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DTSTART;TZID=America/New_York:20260109T100000
DTEND;TZID=America/New_York:20260109T113000
DTSTAMP:20260416T125704
CREATED:20250924T173936Z
LAST-MODIFIED:20251205T162403Z
UID:75656-1767952800-1767958200@elvilleassociates.com
SUMMARY:Webinar - ABLE Accounts: A Financial Tool to Promote Health\, Independence\, and Financial Stability
DESCRIPTION:People 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 214\,000 ABLE accounts nationwide with $2.68 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 for the webinar and receive your personal link to attend\, please click here. \nShould you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 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
URL:https://elvilleassociates.com/blogs/6168/event/webinar-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:20260108T100000
DTEND;TZID=America/New_York:20260108T110000
DTSTAMP:20260416T125704
CREATED:20251208T184724Z
LAST-MODIFIED:20251208T184724Z
UID:75716-1767866400-1767870000@elvilleassociates.com
SUMMARY:Webinar - Unlocking Value: The Price of Condition
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 at VYBE Realty. Donna and Karen will discuss “Unlocking Value – The Price of Condition.” \nThinking about selling? Learn how to maximize your home’s value in the current market. Discover which updates matter most\, how to prepare your home strategically\, and why condition can make—or break—your bottom line. We’ll reveal real before-and-after transformations and show how small investments can lead to big returns at closing. \nAnd\, as always\, Donna and Karen will be available to answer any questions you may have for them. \nTo RSVP and receive your personal link to attend\, please click here. \nThis presentation is open to clients\, financial advisors\, and the general public. 1.0 continuing education hour is available for most professionals who attend this webinar. \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-unlocking-value-the-price-of-condition/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251205T100000
DTEND;TZID=America/New_York:20251205T111500
DTSTAMP:20260416T125704
CREATED:20251030T172134Z
LAST-MODIFIED:20251120T161055Z
UID:75688-1764928800-1764933300@elvilleassociates.com
SUMMARY:Webinar - The Essentials of Estate and Special Needs Planning with Steve Elville
DESCRIPTION:While traditional estate planning encompasses a broader range of strategies for managing assets and distributing them after death\, special needs planning is a specific form of estate planning that focuses on the unique needs of individuals with disabilities. Both\, though\, share the goal of ensuring financial security and well-being\, with special needs planning adding the crucial element of preserving government benefits for the disabled individual.  In the end\, both estate and special needs planning are about love. \nIn this webinar presentation\, Managing Principal Stephen Elville\, J.D.\, LL.M.\, will educate attendees about the essentials of both estate and special needs planning to ensure your family and loved one’s current and future needs are addressed. \nKey points of education include: \n\nWills\, trusts\, powers of attorney\, and other legal documents to set forth and carry out your family’s goals – all planning is goal-driven!\nHow to manage and distribute assets\, whether for the benefit of a disabled individual or other beneficiaries.\nAddressing how to provide financial support for loved ones with disabilities without jeopardizing eligibility for means-tested government benefits including SSI and Medicaid.\nA key element of special needs planning is the use of special needs trusts\, which allow funds to be held for the benefit of the disabled individual without affecting their eligibility for public assistance.  What are the types of special needs trusts and how are they similar and different?\nSpecial needs planning takes into account the unique challenges and needs of individuals with disabilities\, such as healthcare\, housing\, and support services.\nGuardianship and supported decision making – what are they and when are they appropriate?\nTrustee selection – a crucial piece of both types of planning – involves choosing someone who understands the complexities of planning documents and in special needs planning understanding the beneficiary’s specific needs.\nSpecial needs planning often includes a broader financial well-being strategy\, incorporating budgeting\, insurance\, and other investment strategies such as ABLE accounts to protect the individual’s assets and provide for their long-term financial stability.\n\nTo RSVP and receive your personal link to attend please click here.  Should you have questions ahead of time\, please reach out to Elville and Associates’ Community Relations Director\, Jeff Stauffer\, at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nWe look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-essentials-of-estate-and-special-needs-planning-with-steve-elville/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251202T100000
DTEND;TZID=America/New_York:20251202T104500
DTSTAMP:20260416T125704
CREATED:20250204T135523Z
LAST-MODIFIED:20251114T130633Z
UID:75476-1764669600-1764672300@elvilleassociates.com
SUMMARY:Webinar - Learn All There Is to Know About the Elville Client Care Program
DESCRIPTION:Since 2016\, Elville and Associates’ Client Care Program has been synonymous with “Planning That Works.” The Mission of the firm’s Client Care Program is to provide our clients with the comfort and assurance that their estate\, special needs\, and elder law planning will work as intended no matter how clients’ goals and situations may change\, and to ensure planning remains consistent with changes in the law. \nAs one of only two firms in Maryland with a Client Care Program accredited by the Client Care Academy in Boston\, Elville and Associates encourages enrollment in the Program as it is without question the highest and most ideal form of partnership between the firm and its clients. \nJoin Elville and Associates’ longtime Community Relations Director\, Jeff Stauffer\, as he takes off his moderator had and puts on his presenter hat for this comprehensive and concise webinar about the firm’s Client Care Program. \nTopics of discussion include: \n– What exactly is the Client Care Program and what is its history?\n– Is the Client Care Program the right fit for my family and me?\n– An overview of benefits included in Client Care Program membership\n– Simple steps about how to become a member of the Client Care Program\n– Questions and answers \nTo register ahead of time and receive your personal link to attend\, please click here. \nShould you have questions ahead of time\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117\, or jeff@elvilleassociates.com. We look forward to hosting you! \n#elvilleeducation\n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-learn-all-there-is-to-know-about-elville-and-associates-client-care-program-2/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://elvilleassociates.com/blogs/6168/wp-content/uploads/2024/12/Elville-Planning-Long-logo-with-tag-line-Vh7O1N.tmp_-e1751302696889.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251120T100000
DTEND;TZID=America/New_York:20251120T110000
DTSTAMP:20260416T125704
CREATED:20251021T231137Z
LAST-MODIFIED:20251021T231137Z
UID:75679-1763632800-1763636400@elvilleassociates.com
SUMMARY:Webinar - The Wellness Series: Give the GIFT of Yourself This Year
DESCRIPTION:Let’s explore how unique you are.  Your perspective\, experiences\, skills\, and insights hold great value.  Throughout this session discover the value of gathering.  This discussion will include the dangers of isolation\, the impact of your internal self-talk\, and how you win when you connect with others. \nTopics will include:\n– How unique you are\n– How your perspectives are shaped and why that’s so valuable\n– How self-talk can get in your way and diminish you\n– The dangers of isolation\n– The dangerous trend\, especially in the US\, of people gathering way LESS often!\n– How to share the gift of YOU\n– How and why no money is required yet it’s the best gift you can give\n– How to use the gift of YOU to make this your favorite holiday season yet! \nTo RSVP and receive your personal link to attend\, please click here. \nYour presenter is nationally renowned speaker Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional and founder of Retirement Wellness Strategies. Dr. Fritsch also cofounded Propel Comprehensive Wellness\, a program to guide those over 50 to maintain their health\, function\, and fulfillment in their retirement years. \nShould you have any questions\, please contact Community Relations Director Jeff Stauffer at 443-393-7696\, or jeff@elvilleassociates.com. We look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-wellness-series-give-the-gift-of-yourself-this-year/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://elvilleassociates.com/blogs/6168/wp-content/uploads/2025/10/Propel.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251112T100000
DTEND;TZID=America/New_York:20251112T111500
DTSTAMP:20260416T125704
CREATED:20251028T121252Z
LAST-MODIFIED:20251028T121252Z
UID:75682-1762941600-1762946100@elvilleassociates.com
SUMMARY:Webinar - Learn What Elder Law Attorneys Are Advising Clients About in 2025 (and Into 2026)
DESCRIPTION:“Elder Law attorneys are not just lawyers\, they are counselors.” \nElder 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. \nJoin 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: \n– what is involved in an Elder Law consultation?\n– why does an Elder Law consultation serve as a basis for change?\n– what do clients want to know and what do they learn in an Elder Law consultation?\n– what important Elder Law concepts and new laws are attorneys advising clients about in 2025 into 2026? \nTo RSVP 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 at 443-393-7696 x117. \nAvailable to clients\, advisors\, and the general public\, 1.5 continuing education hours will be available for Certified Financial Planners and CPAs attending this presentation. \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-learn-what-elder-law-attorneys-are-advising-clients-about-in-2025-and-into-2026/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251024T103000
DTEND;TZID=America/New_York:20251024T120000
DTSTAMP:20260416T125704
CREATED:20250728T175859Z
LAST-MODIFIED:20250728T175859Z
UID:75615-1761301800-1761307200@elvilleassociates.com
SUMMARY:Stephen Elville and Elville and Associates Present:  The Essentials of Estate and Special Needs Planning
DESCRIPTION:While traditional estate planning encompasses a broader range of strategies for managing assets and distributing them after death\, special needs planning is a specific form of estate planning that focuses on the unique needs of individuals with disabilities. Both\, though\, share the goal of ensuring financial security and well-being\, with special needs planning adding the crucial element of preserving government benefits for the disabled individual.  In the end\, both estate and special needs planning are about love. \nIn this in-person presentation at Howard County Library’s Central branch\, Managing Principal Stephen Elville\, J.D.\, LL.M.\, will educate attendees about the essentials of both estate and special needs planning to ensure your family and loved one’s current and future needs are addressed. \nKey points of education include: \n\nWills\, trusts\, powers of attorney\, and other legal documents to set forth and carry out your family’s goals – all planning is goal-driven!\nHow to manage and distribute assets\, whether for the benefit of a disabled individual or other beneficiaries.\nAddressing how to provide financial support for loved ones with disabilities without jeopardizing eligibility for means-tested government benefits including SSI and Medicaid.\nA key element of special needs planning is the use of special needs trusts\, which allow funds to be held for the benefit of the disabled individual without affecting their eligibility for public assistance.  What are the types of special needs trusts and how are they similar and different?\nSpecial needs planning takes into account the unique challenges and needs of individuals with disabilities\, such as healthcare\, housing\, and support services.\nGuardianship and supported decision making – what are they and when are they appropriate?\nTrustee selection – a crucial piece of both types of planning – involves choosing someone who understands the complexities of planning documents and in special needs planning understanding the beneficiary’s specific needs.\nSpecial needs planning often includes a broader financial well-being strategy\, incorporating budgeting\, insurance\, and other investment strategies such as ABLE accounts to protect the individual’s assets and provide for their long-term financial stability.\n\nTo RSVP for the presentation please visit The Essentials of Estate and Special Needs Planning | Howard County Library System.  Should you have questions ahead of time\, please reach out to Elville and Associates’ Community Relations Director\, Jeff Stauffer\, at jeff@elvilleassociates.com\, or HCPL’s Adult Learning & Innovation Specialist\, Rohini Gupta\, at rohini.gupta@hclibrary.org. \nWe look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/stephen-elville-and-elville-and-associates-present-the-essentials-of-estate-and-special-needs-planning/
LOCATION:Howard County Public Library – Central Branch\, 10375 Little Patuxent Pkwy\,\, Columbia\, MD\, 21044\, United States
CATEGORIES:In-person presentation
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251018T083000
DTEND;TZID=America/New_York:20251018T123000
DTSTAMP:20260416T125704
CREATED:20241219T214346Z
LAST-MODIFIED:20251002T174356Z
UID:75368-1760776200-1760790600@elvilleassociates.com
SUMMARY:2025 Annual Client and Community Education Event: “The Evolution of Estate Planning in a Changing World" (Registration Closed)
DESCRIPTION:PLEASE NOTE REGISTRATION HAS CLOSED FOR THIS EVENT. \nStephen R. Elville\, the attorneys\, and staff of Elville and Associates are pleased to invite you to our 2025 annual Client and Community Education Event! \nClients\, families and friends\, financial advisors\, and community members are welcome as we learn about “The Evolution of Estate Planning in a Changing World.” \nOur traditional high-level education\, award-winning breakfast foods from Putting on the Ritz\, live music from the Columbia Orchestra String Quartet\, and door prizes await! Join us on Saturday\, October 18th from 8:30 a.m. to 12:30 p.m. for this can’t-miss event at the beautiful\, fully-refurbished Ten Oaks Ballroom in Clarksville. \nQuestions?  Contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nScheduled presentations and topics include: \nStephen R. Elville\, J.D.\, LL.M.\, Managing Principal and Lead Attorney of Elville and Associates\, P.C. – “How and Why Estate Planning Changed in 2025 – OBBBA – and Dealing wth Long-Term Variables in Estate Planning 2.0” \nGary Greenwald\, J.D.\, LL.M.\, Principal of The Law Offices of Gary Greenwald\, P.C. – “The History of Estate Tax and Implications for Planning Now and in the Future” \nLillian S. Hummel\, J.D.\, M.P.A.\, Principal of Elville and Associates\, P.C. – “Estate Planning in an Era of Uncertainty: Adapting to Budget Shifts\, Benefit Changes\, and a Strained Long-Term Care Environment” \nBill Hufnell\, CFP®\, CPA\, Wealth Manager and Principal; Billy Hufnell\, CFP®\, CPWA®\, Wealth Manager and Principal; Dan Ebinger\, CFP®\, CFA®\, CPWA®\, Wealth Manager and Principal with Modera Wealth – “Tax and Charitable Planning\, and Implications of the OBBBA on Planning”
URL:https://elvilleassociates.com/blogs/6168/event/2025-annual-client-and-community-education-event-evolution-of-estate-planning-in-a-changing-world/
CATEGORIES:In-person presentation
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251010T100000
DTEND;TZID=America/New_York:20251010T111500
DTSTAMP:20260416T125704
CREATED:20250924T102749Z
LAST-MODIFIED:20250924T102749Z
UID:75648-1760090400-1760094900@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-4/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251008T190000
DTEND;TZID=America/New_York:20251008T203000
DTSTAMP:20260416T125704
CREATED:20241219T214400Z
LAST-MODIFIED:20251002T174555Z
UID:75374-1759950000-1759955400@elvilleassociates.com
SUMMARY:The Essentials of Estate Planning and Elder Law - with Steve Elville
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 Monday\, October 6th’s “Savvy Social Security Planning” or Tuesday\, October 7th’s “Maximizing Retirement Income” webinars\, please click here. \nShould you have questions\, 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 you there! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/the-essentials-of-estate-planning-and-elder-law-16/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251008T100000
DTEND;TZID=America/New_York:20251008T110000
DTSTAMP:20260416T125704
CREATED:20250822T151643Z
LAST-MODIFIED:20250822T151643Z
UID:75622-1759917600-1759921200@elvilleassociates.com
SUMMARY:The Wellness Series: SLEEP - 5 Common Myths and 5 Strategies You Can Implement TONIGHT!
DESCRIPTION:Do you get enough sleep? Is sleep really that important? Do you believe you just really don’t need much sleep? Are you too busy to sleep? Do you get plenty of hours thanks to medication? Even if you get 7-9 hours per night\, we are going to explore myths\, strategies\, and the real impact of sleep. Included will be a couple of important surprise stories you’ll want to hear. \nYour presenter is nationally renowned speaker Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional and founder of Retirement Wellness Strategies. Dr. Fritsch also cofounded Propel Comprehensive Wellness\, a program to guide those over 50 to maintain their health\, function\, and fulfillment in their retirement years. \nTo RSVP for the webinar and receive your personal link to attend\, please click here. \nShould you have any questions\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nWe look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/the-wellness-series-sleep-5-common-myths-and-5-strategies-you-can-implement-tonight/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250923T190000
DTEND;TZID=America/New_York:20250923T203000
DTSTAMP:20260416T125704
CREATED:20250116T135617Z
LAST-MODIFIED:20250826T170905Z
UID:75452-1758654000-1758659400@elvilleassociates.com
SUMMARY:Estate Planning and Elder Law Essentials - with Steve Elville
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 (September 23rd) 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\, September 24th’s “Savvy Social Security Planning” or Thursday\, September 25th’s “Maximizing Retirement Income” webinars\, please click here. \nShould you have questions\, 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 you there! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/estate-planning-and-elder-law-essentials-with-steve-elville/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250917T100000
DTEND;TZID=America/New_York:20250917T111500
DTSTAMP:20260416T125704
CREATED:20241219T214432Z
LAST-MODIFIED:20250822T152215Z
UID:75390-1758103200-1758107700@elvilleassociates.com
SUMMARY:Webinar – Navigating 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-11/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250905T100000
DTEND;TZID=America/New_York:20250905T111500
DTSTAMP:20260416T125704
CREATED:20241219T214343Z
LAST-MODIFIED:20250812T172615Z
UID:75365-1757066400-1757070900@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-18/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250827T100000
DTEND;TZID=America/New_York:20250827T110000
DTSTAMP:20260416T125704
CREATED:20250718T170123Z
LAST-MODIFIED:20250718T170123Z
UID:75605-1756288800-1756292400@elvilleassociates.com
SUMMARY:Webinar - Supported Decision Making for Families and Loved Ones Living with Traumatic Brain Injury
DESCRIPTION: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 people 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.\n\nLearning objectives include:\n~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?\n~What Supported Decision Making is not. What is Supported Decision Making’s relationship to powers of attorney\, advance medical directives\, and guardianship?\n~How Supported Decision Making works\, how it can benefit loved ones with disabilities\, and its current status in Maryland.\n\n\n\n\n\nTo RSVP for this webinar\, please click here.  Should you have any questions beforehand\, please contact Jeff Stauffer\, Community Relations Director\, at jeff@elvilleassociates.com\, or 443-393-7696 x117. We look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-supported-decision-making-for-families-and-loved-ones-living-with-traumatic-brain-injury/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250626T100000
DTEND;TZID=America/New_York:20250626T113000
DTSTAMP:20260416T125704
CREATED:20250603T122045Z
LAST-MODIFIED:20250603T122045Z
UID:75551-1750932000-1750937400@elvilleassociates.com
SUMMARY:The Elville Webinar Series: An Overview of Special Needs Trusts and ABLE Accounts - Planning for Unique Circumstances
DESCRIPTION:Presenting will be Elville and Associates’ Principal Attorney Lilly Hummel\, Clover Leaf Wealth Strategies’ Chartered Special Needs Consultant Cortney Heykoop\, and Maryland ABLE’s Outreach Coordinator Kelly Nelson. \nSpecial needs trusts and ABLE accounts are powerful planning tools\, yet they are quite different and each has its own set of rules and requirements. Families with loved ones with disabilities must understand both special needs trusts and ABLE accounts before establishing one or the other. \nIn many instances\, it is beneficial to create both. The counsel of a special needs planning attorney is crucial to this decision-making process. Families with special needs loved ones often face unique financial circumstances that require specialized planning and expertise. A special needs financial advisor can provide guidance and support in navigating these issues\, ensuring the long-term financial security and well-being of the family and special needs loved one. \nTo RSVP and receive your personal link to attend\, please click here. \nThis presentation will feature relevant and critical information provided by three subject matter experts. Ample time will be afforded for your question as well! \nShould you have any 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/the-elville-webinar-series-an-overview-of-special-needs-trusts-and-able-accounts-planning-for-unique-circumstances/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250620T100000
DTEND;TZID=America/New_York:20250620T110000
DTSTAMP:20260416T125704
CREATED:20250609T135901Z
LAST-MODIFIED:20250609T135901Z
UID:75559-1750413600-1750417200@elvilleassociates.com
SUMMARY:Webinar: The Wellness Series - Taking Care of Yourself on Dark Days
DESCRIPTION:In these uncertain times\, how do you manage your anxiety\, dark days\, the news\, the pace of life? On the media and social media we see only the best sides of people and our brains try to tell us everyone has it good and we are the only ones struggling. That’s a lie! Let’s talk about it and learn very strategic ways to manage this information overload and fear-based messaging. One will be the boomerang effect! You definitely want to know how to use this! \nYour presenter is nationally renowned speaker Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional and founder of Retirement Wellness Strategies. Dr. Fritsch also cofounded Propel Comprehensive Wellness\, a program to guide those over 50 maintain their health\, function\, and fulfillment in their retirement years. \nTo RSVP ahead of time and receive your personal link to attend\, please click here. \nShould you have any questions\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nWe look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-wellness-series-taking-care-of-yourself-on-dark-days/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250605T100000
DTEND;TZID=America/New_York:20250605T104500
DTSTAMP:20260416T125704
CREATED:20250408T173338Z
LAST-MODIFIED:20250408T174456Z
UID:75526-1749117600-1749120300@elvilleassociates.com
SUMMARY:Webinar - Learn All There Is to Know About Elville and Associates' Client Care Program
DESCRIPTION:Since 2016\, Elville and Associates’ Client Care Program has been synonymous with “Planning That Works.” The Mission of the firm’s Client Care Program is to provide our clients with the comfort and assurance that their estate\, special needs\, and elder law planning will work as intended no matter how clients’ goals and situations may change\, and to ensure planning remains consistent with changes in the law. \nAs one of only two firms in Maryland with a Client Care Program accredited by the Client Care Academy in Boston\, Elville and Associates encourages enrollment in the Program as it is without question the highest and most ideal form of partnership between the firm and its clients. \nJoin Elville and Associates’ longtime Community Relations Director\, Jeff Stauffer\, as he takes off his moderator had and puts on his presenter hat for this comprehensive and concise webinar about the firm’s Client Care Program. \nTopics of discussion include: \n– What exactly is the Client Care Program and what is its history?\n– Is the Client Care Program the right fit for my family and me?\n– An overview of benefits included in Client Care Program membership\n– Simple steps about how to become a member of the Client Care Program\n– Questions and answers \nTo register ahead of time and receive your personal link to attend\, please click here. \nShould you have questions ahead of time\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117\, or jeff@elvilleassociates.com. We look forward to hosting you! \n#elvilleeducation\n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-learn-all-there-is-to-know-about-elville-and-associates-client-care-program-3/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250509T100000
DTEND;TZID=America/New_York:20250509T110000
DTSTAMP:20260416T125704
CREATED:20250408T174033Z
LAST-MODIFIED:20250408T174239Z
UID:75528-1746784800-1746788400@elvilleassociates.com
SUMMARY:The Wellness Series: Ever Evolving Scams Out to Get Us - More Sophisticated With Higher Stakes
DESCRIPTION:At Propel Comprehensive Wellness\, more and more Dr. Michelle Fritsch has been watching and working with clients caught in scams. Some of these take more than your money. They take your real relationships\, your security\, your reputation\, and more. This isn’t designed to scare you. It is to empower you to be ahead of the scammers so you won’t be taken. \nNote\, though not necessary to attend both – this will tie directly to the April 8th presentation of the Wellness Series about “Maintaining Your Reserves in Changing Times.” Come see how these tie together\, and you can view the April 8th recording here. \nTo RSVP ahead of time and receive your personal link to attend\, please click here. \nShould you have any questions\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nWe look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/the-wellness-series-ever-evolving-scams-out-to-get-us-more-sophisticated-with-higher-stakes/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250425T100000
DTEND;TZID=America/New_York:20250425T113000
DTSTAMP:20260416T125704
CREATED:20250218T134841Z
LAST-MODIFIED:20250218T134841Z
UID:75498-1745575200-1745580600@elvilleassociates.com
SUMMARY:Webinar - Special Needs Planning: Financial and Estate Planning in Unique Circumstances
DESCRIPTION:Co-presenting will be Elville and Associates’ Principal Attorney and Rockville office leader Lilly Hummel\, and Clover Leaf Wealth Strategies’ Chartered Special Needs Consultant and Financial Advisor Cortney Heykoop. \nProper Estate Planning is a true gift you can leave to your loved ones. In this seminar we will review general estate planning documents taking this a step further to include a Family Love Letter. The Family Love Letter is a gift – of time\, love and clarity. It is a Legacy for the Living. We will all leave a legacy. Will it be a legacy of confusion or of information? Will we add to the trauma of our death or incapacity by adding to its inherent confusion\, or leave a roadmap for those who follow? Will we leave a Legacy for the Living – of the stories\, hopes and desires for our family? \nTo RSVP and receive your personal link to attend\, please click here. \nShould 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!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-special-needs-planning-financial-and-estate-planning-in-unique-circumstances/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250423T100000
DTEND;TZID=America/New_York:20250423T110000
DTSTAMP:20260416T125704
CREATED:20250116T141742Z
LAST-MODIFIED:20250321T114615Z
UID:75457-1745402400-1745406000@elvilleassociates.com
SUMMARY:The Advisors' Forum: Bulletproofing Estate Plans - Dealing with Long-Term Variables in Estate Planning
DESCRIPTION:This Advisors’ Forum webinar presentation is designed to educate financial advisors\, CPAs\, insurance professionals\, Aging LifeCare Managers\, and others about the long-term variables in modern estate planning.  Stephen Elville\, Managing Principal Attorney of Elville and Associates\, P.C. will discuss recent changes in the laws that\, while intended to provide significant flexibility\, may in fact raise the prospect of estate plans being affected in unexpected\, and possibly unintended ways – causing clients to wonder whether their goals\, values\, and intentions will be accomplished.  Advisors will learn how to recognize and decipher these contemporary techniques to best serve their clients and determine for themselves the good\, the bad\, and the ugly\, including whether clients should opt out or embrace present and future trends.  Topics include: \n\nTrends in contemporary estate planning\nStaying abreast of change\nMaintenance and updating versus post-mortem control\nMaking sense of future fiduciary succession\nShould clients opt out?\nComing to terms with modern estate planning tools\n\nTo RSVP for the Forum and receive your personal link to attend\, please click here. \nOne continuing education hour is available for most advisors who attend this presentation. \nShould you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117 or jeff@elvilleassociates.com.   We look forward to hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/the-advisors-forum-quick-start-2025-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:20250408T100000
DTEND;TZID=America/New_York:20250408T110000
DTSTAMP:20260416T125704
CREATED:20250318T114901Z
LAST-MODIFIED:20250318T114901Z
UID:75516-1744106400-1744110000@elvilleassociates.com
SUMMARY:Webinar:  The Wellness Series - Maintaining Your Reserves in Changing Times
DESCRIPTION:How you manage stress has a huge impact on your short- and long-term health. We will start this session with a quick assessment of your current level of reserves then dive directly into how you can keep your tank full – and why that is so very important. We will explore the impact on your health\, on your sleep\, on your behaviors\, and even your risk for cancer. \nYour presenter is nationally renowned speaker Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional and founder of Retirement Wellness Strategies. Dr. Fritsch also cofounded Propel Comprehensive Wellness\, a program to guide those over 50 maintain their health\, function\, and fulfillment in their retirement years. \nTo RSVP and receive your personal link to attend\, please click here. \nShould you have any questions\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nWe look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-wellness-series-maintaining-your-reserves-in-changing-times/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250328T100000
DTEND;TZID=America/New_York:20250328T111500
DTSTAMP:20260416T125704
CREATED:20250312T123800Z
LAST-MODIFIED:20250312T123800Z
UID:75508-1743156000-1743160500@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-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250327T100000
DTEND;TZID=America/New_York:20250327T113000
DTSTAMP:20260416T125704
CREATED:20250212T152920Z
LAST-MODIFIED:20250212T152920Z
UID:75483-1743069600-1743075000@elvilleassociates.com
SUMMARY:Webinar - Housing Options as You Age
DESCRIPTION:The Elville Webinar Series has a real treat for you! We welcome Victoria Hathaway\, Director of Silver Group of Keller Williams Lucido Agency\, and Emily Leclercq\, Program Manager with Maryland Access Point and the Office on Aging & Independence. These two subject matter authorities will lead attendees through a discussion about “Housing Options as You Age.” \nProgram objectives: \n· Understand the importance of planning housing options for aging.\n· Identify different housing options for older adults.\n· Evaluate the pros and cons of each housing option.\n· Learn about the concept of aging in place.\n· Explore the financial aspects of housing choices\, and what are the logistics that allow for a person to move FIRST THEN sell\, or sell FIRST THEN move? \nTo register for the webinar and receive your personal link to attend\, please click here. \n1.5 continuing education hours are available for most professionals who attend this webinar. Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117\, or jeff@elvilleassociates.com. We look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-housing-options-as-you-age/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250321T100000
DTEND;TZID=America/New_York:20250321T113000
DTSTAMP:20260416T125704
CREATED:20250116T133221Z
LAST-MODIFIED:20250211T114612Z
UID:75445-1742551200-1742556600@elvilleassociates.com
SUMMARY:Estate Planning and Elder Law Essentials - at Rockville Senior Center with Lilly Hummel
DESCRIPTION:Presented by Elville and Associates’ Principal Attorney Lilly Hummel\, this in person presentation at Rockville Senior Center is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.  This is Elville and Associates’ 10th consecutive year visiting Rockville Senior Center to offer education to its members and surrounding community. \nSome of the topics Ms. Hummel 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 RSVP ahead of time\, 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.  Or\, you can contact Senior Center Support Services Supervisor Alexis D’Angelo at adangelo@rockvillemd.gov\, or 240-314-8812. \nWe look forward to seeing you at Rockville Senior Center! \n#elvilleeducation \n 
URL:https://elvilleassociates.com/blogs/6168/event/estate-planning-and-elder-law-essentials-at-rockville-senior-center-with-lilly-hummel/
LOCATION:Rockville Senior Center\, 1150 Carnation Drive\, Rockville\, MD\, 20850\, United States
CATEGORIES:In-person presentation
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250320T100000
DTEND;TZID=America/New_York:20250320T113000
DTSTAMP:20260416T125704
CREATED:20250218T131213Z
LAST-MODIFIED:20250218T132706Z
UID:75494-1742464800-1742470200@elvilleassociates.com
SUMMARY:Webinar - Documents for Life and The Family Love Letter
DESCRIPTION:Co-presenting will be Elville and Associates’ Principal Attorney and Rockville office leader Lilly Hummel\, and Clover Leaf Wealth Strategies’ Chartered Special Needs Consultant and Financial Advisor Cortney Heykoop. \nProper Estate Planning is a true gift you can leave to your loved ones. In this seminar we will review general estate planning documents taking this a step further to include a Family Love Letter. The Family Love Letter is a gift – of time\, love and clarity. It is a Legacy for the Living. We will all leave a legacy. Will it be a legacy of confusion or of information? Will we add to the trauma of our death or incapacity by adding to its inherent confusion\, or leave a roadmap for those who follow? Will we leave a Legacy for the Living – of the stories\, hopes and desires for our family? \nTo RSVP and receive your personal link to attend\, please click here. \nShould 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!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-documents-for-life-and-the-family-love-letter/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250207T100000
DTEND;TZID=America/New_York:20250207T111500
DTSTAMP:20260416T125704
CREATED:20241219T214433Z
LAST-MODIFIED:20250116T140317Z
UID:75391-1738922400-1738926900@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-19/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20250122T190000
DTEND;TZID=America/New_York:20250122T203000
DTSTAMP:20260416T125704
CREATED:20241223T224716Z
LAST-MODIFIED:20250116T155736Z
UID:75394-1737572400-1737577800@elvilleassociates.com
SUMMARY:Webinar: Planning for a Loved One With Special Needs – An Overview of Guardianship\, Supported Decision Making\, and Special Needs Trusts
DESCRIPTION:  \nElville and Associates has been privileged to educate\, counsel\, and guide families with loved ones with special needs for many\, many years. We continue this through our longstanding partnership with NAMI (National Alliance on Mental Illness) as Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville\, J.D.\, LL.M.\, offers an interactive\, educational discussion about guardianship\, Supported Decision Making\, and special needs (supplemental needs) trusts. \nThe 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. \nSupported 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 persons 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. \nA solid foundation for planning for loved ones with special needs encompasses these two topics along with several others. Understanding what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security\, quality of life\, and well-being are further keys to planning success. Estate planning to protect families’ assets 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) are of paramount importance. \nMr. Elville will discuss the following\, and more: \n• What is guardianship?\n• What are guardianship’s benefits and drawbacks?\n• What are the main questions every family should ask before making the decision to pursue guardianship?\n• What are some of the alternatives to guardianship?\n• Understanding Supported Decision Making under the new law – what is its purpose\, and what is its current status? What is its promise in Maryland? What are the problems?\n• What Supported Decision Making is not. What is Supported Decision Making’s relationship to powers of attorney\, advance medical directives\, and guardianship?\n• How Supported Decision Making works and how it can benefit loved ones with disabilities.\n• What are the types of special needs trusts and what trusts best fit different situations?\n• What are some other tools and resources families should consider when planning for loved ones with special needs? \nTo RSVP for the presentation ahead of time and receive your personal link to attend\, please click here. \nShould you have questions ahead of time\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117\, or jeff@elvilleassociates.com. We look forward to hosting you! \n#elvilleeducation\n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-planning-for-a-loved-one-with-special-needs-an-overview-of-guardianship-supported-decision-making-and-special-needs-trusts-2/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250115T100000
DTEND;TZID=America/New_York:20250115T113000
DTSTAMP:20260416T125704
CREATED:20241223T224935Z
LAST-MODIFIED:20250108T194149Z
UID:75397-1736935200-1736940600@elvilleassociates.com
SUMMARY:Webinar – Pocket Listing in Real Estate: What Is It? How Can It Help OR Hurt When I’m Selling My Property?
DESCRIPTION:Presenters:\nVictoria Hathaway\, Director\nSilver Group Division\, Keller Williams Lucido Agency \nScott Alder\, Broker\nKeller Williams Lucido Agency \nVictoria and Scott explain what a pocket listing is\, and the pros and cons of the real estate\nindustry’s practice of pocket or “quiet” listing when selling property. They will share their\nreal estate insider points of view\, and provide key information designed to educate and advocate in\nsupport of everyone who is even thinking of selling property about this controversial topic. \n• What is a pocket or “quiet” listing?\n• How can it help or hurt my goals for selling my property?\n• The Good: Privacy\, Speed\, Legacy\, Safety\n• The Bad: Impact on Sale Price\, Fair Housing\n• What a predatory pocket listing looks like\n• Why older sellers and longtime homeowners are at greater risk\n• Fair Housing and Pocket Listings\n• Best practices \nTo register for the webinar and receive your personal link to attend\, please click here. \n1.5 continuing education hours are available for most professionals who attend this webinar. Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117\, or jeff@elvilleassociates.com. We look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-pocket-listing-in-real-estate-what-is-it-how-can-it-help-or-hurt-when-im-selling-my-property/
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250108T100000
DTEND;TZID=America/New_York:20250108T111500
DTSTAMP:20260416T125704
CREATED:20241219T214431Z
LAST-MODIFIED:20241219T214431Z
UID:75389-1736330400-1736334900@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-2/
CATEGORIES:Webinar
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