Elville and Associates Blog

Understanding Maryland ABLE Accounts and How the Benefit Your Loved One with Special Needs
2022-06-15 06:00 - 07:30 (America/New_York)
Maryland ABLE accounts help families and their loved ones with disabilities save for the future without jeopardizing federal, state and local benefits. Join Kelly Nelson, Outreach and Communications Manager from Maryland ABLE, as she shares by webinar the following:

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

Please click here to secure your registration and receive the webinar link ahead of time.
Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117.
This webinar is open to clients, the general public, and financial advisors. 1.5 continuing education hours will be offered for CPAs, CFPs, and other professionals for attending this presentation. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries

Webinar – What Families Need to Know About Planning for a Loved One with Special Needs
2022-06-22 06:00 - 07:30, 2022-09-14 06:00 - 07:30
Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, webinar attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life.The key issues of understanding the role of public benefits, making decisions about the future, Maryland ABLE, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also, to be touched upon will be the “planning team concept” — how your planning team (attorney, financial advisor, CPA) — can work together to help provide your family peace of mind during the special needs planning process.
To receive your personal link to attend ahead of time, please click here. Should you have questions, please contact Community Relations Director Jeff Stauffer at 443-216-9626 x117.
Open to clients, advisors and the general public. For Certified Financial Planners, CPAs, and other professionals 1.5 continuing education hours will be available for attending this presentation. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries

Webinar – The Elville Webinar Series’ Wellness Series: Social Wellness
2022-07-19 07:30 - 08:30
What does it mean to be socially healthy? Have you even considered that aspect of your health? We will explain why it is so important and give you several strategies to stay fulfilled and active in that area of your health.Featuring nationally renowned speakers Ms. Ellen Platt, a certified Aging LifeCare Manager and President of The Option Group, and Dr. Michelle Fritsch, a board certified, doctoral trained health professional and founder of Retirement Wellness Strategies, this presentation is one you will not want to miss!
To RSVP and receive your personal link to attend, please click here. Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries
#wellnessseries

Medicaid Long Term Care Asset Protection Planning
2022-07-20 06:30 - 07:45
Join Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss as she offers this webinar presentation that will shed light on options for pre-crisis planning techniques and asset protection as well as crisis planning techniques and what assistance is available.Topics to be discussed include:

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

Crisis Planning and Assistance

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

Please click here to register for the webinar ahead of time and receive your personal link to join. Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-393-7696 x117.
Open to clients, financial advisors, and the general public. 1.5 continuing education credits will be available for professionals who attend this webinar.
#elvilleeducation

Webinar – Trustee Selection – How to Choose the Right One for You
2022-07-22 06:00 - 07:30, 2022-10-21 06:00 - 07:30
Join Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville as he offers this webinar discussion about the very important topic of how to select a Trustee. Choosing a Trustee is one of the most intensive pieces of the estate planning process, and a choice not to be taken lightly. Ensure you’re educated about all the factors that go into making this important decision. Points of emphasis will include:— What is a Trustee and what are their responsibilities?
— Types of Trustees and their characteristics – advantages and disadvantages
— The perfect Trustee – setting the benchmark for selection
— Trustee selection – why is it so important?
— Trustee succession and plan design – why so difficult, why so crucial?
— Trustee roles in Wills and Trusts
— What are some reasons to consider appointing a Corporate Trustee?
— Why should you be concerned about “Successor Trustee risk”?
To register for the webinar and receive the link ahead of time, please click here. Should you have any questions beforehand, please contact Community Relations Director and webinar moderator Jeff Stauffer at jeff@elvilleassociates.com, or 443-393-7696 x 117. We look forward to hosting you!
Open to clients, advisors and the general public. For Certified Financial Planners, CPAs, and various other professionals, 1.5 continuing education hours will be available for attending this presentation.
#elvilleeducation
#elvillewebinarseries

Webinar – The Wellness Series: Making the Most Out of Your Medical Appointments
2022-08-16 07:30 - 08:30
In part 10 of the Elville Webinar Series’ interactive Wellness Series, guest presenters Dr. Michelle Fritsch and Ms. Ellen Platt explore the important topic of how to make the most out of your medical appointments. Most people just show up to medical appointments. In today’s rushed and fragmented health system, you can greatly improve your health and assure no mistakes are made by knowing how to prepare for each visit, what to do during the visit, and what to do after the visit. This is true for doctors, dietitians, therapists, or any other type of healthcare. With their combined 60 years of healthcare experience, Dr. Fritsch and Ms. Platt have seen the problems first hand and developed these strategies that have worked for countless people.
Featuring nationally renowned speaker Dr. Michelle Fritsch, a board certified, doctoral trained health professional and founder of Retirement Wellness Strategies and cofounder of Propel Comprehensive Wellness, this presentation is one you will not want to miss!
To register for the webinar 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. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries
#wellnessseries

The Essentials of Estate Planning and Elder Law
2022-08-26 06:00 - 07:30
This webinar is an in depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, in our Estate Planning and Elder Law Essentials webinar Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics she will address include:

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

To register for the webinar ahead of time and receive your personal link to attend, please click here.
This webinar is offered in partnership with Visiting Angels, a longtime supporter of Elville and Associates’ educational programs. To learn more about Visiting Angels, its services, educational programs and calendar of events, please visit www.visitingangels.com or contact Ms. Stephanie Lawler, Homecare Consultant, at stephaniel@mdvisitingangels.com.
Open to clients, financial advisors, and the general public, 1.5 continuing education hours are available for professionals who attend thsi presentation.
Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-343-8529 x117. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries

Medicare Basics – What You Need to Know
2022-09-06 06:00 - 07:15
Join Elville and Associates as we welcome Mr. Mark Trent of Medicare Supplement Services for this timely presentation about “Medicare Basics – What You Need to Know.” The annual Medicare enrollment period runs from October 15th through December 7th. Mr. Trent was Elville and Associates’ featured presenter at our 2017 and 2018 annual Client Event and we are thrilled to welcome him back for this presentation! His wit and wisdom make for a fun and very educational presentation. Among the topics of discussion will be:-The Federal Government’s “Medicare & You” handbook translated into English (the least read book in America)
-The Basics – Medicare A, B, C and a D – and what’s CMS?
-Part A and B entitlement and cost – plus something called IRMAA which may surprise you
-What’s a Supplement? – ugh, more letters
-Medicare Part D – DRUGS, it’s not what you’re used too
-Medicare Part C – Advantage Plans, Medicare all in one!
-Fall Open Enrollment – what it’s really for
To register 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!
For CPAs, CFPs, and various other professionals, 1.5 continuing education hours are available for attending this webinar.
#elvilleeducation
#elvillewebinarseries

Webinar – Estate Planning and Elder Law Essentials: “Excellent Estate Planning”
2022-09-19 15:00 - 16:30
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 yearly three-evening Retirement Planning Webinar Series.  Each evening is purely educational in nature and no cost to attend.  Evening one will feature Steve discussing estate planning and elder law essentials – “excellent estate planning” – and will include the following topics:

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

Why many estate plans fail and the steps you can take to ensure success for your family

As registration is required ahead of time, please call Gail Timmick at Timmick Financial at 410-740-1300 or visit timmickfinancial.com to RSVP and receive your personal link to attend.  We look forward to hosting you!
#elvilleeducation

Webinar – The Elville Webinar Series’ Wellness Series: Staying Mentally Sharp
2022-09-20 07:30 - 08:30
There are strategies you can take to keep your brain always working and learning. We will cover these and steps to take if you feel your memory is slipping. Get specific tips you can apply right away to stay mentally sharp.
Featuring nationally renowned speakers Ms. Ellen Platt, a certified Aging LifeCare Manager and President of The Option Group, and Dr. Michelle Fritsch, a board certified, doctoral trained health professional and founder of Retirement Wellness Strategies, this presentation is one you will not want to miss!
To RSVP and receive your personal link to attend, please click here. Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117. We look forward to hosting you!
This webinar is offered in partnership with Visiting Angels, a longtime supporter of Elville and Associates’ educational programs. To learn more about Visiting Angels, its services, educational programs and calendar of events, please visit www.visitingangels.com or contact Ms. Stephanie Lawler, Homecare Consultant, at stephaniel@mdvisitingangels.com.
#elvilleeducation
#elvillewebinarseries
#wellnessseries

Knowing the Differences Between Assisted Living and Skilled Nursing Facilities
2022-09-21 06:30 - 07:45
Presented by Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss, this webinar will discuss the key differences between an assisted living facility and a skilled nursing facility. We will review what qualifications are needed for each type of facility, what long-term insurance will pay for, and what public benefits may be available for each, including Medicaid and Veteran’s Administration (VA) benefits. We will go over asset requirements, and asset protection and planning strategies. – Assisted Living Facilities ARE NOT skilled nursing facilities. Learn what to expect with both facilities and what questions you should be asking.
– VA Aid & Attendance can be very helpful in paying towards the costs of assisted living, if eligible – is there a service member in the home? The DOD takes care of their own; there are several options available for veterans and their surviving spouses.
– Doing asset protection planning now can increase the likelihood of preserving your family’s wealth in the future. We don’t have 20/20 vision, but if this year has taught us anything – no one can predict the future. However, you can plan for a multitude of circumstances to be prepared for what comes next.
– Long-term care Medicaid is available for those that need to be in a skilled nursing facility, but assets have to be either protected or spent-down for eligibility. Knowing what to spend and how to spend, it is key!
To register and receive your personal link to attend, please click here.
Open to clients, advisors and the general public. For Certified Financial Planners and CPAs, 1.5 continuing education hours will be available for attending this presentation.
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!
#elvilleeducation

Webinar – Understanding Estate and Trust Administration
2022-09-23 06:00 - 07:30
Presented by the Elville Webinar Series and Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville, this webinar will delve into the situations that arise after the death of a client, client’s family member, or loved one and the trust and estate administration that takes place during that time. Helping advisors and family members understand what their roles are in helping clients and loved ones through the legal process, what that legal process is, and how advisors and other planning team members can best work together in support of clients is of paramount importance during this challenging time for all involved.Learning Objectives:
— unraveling the mystery of what happens after the death of a client or loved one
— minimizing confusion and providing maximum support to clients and loved ones at a time of crisis
— what is the legal step-by-step process that needs to be taken after death?
— what are the practical steps that should be taken after death?
— examining the most significant and potentially problematic legal and tax issues advisors and family members should be aware of in the months following the death of a client or loved one
— how financial advisors, CPAs, and attorneys can best work together in support of clients
Please click here to RSVP ahead of time and receive your personal webinar link to attend. Should you have any questions before the event, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-343-8533 x117. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries

Webinar - Understanding the Uses and Purposes of Irrevocable Trusts in 2022
2022-09-28 06:00 - 07:30
Irrevocable trusts are often misunderstood. Despite all the constant talk about their uses and applications, few clients and advisors really understand the potential power and application of these estate planning, asset protection planning, tax planning, special needs planning, elder care planning, and charitable planning tools. And along these lines there are usually many unanswered questions such as when should irrevocable trusts be used?; what do irrevocable trusts really do and how do they function?; what are the downsides of irrevocable trusts?; how can we be sure not to miss opportunities with irrevocable trust planning?; are irrevocable trusts really suitable for most clients?; and more.
In this interactive workshop, attorney Stephen R. Elville will provide an overview of the most utilized irrevocable trusts and their potential uses and purposes in 2022. Steve will address the above-mentioned questions along with the questions of attendees. The following major topics will also be covered:

The estate planning outlook for 2022 – a January perspective
Why should clients care about irrevocable trusts in 2022?
What are the most known and available irrevocable trusts in 2022?
Uses and objectives in irrevocable trust planning
Differences between revocable and irrevocable trusts
Taxation of irrevocable trusts – a very brief overview
The continuing need for flexibility – new plans versus older plans
How to describe and discuss irrevocable trusts with clients
Client goals and purpose – the key to knowing when and how to harness the power of irrevocable trusts
Utilizing client education and illustrations to help clients make decisions and accomplish their objectives

Please RSVP 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!
1.5 continuing education hours will be available for CFPs, CPAs, and other professionals who attend this presentation.
This webinar is offered in partnership with the Howard County Library System, a longtime supporter of Elville and Associates’ educational programs. To learn more about the HCLS, its educational programs and calendar of events, please visit https://live-howardcounty.pantheonsite.io/ or contact Ms. Rohini Gupta, Adult Curriculum Specialist, at rohini.gupta@hclibrary.org.
#elvilleeducation
#elvillewebinarseries

Webinar – Understanding the Uses and Purposes of Irrevocable Trusts in 2022
2022-09-28 06:00 - 07:30
Irrevocable trusts are often misunderstood. Despite all the constant talk about their uses and applications, few clients, financial advisors, CPAs, and other professionals really understand the potential power and application of these estate planning, asset protection planning, tax planning, special needs planning, elder care planning, and charitable planning tools. And along these lines there are usually many unanswered questions such as when should irrevocable trusts be used?; what do irrevocable trusts really do and how do they function?; what are the downsides of irrevocable trusts?; how can we be sure not to miss opportunities with irrevocable trust planning?; are irrevocable trusts really suitable for most clients?; and more.In this interactive workshop, Managing Principal and Lead Attorney Stephen R. Elville will provide an overview of the most utilized irrevocable trusts and their potential uses and purposes in 2022. Steve will address the above-mentioned questions along with the questions of attendees. The following major topics will also be covered:
– Why should clients care about irrevocable trusts in 2022?
– What are the most known and available irrevocable trusts in 2022?
– Uses and objectives in irrevocable trust planning
– Differences between revocable and irrevocable trusts
– Taxation of irrevocable trusts – a very brief overview
– The continuing need for flexibility – new plans versus older plans
–
Please click here to receive your personal link to the webinar ahead of time. Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at 443-343-8966 x117, or at jeff@elvilleassociates.com. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries

Webinar - Guardianship - What Is It, When Is it Appropriate, and What Are Some Alternatives?
2022-10-05 06:30 - 07:45
The decision to pursue guardianship — to obtain the legal authority to make decisions for another person — is one that has many intricacies to it and should not be taken lightly. There are also many alternatives to guardianship to consider as well, which is why speaking with a qualified attorney is extremely important during the decision making process and throughout the guardianship proceeding.Join Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss as he offers this webinar presentation about “Guardianship – What Is It, When Is It Appropriate, and What Are Some Alternatives?” Topics of discussion will include:
— What is guardianship?
— What are the benefits and drawbacks?
— What are the main questions every family should ask before making the decision to pursue guardianship?
— What are some of the alternatives to guardianship?
To receive your personal link to attend ahead of time, please click here.
Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries

Webinar – Financial Exploitation: Frauds and Scams Targeting Seniors
2022-10-06 06:00 - 07:15
Thursday, October 6th – 10:00 – 11:15 a.m.It is estimated that seniors are scammed out of $36 billion dollars per year in financial exploitation. Such exploitation occurs whenever older adults are deprived of their property by improper means. This commonly includes fraud, theft or deceptive behavior. Often the perpetrator of this behavior is a family member, caregiver, or someone who has a relationship of trust with the older adult. This presentation will cover the various types of financial exploitation, scams and frauds that target seniors and the best ways to minimize being victimized. Case studies and interviews with victims are included in the presentation.
Your presenter is Mr. Andre Lingham, Founder and President for the Center of Elder Justice and Education and a distinguished retired Howard County Police Officer. The Center of Elder Justice and Education was established in 2021 and is a non-profit organization that promotes elder abuse awareness and education. Their mission is done by virtual and in person training to senior citizens, the general public, government agencies, police departments and private institutions. Andre previously served over 30 years in law enforcement and retired from the Howard County Police Department in 2019 to focus full time on elder abuse awareness and education. While a member of the Howard County Police Department, he served as the Senior Citizen Liaison for 5 years. In 2014, Andre was named Howard Police Officer of the Year and 2015 American Legion Law Enforcement Officer of the Year for his work educating and protecting seniors
Please RSVP here to secure your registration and receive the webinar link. Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-393-7696 x117. We look forward to hosting you!
For CPAs, CFPs, and various other professionals, 1.5 continuing education hours are available for attending this webinar.
#elvilleeducation
#elvillewebinarseries

Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum
2022-10-12 05:30 - 07:30
Advisory Team SeriesFiscal Year Fast Start – Collaborating in 2022-2023
How Financial Advisors, CPAs, and Attorneys Can Help Clients Achieve Perfection in Planning
In this interactive workshop, estate planning, elder law, and special needs planning attorney Stephen R. Elville, J.D., LL.M., will lead a discussion addressing the many obstacles faced by clients in their pursuit of perfection in estate, tax, and financial planning, including bottlenecks and non-collaboration inside the Advisory Team, and what Advisors can do to fix this pervasive problem and ensure that clients and their families have the greatest possible opportunity to achieve their highest planning vision (thereby achieving tangible and intangible benefits to Advisors that require no explanation).
Discussion points will include:

What kind of Advisory Team does your client have (if any)?
What clients really want from their Advisory Team (including the subconscious) – what are their expectations?
Focus on the Advisory Team – what is it and what are its strengths and challenges?
How clients suffer when the Advisory Team, or lack thereof, fails to function
Causes and sources of Advisory Team failure, and how to avoid them
Setting client expectations – teeing up correctly and keeping your head down prior to hitting the ball
Using a driver to putt – are you inadvertently engaging in estate planning?
How clients can achieve perfection in planning, and what are the obstacles?
Responsibilities and Opportunities for the Advisory Team
Risks versus Rewards
Case examples

To RSVP for The Advisors’ Forum, please email Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com.
1.5 continuing education hours will be available for CFPs, CPAs and various other professionals who attend this webinar. We look forward to hosting you!
Should you have any questions ahead of time, please Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117.
#elvilleeducation

Webinar – Identity Theft: The Illusion of Privacy
2022-10-20 06:00 - 07:15
Identity theft occurs when someone uses another’s personal identifying information, like their name, social security number or credit card number, to commit fraud or theft. Identity theft is one of the fastest growing crimes in the United States. A 2021 Javeline Strategy study estimates Americans lost a total of $56 billion dollars in Identity Theft scams. These alarming statistics demonstrate identity theft may be the most frequent, costly and pervasive crime in the United States. This presentation will cover the various types of identity theft, to include child ID theft, medical ID theft, tax ID theft and data breaches. The ease of accessing our personal information online and through public information resources will also be discussed.Your presenter is Mr. Andre Lingham, Founder and President for the Center of Elder Justice and Education and a distinguished retired Howard County Police Officer. The Center of Elder Justice and Education was established in 2021 and is a non-profit organization that promotes elder abuse awareness and education. Their mission is done by virtual and in person training to senior citizens, the general public, government agencies, police departments and private institutions. Andre previously served over 30 years in law enforcement and retired from the Howard County Police Department in 2019 to focus full time on elder abuse awareness and education. While a member of the Howard County Police Department, he served as the Senior Citizen Liaison for 5 years. In 2014, Andre was named Howard Police Officer of the Year and 2015 American Legion Law Enforcement Officer of the Year for his work educating and protecting seniors
Please RSVP here to secure your registration and receive the webinar link. Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-393-7696 x117. We look forward to hosting you!
For CPAs, CFPs, and various other professionals, 1.5 continuing education hours are available for attending this webinar.
#elvilleeducation
#elvillewebinarseries

Webinar – Answers to Today’s Real Estate Questions
2022-10-25 06:30 - 07:15
The real estate market has changed a bit since we welcomed Realtors Donna Weaver and Karen Lawlor of the Wendy Slaughter Team this past spring. Donna and Karen are back to talk a little about rising interest rates, inventory, and share some answers to some of the most current commonly asked real estate questions. And, as always they’ll be available to answer any questions you may have for them. This is a presentation you certainly won’t want to miss!To receive your personal link to attend 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.
#elvilleeducation

Webinar – The Essentials of Estate Planning and Elder Law
2022-10-26 06:00 - 07:30
This webinar is an in depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, in our Estate Planning and Elder Law Essentials webinar Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics he will address include:

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

To register for the webinar ahead of time and receive your personal link to attend, please click here.
Open to clients, financial advisors, and the general public, 1.5 continuing education hours are available for professionals who attend thsi presentation.
Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-343-8529 x117. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries

Webinar – The Elville Webinar Series’ Wellness Series: Know Your "WHY"? Fulfillment vs Busyness
2022-10-27 07:30 - 08:30
Join us in our next installment of the Elville Webinar Series’ Wellness Series featuring Dr. Michelle Fritsch and Ms. Ellen Platt to discuss purpose and meaning.The discussion will include paring down your “to-do list” and eliminating unfocused “busyness” to make room to hone in on the important aspects of our lives – to find fulfilment and meaning in what we do.
To RSVP and receive your personal link to attend, please click here
Should you have any questions before the webinar, please contact Jeff Stauffer, Community Relations Director, at jeff@elvilleassociates.com, or at 443-393-7696 x117. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries
#wellnessseries

Webinar: Supported Decision Making for Loved Ones With Disabilities – Breaking Through
2022-11-10 05:00 - 06:30
Supported Decision Making (SDM) involves persons with disabilities being able to make their own decisions to whatever extent they can, provided they have enough support to do so. While Maryland’s Supported Decision Making law went into effect on October 1st, SDM is now law in nearly half of the U.S. Supported Decision Making represents a huge breakthrough for persons 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. In this powerful webinar presentation, Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville will explore Supported Decision Making and its possibilities for families and their loved ones with disabilities.Topics for discussion include:

Understanding Supported Decision Making (SDM) – what is it and what is its purpose?
New Maryland SDM Legislation – effective October 1, 2022
What is the promise of SDM in Maryland?
What SDM is not – and what is SDM’s relationship to powers of attorney, advance medical directives, and guardianship?
How SDM works, and how if can benefit persons living with brain injury
A review of New Maryland Legislation – effective October 1, 2022
A review of various SDM agreements (D.C., Delaware, Indiana, Alaska)
Next Steps
Questions and Answers

To register for the webinar and receive your personal link ahead of time, please click here.
Should you have any questions before the webinar, please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or at 443-393-7696.
Available to clients, advisors, and the general public, 1.5 continuing education hours will be available for Certified Financial Planners, CPAs, and various other professional attending this presentation.
#elvilleeducation

Webinar – The Wellness Series: Thriving Through the Holidays
2022-11-15 06:00 - 07:00
This year, rather than ‘get through’ the holidays, let’s take steps to plan ahead to fully enjoy and thrive in the holidays. This session will help you identify your own needs and include those in your plans. Celebrate with other while caring for yourself.Featuring nationally renowned speakers Ms. Ellen Platt, a certified Aging LifeCare Manager and President of The Option Group, and Dr. Michelle Fritsch, a board certified, doctoral trained health professional and founder of Retirement Wellness Strategies, this presentation is one you will not want to miss!
To RSVP and receive your personal link to attend, please click here. Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117. We look forward to hosting you!
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“wellnessseries”

Webinar – The Essentials of Estate Planning and Elder Law
2022-11-16 05:30 - 07:00
This webinar is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.Presented by Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss, in our Estate Planning and Elder Law Essentials webinar Lindsay will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics she will address include:
— understanding the planning process, including the reasons for estate planning
— wills vs. trusts
— probate vs. non-probate and understanding non-probate devices
— the absolute importance of incorporating “flexibility” in your planning
— planning for incapacity
— understanding the importance of financial powers of attorney, advance medical directives and MOLST
— Medicaid — myths versus reality
— estate tax planning
— asset protection and protecting shares for children and grandchildren
— understanding why having outdated documents could provide challenges in the future
— how to achieve perfection for your legacy
To RSVP ahead of time and receive your personal link to attend, please click here. Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-343-8529 x117.
This webinar is open to clients, financial advisors, and the general public. 1.5 continuing education hours are available for CFPs, CPAs, and various other professionals who attend this webinar. We look forward to hosting you!
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Webinar – What Families Need to Know About Planning for a Loved One with Special Needs
2022-11-23 05:00 - 06:30
Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, webinar attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life.The key issues of understanding the role of public benefits, making decisions about the future, Maryland ABLE, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also, to be touched upon will be the “planning team concept” — how your planning team (attorney, financial advisor, CPA) — can work together to help provide your family peace of mind during the special needs planning process.
To receive your personal link to attend ahead of time, please click here . Should you have questions, please contact Community Relations Director Jeff Stauffer at 443-216-9626 x117.
Open to clients, advisors and the general public. For Certified Financial Planners, CPAs, and other professionals 1.5 continuing education hours will be available for attending this presentation. We look forward to hosting you!
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Presentation – The Essentials of Estate Planning and Elder Law
2022-12-07 05:00 - 06:30
This in person presentation is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, in our Estate Planning and Elder Law Essentials webinar Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics he will address include:

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

To register for the presentation ahead of time, please email Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or HCPL’s Adult Learning and Innovation Specialist Rohini Gupta at rohini.gupta@hclibrary.org
Should you have any questions before the webinar, please contact Jeff or Rohini. We look forward to hosting you!
#elvilleeducation

Learn What Elder Law Attorneys Are Advising Clients in 2022
2022-12-09 05:00 - 06:30
“Elder Law attorneys are not just lawyers, they are counselors.”Elder Law encompasses many concepts – planning for individuals and families who do not have taxable estates, but who are primarily concerned about the protection of their assets and addressing disability and long-term care issues. Elder Law also encompasses the following: Medical Assistance (Medicaid), long-term care planning, asset protection, nursing home and assisted living selection and placement, special needs planning, guardianship, Social Security issues, Veterans Benefits, senior housing issues, powers of attorney, advance medical directives, wills, trusts, and more.
Join Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville as he leads you through this webinar discussion to learn why an Elder Law consultation is an integral part of the planning process. Attendees will learn:

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

To register for the webinar and receive your personal link ahead of time, please click here.
Should you have any questions before the webinar, please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or at 443-393-7696.
Available to clients, advisors, and the general public, 1.5 continuing education hours will be available for Certified Financial Planners, CPAs, and various other professional attending this presentation.
#elvilleeducation

Webinar – The Wellness Series: A Celebration of Gratitude!
2022-12-20 06:30 - 07:30
In installment 14 of the Elville Webinar Series’ Wellness Series, we will celebrate your highlights of 2022 and explore the many ways to incorporate gratitude into daily life. Consider how this can help your mindset, the stress and anxiety you feel, your sleep, your outlook, and your overall health. Let’s wrap up 2022 on a high note!Featuring nationally renowned speakers Ms. Ellen Platt, a certified Aging LifeCare Manager and President of The Option Group, and Dr. Michelle Fritsch, a board certified, doctoral trained health professional and founder of Retirement Wellness Strategies, this presentation is one you will not want to miss!
To RSVP and receive your personal link to attend, please click here. Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries
“wellnessseries”
