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!
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Webinar – The Wellness Series: A Celebration of Gratitude!
2022-12-20 06:30 - 07:30
In installment 14 of the Elville Webinar Series’ Wellness Series, we will celebrate your highlights of 2022 and explore the many ways to incorporate gratitude into daily life. Consider how this can help your mindset, the stress and anxiety you feel, your sleep, your outlook, and your overall health. Let’s wrap up 2022 on a high note!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!
To 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!
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Learn What Elder Law Attorneys Are Advising Clients in 2022
2022-12-09 05:00 - 06:30
“Elder Law attorneys are not just lawyers, they are counselors.”Elder Law encompasses many concepts – planning for individuals and families who do not have taxable estates, but who are primarily concerned about the protection of their assets and addressing disability and long-term care issues. Elder Law also encompasses the following: Medical Assistance (Medicaid), long-term care planning, asset protection, nursing home and assisted living selection and placement, special needs planning, guardianship, Social Security issues, Veterans Benefits, senior housing issues, powers of attorney, advance medical directives, wills, trusts, and more.
Join Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville as he leads you through this webinar discussion to learn why an Elder Law consultation is an integral part of the planning process. Attendees will learn:

what is involved in an Elder Law consultation?
why does an Elder Law consultation serve as a basis for change?
what do clients want to know and what do they learn in an Elder Law consultation?
what important Elder Law concepts and new laws are attorneys advising clients about in 2022?

To register for the webinar and receive your personal link ahead of time, please click here.
Should you have any questions before the webinar, please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or at 443-393-7696.
Available to clients, advisors, and the general public, 1.5 continuing education hours will be available for Certified Financial Planners, CPAs, and various other professional attending this presentation.
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Presentation – The Essentials of Estate Planning and Elder Law
2022-12-07 05:00 - 06:30
This in person presentation 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 he will address include:

understanding the planning process, including the reasons for estate planning
wills vs. trusts
probate vs. non-probate and understanding non-probate devices
the absolute importance of incorporating “flexibility” in your planning
planning for incapacity
understanding the importance of financial powers of attorney, advance medical directives and MOLST
Medicaid — myths versus reality
estate tax planning
asset protection and protecting shares for children and grandchildren
understanding why having outdated documents could provide challenges in the future
how to achieve perfection for your legacy

To register for the presentation ahead of time, please email Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or HCPL’s Adult Learning and Innovation Specialist Rohini Gupta at rohini.gupta@hclibrary.org
Should you have any questions before the webinar, please contact Jeff or Rohini. We look forward to hosting you!
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Webinar – What Families Need to Know About Planning for a Loved One with Special Needs
2022-11-23 05:00 - 06:30
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.
To 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.
Open 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!
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Webinar – The Essentials of Estate Planning and Elder Law
2022-11-16 05:30 - 07:00
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’ Senior Principal and senior elder law attorney Lindsay V.R. Moss, in our Estate Planning and Elder Law Essentials webinar Lindsay will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics she will address include:
— understanding the planning process, including the reasons for estate planning
— wills vs. trusts
— probate vs. non-probate and understanding non-probate devices
— the absolute importance of incorporating “flexibility” in your planning
— planning for incapacity
— understanding the importance of financial powers of attorney, advance medical directives and MOLST
— Medicaid — myths versus reality
— estate tax planning
— asset protection and protecting shares for children and grandchildren
— understanding why having outdated documents could provide challenges in the future
— how to achieve perfection for your legacy
To 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.
This 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!
#elvilleeducation
#elvillewebinarseries
