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DTSTART;TZID=America/New_York:20240529T100000
DTEND;TZID=America/New_York:20240529T113000
DTSTAMP:20260423T004811
CREATED:20241219T214331Z
LAST-MODIFIED:20241219T214331Z
UID:75360-1716976800-1716982200@elvilleassociates.com
SUMMARY:Webinar – Understanding Estate and Trust Administration
DESCRIPTION:Presented by the Elville Webinar Series and Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville\, this webinar will delve into the situations that arise after the death of a client\, client’s family member\, or loved one and the trust and estate administration that takes place during that time. Helping advisors and family members understand what their roles are in helping clients and loved ones through the legal process\, what that legal process is\, and how advisors and other planning team members can best work together in support of clients is of paramount importance during this challenging time for all involved.\nLearning Objectives: \n— unraveling the mystery of what happens after the death of a client or loved one \n— minimizing confusion and providing maximum support to clients and loved ones at a time of crisis \n— what is the legal step-by-step process that needs to be taken after death? \n— what are the practical steps that should be taken after death? \n— examining the most significant and potentially problematic legal and tax issues advisors and family members should be aware of in the months following the death of a client or loved one \n— how financial advisors\, CPAs\, and attorneys can best work together in support of clients \nPlease click here to RSVP ahead of time and receive your personal webinar link to attend. Should you have any questions before the event\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-343-8533 x117.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries \n 
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-estate-and-trust-administration-9/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240523T103000
DTEND;TZID=America/New_York:20240523T114500
DTSTAMP:20260423T004811
CREATED:20241219T214328Z
LAST-MODIFIED:20241219T214328Z
UID:75356-1716460200-1716464700@elvilleassociates.com
SUMMARY:Webinar – Life and Long-Term Care Insurance in Today’s Marketplace
DESCRIPTION:Join Elville and Associates as we welcome Max Reamer\, Advisor with The Quantum Group\, as he discusses what to look for in today’s life and long-term care insurance market when obtaining new policies and evaluating policies that are already in force.\n\nFurthermore\, Mr. Reamer will provide clarity around underwriting\, which is the first line of defense to ensure a client has the most cost-efficient policy.\n\nTo RSVP for the webinar and receive your personal link to attend\, please click here.\nShould you have any questions before the webinar\, please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or by phone at 443-393-7696 x117. We look forward to hosting you!\n\n#elvilleeducation\n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-life-and-long-term-care-insurance-in-todays-marketplace/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240515T100000
DTEND;TZID=America/New_York:20240515T113000
DTSTAMP:20260423T004811
CREATED:20241219T214320Z
LAST-MODIFIED:20241219T214320Z
UID:75354-1715767200-1715772600@elvilleassociates.com
SUMMARY:Webinar – The Essentials of Estate Planning and Elder Law with Stephen R. Elville
DESCRIPTION:Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, this webinar is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.\nSome of the topics he will discuss include: \n1) What is an Estate Plan and what is the process?  Why is it important to have a process? \n2) Why most Estate Plans don’t work as intended and what you can do to avoid planning failure \n3) Wills versus Trusts and understanding probate and non-probate concepts \n4) Understanding the importance of financial powers of attorney\, advance medical directives and MOLST \n5) Elder Law\, Taxation\, and Asset Protection – what these concepts mean in today’s planning \n6) Understanding why having outdated documents could provide challenges in the future \n7) The absolute importance of incorporating “flexibility” in your planning\, and how to achieve perfection for your legacy \n8) Getting started – how to take the next steps \nTo receive your personal link to attend\, please click here. Should you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nOpen to clients\, financial advisors\, and the general public\, 1.5 continuing education hours are available for professionals who attend this presentation.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-essentials-of-estate-planning-and-elder-law-with-stephen-r-elville/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240425T060000
DTEND;TZID=America/New_York:20240425T071500
DTSTAMP:20260423T004811
CREATED:20241219T214303Z
LAST-MODIFIED:20241219T214303Z
UID:75344-1714024800-1714029300@elvilleassociates.com
SUMMARY:Webinar – The Financial Planning Aspects of Estate Planning
DESCRIPTION:Join Senior Associate Attorney Shannon Werbeck for a discussion regarding the financial planning aspects of estate planning.  Estate planning is so much more than a static set of documents.  Learn why your estate plan needs to work in concert with the rest of your financial plan and why your estate planning attorney should be an integral part of your “planning team” – your financial planner/financial advisor\, CPA\, and other professionals – to ensure your plan works smoothly and as intended.  \nTopics to be discussed include: \n–  How do Estate Planning and Financial Planning overlap? \n–  Asset Alignment/Funding of the Estate Plan:  Why is this so vital\, and what does it mean? \n–  Beneficiary Designations:  When\, Why\, How – Addressing the nuances depending on the type of estate  plan\, the type of asset\, and the specific beneficiaries \n–  The Financial Planner/Financial Advisor:  Why this is an integral piece in the success of an estate plan\, from inception to ultimate administration  \n–  Why being “Intentional” through a process in your Estate Planning matters – a lot! \n–  The importance of the Advisory Team – what kind of team do you have?    \nTo RSVP for the webinar ahead of time and receive your personal link to attend\, please click here. \nOpen to clients\, financial advisors\, and the general public\, 1.5 continuing education hours will be offered to CFPs\, CPAs\, and other professionals who attend.  Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117 or at jeff@elvilleassociates.com.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-financial-planning-aspects-of-estate-planning-2/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240403T100000
DTEND;TZID=America/New_York:20240403T113000
DTSTAMP:20260423T004811
CREATED:20241219T214316Z
LAST-MODIFIED:20241219T214316Z
UID:75350-1712138400-1712143800@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 youra loved one’s financial security and quality of life.\nThe key issues of understanding the role of public benefits\, making decisions about the future\, Maryland ABLE\, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also\, to be touched upon will be the “planning team concept” — how your planning team (attorney\, financial advisor\, CPA) — can work together to help provide your family peace of mind during the special needs planning process. \nTo receive your personal link to attend ahead of time\, please click here.  Should you have questions\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117. \nOpen to clients\, advisors and the general public. For Certified Financial Planners\, CPAs\, and other professionals 1.5 continuing education hours will be available for attending this presentation. We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-what-families-need-to-know-about-planning-for-a-loved-one-with-special-needs-17/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240319T063000
DTEND;TZID=America/New_York:20240319T073000
DTSTAMP:20260423T004811
CREATED:20241219T214315Z
LAST-MODIFIED:20241219T214315Z
UID:75348-1710829800-1710833400@elvilleassociates.com
SUMMARY:Webinar – The Wellness Series: The Power of Relationships
DESCRIPTION:In a special edition of the Elville Webinar Series’ Wellness Series\, Dr. Michelle Fritsch and Ms. Ellen Platt will explore with you how to enhance and even add to your collection of relationships.  They will explore with you family\, friends\, community\, and ways to meet new people.  \nTopics of discussion will include:  \n– Talking about building relationships through giving.   \n– Resources to help you find people with similar interests  \n– Tips to expand your communication skills  \n– Guidance to keep you safe out there \nTo RSVP for the presentation and receive your personal link to attend\, please click here. \nFeaturing 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!   \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! \n#elvilleeducation \n#elvillewebinarseries \n“wellnessseries”
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-wellness-series-the-power-of-relationships/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240314T060000
DTEND;TZID=America/New_York:20240314T073000
DTSTAMP:20260423T004811
CREATED:20241219T214313Z
LAST-MODIFIED:20241219T214313Z
UID:75346-1710396000-1710401400@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’ Senior Associate Attorney Renee Boyd\, in our Estate Planning and Elder Law Essentials webinar Renee will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics she will address include: \n\nWhy many estate plans fail and the steps you can take to ensure success for your family\nProbate vs. non-probate\, will-based plan vs. a revocable trust-based plan\, and pros and cons of each\nHow outdated documents create problems in the future\, and how to create a legacy for future generations\nHow to plan for incapacity and avoid guardianship\nHow to define specific goals for your family’s unique planning needs and circumstances\nHelp ensure family harmony while settling your estate\n\nTo RSVP/register ahead of time and receive your personal link to attend\, please click here.  Should you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117.   \nOpen to clients\, financial advisors\, and the general public\, 1.5 continuing education hours are available for professionals who attend this presentation.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-essentials-of-estate-planning-and-elder-law-12/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240306T050000
DTEND;TZID=America/New_York:20240306T063000
DTSTAMP:20260423T004811
CREATED:20241219T214249Z
LAST-MODIFIED:20241219T214403Z
UID:75334-1709701200-1709706600@elvilleassociates.com
SUMMARY:ABLE Accounts: A Financial Tool to Promote Health\, Independence\, and Financial Stability
DESCRIPTION:[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Text” _builder_version=”4.24.2″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]\nPeople with disabilities face barriers to economic and financial stability. People receiving federal and state means tested benefits such as SSI and Medicaid are not permitted to have assets over $2\,000 without jeopardizing their vital benefits. This asset limit has created a cycle of poverty for people with disabilities by forcing it those receiving public benefits to spend down their assets just to maintain their benefits. The Stephen Beck Jr. Achieving A Better Life Experience (ABLE) Act\, passed in 2014 has made it possible for people with disabilities to save for everyday expense and invest for the future without jeopardizing their vital benefits. With an ABLE account\, people with disabilities can build self-reliance as they can save for their goals as well as pay for the additional costs of living with a disability while still maintaining waiver benefits such as food\, energy and housing assistance. According to the National Association of State Treasurers (NAST) there are 150\,615 ABLE accounts nationwide with $1.49 billion in assets. Still there are many people with disabilities who are not benefiting from an ABLE account because they either have not heard of ABLE or do not understand how ABLE programs work.  \nPresented by Maryland ABLE’s Outreach and Communications Manager Kelly Nelson\, attendees of this presentation will learn about the ABLE Act\, the eligibility criteria\, account management process\, how funds can be used to pay for qualified disabilities expenses\, tax-advantaged savings and investment options\, online gifting and a prepaid card for easy access to funds. \nTo RSVP and receive your personal link to attend\, please click here.  Should you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-343-8529 x117.  We look forward to hosting you! \nOpen to clients\, financial advisors\, and the general public\, 1.5 continuing education hours are available for most professionals who attend this presentation. \n#elvilleeducation \n#elvillewebinarseries \n[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section]
URL:https://elvilleassociates.com/blogs/6168/event/able-accounts-a-financial-tool-to-promote-health-independence-and-financial-stability/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240228T050000
DTEND;TZID=America/New_York:20240228T063000
DTSTAMP:20260423T004811
CREATED:20241219T214258Z
LAST-MODIFIED:20241219T214258Z
UID:75336-1709096400-1709101800@elvilleassociates.com
SUMMARY:Webinar – Quick Start 2024: Hot Topics in Estate Planning – What Advisors Need to Know
DESCRIPTION:As 2024 begins\, the estate planning community collectively addresses issues for the year ahead. \nIn this one-hour presentation\, Stephen Elville\, Managing Principal and Director of Operations at Elville and Associates\, P.C.\, a leading estate planning and elder law firm in Maryland\, will lead a discussion about the major things financial advisors\, CPAs\, and other advisors need to know in 2024. Mr. Elville will take questions both during and after the presentation\, and is available for problem-solving\, educational\, practice growth\, and other one-on-one or group discussions. \nTopics of discussion will include: \n⁃ The general planning outlook for 2024 and top-of-mind issues for advisors \n⁃ The new Maryland Decanting Act \n⁃ The power of powers of attorney and the updated Maryland statutory power of attorney \n⁃ Looming changes in the estate tax exemptions – clients should plan now  \n⁃ Corporate Transparency Act \n⁃ Elder abuse – advisors on the front lines \nTo 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!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-quick-start-2024-hot-topics-in-estate-planning-what-advisors-need-to-know/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240221T050000
DTEND;TZID=America/New_York:20240221T060000
DTSTAMP:20260423T004811
CREATED:20241219T214300Z
LAST-MODIFIED:20241219T214300Z
UID:75340-1708491600-1708495200@elvilleassociates.com
SUMMARY:Webinar: Understanding Maryland’s New Decanting Law – Going Beyond the Vineyard
DESCRIPTION:On October 1\, 2023\, the Maryland Decanting Act became effective new law in Maryland.  As 2024 is well underway\, and with Maryland now having its own decanting law\, clients\, financial advisors\, CPAs\, and other collaborative advisors\, need to understand the fundamentals of this new law\, and how decanting is arguably the most aggressive and extreme power in estate planning. \nIn this concise one-hour presentation\, Stephen Elville\, Managing Principal and Director of Operations at Elville and Associates\, P.C.\, a leading estate planning and elder law firm in Maryland\, will lead a discussion about the major things clients\, financial advisors\, CPAs\, and other collaborative advisors need to know about the effects\, pros and cons\, including risks and rewards\, of the new decanting law.  Mr. Elville will take questions both during and after the presentation\, and is available for new client meetings\, as well as problem-solving\, educational\, practice growth\, and other one-on-one or group discussions. \nTopics of discussion will include: \n– Understanding why many trusts aren’t permanent in 2024 – what is Decanting\, and how it came about that your trust could someday be changed \n– Why there’s a need for flexibility in estate planning\, and what does that look like in 2024 \n– History of decanting and trust flexibility tools in Maryland  \n– What is a clients’ “exposure” to decanting now\, and does this mean a possible disruption of a client’s estate plan? \n– Do clients have a choice about this?  “I liked my old wine”\, says Sally … \n– Advantages and disadvantages of decanting \n– Brief overview of the new Maryland Decanting Statute \n– Examples \nTo receive your personal link to attend ahead of time\, please click here. \nOne continuing education hour is available for most advisors who attend this webinar.  Should you have questions\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117.  We look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-marylands-new-decanting-law-going-beyond-the-vineyard/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240205T140000
DTEND;TZID=America/New_York:20240205T153000
DTSTAMP:20260423T004811
CREATED:20241219T214246Z
LAST-MODIFIED:20241219T214246Z
UID:75330-1707141600-1707147000@elvilleassociates.com
SUMMARY:The Essentials of Estate Planning and Elder Law
DESCRIPTION:Join Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, J.D.\, LL.M.\, as we partner with Timmick Financial Group and Retirement Planning Specialist Mark Timmick\, CRPC®\, AIF® for our semiannual three-evening Retirement Planning Webinar Series.  Each evening is purely educational in nature and no cost to attend.  Evening one will feature Steve discussing estate planning and elder law essentials – “excellent estate planning” – and will include the following topics: \n\nProbate vs. non-probate\, will-based plan vs. a revocable trust-based plan\, and pros and cons of each\nHow to properly protect assets so the most possible passes to your spouse\, children and grandchildren\nHow outdated documents create problems in the future\, and how to achieve perfection for your legacy\nHow to plan for incapacity and avoid guardianship\nHow to define specific goals for your family’s unique planning needs and circumstances\nHelp ensure family harmony while settling your estate\nWhy many estate plans fail and the steps you can take to ensure success for your family\n\nTo RSVP for the presentation ahead of time or to RSVP for Tuesday\, February 6th’s “Social Security Planning” or Wednesday\, February 7th’s “Maximizing Retirement Income” webinars\, please click here. \nShould you have questions ahead of time\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or Timmick Financial’s Gail Timmick at gail@timmickfinancial.com.  We look forward to seeing hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/the-essentials-of-estate-planning-and-elder-law-14/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240131T050000
DTEND;TZID=America/New_York:20240131T063000
DTSTAMP:20260423T004811
CREATED:20241219T214234Z
LAST-MODIFIED:20241219T214234Z
UID:75324-1706677200-1706682600@elvilleassociates.com
SUMMARY:Webinar – Understanding Estate and Trust Administration 
DESCRIPTION:Presented by the Elville Webinar Series and Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville\, this webinar will delve into the situations that arise after the death of a client\, client’s family member\, or loved one and the trust and estate administration that takes place during that time. Helping advisors and family members understand what their roles are in helping clients and loved ones through the legal process\, what that legal process is\, and how advisors and other planning team members can best work together in support of clients is of paramount importance during this challenging time for all involved. \nLearning Objectives:  \n— unraveling the mystery of what happens after the death of a client or loved one  \n— minimizing confusion and providing maximum support to clients and loved ones at a time of crisis  \n— what is the legal step-by-step process that needs to be taken after death?  \n— what are the practical steps that should be taken after death?  \n— examining the most significant and potentially problematic legal and tax issues advisors and family members should be aware of in the months following the death of a client or loved one  \n— how financial advisors\, CPAs\, and attorneys can best work together in support of clients  \nPlease click here to RSVP ahead of time and receive your personal webinar link to attend. Should you have any questions before the event\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-343-8533 x117.  We look forward to hosting you!  \n  \n#elvilleeducation  \n#elvillewebinarseries  \n 
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-estate-and-trust-administration-8/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240126T050000
DTEND;TZID=America/New_York:20240126T063000
DTSTAMP:20260423T004811
CREATED:20241219T214248Z
LAST-MODIFIED:20241219T214248Z
UID:75332-1706245200-1706250600@elvilleassociates.com
SUMMARY:Webinar – The Critical Need to Update Your Estate Planning
DESCRIPTION:Estate plans can fail to work as intended especially if they are not updated and maintained over the course of a lifetime.  Whether your estate plan works as you anticipate when you are no longer alive is a question not only of your intentions but of the diligence and effort that you are willing put into your estate plan over time. In this sense\, estate planning is a marathon\, not a sprint or a single event.  \nIn this webinar presentation\, Managing Principal and Lead Attorney Stephen R. Elville will discuss the importance of maintaining and updating your estate planning and coordinating your asset alignment with your estate plan\, especially for seniors.  Mr. Elville will also outline a step-by-step process to avoid the complete or partial failure of your estate plan. \nPresentation points of interest will include: \n– Understanding your purpose and the estate planning process \n– Understanding client and fiduciary education and its relationship to success in estate planning \n– Understanding the role incapacity planning plays in the success of your estate plan \n– Understanding partnership and the maintenance and updating process \n– Understanding asset alignment and the “funding” of your estate plan \n– Why being Intentional in estate planning matters \n– Why knowing what you want out of estate planning matters \n– Understanding the document review process and how to take next steps to achieve estate planning perfection \nTo RSVP and receive your personal link to attend\, please click here.  Should you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-343-8529 x117.  We look forward to hosting you! \nOpen to clients\, financial advisors\, and the general public\, 1.5 continuing education hours are available for most professionals who attend this presentation. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-critical-need-to-update-your-estate-planning/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240123T140000
DTEND;TZID=America/New_York:20240123T153000
DTSTAMP:20260423T004811
CREATED:20241219T214244Z
LAST-MODIFIED:20241219T214244Z
UID:75328-1706018400-1706023800@elvilleassociates.com
SUMMARY:The Essentials of Estate Planning and Elder Law
DESCRIPTION:Join Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, J.D.\, LL.M.\, as we partner with Timmick Financial Group and Retirement Planning Specialist Mark Timmick\, CRPC®\, AIF® for our semiannual three-evening Retirement Planning Webinar Series.  Each evening is purely educational in nature and no cost to attend.  Evening one will feature Steve discussing estate planning and elder law essentials – “excellent estate planning” – and will include the following topics: \n\nProbate vs. non-probate\, will-based plan vs. a revocable trust-based plan\, and pros and cons of each\nHow to properly protect assets so the most possible passes to your spouse\, children and grandchildren\nHow outdated documents create problems in the future\, and how to achieve perfection for your legacy\nHow to plan for incapacity and avoid guardianship\nHow to define specific goals for your family’s unique planning needs and circumstances\nHelp ensure family harmony while settling your estate\nWhy many estate plans fail and the steps you can take to ensure success for your family\n\nTo RSVP for the presentation ahead of time or to RSVP for Wednesday\, January 24th’s “Social Security Planning” or Thursday\, January 25th’s “Maximizing Retirement Income” webinars\, please click here. \nShould you have questions ahead of time\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or Timmick Financial’s Gail Timmick at gail@timmickfinancial.com.  We look forward to seeing hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/the-essentials-of-estate-planning-and-elder-law-13/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240117T050000
DTEND;TZID=America/New_York:20240117T063000
DTSTAMP:20260423T004811
CREATED:20241219T214229Z
LAST-MODIFIED:20241219T214229Z
UID:75318-1705467600-1705473000@elvilleassociates.com
SUMMARY:Webinar – What Families Need to Know About Planning for a Loved One with Special Needs
DESCRIPTION:Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, webinar attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life.\nThe key issues of understanding the role of public benefits\, making decisions about the future\, Maryland ABLE\, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also\, to be touched upon will be the “planning team concept” — how your planning team (attorney\, financial advisor\, CPA) — can work together to help provide your family peace of mind during the special needs planning process. \nTo receive your personal link to attend ahead of time\, please click here .  Should you have questions\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117. \nOpen to clients\, advisors and the general public. For Certified Financial Planners\, CPAs\, and other professionals 1.5 continuing education hours will be available for attending this presentation. We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-what-families-need-to-know-about-planning-for-a-loved-one-with-special-needs-16/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240109T050000
DTEND;TZID=America/New_York:20240109T060000
DTSTAMP:20260423T004811
CREATED:20241219T214243Z
LAST-MODIFIED:20241219T214243Z
UID:75326-1704776400-1704780000@elvilleassociates.com
SUMMARY:Webinar: PROBATE – What Is It?  And How Can It Be Avoided?  
DESCRIPTION:Join Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss for this insightful webinar presentation about probate and how it can be avoided.  \nMany people are concerned when they hear the word “probate”; however\, this is simply a term used to describe the court-supervised process of distributing an estate after one passes away. \nMost people\, though\, if they understood their options would choose to avoid the probate process for several reasons.  In this webinar Lindsay will discuss the following: \n\nWhat is probate and the general process?  \nWhat are the reasons people want to avoid probate?\nHow can probate be avoided?\n\nTrusts \nBeneficiary designations\nPOD/TOD\nLife estates\n\n\n\nTo RSVP and receive your personal link to attend\, please click here.  Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or 443-393-7696 x117.  We look forward to hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-probate-what-is-it-and-how-can-it-be-avoided/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240103T050000
DTEND;TZID=America/New_York:20240103T063000
DTSTAMP:20260423T004811
CREATED:20241219T214231Z
LAST-MODIFIED:20241219T214231Z
UID:75320-1704258000-1704263400@elvilleassociates.com
SUMMARY:Webinar – The Essentials of Estate Planning and Elder Law
DESCRIPTION:This webinar is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.\nPresented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, in our Estate Planning and Elder Law Essentials webinar Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics he will address include: \n— understanding the planning process\, including the reasons for estate planning \n— wills vs. trusts \n— probate vs. non-probate and understanding non-probate devices \n— the absolute importance of incorporating “flexibility” in your planning \n— planning for incapacity \n— understanding the importance of financial powers of attorney\, advance medical directives and MOLST \n— Medicaid — myths versus reality \n— estate tax planning \n— asset protection and protecting shares for children and grandchildren \n— understanding why having outdated documents could provide challenges in the future  \n— how to achieve perfection for your legacy \nTo RSVP/register ahead of time and receive your personal link to attend\, please click here.  Should you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117.   \nOpen to clients\, financial advisors\, and the general public\, 1.5 continuing education hours are available for professionals who attend this presentation.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-essentials-of-estate-planning-and-elder-law-11/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231212T053000
DTEND;TZID=America/New_York:20231212T063000
DTSTAMP:20260423T004811
CREATED:20241219T214219Z
LAST-MODIFIED:20241219T214219Z
UID:75314-1702359000-1702362600@elvilleassociates.com
SUMMARY:Webinar – The Wellness Series: Thriving Through the Holidays – A Celebration of Gratitude!
DESCRIPTION:Elville and Associates is thrilled to welcome back our Wellness Series\, which ran for 14 installments from 2021 into late 2022. The holidays are upon us!  What is most exciting about that for you?  What pressures or dread does that bring for you?  Which is winning?  Excitement or anxiety?  Let’s get together and talk about specific strategies to decrease the anxiety\, minimize or avoid the dreaded portions\, relieve the pressure\, and maximize the excitement.  These are real\, tangible strategies you can use right away.  \nFeaturing nationally renowned speaker Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional\, 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
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-wellness-series-thriving-through-the-holidays-a-celebration-of-gratitude/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231208T050000
DTEND;TZID=America/New_York:20231208T063000
DTSTAMP:20260423T004811
CREATED:20241219T214228Z
LAST-MODIFIED:20241219T214228Z
UID:75316-1702011600-1702017000@elvilleassociates.com
SUMMARY:Webinar: How to Achieve Perfection for Your Legacy – Intentionalism in Estate Planning
DESCRIPTION: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: \n\nWhy being intentional in estate planning matters;\nUnderstanding the risks in estate planning;\nWhy knowing what you want out of estate planning matters;\nAvoiding estate plan failure\, and why estate plans may not work as intended;\nMaintaining and updating your planning;\nThe importance of Partnership\n\nPlease 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. \nOpen to clients\, advisors\, and the general public.  1.5 continuing education credits will be available for most advisors who attend this presentation.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-how-to-achieve-perfection-for-your-legacy-intentionalism-in-estate-planning/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231206T080000
DTEND;TZID=America/New_York:20231206T093000
DTSTAMP:20260423T004811
CREATED:20241219T214232Z
LAST-MODIFIED:20241219T214232Z
UID:75322-1701849600-1701855000@elvilleassociates.com
SUMMARY:Webinar – Understanding the Uses and Purposes of Irrevocable Trusts in 2023
DESCRIPTION: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.\nIn 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 and beyond. Steve will address the above-mentioned questions along with the questions of attendees. The following major topics will also be covered: \n–         Why should clients care about irrevocable trusts in 2023 and beyond? \n–         What are the most known and available irrevocable trusts in 2023? \n–         Uses and objectives in irrevocable trust planning \n–         Differences between revocable and irrevocable trusts \n–         Taxation of irrevocable trusts – a very brief overview \n–         The continuing need for flexibility – new plans versus older plans \n– \nPlease 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! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-the-uses-and-purposes-of-irrevocable-trusts-in-2023-3/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231129T050000
DTEND;TZID=America/New_York:20231129T063000
DTSTAMP:20260423T004811
CREATED:20241219T214201Z
LAST-MODIFIED:20241219T214201Z
UID:75302-1701234000-1701239400@elvilleassociates.com
SUMMARY:Webinar – What Families Need to Know About Planning for a Loved One with Special Needs
DESCRIPTION:Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, webinar attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life.\nThe key issues of understanding the role of public benefits\, making decisions about the future\, Maryland ABLE\, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also\, to be touched upon will be the “planning team concept” — how your planning team (attorney\, financial advisor\, CPA) — can work together to help provide your family peace of mind during the special needs planning process. \nTo receive your personal link to attend ahead of time\, please click here .  Should you have questions\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117. \nOpen to clients\, advisors and the general public. For Certified Financial Planners\, CPAs\, and other professionals 1.5 continuing education hours will be available for attending this presentation. We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-what-families-need-to-know-about-planning-for-a-loved-one-with-special-needs-15/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231116T050000
DTEND;TZID=America/New_York:20231116T061500
DTSTAMP:20260423T004811
CREATED:20241219T214215Z
LAST-MODIFIED:20241219T214215Z
UID:75308-1700110800-1700115300@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.\nTopics 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 most 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 \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-va-aid-attendance-a-tax-free-pension-for-those-that-qualify-the-secret-benefit-4/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231115T050000
DTEND;TZID=America/New_York:20231115T063000
DTSTAMP:20260423T004811
CREATED:20241219T214218Z
LAST-MODIFIED:20241219T214218Z
UID:75312-1700024400-1700029800@elvilleassociates.com
SUMMARY:Webinar – Trustee Selection and 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:\n—  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 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-and-how-to-choose-the-right-one-for-you/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231108T050000
DTEND;TZID=America/New_York:20231108T060000
DTSTAMP:20260423T004811
CREATED:20241219T214216Z
LAST-MODIFIED:20241219T214216Z
UID:75310-1699419600-1699423200@elvilleassociates.com
SUMMARY:Webinar – Aging in Place & Downsizing for Your Next Chapter
DESCRIPTION:Join Elville and Associates as we welcome back Realtors® and Seniors Real Estate Specialists® Donna Weaver and Karen Lawlor with the Wendy Slaughter Team of Elevate Real Estate Brokerage.  Donna and Karen are back to talk about “Aging in Place & Downsizing for Your Next Chapter\,” and will share their thoughts about some of today’s hottest real estate topics\, including:\n1. Market update \n2. Aging in place \n3. Common myths about downsizing \n4. Finding your happy place  \n5. Preparing a home for sale \nAnd\, 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! \nTo register for the webinar ahead of time and receive your personal link to attend\, please click here. \nOpen to clients\, financial advisors\, and the general public.  1.0 continuing education hours are available for CFPs®\, CPAs\, and most other professionals who attending this presentation. \nShould 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!    \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-aging-in-place-downsizing-for-your-next-chapter/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231104T043000
DTEND;TZID=America/New_York:20231104T080000
DTSTAMP:20260423T004811
CREATED:20241219T214119Z
LAST-MODIFIED:20241219T214119Z
UID:75276-1699072200-1699084800@elvilleassociates.com
SUMMARY:2023 Annual Client and Community Education Event
DESCRIPTION:Stephen R. Elville & Elville and Associates Present:2023 Annual Client and Community Education Event\n“Asset Protection – Protecting Your Legacy and the Ones You Love” \nSaturday\, November 4th – 8:30 a.m. – 12:00 p.m.\nTen Oaks Ballroom – 5000 Signal Bell Lane\, Clarksville\, MD 21029 \nStephen R. Elville\, the attorneys and staff of Elville and Associates are thrilled to welcome and invite you to our 2023 annual Client and Community Education Event! After last year’s memorable event\, can we make it any better? The answer is – YES! \nClients\, family members\, financial advisors\, and all community members are welcome as we learn about “Asset Protection – Protecting Your Legacy and the Ones You Love.” A distinguished lineup of speakers awaits you to teach and inform you about asset protection techniques from the legal\, insurance\, and your retirement planning perspectives. Along with protecting your financial assets you’ll learn about protecting your most precious asset – your family members – from frauds and scams prevalent in today’s world. \nAlong with our traditional high-level education\, delicious award-winning breakfast foods from Putting on the Ritz\, live music from the Annapolis Symphony Orchestra’s Annapolis Symphony Academy\, fellowship\, and more door prizes than ever before await you! Join us on Saturday\, November 4th from 8:30 a.m. to noon for this can’t-miss event at the beautiful and spacious Ten Oaks Ballroom in Clarksville. \nRegistration for this event is closed as of October 18th.\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. \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: \nMr. Stephen R. Elville\, J.D.\, LL.M. – Managing Principal and Lead Attorney of Elville and Associates\, P.C. – “Asset Protection Today – A Legal Perspective” \nMr. Max Reamer – Advisor at The Quantum Group – “Asset Protection Elements of Life Insurance” \nMr. Mark Timmick – CRPC®\, AIF® — Retirement Planner\, President of Timmick Financial Group – “Asset Protection Elements of Retirement Plans” \nMr. Andre Lingham – Founder and President of the Center for Elder Justice and Education – “Financial Exploitation: Frauds and Scams Targeting Older Adults” \nMr. Stephen R. Elville and Mr. Gary Greenwald\, J.D.\, LL.M.\, Principal of The Law Offices of Gary Greenwald\, P.C. – “Maryland Legislative Update”
URL:https://elvilleassociates.com/blogs/6168/event/2023-annual-client-and-community-education-event/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231025T060000
DTEND;TZID=America/New_York:20231025T073000
DTSTAMP:20260423T004811
CREATED:20241219T214203Z
LAST-MODIFIED:20241219T214203Z
UID:75304-1698213600-1698219000@elvilleassociates.com
SUMMARY:Webinar – The Financial Planning Aspects of Estate Planning
DESCRIPTION:Join Elville and Associates’ Senior Associate Attorney and Estate Planning Team Leader Shannon Werbeck for a discussion regarding the financial planning aspects of estate planning.  Estate planning is so much more than a static set of documents.  Learn why your estate plan needs to work in concert with the rest of your financial plan and why your estate planning attorney should be an integral part of your “planning team” – your financial planner/financial advisor\, CPA\, and other professionals – to ensure your plan works smoothly and as intended.  \nTopics to be discussed include: \n–  How do Estate Planning and Financial Planning overlap? \n–  Asset Alignment/Funding of the Estate Plan:  Why is this so vital\, and what does it mean? \n–  Beneficiary Designations:  When\, Why\, How – Addressing the nuances depending on the type of estate  plan\, the type of asset\, and the specific beneficiaries \n–  The Financial Planner/Financial Advisor:  Why this is an integral piece in the success of an estate plan\, from inception to ultimate administration  \n–  Why being “Intentional” through a process in your Estate Planning matters – a lot! \n–  The importance of the Advisory Team – what kind of team do you have?    \nTo RSVP for the webinar ahead of time and receive your personal link to attend\, please click here. \nOpen to clients\, financial advisors\, and the general public\, 1.5 continuing education hours will be offered to CFPs\, CPAs\, and other professionals who attend.  Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117 or at jeff@elvilleassociates.com.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-financial-planning-aspects-of-estate-planning/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20231011T060000
DTEND;TZID=America/New_York:20231011T073000
DTSTAMP:20260423T004811
CREATED:20241219T214200Z
LAST-MODIFIED:20241219T214200Z
UID:75300-1697004000-1697009400@elvilleassociates.com
SUMMARY:Webinar – The Critical Need to Update Your Estate Plan
DESCRIPTION:Estate plans can fail to work as intended especially if they are not updated and maintained over the course of a lifetime.  Whether your estate plan works as you anticipate or whether it will when you are no longer alive is a question not only of your intentions but of the diligence and effort that you are willing put into your estate plan over time. In this sense\, estate planning is a marathon\, not a sprint or a single event.  \nIn this webinar presentation\, Managing Principal and Lead Attorney Stephen R. Elville will discuss the importance of maintaining and updating your estate planning and coordinating your asset alignment with your estate plan\, especially for seniors.  Mr. Elville will also outline a step-by-step process to avoid the complete or partial failure of your estate plan. \nPresentation points of interest will include: \n– Understanding your purpose and the estate planning process \n– Understanding client and fiduciary education and its relationship to success in estate planning \n– Understanding the role incapacity planning plays in the success of your estate plan \n– Understanding partnership and the maintenance and updating process \n– Understanding asset alignment and the “funding” of your estate plan \n– Why being Intentional in estate planning matters \n– Why knowing what you want out of estate planning matters \n– Understanding the document review process and how to take next steps to achieve estate planning perfection \nTo RSVP and receive your personal link to attend\, please click here.  Should you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-343-8529 x117.  We look forward to hosting you! \nOpen to clients\, financial advisors\, and the general public\, 1.5 continuing education hours are available for most professionals who attend this presentation. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-critical-need-to-update-your-estate-plan/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20231009T150000
DTEND;TZID=America/New_York:20231009T163000
DTSTAMP:20260423T004811
CREATED:20241219T214149Z
LAST-MODIFIED:20241219T214149Z
UID:75295-1696863600-1696869000@elvilleassociates.com
SUMMARY:The Essentials of Estate Planning and Elder Law
DESCRIPTION:Join 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: \n\nProbate vs. non-probate\, will-based plan vs. a revocable trust-based plan\, and pros and cons of each\nHow to properly protect assets so the most possible passes to your spouse\, children and grandchildren\nHow outdated documents create problems in the future\, and how to achieve perfection for your legacy\nHow to plan for incapacity and avoid guardianship\nHow to define specific goals for your family’s unique planning needs and circumstances\nHelp ensure family harmony while settling your estate\nWhy many estate plans fail and the steps you can take to ensure success for your family\n\nTo RSVP for the presentation ahead of time or to RSVP for Tuesday\, 10/10’s “Social Security Planning” or Wednesday\, 10/11’s “Maximizing Retirement Income” webinars\, please click here.   \nShould you have questions ahead of time\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or Timmick Financial’s Gail Timmick at gail@timmickfinancial.com.   \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/the-essentials-of-estate-planning-and-elder-law-12/
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DTSTART;TZID=America/New_York:20231005T063000
DTEND;TZID=America/New_York:20231005T073000
DTSTAMP:20260423T004811
CREATED:20241219T214213Z
LAST-MODIFIED:20241219T214213Z
UID:75306-1696487400-1696491000@elvilleassociates.com
SUMMARY:Webinar: Medicare – Which Plan Is Right for You?
DESCRIPTION:Join Elville and Associates as we welcome and partner with Mr. Donald Oates\, CLU\, ChFC\, RTRP\, President of Whitehouse Financial Group\, for this timely webinar about “Medicare – Which Plan Is Right for You?”  The annual Medicare enrollment period runs from October 15th through December 7th.  Mr. Oates has been a longtime friend to the firm and his expansive knowledge and 38 years in the financial services industry will serve attendees well for this important and helpful topic. \nAmong the points of discussion will be: \nMedicare Supplement \n\nOpen Enrollment\nGuaranteed Issue\nNew Birthday Rule\n\nPart D Prescription Plans \n\nStandalone Plans\nMAPD\n\nMedicare Advantage Plans \n\nVeterans Plans\nMedicaid Plans/Special Needs Plans\nStandard Plans\n\nMedicare Only \n\nGroup Insurance\n\nTo 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 at 443-393-7696 x117.  We look forward to hosting you!   \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-medicare-which-plan-is-right-for-you/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20230929T060000
DTEND;TZID=America/New_York:20230929T073000
DTSTAMP:20260423T004811
CREATED:20241219T214145Z
LAST-MODIFIED:20241219T214145Z
UID:75291-1695967200-1695972600@elvilleassociates.com
SUMMARY:Webinar – Understanding Estate and Trust Administration
DESCRIPTION:Presented by the Elville Webinar Series and Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville\, this webinar will delve into the situations that arise after the death of a client\, client’s family member\, or loved one and the trust and estate administration that takes place during that time. Helping advisors and family members understand what their roles are in helping clients and loved ones through the legal process\, what that legal process is\, and how advisors and other planning team members can best work together in support of clients is of paramount importance during this challenging time for all involved.\nLearning Objectives: \n— unraveling the mystery of what happens after the death of a client or loved one \n— minimizing confusion and providing maximum support to clients and loved ones at a time of crisis \n— what is the legal step-by-step process that needs to be taken after death? \n— what are the practical steps that should be taken after death? \n— examining the most significant and potentially problematic legal and tax issues advisors and family members should be aware of in the months following the death of a client or loved one \n— how financial advisors\, CPAs\, and attorneys can best work together in support of clients \nPlease click here to RSVP ahead of time and receive your personal webinar link to attend. Should you have any questions before the event\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-343-8533 x117.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-estate-and-trust-administration-7/
CATEGORIES:Webinar
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