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CREATED:20260722T132630Z
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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:20260928T171534
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:20260928T171534
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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DTSTART;TZID=America/New_York:20261021T100000
DTEND;TZID=America/New_York:20261021T110000
DTSTAMP:20260928T171534
CREATED:20260821T162832Z
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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:20260928T171534
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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