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DTSTART;TZID=America/New_York:20230602T060000
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SUMMARY:Webinar – What Families Need to Know About Planning for a Loved One with Special Needs
DESCRIPTION: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.\nThe key issues of understanding the role of public benefits\, making decisions about the future\, Maryland ABLE\, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also\, to be touched upon will be the “planning team concept” — how your planning team (attorney\, financial advisor\, CPA) — can work together to help provide your family peace of mind during the special needs planning process. \nTo receive your personal link to attend ahead of time\, please click here .  Should you have questions\, please contact Community Relations Director Jeff Stauffer at 443-216-9626 x117. \nOpen to clients\, advisors and the general public. For Certified Financial Planners\, CPAs\, and other professionals 1.5 continuing education hours will be available for attending this presentation. We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-what-families-need-to-know-about-planning-for-a-loved-one-with-special-needs-13/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20230607T060000
DTEND;TZID=America/New_York:20230607T073000
DTSTAMP:20260426T131342
CREATED:20241219T214115Z
LAST-MODIFIED:20241219T214115Z
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SUMMARY:Webinar – Putting It All Together: A Diagnosis to Adulthood Guide of Navigating the Disability World 
DESCRIPTION: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 items such as completing an estate plan\, getting life insurance\, or applying for SSI should be completed. He will also discuss potentially lesser-known resources such as Low Intensity Support Services and Pre-Employment Transition Services.\nKey takeaways include: \n– Life insurance\, ABLE accounts and Special Needs Trusts are critical tools\, but not the plan \n– Don’t wait until your child is in the last year of school to think about his or her transition \n– You are not applying for benefits for you — delaying because it doesn’t seem worth the effort could be sabotaging your child \nPlease RSVP here below to receive your personal link to the webinar ahead of time. Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117\, or at jeff@elvilleassociates.com.  \n1.5 continuing education hours will be available for professional who attend this presentation.  \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-putting-it-all-together-a-diagnosis-to-adulthood-guide-of-navigating-the-disability-world/
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DTSTART;TZID=America/New_York:20230613T060000
DTEND;TZID=America/New_York:20230613T073000
DTSTAMP:20260426T131342
CREATED:20241219T214118Z
LAST-MODIFIED:20241219T214118Z
UID:75274-1686636000-1686641400@elvilleassociates.com
SUMMARY:Webinar – Understanding Estate and Trust Administration: The Post-Mortem Process for Estate and Trust Administration Explained
DESCRIPTION:Tuesday\, June 13th – 10:00 a.m. – 11:30 a.m.\nPresented 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 understand what their roles are in helping clients and loved ones through the legal process\, what that legal process is\, and how advisors and other planning team members can best work together in support of clients is of paramount importance during this challenging time for all involved. \nLearning Objectives: \n— unraveling the mystery of what happens after the death of a client or loved one\n— minimizing confusion and providing maximum support to clients and loved ones at a time of crisis\n— what is the legal step-by-step process that needs to be taken after death?\n— what are the practical steps that should be taken after death?\n— examining the most significant and potentially problematic legal and tax issues advisors and family members should be aware of in the months following the death of a client or loved one\n— how financial advisors\, CPAs\, and attorneys can best work together in support of clients \nPlease click here to RSVP ahead of time and receive your personal webinar link to attend. Should you have any questions before the event\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-343-8533 x117.  We look forward to hosting you! \n#elvilleeducation\n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-estate-and-trust-administration-the-post-mortem-process-for-estate-and-trust-administration-explained/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20230615T130000
DTEND;TZID=America/New_York:20230615T150000
DTSTAMP:20260426T131342
CREATED:20241219T214103Z
LAST-MODIFIED:20241219T214103Z
UID:75266-1686834000-1686841200@elvilleassociates.com
SUMMARY:In Person Presentation: Financial Exploitation – Frauds and Scams Targeting Older Adults
DESCRIPTION:View presentation flyer here.\nBusboys and Poets \n6251 Mango Tree Road\, Columbia\, MD 21044 \nJune 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 Older Persons. It is estimated that older adults are scammed out of 36 billion dollars per year in financial exploitation. Such exploitation occurs when older adults are deprived of their property by improper means and commonly includes theft\, fraud or deceptive behavior. \nOften the perpetrator of this behavior is a family member\, caregiver\, or someone who has a relationship of trust with the older adult. Increasingly\, older adults are also targeted for exploitation by strangers using various types of scams and frauds. Case studies and interviews with victims are included in the presentation. \nThere are two speakers for the event.  Your first and primary presenter is Andre Lingham. Andre is the founder and president of the Center for Elder Justice and Education\, Inc. Prior to becoming president of CFEJAE\, Andre served as the Senior Citizen Liaison for the Howard County Police Department. Andre retired from the Howard County Police Department\, in November 2019\, to focus on elder abuse awareness and education. \nYour second presenter is Stephen Elville\, Managing Principal and Lead Attorney of Elville and Associates\, an estate planning\, elder law\, and special needs planning law firm based in Columbia.  Steve and his firm maintain a strong focus on education for its clients and the communities it serves\, and he is widely regarded as one of the finest attorneys in the mid-Atlantic region.  Steve will be addressing powers of attorney from a legal perspective during the presentation. \nThe presentation will cover: \n*Common scam calls such as the foreign lottery scam\, online romance scam\, grandparent/family emergency scam\, etc.\n*Powers of Attorney Exploitation \n*Powers of Attorney – a legal perspective\n*Family Member Exploitation\n*Basic prevention and security measures\n*Q&A session \nThis free event is open to everyone. Registration is required. Free raffle prizes – tickets will be distributed at check-in.  To register for the event ahead of time please click here.
URL:https://elvilleassociates.com/blogs/6168/event/in-person-presentation-financial-exploitation-frauds-and-scams-targeting-older-adults/
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