Webinar - The Wellness Series: Give the GIFT of Yourself This Year
2025-11-20 10:00 - 11:00 (America/New_York)
Let’s explore how unique you are. Your perspective, experiences, skills, and insights hold great value. Throughout this session discover the value of gathering. This discussion will include the dangers of isolation, the impact of your internal self-talk, and how you win when you connect with others.
Topics will include:
– How unique you are
– How your perspectives are shaped and why that’s so valuable
– How self-talk can get in your way and diminish you
– The dangers of isolation
– The dangerous trend, especially in the US, of people gathering way LESS often!
– How to share the gift of YOU
– How and why no money is required yet it’s the best gift you can give
– How to use the gift of YOU to make this your favorite holiday season yet!
To RSVP and receive your personal link to attend, please click here.
Your presenter is nationally renowned speaker Dr. Michelle Fritsch, a board certified, doctoral trained health professional and founder of Retirement Wellness Strategies. Dr. Fritsch also cofounded Propel Comprehensive Wellness, a program to guide those over 50 to maintain their health, function, and fulfillment in their retirement years.
Should you have any questions, please contact Community Relations Director Jeff Stauffer at 443-393-7696, or jeff@elvilleassociates.com. We look forward to hosting you!

Webinar - Learn All There Is to Know About the Elville Client Care Program
2025-12-02 10:00 - 10:45
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, and to ensure planning remains consistent with changes in the law.
As one of only two firms in Maryland with a Client Care Program accredited by the Client Care Academy in Boston, Elville and Associates encourages enrollment in the Program as it is without question the highest and most ideal form of partnership between the firm and its clients.
Join Elville and Associates’ longtime Community Relations Director, Jeff Stauffer, as he takes off his moderator had and puts on his presenter hat for this comprehensive and concise webinar about the firm’s Client Care Program.
Topics of discussion include:
– What exactly is the Client Care Program and what is its history?
– Is the Client Care Program the right fit for my family and me?
– An overview of benefits included in Client Care Program membership
– Simple steps about how to become a member of the Client Care Program
– Questions and answers
To register ahead of time and receive your personal link to attend, please click here.
Should you have questions ahead of time, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117, or jeff@elvilleassociates.com. We look forward to hosting you!
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Webinar - The Essentials of Estate and Special Needs Planning with Steve Elville
2025-12-05 10:00 - 11:15
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.
In this webinar presentation, 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.
Key points of education include:

Wills, trusts, powers of attorney, and other legal documents to set forth and carry out your family’s goals – all planning is goal-driven!
How to manage and distribute assets, whether for the benefit of a disabled individual or other beneficiaries.
Addressing how to provide financial support for loved ones with disabilities without jeopardizing eligibility for means-tested government benefits including SSI and Medicaid.
A 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?
Special needs planning takes into account the unique challenges and needs of individuals with disabilities, such as healthcare, housing, and support services.
Guardianship and supported decision making – what are they and when are they appropriate?
Trustee 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.
Special 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.

To RSVP and receive your personal link to attend please click here. Should you have questions ahead of time, please reach out to Elville and Associates’ Community Relations Director, Jeff Stauffer, at jeff@elvilleassociates.com, or 443-393-7696 x117.
We look forward to hosting you!

Webinar - Unlocking Value: The Price of Condition
2026-01-08 10:00 - 11:00
Join Elville and Associates as we welcome back Realtors® and Seniors Real Estate Specialists® Donna Weaver and Karen Lawlor with the Wendy Slaughter Team at VYBE Realty. Donna and Karen will discuss “Unlocking Value – The Price of Condition.”
Thinking about selling? Learn how to maximize your home’s value in the current market. Discover which updates matter most, how to prepare your home strategically, and why condition can make—or break—your bottom line. We’ll reveal real before-and-after transformations and show how small investments can lead to big returns at closing.
And, as always, Donna and Karen will be available to answer any questions you may have for them.
To RSVP and receive your personal link to attend, please click here.
This presentation is open to clients, financial advisors, and the general public. 1.0 continuing education hour is available for most professionals who attend this webinar.
Should you have any questions before the presentation, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-393-7696 x117. We look forward to hosting you!
#elvilleeducation
#elvillewebinarseries

Webinar - ABLE Accounts: A Financial Tool to Promote Health, Independence, and Financial Stability
2026-01-09 10:00 - 11:30
People with disabilities face barriers to economic and financial stability. People receiving federal and state means tested benefits such as SSI and Medicaid are not permitted to have assets over $2,000 without jeopardizing their vital benefits. This asset limit has created a cycle of poverty for people with disabilities by forcing it those receiving public benefits to spend down their assets just to maintain their benefits. The Stephen Beck Jr. Achieving A Better Life Experience (ABLE) Act, passed in 2014, has made it possible for people with disabilities to save for everyday expense and invest for the future without jeopardizing their vital benefits. With an ABLE account, people with disabilities can build self-reliance as they can save for their goals as well as pay for the additional costs of living with a disability while still maintaining waiver benefits such as food, energy and housing assistance. According to the National Association of State Treasurers (NAST) there are 214,000 ABLE accounts nationwide with $2.68 billion in assets. Still there are many people with disabilities who are not benefiting from an ABLE account because they either have not heard of ABLE or do not understand how ABLE programs work.
Presented by Maryland ABLE’s Outreach and Communications Manager Kelly Nelson, attendees of this presentation will learn about the ABLE Act, the eligibility criteria, account management process, how funds can be used to pay for qualified disabilities expenses, tax-advantaged savings and investment options, online gifting and a prepaid card for easy access to funds.
To RSVP for the webinar and receive your personal link to attend, please click here.
Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-343-8529 x117. We look forward to hosting you!
Open to clients, financial advisors, and the general public, 1.5 continuing education hours are available for most professionals who attend this presentation.
#elvilleeducation

Webinar - Estate Planning Is About Love
2026-01-23 10:00 - 11:15
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.
Estate planning is about Love.
It’s about caring enough to provide clarity for the people who matter most.
It’s about easing future burdens, reducing conflict, and preserving harmony.
It’s about protecting legacies, honoring values, and making sure your intentions are understood — not guessed at.
What You’ll Learn
During this 60-minute educational presentation, Elville and Associates’ Managing Principal Steve Elville will explore:

Why estate planning is an act of love — for yourself, your children, your spouse or partner, extended family, and future generations.
How clarity reduces stress and emotional strain for loved ones during critical life moments.
How planning protects family relationships, reduces uncertainty, and reduces the likelihood of conflict.
How proper planning reflects your values, beliefs, and wishes.
Why proactive planning is a gift — ensuring that decisions are made thoughtfully and not left to crisis, courts, or confusion.
Key legal tools (wills, trusts, powers of attorney, advance medical directives) explained in simple, empowering terms.
How “Planning for life and planning for Legacies” forms the foundation of a secure future for your family.

As always, Steve will leave ample time for your questions and thoughts.
This webinar is designed to be educational and empowering.

To RSVP for the webinar and receive your personal link to attend, please click here.
Why This Topic Now?

In 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.
Estate planning is one of the most loving things you can do.
You are telling the people you cherish:

“I care about you.”
“I want to protect you.”
“I want life to be easier for you when challenges come.”
“I want my values to endure.”

This webinar invites you to see your planning through that lens — the lens of love.
We Hope You Can Join Us
Whether 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.
Questions ahead of time? Please reach out to Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-393-7696 x117.

Webinar - Life and Long-Term Care Insurance in Today’s Marketplace
2026-02-04 10:00 - 11:00
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.
He will also provide clear insight into the underwriting process—often the first line of defense in obtaining the most cost-effective and appropriate coverage.
To RSVP and receive your personal link to attend, please click here.
If 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!
#ElvilleEducation

Webinar - Aging Well: Planning Ahead and Understanding Your Options
2026-02-06 10:00 - 11:00
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.
Topics for discussion include:
– The importance of forward thinking to avoid crisis-driven decisions
– What does “aging in place” really mean?
– Care options and overview of resources at home and beyond
– Understanding the costs of care (Medicare vs. non-skilled private pay care)
Your 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.
To RSVP and receive your personal link to attend, please click here.
Questions? Please reach out to Jeff Stauffer at 443-393-7696 x117 or jeff@elvilleassociates.com. We look forward to hosting you!

Webinar - Guidance After Loss: Navigating Estate and Trust Administration with Confidence
2026-02-13 10:00 - 11:15
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.
This 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.
Attendees 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.
Learning Objectives include:

Understanding what estate and trust administration is—and what happens immediately after death

Minimizing confusion and providing meaningful support to loved ones and fiduciaries during a time of grief

Walking through the legal step-by-step process following death, including probate and non-probate matters

Identifying the practical actions that should be taken in the weeks and months after death

Recognizing common legal and tax issues that can create delays, disputes, or unintended consequences

Learning how attorneys, financial advisors, CPAs, trustees, and personal representatives can work together effectively

To RSVP and receive your personal link to attend, please click here.
Questions prior to the event? Please contact Jeff Stauffer, Community Relations Director, at jeff@elvilleassociates.com or 443-393-7696 x117.

Webinar – Protecting What Matters Most: Estate Planning and Elder Law Explained
2026-02-24 19:00 - 20:30
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.
Estate 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.
Topics will include:

What a true estate plan is—and why a structured planning process matters as much as the documents themselves

Why many estate plans fail in practice, and how proper education, coordination, and maintenance can prevent costly mistakes

Wills versus trusts, and how probate and non-probate assets work together (or against each other) in real life

The critical role of financial powers of attorney, advance medical directives, and MOLST forms in protecting autonomy and decision-making

How elder law, taxation, asset protection, and long-term care planning intersect in today’s legal landscape

The risks of outdated or incomplete documents, and how they can create unintended consequences for families

Why flexibility is essential to successful planning—and how to design a plan that evolves while still preserving your legacy

How to get started, what to expect from a well-designed planning process, and the next steps toward confident, informed planning

This 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.
This webinar is offered in partnership with Timmick Financial and its three-day semiannual retirement series.
To RSVP for the webinar and receive your personal link to attend, please click here.
Questions before the webinar?Please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or 443-393-7696 x117.
We look forward to hosting you and supporting your planning journey!
#elvilleeducation

Webinar - Who Should Serve as Trustee? Making One of Estate Planning’s Most Important Choices
2026-02-27 10:00 - 11:15
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.
In 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.
This 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.
Topics of discussion will include:

What a trustee is and the legal and practical responsibilities the role entails

The different types of trustees—individual, professional, and corporate—and the advantages and limitations of each

Establishing realistic benchmarks for selecting the “right” trustee

Why trustee selection plays a critical role in effective estate and trust administration

Trustee succession planning and why it is often overlooked, yet vital

The role of trustees in both wills and trusts

When and why appointing a corporate trustee may be appropriate

Understanding and mitigating “successor trustee risk”

To RSVP for the webinar and receive your personal link to attend, please click here.
Should 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.

Webinar - Before You Sell and Move: The Conversations No One Has — But Should
2026-03-13 10:00 - 11:15
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.

In 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.

Victoria 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.

Charna 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.

Moderated 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.

This 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.

To RSVP and receive your personal link to attend, please click here.

Questions? Please contact Jeff Stauffer at jeff@elvilleassociates.com, 443-393-7696 x117. We look forward to hosting you!

Webinar: The Elville Client Care Program - Structured Stewardship for Planning That Endures
2026-04-03 10:00 - 10:45
Estate planning is not a single moment in time. It is a long-term commitment to alignment, clarity, and stewardship.
While 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.
This presentation explores:

Why estate plans fail over time — and how to prevent it

The difference between ownership and stewardship in legacy planning

The importance of annual asset alignment and beneficiary coordination

How structured legal recalibration protects long-term outcomes

The value of education, advisor collaboration, and ongoing accountability

We 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.
This program is ideal for individuals and families who believe planning should be proactive, structured, and responsive to life’s changes.
To RSVP and receive your personal link to attend, please click here.
Questions ahead of time? Contact Jeff Stauffer at 443-393-7696 x117 or jeff@elvilleassociates.com.
#elvilleeducation
#elvillewebinarseries

Webinar - Guardianship and the Alternatives: Making Informed, Compassionate Decisions for Your Loved One
2026-04-17 10:00 - 11:15
Guardianship is often misunderstood.
Many 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.
It is a powerful tool — but also the most restrictive option available.
In this educational presentation, Stephen R. Elville, Managing Principal of Elville and Associates, explores:

What guardianship means under Maryland law

The differences between Guardian of the Person and Guardian of the Property

The legal and emotional implications of removing rights

Supported Decision Making (SDM) and Maryland’s 2022 legislation

Powers of Attorney and Advance Medical Directives

How families can determine whether guardianship is truly necessary

This webinar is ideal for:

Parents of young adults with special needs

Families facing Alzheimer’s or dementia

Individuals planning proactively for incapacity

Financial and healthcare professionals serving vulnerable clients

At Elville and Associates, we believe guardianship decisions should never be rushed or fear-based. They require education, careful analysis, and compassionate collaboration.
Register today to better understand your options and make informed decisions for your loved one. To receive your personal link to attend, please click here.

Webinar: Planning with Intention - The Estate Planning Process That Endures
2026-04-24 10:00 - 11:15
At Elville and Associates, we believe estate planning excellence is not accidental—it is intentional.
Many 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.
Yet 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.
Achieving 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.
In 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.
Topics will include:

Why intentionality matters in estate planning—and what happens when it’s missing

Understanding the real risks that cause estate plans to fail

Clarifying goals, priorities, and values before documents are drafted

Why many estate plans do not work as intended, despite good intentions

The importance of maintenance, review, and updating over time

The critical role of partnership between client and estate planning attorney

This webinar is ideal for individuals and families who want more than documents—who want a plan that works, adapts, and endures.
To RSVP and receive your personal link to attend, please click here.
Should you have any questions prior to the webinar, please contact Jeff Stauffer, Community Relations Director, at jeff@elvilleassociates.com or 443-393-7696, x117
We look forward to hosting you!

Webinar: Protecting What Matters Most - Estate Planning and Elder Law Explained
2026-05-20 10:00 - 11:15
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.
Estate 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.
Topics will include:

What a true estate plan is—and why a structured planning process matters as much as the documents themselves

Why many estate plans fail in practice, and how proper education, coordination, and maintenance can prevent costly mistakes

Wills versus trusts, and how probate and non-probate assets work together (or against each other) in real life

The critical role of financial powers of attorney, advance medical directives, and MOLST forms in protecting autonomy and decision-making

How elder law, taxation, asset protection, and long-term care planning intersect in today’s legal landscape

The risks of outdated or incomplete documents, and how they can create unintended consequences for families

Why flexibility is essential to successful planning—and how to design a plan that evolves while still preserving your legacy

How to get started, what to expect from a well-designed planning process, and the next steps toward confident, informed planning

This 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.
To RSVP for the webinar and receive your personal link to attend, please click here.
Questions before the webinar?Please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or 443-393-7696 x117.
We look forward to hosting you and supporting your planning journey!
#elvilleeducation
