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  • Stephen Elville & Elville and Associates’ Present: The Advisors’ Forum: Asset Protection for the Moderate to Middle-Rich Client – Understanding the Hybrid 5-Year Trust – One of the Most Powerful Tools in Estate Planning Today

    What does the Hybrid 5-Year Trust have to with estate planning?  Quite a lot, depending on the goals of your client.  Whether clients desire a method to do pre-need (pre-crisis) elder care planning; asset preservation; gifting to children or grandchildren; preserving tax benefits, giving away assets while maintaining an element of control over them; preserving […]

  • Webinar – Trustee Selection – How to Choose the Right One for You

      Join Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville as he offers this webinar discussion about the very important topic of how to select a Trustee.  Choosing a Trustee is one of the most intensive pieces of the estate planning process, and a choice not to be taken lightly.  Ensure you’re educated about all […]

  • 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 – Putting It All Together: A Diagnosis to Adulthood Guide of Navigating the Disability World 

    Join Elville and Associates as we welcome back guest presenter Eric Jorgensen, founder and consultant with True North Disability Planning which provides a complete timeline overview of what families and the professionals they work with can expect from the original diagnosis until the child survives the parents. Eric will highlight key times when specific planning […]

  • 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 […]