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X-WR-CALDESC:Events for Elville and Associates Blog
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DTSTART;TZID=America/New_York:20260204T100000
DTEND;TZID=America/New_York:20260204T110000
DTSTAMP:20260416T094322
CREATED:20251216T154843Z
LAST-MODIFIED:20251216T154843Z
UID:75742-1770199200-1770202800@elvilleassociates.com
SUMMARY:Webinar - Life and Long-Term Care Insurance in Today’s Marketplace
DESCRIPTION:Join Elville and Associates as we welcome Max Reamer\, Advisor with The Quantum Group\, for an informative discussion on today’s life insurance and long-term care insurance landscape. Max will explain what to look for when securing new policies and how to effectively evaluate policies that are already in force to ensure they continue to meet your needs. \nHe will also provide clear insight into the underwriting process—often the first line of defense in obtaining the most cost-effective and appropriate coverage. \nTo RSVP and receive your personal link to attend\, please click here. \nIf you have any questions prior to the webinar\, please contact Elville and Associates’ Community Relations Director\, Jeff Stauffer\, at jeff@elvilleassociates.com or 443-393-7696 ext. 117. We look forward to hosting you! \n#ElvilleEducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-life-and-long-term-care-insurance-in-todays-marketplace-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260206T100000
DTEND;TZID=America/New_York:20260206T110000
DTSTAMP:20260416T094322
CREATED:20260113T151704Z
LAST-MODIFIED:20260113T152200Z
UID:75739-1770372000-1770375600@elvilleassociates.com
SUMMARY:Webinar - Aging Well: Planning Ahead and Understanding Your Options
DESCRIPTION:Elville and Associates and Stanton Aging Solutions present an informative and practical discussion focused on the importance of goal setting and pre-planning. This presentation will help older adults and their families understand resources\, care options\, and planning considerations to support safety\, independence\, and informed decision making. \nTopics for discussion include: \n– The importance of forward thinking to avoid crisis-driven decisions\n– What does “aging in place” really mean?\n– Care options and overview of resources at home and beyond\n– Understanding the costs of care (Medicare vs. non-skilled private pay care) \nYour presenter is Allyson Stanton\, LBSW\, ALCP\, an Aging LifeCare Manager and founder of Stanton Aging Solutions.  Allyson has over 25 years of experience guiding older adults and their families through healthcare decisions and life transitions. She is deeply committed to ensuring clients’ voices and values are honored\, with extensive hands-on experience across nursing homes\, hospitals\, rehabilitation centers\, assisted living\, and continuing care communities. \nTo RSVP and receive your personal link to attend\, please click here. \nQuestions? Please reach out to 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-aging-well-planning-ahead-and-understanding-your-options/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260213T100000
DTEND;TZID=America/New_York:20260213T111500
DTSTAMP:20260416T094322
CREATED:20260115T182831Z
LAST-MODIFIED:20260115T182831Z
UID:75768-1770976800-1770981300@elvilleassociates.com
SUMMARY:Webinar - Guidance After Loss: Navigating Estate and Trust Administration with Confidence
DESCRIPTION:The death of a loved one is often accompanied by confusion\, unanswered questions\, and overwhelming responsibility for those left behind. In this educational webinar\, Nick Carpenter\, Associate Attorney with Elville and Associates\, provides clear guidance through the post-mortem estate and trust administration process. \nThis presentation is designed to help surviving spouses\, family members\, fiduciaries\, and professional advisors understand what happens after death—and how a thoughtful\, organized process can reduce stress\, prevent costly mistakes\, and provide confidence during a time of crisis.  Nick will explain not only the legal steps involved\, but also the practical and human considerations that matter most. \nAttendees will gain clarity around probate and non-probate administration\, fiduciary responsibilities\, critical deadlines\, tax considerations\, and the importance of coordination among attorneys\, financial advisors\, and CPAs. Through real-world examples\, the program emphasizes how education\, preparation\, and collaboration can make an enormous difference for families navigating loss. \nLearning Objectives include: \n\n\nUnderstanding what estate and trust administration is—and what happens immediately after death \n\n\nMinimizing confusion and providing meaningful support to loved ones and fiduciaries during a time of grief \n\n\nWalking through the legal step-by-step process following death\, including probate and non-probate matters \n\n\nIdentifying the practical actions that should be taken in the weeks and months after death \n\n\nRecognizing common legal and tax issues that can create delays\, disputes\, or unintended consequences \n\n\nLearning how attorneys\, financial advisors\, CPAs\, trustees\, and personal representatives can work together effectively \n\n\nTo RSVP and receive your personal link to attend\, please click here. \nQuestions prior to the event? Please contact Jeff Stauffer\, Community Relations Director\, at jeff@elvilleassociates.com or 443-393-7696 x117.
URL:https://elvilleassociates.com/blogs/6168/event/webinar-guidance-after-loss-navigating-estate-and-trust-administration-with-confidence/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260224T190000
DTEND;TZID=America/New_York:20260224T203000
DTSTAMP:20260416T094322
CREATED:20251120T161640Z
LAST-MODIFIED:20260205T190156Z
UID:75711-1771959600-1771965000@elvilleassociates.com
SUMMARY:Webinar – Protecting What Matters Most: Estate Planning and Elder Law Explained
DESCRIPTION:Presented by Elville and Associates’ Managing Principal and Lead Attorney\, Stephen R. Elville\, this in-depth educational webinar provides a comprehensive look at modern estate and elder law planning—and why thoughtful\, proactive planning is essential to protecting both families and legacies. \nEstate planning today is far more than drafting documents. It requires a coordinated process that addresses legal\, financial\, medical\, tax\, and long-term care considerations—while remaining flexible enough to adapt as laws\, family dynamics\, and personal circumstances change. In this webinar\, Steve Elville will guide attendees through the critical elements of effective planning and explain how to avoid the common pitfalls that cause plans to fail when they are needed most. \nTopics will include: \n\n\nWhat a true estate plan is—and why a structured planning process matters as much as the documents themselves \n\n\nWhy many estate plans fail in practice\, and how proper education\, coordination\, and maintenance can prevent costly mistakes \n\n\nWills versus trusts\, and how probate and non-probate assets work together (or against each other) in real life \n\n\nThe critical role of financial powers of attorney\, advance medical directives\, and MOLST forms in protecting autonomy and decision-making \n\n\nHow elder law\, taxation\, asset protection\, and long-term care planning intersect in today’s legal landscape \n\n\nThe risks of outdated or incomplete documents\, and how they can create unintended consequences for families \n\n\nWhy flexibility is essential to successful planning—and how to design a plan that evolves while still preserving your legacy \n\n\nHow to get started\, what to expect from a well-designed planning process\, and the next steps toward confident\, informed planning \n\n\nThis webinar is ideal for individuals and families who want clarity\, control\, and peace of mind—and who understand that great planning is not just about today\, but about preparing wisely for the future. \nThis webinar is offered in partnership with Timmick Financial and its three-day semiannual retirement series. \nTo RSVP for the webinar and receive your personal link to attend\, please click here. \nQuestions before the webinar?Please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or 443-393-7696 x117. \nWe look forward to hosting you and supporting your planning journey! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-planning-for-life-and-legacy-an-educational-overview-of-estate-and-elder-law-fundamentals/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260227T100000
DTEND;TZID=America/New_York:20260227T111500
DTSTAMP:20260416T094322
CREATED:20260126T172755Z
LAST-MODIFIED:20260126T172755Z
UID:75807-1772186400-1772190900@elvilleassociates.com
SUMMARY:Webinar - Who Should Serve as Trustee? Making One of Estate Planning’s Most Important Choices
DESCRIPTION:Selecting a trustee is one of the most important—and often underestimated—decisions in the estate planning process. The individual or institution you choose will be responsible for carrying out your wishes\, managing assets\, navigating family dynamics\, and exercising judgment during some of life’s most sensitive moments. \nIn this educational webinar\, Stephen R. Elville\, Managing Principal and Lead Attorney of Elville and Associates\, guides attendees through the trustee selection process and explains why thoughtful planning in this area is essential to the long-term success of any estate plan. \nThis presentation is designed to help individuals\, families\, and professional advisors understand the real-world responsibilities of trustees\, the risks associated with poor or outdated selections\, and how proper trustee succession planning can prevent disruption\, conflict\, and unintended outcomes. \nTopics of discussion will include: \n\n\nWhat a trustee is and the legal and practical responsibilities the role entails \n\n\nThe different types of trustees—individual\, professional\, and corporate—and the advantages and limitations of each \n\n\nEstablishing realistic benchmarks for selecting the “right” trustee \n\n\nWhy trustee selection plays a critical role in effective estate and trust administration \n\n\nTrustee succession planning and why it is often overlooked\, yet vital \n\n\nThe role of trustees in both wills and trusts \n\n\nWhen and why appointing a corporate trustee may be appropriate \n\n\nUnderstanding and mitigating “successor trustee risk” \n\n\nTo RSVP for the webinar and receive your personal link to attend\, please click here. \nShould you have questions prior to the event\, please contact Jeff Stauffer\, Community Relations Director and webinar moderator\, at jeff@elvilleassociates.com or 443-393-7696 x117. We look forward to hosting you.
URL:https://elvilleassociates.com/blogs/6168/event/webinar-who-should-serve-as-trustee-making-one-of-estate-plannings-most-important-choices/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260313T100000
DTEND;TZID=America/New_York:20260313T111500
DTSTAMP:20260416T094322
CREATED:20260206T122448Z
LAST-MODIFIED:20260206T125001Z
UID:75828-1773396000-1773400500@elvilleassociates.com
SUMMARY:Webinar - Before You Sell and Move: The Conversations No One Has — But Should
DESCRIPTION:Selling a home and moving are two of the most significant—and sometimes stressful—life transitions families face. Yet too often\, critical information is missed\, questions go unasked\, and decisions are made without a full understanding of the legal\, financial\, and logistical consequences.\n\n\n\nIn this educational webinar\, Elville and Associates brings together trusted professionals to discuss conversations most people don’t realize they need before listing a home or scheduling a move.\n\n\nVictoria Hathaway\, Director of The Silver Group of The Bob Lucido Team of Keller WilliamsLucido Agency\, will share candid insights into what sellers should know—but are rarely told—about timing\, pricing\, preparation\, disclosures\, and common pitfalls that can create unnecessary stress\, delays\, or financial loss.\n\n\n\nCharna Kinneberg\, Senior Move Manager (SMM-C) and Executive Vice President of Moyer Move Management\, will then demystify the moving industry\, explaining the differences between movers and move managers\, common mistakes families make\, and what to consider when downsizing\, coordinating a complex move\, or navigating a transition driven by aging\, health\, or estate administration.\n\n\n\n\n\n\n\n\n\n\n\nModerated by Elville and Associates\, the program will tie these perspectives together through the lens of intentional planning—highlighting how real estate decisions\, moving logistics\, and legal planning intersect\, and why education and coordination can help avert a crisis.\n\n\nThis webinar is designed for homeowners\, seniors\, adult children\, and caregivers seeking clear\, practical guidance to make informed decisions and reduce stress during major life transitions.\n\n\n\n\n\n\nTo RSVP and receive your personal link to attend\, please click here. \n\nQuestions?  Please contact Jeff Stauffer at jeff@elvilleassociates.com\, 443-393-7696 x117.  We look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-before-you-sell-and-move-the-conversations-no-one-has-but-should/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260403T100000
DTEND;TZID=America/New_York:20260403T104500
DTSTAMP:20260416T094322
CREATED:20260209T154847Z
LAST-MODIFIED:20260320T133104Z
UID:75833-1775210400-1775213100@elvilleassociates.com
SUMMARY:Webinar: The Elville Client Care Program - Structured Stewardship for Planning That Endures
DESCRIPTION:Estate planning is not a single moment in time. It is a long-term commitment to alignment\, clarity\, and stewardship. \nWhile many families thoughtfully create estate planning documents\, fewer implement a structured system to ensure those documents remain effective as life evolves. Over time\, assets change\, beneficiaries shift\, trustees age\, tax laws adjust\, and family dynamics develop. Without intentional review and coordination\, even well-drafted plans can drift out of alignment. \nThis presentation explores: \n\n\nWhy estate plans fail over time — and how to prevent it \n\n\nThe difference between ownership and stewardship in legacy planning \n\n\nThe importance of annual asset alignment and beneficiary coordination \n\n\nHow structured legal recalibration protects long-term outcomes \n\n\nThe value of education\, advisor collaboration\, and ongoing accountability \n\n\nWe will also discuss how the Elville Client Care Program provides a disciplined framework for maintaining planning continuity — helping ensure your estate plan works\, time and time again. \nThis program is ideal for individuals and families who believe planning should be proactive\, structured\, and responsive to life’s changes. \nTo RSVP and receive your personal link to attend\, please click here. \nQuestions ahead of time? Contact Jeff Stauffer at 443-393-7696 x117 or jeff@elvilleassociates.com. \n#elvilleeducation\n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-learn-all-there-is-to-know-about-the-elville-client-care-program/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260417T100000
DTEND;TZID=America/New_York:20260417T111500
DTSTAMP:20260416T094322
CREATED:20260225T133352Z
LAST-MODIFIED:20260225T133352Z
UID:75838-1776420000-1776424500@elvilleassociates.com
SUMMARY:Webinar - Guardianship and the Alternatives: Making Informed\, Compassionate Decisions for Your Loved One
DESCRIPTION:Guardianship is often misunderstood. \nMany families assume it is the natural next step when a loved one turns 18 with disabilities\, or when cognitive decline begins later in life. In reality\, guardianship is a court-supervised process that can remove significant legal rights and impose ongoing oversight. \nIt is a powerful tool — but also the most restrictive option available. \nIn this educational presentation\, Stephen R. Elville\, Managing Principal of Elville and Associates\, explores: \n\n\nWhat guardianship means under Maryland law \n\n\nThe differences between Guardian of the Person and Guardian of the Property \n\n\nThe legal and emotional implications of removing rights \n\n\nSupported Decision Making (SDM) and Maryland’s 2022 legislation \n\n\nPowers of Attorney and Advance Medical Directives \n\n\nHow families can determine whether guardianship is truly necessary \n\n\nThis webinar is ideal for: \n\n\nParents of young adults with special needs \n\n\nFamilies facing Alzheimer’s or dementia \n\n\nIndividuals planning proactively for incapacity \n\n\nFinancial and healthcare professionals serving vulnerable clients \n\n\nAt Elville and Associates\, we believe guardianship decisions should never be rushed or fear-based. They require education\, careful analysis\, and compassionate collaboration. \nRegister today to better understand your options and make informed decisions for your loved one.  To receive your personal link to attend\, please click here.
URL:https://elvilleassociates.com/blogs/6168/event/webinar-guardianship-and-the-alternatives-making-informed-compassionate-decisions-for-your-loved-one/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260424T100000
DTEND;TZID=America/New_York:20260424T111500
DTSTAMP:20260416T094322
CREATED:20260126T190314Z
LAST-MODIFIED:20260402T161342Z
UID:75811-1777024800-1777029300@elvilleassociates.com
SUMMARY:Webinar: Planning with Intention - The Estate Planning Process That Endures
DESCRIPTION:At Elville and Associates\, we believe estate planning excellence is not accidental—it is intentional. \nMany individuals want an estate plan that truly works: one that reflects their values\, protects the people they love\, transfers assets as intended\, controls costs\, adapts to change\, and stands the test of time. They want clarity\, confidence\, and peace of mind—knowing their plan will function when it matters most. \nYet too often\, estate planning is reduced to documents alone. Without a thoughtful process\, ongoing guidance\, and a clear understanding of risks\, even well-intended plans can fail. \nAchieving true excellence in estate planning requires more. It requires purpose\, partnership\, education\, and a disciplined planning process—one that evolves as life unfolds. In short\, it requires being extremely intentional. \nIn this cornerstone educational webinar\, Stephen R. Elville\, Managing Principal and Lead Attorney of Elville and Associates\, will lead a meaningful discussion on Intentionalism in Estate Planning—the philosophy and process that guides the firm’s approach to protecting families and legacies. \nTopics will include:\n\n\nWhy intentionality matters in estate planning—and what happens when it’s missing \n\n\nUnderstanding the real risks that cause estate plans to fail \n\n\nClarifying goals\, priorities\, and values before documents are drafted \n\n\nWhy many estate plans do not work as intended\, despite good intentions \n\n\nThe importance of maintenance\, review\, and updating over time \n\n\nThe critical role of partnership between client and estate planning attorney \n\n\nThis webinar is ideal for individuals and families who want more than documents—who want a plan that works\, adapts\, and endures. \nTo RSVP and receive your personal link to attend\, please click here. \nShould you have any questions prior to the webinar\, please contact Jeff Stauffer\, Community Relations Director\, at jeff@elvilleassociates.com or 443-393-7696\, x117 \nWe look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-planning-with-intention-the-estate-planning-process-that-endures/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260520T100000
DTEND;TZID=America/New_York:20260520T111500
DTSTAMP:20260416T094322
CREATED:20260205T190438Z
LAST-MODIFIED:20260402T163321Z
UID:75825-1779271200-1779275700@elvilleassociates.com
SUMMARY:Webinar: Protecting What Matters Most - Estate Planning and Elder Law Explained
DESCRIPTION:Presented by Elville and Associates’ Managing Principal and Lead Attorney\, Stephen R. Elville\, this in-depth educational webinar provides a comprehensive look at modern estate and elder law planning—and why thoughtful\, proactive planning is essential to protecting both families and legacies. \nEstate planning today is far more than drafting documents. It requires a coordinated process that addresses legal\, financial\, medical\, tax\, and long-term care considerations—while remaining flexible enough to adapt as laws\, family dynamics\, and personal circumstances change. In this webinar\, Steve Elville will guide attendees through the critical elements of effective planning and explain how to avoid the common pitfalls that cause plans to fail when they are needed most. \nTopics will include: \n\n\nWhat a true estate plan is—and why a structured planning process matters as much as the documents themselves \n\n\nWhy many estate plans fail in practice\, and how proper education\, coordination\, and maintenance can prevent costly mistakes \n\n\nWills versus trusts\, and how probate and non-probate assets work together (or against each other) in real life \n\n\nThe critical role of financial powers of attorney\, advance medical directives\, and MOLST forms in protecting autonomy and decision-making \n\n\nHow elder law\, taxation\, asset protection\, and long-term care planning intersect in today’s legal landscape \n\n\nThe risks of outdated or incomplete documents\, and how they can create unintended consequences for families \n\n\nWhy flexibility is essential to successful planning—and how to design a plan that evolves while still preserving your legacy \n\n\nHow to get started\, what to expect from a well-designed planning process\, and the next steps toward confident\, informed planning \n\n\nThis webinar is ideal for individuals and families who want clarity\, control\, and peace of mind—and who understand that great planning is not just about today\, but about preparing wisely for the future. \nTo RSVP for the webinar and receive your personal link to attend\, please click here. \nQuestions before the webinar?Please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or 443-393-7696 x117. \nWe look forward to hosting you and supporting your planning journey! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-protecting-what-matters-most-estate-planning-and-elder-law-explained/
CATEGORIES:Webinar
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