Webinar – Quick Start 2024: Hot Topics in Estate Planning – What Advisors Need to Know

As 2024 begins, the estate planning community collectively addresses issues for the year ahead. 
In this one-hour presentation, Stephen Elville, Managing Principal and Director of Operations at Elville and Associates, P.C., a leading estate planning and elder law firm in Maryland, will lead a discussion about the major things financial advisors, CPAs, and other advisors need to know in 2024. Mr. Elville will take questions both during and after the presentation, and is available for problem-solving, educational, practice growth, and other one-on-one or group discussions.

Topics of discussion will include:

⁃ The general planning outlook for 2024 and top-of-mind issues for advisors

⁃ The new Maryland Decanting Act

⁃ The power of powers of attorney and the updated Maryland statutory power of attorney

⁃ Looming changes in the estate tax exemptions – clients should plan now 

⁃ Corporate Transparency Act

⁃ Elder abuse – advisors on the front lines

To RSVP and receive your personal link to attend the webinar, please click here.  Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117.  We look forward to hosting you!