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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
