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DTSTART;TZID=America/New_York:20260123T100000
DTEND;TZID=America/New_York:20260123T111500
DTSTAMP:20260929T180256
CREATED:20251117T160824Z
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UID:75699-1769162400-1769166900@elvilleassociates.com
SUMMARY:Webinar - Estate Planning Is About Love
DESCRIPTION:Estate planning is so often viewed as a collection of documents — wills\, trusts\, powers of attorney\, beneficiary designations. But at its heart\, estate planning is something far deeper and far more human. \nEstate planning is about Love. \nIt’s about caring enough to provide clarity for the people who matter most.\nIt’s about easing future burdens\, reducing conflict\, and preserving harmony.\nIt’s about protecting legacies\, honoring values\, and making sure your intentions are understood — not guessed at. \nWhat You’ll Learn \nDuring this 60-minute educational presentation\, Elville and Associates’ Managing Principal Steve Elville will explore: \n\nWhy estate planning is an act of love — for yourself\, your children\, your spouse or partner\, extended family\, and future generations.\nHow clarity reduces stress and emotional strain for loved ones during critical life moments.\nHow planning protects family relationships\, reduces uncertainty\, and reduces the likelihood of conflict.\nHow proper planning reflects your values\, beliefs\, and wishes.\nWhy proactive planning is a gift — ensuring that decisions are made thoughtfully and not left to crisis\, courts\, or confusion.\nKey legal tools (wills\, trusts\, powers of attorney\, advance medical directives) explained in simple\, empowering terms.\nHow “Planning for life and planning for Legacies” forms the foundation of a secure future for your family.\n\nAs always\, Steve will leave ample time for your questions and thoughts. \nThis webinar is designed to be educational and empowering. \n\nTo RSVP for the webinar and receive your personal link to attend\, please click here. \nWhy This Topic Now? \n\nIn our work with thousands of families over the years here at Elville and Associates\, we’ve learned that the most meaningful estate plans aren’t driven by taxes\, assets\, or documents — they’re driven by care\, connection\, and responsibility. \nEstate planning is one of the most loving things you can do. \nYou are telling the people you cherish: \n\n“I care about you.”\n“I want to protect you.”\n“I want life to be easier for you when challenges come.”\n“I want my values to endure.”\n\nThis webinar invites you to see your planning through that lens — the lens of love. \nWe Hope You Can Join Us \nWhether you are new to estate planning\, revisiting an existing plan\, or simply want a deeper understanding of what “planning that works” truly means\, this presentation will offer clarity\, reassurance\, and inspiration. \nQuestions ahead of time?  Please reach out to Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117.
URL:https://elvilleassociates.com/blogs/6168/event/webinar-estate-planning-is-about-love/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260204T100000
DTEND;TZID=America/New_York:20260204T110000
DTSTAMP:20260929T180256
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:20260929T180256
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:20260929T180256
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260224T190000
DTEND;TZID=America/New_York:20260224T203000
DTSTAMP:20260929T180256
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:20260313T100000
DTEND;TZID=America/New_York:20260313T111500
DTSTAMP:20260929T180256
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260403T100000
DTEND;TZID=America/New_York:20260403T104500
DTSTAMP:20260929T180256
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:20260929T180256
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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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260424T100000
DTEND;TZID=America/New_York:20260424T111500
DTSTAMP:20260929T180256
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:20260911T100000
DTEND;TZID=America/New_York:20260911T110000
DTSTAMP:20260929T180256
CREATED:20260205T190438Z
LAST-MODIFIED:20260721T192800Z
UID:75825-1789120800-1789124400@elvilleassociates.com
SUMMARY:Elville Legacy Series: Protecting What Matters Most - Estate Planning and Elder Law Explained
DESCRIPTION:Estate planning isn’t just about preparing documents. It’s about protecting the people you love\, preserving your independence\, and making thoughtful decisions that bring confidence today while preparing for tomorrow. \nWhether you’re just beginning the planning process or wondering if your current plan still reflects your wishes\, this complimentary educational presentation will help you better understand how today’s estate planning has evolved—and why a well-designed plan is about so much more than a will or trust. \nDuring this presentation\, Elville and Associates’ Managing Principal and Lead Attorney Steve Elville will explain the legal\, financial\, healthcare\, and long-term care issues that every family should consider\, along with practical guidance for creating a plan that can adapt as life changes. \nYou’ll learn: \n\nWhy estate planning is about much more than documents.\nThe difference between wills and trusts—and when each may be appropriate.\nHow powers of attorney\, advance medical directives\, and other essential documents work together to protect you and your loved ones.\nWhy beneficiary designations and asset ownership are just as important as your estate planning documents.\nHow elder law\, tax planning\, asset protection\, and long-term care planning fit into a comprehensive plan.\nCommon mistakes that can create unnecessary stress\, expense\, and conflict for families.\nWhy reviewing and updating your plan over time is one of the most important parts of the planning process.\n\nWhether you’re planning for yourself\, your spouse\, aging parents\, or future generations\, you’ll leave with a clearer understanding of the decisions ahead and the confidence to take the next step. \nTo RSVP and receive your personal link to attend\, please click here. \nQuestions? Please contact Jeff Stauffer – jeff@elvilleassociates.com\, 443-832-2910 (direct line). We look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-protecting-what-matters-most-estate-planning-and-elder-law-explained/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260925T100000
DTEND;TZID=America/New_York:20260925T104500
DTSTAMP:20260929T180256
CREATED:20260819T135121Z
LAST-MODIFIED:20260824T162952Z
UID:75920-1790330400-1790333100@elvilleassociates.com
SUMMARY:Elville Legacy Series: Planning with Continuity - The Elville Client Care Program
DESCRIPTION:Creating an estate plan is an important accomplishment—but signing your documents is only the beginning. \nLife continues to change. Families evolve. Assets change. Health circumstances develop. Laws change. The people you have chosen to serve important roles in your plan may change as well. Over time\, even a thoughtfully designed estate plan can become disconnected from the life\, assets\, people\, and goals it was created to protect. \nThe real measure of a successful estate plan is not simply whether it was right on the day it was signed. It is whether it continues to work when you and your family need it most. \nJoin Jeffrey Stauffer\, Client Care Program Director with Elville and Associates\, for an important discussion about planning with continuity and what families can do to help ensure their estate plans remain effective through every stage of life. \nJeff will explore the elements of long-term planning success\, including the ongoing alignment of assets and legal planning\, access to your planning team\, coordination among professional advisors\, preparation of family members and fiduciaries\, and continued education as circumstances change. \nThe presentation will also examine how the Elville Client Care Program creates a structured\, long-term relationship between clients and the firm—helping families remain engaged with their planning and providing the continuity\, resources\, education\, and support needed as life unfolds. \nEstate planning should not simply work when the documents are signed. It should work when it matters! \nTo RSVP for the online event and receive your personal link to attend\, please click here. \nQuestions?  Please contact Jeff Stauffer\, Firm Operations and Community Relations\, at jeff@elvilleassociates.com\, 443-832-2910 (direct line).
URL:https://elvilleassociates.com/blogs/6168/event/elville-legacy-series-planning-with-continuity-the-elville-client-care-program/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260930T100000
DTEND;TZID=America/New_York:20260930T110000
DTSTAMP:20260929T180256
CREATED:20260722T132630Z
LAST-MODIFIED:20260722T153401Z
UID:75870-1790762400-1790766000@elvilleassociates.com
SUMMARY:Elville Legacy Series: Planning for a Loved One With Special Needs
DESCRIPTION:Creating a Lifetime Plan for Security\, Independence\, and Peace of Mind \nEvery family wants to know their loved one will be cared for if they are no longer able to do so themselves. For families caring for an individual with disabilities or special needs\, that question often carries even greater importance. \nJoin Elville and Associates’ Managing Principal and Lead Attorney\, Stephen R. Elville\, for this complimentary educational webinar exploring how thoughtful legal\, financial\, and long-term planning can help protect your loved one’s future while preserving their independence\, dignity\, and quality of life. \nThis presentation goes beyond special needs trusts to examine the broader planning process every family should consider. You’ll learn how public benefits\, estate planning\, financial planning\, advocacy\, and trusted decision-makers work together to create a comprehensive plan that adapts as life changes. \nDuring this webinar\, you’ll learn: \n\nWhy planning early provides greater flexibility and peace of mind.\nHow government benefits such as SSI\, SSDI\, Medicaid\, and Maryland ABLE fit into an overall planning strategy.\nThe role Special Needs Trusts play in protecting assets while preserving public benefits.\nHow to choose trustees\, caregivers\, advocates\, and other trusted decision-makers.\nWhy a Memorandum of Intent may be one of the most valuable planning tools for your family.\nHow attorneys\, financial advisors\, CPAs\, care managers\, and other professionals can work together as part of your planning team.\nCommon planning mistakes that can jeopardize benefits or create unnecessary hardship for families.\n\nTo RSVP for the presentation and receive your personal link to attend\, please click here. \nWhether you’re planning for a child\, sibling\, spouse\, or another loved one with disabilities\, you’ll leave with a clearer understanding of the decisions ahead—and practical steps you can take today to build a plan that protects them for years to come.
URL:https://elvilleassociates.com/blogs/6168/event/elville-legacy-series-planning-for-a-loved-one-with-special-needs/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20261009T100000
DTEND;TZID=America/New_York:20261009T110000
DTSTAMP:20260929T180256
CREATED:20260126T172755Z
LAST-MODIFIED:20260902T125115Z
UID:75807-1791540000-1791543600@elvilleassociates.com
SUMMARY:Elville Legacy Series - 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 online event\, 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\nWhat a trustee is and the legal and practical responsibilities the role entails\nThe different types of trustees—individual\, professional\, and corporate—and the advantages and limitations of each\nEstablishing realistic benchmarks for selecting the “right” trustee\nWhy trustee selection plays a critical role in effective estate and trust administration\nTrustee succession planning and why it is often overlooked\, yet vital\nThe role of trustees in both wills and trusts\nWhen and why appointing a corporate trustee may be appropriate\nUnderstanding and mitigating “successor trustee risk”\n\nTo RSVP for the presentation and receive your personal link to attend\, please click here. \nShould you have questions prior to the event\, please contact Jeff Stauffer\, Director of Operations and Community Relations\, at jeff@elvilleassociates.com or 443-832-2910. We look forward to hosting you. \n 
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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DTSTART;TZID=America/New_York:20261015T100000
DTEND;TZID=America/New_York:20261015T113000
DTSTAMP:20260929T180256
CREATED:20250728T175859Z
LAST-MODIFIED:20260916T131900Z
UID:75615-1792058400-1792063800@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 Elkridge 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’ Director of Firm Operations\, 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 – Elkridge Branch\, 6540 Washington Blvd\, Elkridge\, MD\, 21075\, United States
CATEGORIES:In-person presentation
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261021T100000
DTEND;TZID=America/New_York:20261021T110000
DTSTAMP:20260929T180256
CREATED:20260821T162832Z
LAST-MODIFIED:20260821T162832Z
UID:75926-1792576800-1792580400@elvilleassociates.com
SUMMARY:Elville Legacy Series: Guidance After Loss - Navigating Estate and Trust Administration with Confidence
DESCRIPTION:The death of a loved one often brings confusion\, unanswered questions\, and significant responsibility for those left behind. In this educational online event\, Stephen Elville\, Managing Principal of  Elville and Associates\, will provide clear\, practical guidance on the estate and trust administration process following a death. \nDesigned for surviving spouses\, family members\, fiduciaries\, and professional advisors\, this presentation will explain what happens after a loved one passes away and how a thoughtful\, organized approach can reduce stress\, prevent costly mistakes\, and provide greater confidence during a difficult time. \nSteve will discuss both the legal requirements and the practical considerations involved in administering an estate or trust\, including probate and non-probate assets\, fiduciary responsibilities\, important deadlines\, potential tax issues\, and coordination among attorneys\, financial advisors\, and CPAs. Through real-world examples\, attendees will learn how preparation\, communication\, and collaboration can make a meaningful difference for families navigating loss. \nLearning objectives include: \n\nUnderstanding the estate and trust administration process and what should happen immediately following a death\nDistinguishing between probate and non-probate assets\nUnderstanding the responsibilities of trustees and personal representatives\nIdentifying important legal\, financial\, and practical steps to take in the weeks and months following a death\nRecognizing common legal and tax issues that can cause delays\, disputes\, or unintended consequences\nUnderstanding how attorneys\, financial advisors\, CPAs\, trustees\, and personal representatives can work together effectively\n\nTo RSVP and receive your personal link to attend\, please click here. \nQuestions prior to the event? Please contact Jeff Stauffer\, Firm Operations and Community Relations\, at jeff@elvilleassociates.com or 443-832-2910.
URL:https://elvilleassociates.com/blogs/6168/event/elville-legacy-series-guidance-after-loss-navigating-estate-and-trust-administration-with-confidence/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20261114T083000
DTEND;TZID=America/New_York:20261114T123000
DTSTAMP:20260929T180256
CREATED:20260813T210027Z
LAST-MODIFIED:20260821T164526Z
UID:75880-1794645000-1794659400@elvilleassociates.com
SUMMARY:2026 Client and Community Education Event: Protecting What Matters Most - Because Your Legacy Begins With How You Live Today
DESCRIPTION:Protecting What Matters Most – Because Your Legacy Begins With How You Live Today \nSaturday\, November 14\, 2026 | 8:30 a.m. – 12:30 p.m.\nTen Oaks Ballroom – 5000 Signal Bell Lane\, Clarksville\, MD  21029 \nFor a 13th year\, Elville and Associates is pleased to bring together our clients\, friends\, professional partners\, and members of the community for a morning of education\, food\, music\, and more! \nThis year’s theme\, Protecting What Matters Most – Because Your Legacy Begins With How You Live Today\, takes a broader look at what planning really means. Of course\, planning is about protecting your family and preparing for the future. But it’s also about the decisions we make today—how we approach our finances\, protect ourselves and the people we love\, care for our health and well-being\, and live with purpose. \nThroughout the morning\, we’ll hear from speakers with very different areas of expertise\, including estate and legacy planning\, the psychology of money and financial decision-making\, fraud and the growing impact of artificial intelligence\, and the connection between wellness\, purpose\, and the legacy we create during our lifetime.  Presenters include: \nWhat Are You Planning For?\nProtecting Your Family\, Your Independence\, and Your Legacy \nStephen R. Elville\, J.D.\, LL.M.\nPresident and Managing Principal\, Elville and Associates\, P.C. \n  \nProtecting Your Financial Future\nThe Psychology of Money and the Decisions That Shape Our Lives \nJohn E. Day\, MBA\, LUTCF\nFinancial Advisor and Registered Principal – LPL Financial\, Founder – DAY Financial Group \nDAY Financial Group \n  \nThe Talk Every Family Needs to Have\nProtecting Yourself and Your Family from Fraud\, Scams\, and Financial Exploitation \nAndre Lingham – Founder\, Safe Aging Strategies \nSafe Aging Strategies\, Inc. \n  \nLiving Your Legacy\nFinding Purpose\, Meaning\, and Wellness in Every Stage of Life \nDr. Michelle Fritsch\, PharmD\, BCGP – Founder\, Propel Comprehensive Wellness \nPropel Comprehensive Wellness \nAnd as always\, the morning is about more than presentations. Guests will enjoy a breakfast buffet courtesy of Putting on the Ritz and live music performed by student musicians from the Annapolis Symphony Academy. Representatives from the Alzheimer’s Association\, Autism Society of Maryland\, and WBJC will also be joining us\, along with other resources and information available throughout the event. And yes\, we’ll have some great door prizes along the way! \nThe event is open to Elville and Associates clients\, family members and friends\, members of the community\, financial advisors\, and other professionals who share an interest in thoughtful planning and living well. \nWhether you’ve attended our annual event many times or this will be your first\, we hope you’ll join us for what should be a meaningful and enjoyable and Saturday morning together. \nProtecting What Matters Most isn’t only about what we leave behind. It’s about the life we’re living now\, the people we care about\, and the choices we make along the way. \nThis event is complimentary\, but RSVPs are required. We expect the event to reach capacity\, so we strongly encourage you to reserve your place early. Please use the form below to RSVP no later than Friday\, October 30th. \nWe look forward to seeing you on November 14! \nCheck out last year’s highlight reel here! \n\n 
URL:https://elvilleassociates.com/blogs/6168/event/2026-client-and-community-education-event-protecting-what-matters-most-because-your-legacy-begins-with-how-you-live-today/
LOCATION:Ten Oaks Ballroom\, 5300 Signal Bell Lane\, Clarksville\, MD\, 21029\, United States
CATEGORIES:In-person presentation
ORGANIZER;CN="Elville and Associates%2C P.C.":MAILTO:jeff@elvilleassociates.com
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