The Elville Webinar Series has a real treat for you! We welcome Victoria Hathaway, Director of Silver Group of Keller Williams Lucido Agency, and Emily Leclercq, Program Manager with Maryland Access Point and the Office on Aging & Independence. These two subject matter authorities will lead attendees through a discussion about "Housing Options as You […]
Many people want to achieve excellence in their estate planning – to establish an estate plan that works as intended – one that will stand the test of time, accomplish personal goals and priorities, provide for the disposition of assets in the desired way to the persons and/or organizations of choice, controlling costs, and setting […]
How you manage stress has a huge impact on your short- and long-term health. We will start this session with a quick assessment of your current level of reserves then dive directly into how you can keep your tank full - and why that is so very important. We will explore the impact on your […]
This Advisors’ Forum webinar presentation is designed to educate financial advisors, CPAs, insurance professionals, Aging LifeCare Managers, and others about the long-term variables in modern estate planning. Stephen Elville, Managing Principal Attorney of Elville and Associates, P.C. will discuss recent changes in the laws that, while intended to provide significant flexibility, may in fact raise […]
Co-presenting will be Elville and Associates’ Principal Attorney and Rockville office leader Lilly Hummel, and Clover Leaf Wealth Strategies' Chartered Special Needs Consultant and Financial Advisor Cortney Heykoop. Proper Estate Planning is a true gift you can leave to your loved ones. In this seminar we will review general estate planning documents taking this a […]
At Propel Comprehensive Wellness, more and more Dr. Michelle Fritsch has been watching and working with clients caught in scams. Some of these take more than your money. They take your real relationships, your security, your reputation, and more. This isn’t designed to scare you. It is to empower you to be ahead of the […]
Since 2016, Elville and Associates’ Client Care Program has been synonymous with “Planning That Works.” The Mission of the firm’s Client Care Program is to provide our clients with the comfort and assurance that their estate, special needs, and elder law planning will work as intended no matter how clients’ goals and situations may change, […]
In these uncertain times, how do you manage your anxiety, dark days, the news, the pace of life? On the media and social media we see only the best sides of people and our brains try to tell us everyone has it good and we are the only ones struggling. That’s a lie! Let’s talk […]
Presenting will be Elville and Associates’ Principal Attorney Lilly Hummel, Clover Leaf Wealth Strategies' Chartered Special Needs Consultant Cortney Heykoop, and Maryland ABLE's Outreach Coordinator Kelly Nelson. Special needs trusts and ABLE accounts are powerful planning tools, yet they are quite different and each has its own set of rules and requirements. Families with loved […]
Supported Decision Making (SDM) involves persons with disabilities being able to make their own decisions to whatever extent they can, provided that they have enough support to do so. Now law in Maryland, Supported Decision Making represents a huge breakthrough for people living with disabilities, as it does not take away their rights of self-determination; […]
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, […]
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 […]
