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DTSTART;TZID=America/New_York:20251008T100000
DTEND;TZID=America/New_York:20251008T110000
DTSTAMP:20260416T125543
CREATED:20250822T151643Z
LAST-MODIFIED:20250822T151643Z
UID:75622-1759917600-1759921200@elvilleassociates.com
SUMMARY:The Wellness Series: SLEEP - 5 Common Myths and 5 Strategies You Can Implement TONIGHT!
DESCRIPTION:Do you get enough sleep? Is sleep really that important? Do you believe you just really don’t need much sleep? Are you too busy to sleep? Do you get plenty of hours thanks to medication? Even if you get 7-9 hours per night\, we are going to explore myths\, strategies\, and the real impact of sleep. Included will be a couple of important surprise stories you’ll want to hear. \nYour presenter is nationally renowned speaker Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional and founder of Retirement Wellness Strategies. Dr. Fritsch also cofounded Propel Comprehensive Wellness\, a program to guide those over 50 to maintain their health\, function\, and fulfillment in their retirement years. \nTo RSVP for the webinar and receive your personal link to attend\, please click here. \nShould you have any questions\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nWe look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/the-wellness-series-sleep-5-common-myths-and-5-strategies-you-can-implement-tonight/
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DTSTART;TZID=America/New_York:20251008T190000
DTEND;TZID=America/New_York:20251008T203000
DTSTAMP:20260416T125543
CREATED:20241219T214400Z
LAST-MODIFIED:20251002T174555Z
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SUMMARY:The Essentials of Estate Planning and Elder Law - with Steve Elville
DESCRIPTION:Join Elville and Associates’ Managing Principal and Lead Attorney Stephen R. 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 planning and elder law essentials – “excellent estate planning” – and will include the following topics: \n\nProbate vs. non-probate\, will-based plan vs. a revocable trust-based plan\, and pros and cons of each\nHow to properly protect assets so the most possible passes to your spouse\, children and grandchildren\nHow outdated documents create problems in the future\, and how to achieve perfection for your legacy\nHow to plan for incapacity and avoid guardianship\nHow to define specific goals for your family’s unique planning needs and circumstances\nHelp ensure family harmony while settling your estate\nWhy many estate plans fail and the steps you can take to ensure success for your family\n\nTo RSVP for the presentation ahead of time or to RSVP for Monday\, October 6th’s “Savvy Social Security Planning” or Tuesday\, October 7th’s “Maximizing Retirement Income” webinars\, please click here. \nShould you have questions\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or Timmick Financial’s Gail Timmick at gail@timmickfinancial.com.  We look forward to seeing you there! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/the-essentials-of-estate-planning-and-elder-law-16/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251010T100000
DTEND;TZID=America/New_York:20251010T111500
DTSTAMP:20260416T125543
CREATED:20250924T102749Z
LAST-MODIFIED:20250924T102749Z
UID:75648-1760090400-1760094900@elvilleassociates.com
SUMMARY:Webinar - Trustee Selection and How to Choose the Right One for You
DESCRIPTION: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 the factors that go into making this important decision.  Points of emphasis will include: \n—  What is a Trustee and what are their responsibilities? \n—  Types of Trustees and their characteristics – advantages and disadvantages \n—  The perfect Trustee – setting the benchmark for selection \n—  Trustee selection – why is it so important? \n—  Trustee succession and plan design – why so difficult\, why so crucial? \n—  Trustee roles in Wills and Trusts \n—  What are some reasons to consider appointing a Corporate Trustee? \n—  Why should you be concerned about “Successor Trustee risk”? \nTo register for the webinar and receive the link ahead of time\, please click here.  Should you have any questions beforehand\, please contact Community Relations Director and webinar moderator Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x 117.  We look forward to hosting you! \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. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-trustee-selection-and-how-to-choose-the-right-one-for-you-4/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20251018T083000
DTEND;TZID=America/New_York:20251018T123000
DTSTAMP:20260416T125543
CREATED:20241219T214346Z
LAST-MODIFIED:20251002T174356Z
UID:75368-1760776200-1760790600@elvilleassociates.com
SUMMARY:2025 Annual Client and Community Education Event: “The Evolution of Estate Planning in a Changing World" (Registration Closed)
DESCRIPTION:PLEASE NOTE REGISTRATION HAS CLOSED FOR THIS EVENT. \nStephen R. Elville\, the attorneys\, and staff of Elville and Associates are pleased to invite you to our 2025 annual Client and Community Education Event! \nClients\, families and friends\, financial advisors\, and community members are welcome as we learn about “The Evolution of Estate Planning in a Changing World.” \nOur traditional high-level education\, award-winning breakfast foods from Putting on the Ritz\, live music from the Columbia Orchestra String Quartet\, and door prizes await! Join us on Saturday\, October 18th from 8:30 a.m. to 12:30 p.m. for this can’t-miss event at the beautiful\, fully-refurbished Ten Oaks Ballroom in Clarksville. \nQuestions?  Contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nScheduled presentations and topics include: \nStephen R. Elville\, J.D.\, LL.M.\, Managing Principal and Lead Attorney of Elville and Associates\, P.C. – “How and Why Estate Planning Changed in 2025 – OBBBA – and Dealing wth Long-Term Variables in Estate Planning 2.0” \nGary Greenwald\, J.D.\, LL.M.\, Principal of The Law Offices of Gary Greenwald\, P.C. – “The History of Estate Tax and Implications for Planning Now and in the Future” \nLillian S. Hummel\, J.D.\, M.P.A.\, Principal of Elville and Associates\, P.C. – “Estate Planning in an Era of Uncertainty: Adapting to Budget Shifts\, Benefit Changes\, and a Strained Long-Term Care Environment” \nBill Hufnell\, CFP®\, CPA\, Wealth Manager and Principal; Billy Hufnell\, CFP®\, CPWA®\, Wealth Manager and Principal; Dan Ebinger\, CFP®\, CFA®\, CPWA®\, Wealth Manager and Principal with Modera Wealth – “Tax and Charitable Planning\, and Implications of the OBBBA on Planning”
URL:https://elvilleassociates.com/blogs/6168/event/2025-annual-client-and-community-education-event-evolution-of-estate-planning-in-a-changing-world/
CATEGORIES:In-person presentation
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DTSTART;TZID=America/New_York:20251024T103000
DTEND;TZID=America/New_York:20251024T120000
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CREATED:20250728T175859Z
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UID:75615-1761301800-1761307200@elvilleassociates.com
SUMMARY:Stephen Elville and Elville and Associates Present:  The Essentials of Estate and Special Needs Planning
DESCRIPTION:While traditional estate planning encompasses a broader range of strategies for managing assets and distributing them after death\, special needs planning is a specific form of estate planning that focuses on the unique needs of individuals with disabilities. Both\, though\, share the goal of ensuring financial security and well-being\, with special needs planning adding the crucial element of preserving government benefits for the disabled individual.  In the end\, both estate and special needs planning are about love. \nIn this in-person presentation at Howard County Library’s Central branch\, Managing Principal Stephen Elville\, J.D.\, LL.M.\, will educate attendees about the essentials of both estate and special needs planning to ensure your family and loved one’s current and future needs are addressed. \nKey points of education include: \n\nWills\, trusts\, powers of attorney\, and other legal documents to set forth and carry out your family’s goals – all planning is goal-driven!\nHow to manage and distribute assets\, whether for the benefit of a disabled individual or other beneficiaries.\nAddressing how to provide financial support for loved ones with disabilities without jeopardizing eligibility for means-tested government benefits including SSI and Medicaid.\nA key element of special needs planning is the use of special needs trusts\, which allow funds to be held for the benefit of the disabled individual without affecting their eligibility for public assistance.  What are the types of special needs trusts and how are they similar and different?\nSpecial needs planning takes into account the unique challenges and needs of individuals with disabilities\, such as healthcare\, housing\, and support services.\nGuardianship and supported decision making – what are they and when are they appropriate?\nTrustee selection – a crucial piece of both types of planning – involves choosing someone who understands the complexities of planning documents and in special needs planning understanding the beneficiary’s specific needs.\nSpecial needs planning often includes a broader financial well-being strategy\, incorporating budgeting\, insurance\, and other investment strategies such as ABLE accounts to protect the individual’s assets and provide for their long-term financial stability.\n\nTo RSVP for the presentation please visit The Essentials of Estate and Special Needs Planning | Howard County Library System.  Should you have questions ahead of time\, please reach out to Elville and Associates’ Community Relations Director\, Jeff Stauffer\, at jeff@elvilleassociates.com\, or HCPL’s Adult Learning & Innovation Specialist\, Rohini Gupta\, at rohini.gupta@hclibrary.org. \nWe look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/stephen-elville-and-elville-and-associates-present-the-essentials-of-estate-and-special-needs-planning/
LOCATION:Howard County Public Library – Central Branch\, 10375 Little Patuxent Pkwy\,\, Columbia\, MD\, 21044\, United States
CATEGORIES:In-person presentation
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