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UID:75807-1791540000-1791543600@elvilleassociates.com
SUMMARY:Elville Legacy Series - Who Should Serve as Trustee? Making One of Estate Planning’s Most Important Choices
DESCRIPTION:Selecting a trustee is one of the most important—and often underestimated—decisions in the estate planning process. The individual or institution you choose will be responsible for carrying out your wishes\, managing assets\, navigating family dynamics\, and exercising judgment during some of life’s most sensitive moments. \nIn this educational online event\, Stephen R. Elville\, Managing Principal and Lead Attorney of Elville and Associates\, guides attendees through the trustee selection process and explains why thoughtful planning in this area is essential to the long-term success of any estate plan. \nThis presentation is designed to help individuals\, families\, and professional advisors understand the real-world responsibilities of trustees\, the risks associated with poor or outdated selections\, and how proper trustee succession planning can prevent disruption\, conflict\, and unintended outcomes. \nTopics of discussion will include: \n\nWhat a trustee is and the legal and practical responsibilities the role entails\nThe different types of trustees—individual\, professional\, and corporate—and the advantages and limitations of each\nEstablishing realistic benchmarks for selecting the “right” trustee\nWhy trustee selection plays a critical role in effective estate and trust administration\nTrustee succession planning and why it is often overlooked\, yet vital\nThe role of trustees in both wills and trusts\nWhen and why appointing a corporate trustee may be appropriate\nUnderstanding and mitigating “successor trustee risk”\n\nTo RSVP for the presentation and receive your personal link to attend\, please click here. \nShould you have questions prior to the event\, please contact Jeff Stauffer\, Director of Operations and Community Relations\, at jeff@elvilleassociates.com or 443-832-2910. We look forward to hosting you. \n 
URL:https://elvilleassociates.com/blogs/6168/event/webinar-who-should-serve-as-trustee-making-one-of-estate-plannings-most-important-choices/
CATEGORIES:Webinar
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CREATED:20260821T162832Z
LAST-MODIFIED:20260821T162832Z
UID:75926-1792576800-1792580400@elvilleassociates.com
SUMMARY:Elville Legacy Series: Guidance After Loss - Navigating Estate and Trust Administration with Confidence
DESCRIPTION:The death of a loved one often brings confusion\, unanswered questions\, and significant responsibility for those left behind. In this educational online event\, Stephen Elville\, Managing Principal of  Elville and Associates\, will provide clear\, practical guidance on the estate and trust administration process following a death. \nDesigned for surviving spouses\, family members\, fiduciaries\, and professional advisors\, this presentation will explain what happens after a loved one passes away and how a thoughtful\, organized approach can reduce stress\, prevent costly mistakes\, and provide greater confidence during a difficult time. \nSteve will discuss both the legal requirements and the practical considerations involved in administering an estate or trust\, including probate and non-probate assets\, fiduciary responsibilities\, important deadlines\, potential tax issues\, and coordination among attorneys\, financial advisors\, and CPAs. Through real-world examples\, attendees will learn how preparation\, communication\, and collaboration can make a meaningful difference for families navigating loss. \nLearning objectives include: \n\nUnderstanding the estate and trust administration process and what should happen immediately following a death\nDistinguishing between probate and non-probate assets\nUnderstanding the responsibilities of trustees and personal representatives\nIdentifying important legal\, financial\, and practical steps to take in the weeks and months following a death\nRecognizing common legal and tax issues that can cause delays\, disputes\, or unintended consequences\nUnderstanding how attorneys\, financial advisors\, CPAs\, trustees\, and personal representatives can work together effectively\n\nTo RSVP and receive your personal link to attend\, please click here. \nQuestions prior to the event? Please contact Jeff Stauffer\, Firm Operations and Community Relations\, at jeff@elvilleassociates.com or 443-832-2910.
URL:https://elvilleassociates.com/blogs/6168/event/elville-legacy-series-guidance-after-loss-navigating-estate-and-trust-administration-with-confidence/
CATEGORIES:Webinar
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