Elville and Associates is thrilled to welcome back our Wellness Series, which ran for 14 installments from 2021 into late 2022. The holidays are upon us! What is most exciting about that for you? What pressures or dread does that bring for you? Which is winning? Excitement or anxiety? Let’s get together and talk about specific strategies to decrease the […]
This webinar is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning. Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, in our Estate Planning and Elder Law Essentials webinar Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some […]
Join Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss for this insightful webinar presentation about probate and how it can be avoided. Many people are concerned when they hear the word “probate”; however, this is simply a term used to describe the court-supervised process of distributing an estate after […]
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, […]
Join Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, J.D., LL.M., as we partner with Timmick Financial Group and Retirement Planning Specialist Mark Timmick, CRPC®, AIF® for our semiannual 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 plans can fail to work as intended especially if they are not updated and maintained over the course of a lifetime. Whether your estate plan works as you anticipate when you are no longer alive is a question not only of your intentions but of the diligence and effort that you are willing put […]
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 […]
Join Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, J.D., LL.M., as we partner with Timmick Financial Group and Retirement Planning Specialist Mark Timmick, CRPC®, AIF® for our semiannual three-evening Retirement Planning Webinar Series. Each evening is purely educational in nature and no cost to attend. Evening one will feature Steve discussing […]
On October 1, 2023, the Maryland Decanting Act became effective new law in Maryland. As 2024 is well underway, and with Maryland now having its own decanting law, clients, financial advisors, CPAs, and other collaborative advisors, need to understand the fundamentals of this new law, and how decanting is arguably the most aggressive and extreme […]
As 2024 begins, the estate planning community collectively addresses issues for the year ahead. In this one-hour presentation, Stephen Elville, Managing Principal and Director of Operations at Elville and Associates, P.C., a leading estate planning and elder law firm in Maryland, will lead a discussion about the major things financial advisors, CPAs, and other advisors […]
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 […]
This webinar is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning. Presented by Elville and Associates’ Senior Associate Attorney Renee Boyd, in our Estate Planning and Elder Law Essentials webinar Renee will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics […]
