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 […]
In a special edition of the Elville Webinar Series' Wellness Series, Dr. Michelle Fritsch and Ms. Ellen Platt will explore with you how to enhance and even add to your collection of relationships. They will explore with you family, friends, community, and ways to meet new people. Topics of discussion will include: - Talking […]
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 youra loved one’s financial security and quality of life. The key issues of understanding the role of public benefits, […]
Join Senior Associate Attorney Shannon Werbeck for a discussion regarding the financial planning aspects of estate planning. Estate planning is so much more than a static set of documents. Learn why your estate plan needs to work in concert with the rest of your financial plan and why your estate planning attorney should be an […]
Presented by Elville and Associates' Managing Principal and Lead Attorney Stephen R. Elville, this webinar is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning. Some of the topics he will discuss include: 1) What is an Estate Plan and what is the process? Why is it […]
Join Elville and Associates as we welcome Max Reamer, Advisor with The Quantum Group, as he discusses what to look for in today’s life and long-term care insurance market when obtaining new policies and evaluating policies that are already in force. Furthermore, Mr. Reamer will provide clarity around underwriting, which is the first line of […]
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 for an informative and engaging webinar designed to unravel the complexities of reverse mortgages and renovation mortgages. This comprehensive session is perfect for homeowners, prospective buyers, and financial advisors looking to deepen their understanding of these unique financial tools. We're pleased to welcome back Mortgage Advisor Marie Ritzenberg (NMLS# 215246) of […]
Presented by Elville and Associates' Managing Principal and Lead Attorney Stephen Elville, our second quarter Advisors' Forum will focus on the new Corporate Transparency Act and reporting requirements involved in this new law. Effective January 1, 2024, the Corporate Transparency Act (CTA) requires many business entities – such as corporations, limited liability companies (LLCs), and […]
