Elville and Associates

  • Webinar – Understanding Estate and Trust Administration: The Post-Mortem Process for Estate and Trust Administration Explained

    Tuesday, June 13th – 10:00 a.m. – 11:30 a.m. 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 […]

  • In Person Presentation: Financial Exploitation – Frauds and Scams Targeting Older Adults

    View presentation flyer here. Busboys and Poets 6251 Mango Tree Road, Columbia, MD 21044 June 15th is recognized annually as World Elder Abuse Awareness Day. Please join the Center for Elder Justice and Education (CFEJAE) and Elville and Associates to show your support for victims and survivors. Today's presentation will focus on Financial Exploitation of […]

  • Webinar – Planning for Your Family Dynamics: Estate Planning and Special Needs Trusts

    Thursday, July 13th – 10:30 a.m. – 11:45 a.m. Many times more in depth estate planning is for those without children and/or “the white picket fence lifestyle.” Sometimes a family’s situation is a bit more complex and requires more analysis and consideration. For example, is your family blended? Is there a “ne’er-do-well” in the family? […]

  • Webinar – The Essentials of Estate Planning and Elder Law

    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 […]

  • Webinar – What Families Need to Know About Planning for a Loved One with Special Needs

    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, […]

  • Webinar – VA Aid & Attendance – A Tax-Free Pension for Those That Qualify (the “Secret Benefit”)

    Join Elville and Associates' Senior Principal, senior elder law and VA-accredited attorney Lindsay V.R. Moss for a presentation regarding VA Aid & Attendance -- a tax-free benefit provided by the Department of Veteran Affairs. The benefit is designed to provide financial aid to help offset the cost of long-term care for those who need assistance with […]

  • Estate Planning for Surviving Spouses: Considerations, Recommendations, and Procedures

    While the simultaneous passing of spouses is certainly a possibility, the likelihood that one spouse will predecease the other is a reality which must be contemplated and discussed.  Remarriage and asset protection are two of the most common concerns voiced by married couples when thinking about how the estate will be handled in the event […]

  • Webinar – The Essentials of Estate Planning and Elder Law

    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 […]

  • Maryland ABLE Accounts and How the Benefit Your Loved One with Special Needs

    Maryland ABLE accounts help families and their loved ones with disabilities save for the future without jeopardizing federal, state and local benefits. Join Kelly Nelson, Outreach and Communications Manager from Maryland ABLE, as she shares by webinar the following: the eligibility criteria and enrollment process; features of an ABLE account and the account management process; […]

  • Politics and Planning – How the Advisory Team Can Best Help Clients During the Upcoming 2023-2024 Political Cycle

    Attorneys, financial advisors, CPAs, and insurance professionals find themselves in the midst of the continuing political maelstrom of 2023.  In this one-hour interactive workshop, attorney Stephen Elville, Managing Principal of Elville and Associates, P.C., will lead a discussion about how Advisors and the Advisory Team can best navigate the current political tropical storm and the […]

  • Medicare – Which Plan Is Right for You?

    Medicare – Which Plan Is Right for You? Howard County Public Library – Central Branch (Maxine White Warfield Room) 10375 Little Patuxent Parkway, Columbia, MD 21044 Join Elville and Associates as we welcome and partner with Mr. Donald Oates, President of Whitehouse Financial Group, for this timely in person presentation about "Medicare – Which Plan […]

  • The Essentials of Estate Planning and Elder Law

    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 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 […]