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SUMMARY:Webinar – The Essentials of Estate Planning and Elder Law with Stephen R. Elville
DESCRIPTION: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.\nSome of the topics he will discuss include: \n1) What is an Estate Plan and what is the process?  Why is it important to have a process? \n2) Why most Estate Plans don’t work as intended and what you can do to avoid planning failure \n3) Wills versus Trusts and understanding probate and non-probate concepts \n4) Understanding the importance of financial powers of attorney\, advance medical directives and MOLST \n5) Elder Law\, Taxation\, and Asset Protection – what these concepts mean in today’s planning \n6) Understanding why having outdated documents could provide challenges in the future \n7) The absolute importance of incorporating “flexibility” in your planning\, and how to achieve perfection for your legacy \n8) Getting started – how to take the next steps \nTo receive your personal link to attend\, please click here. Should you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nOpen to clients\, financial advisors\, and the general public\, 1.5 continuing education hours are available for professionals who attend this presentation.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-essentials-of-estate-planning-and-elder-law-with-stephen-r-elville/
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DTSTART;TZID=America/New_York:20240523T103000
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SUMMARY:Webinar – Life and Long-Term Care Insurance in Today’s Marketplace
DESCRIPTION: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.\n\nFurthermore\, Mr. Reamer will provide clarity around underwriting\, which is the first line of defense to ensure a client has the most cost-efficient policy.\n\nTo RSVP for the webinar and receive your personal link to attend\, please click here.\nShould you have any questions before the webinar\, please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or by phone at 443-393-7696 x117. We look forward to hosting you!\n\n#elvilleeducation\n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-life-and-long-term-care-insurance-in-todays-marketplace/
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DTSTART;TZID=America/New_York:20240529T100000
DTEND;TZID=America/New_York:20240529T113000
DTSTAMP:20260422T205315
CREATED:20241219T214331Z
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UID:75360-1716976800-1716982200@elvilleassociates.com
SUMMARY:Webinar – Understanding Estate and Trust Administration
DESCRIPTION: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 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 \n 
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-estate-and-trust-administration-9/
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