Elville and Associates

By: Matthew F. Penater, Esq.-

matt@elvilleassociates.com,

443-393-7696

Creating a corporation or other limited liability entity is the first step to protecting your personal assets from claims of business creditors. However, failure to adhere to the requirements of the corporate code could reduce that corporate protection. Holding annual meetings, maintaining corporate records, and properly documenting ownership are examples of ways in which you can shore up the liability protection.

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Stephen R. Elville, Principal of Elville & Associates, has been named to the Charitable Gift Planning Advisory Committee for Anne Arundel Medical Center (CGPAC). Among the initiatives of the AAMC Foundation are support of the new Patient Tower and the Capital Fund strategy for the center. Mr. Elville provides legal guidance for the Foundation, specifically regarding estate planning and elder law as they relate to planned giving.

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During the week of January 13–17, 2014, in Orlando, Florida, Stephen R. Elville, J.D., LL.M., attended the nation’s leading conference for estate attorneys at the Heckerling Institute on Estate Planning. Attendance at the conference is an invaluable experience, as it offers the very best networking and professional development opportunities for estate planning professionals.

This year’s program focused on both planning strategies and practice development in the new wealth transfer tax environment. Key topics that are core focuses of the firm such as elder law, asset protection, income tax planning and traditional core estate planning were also explored in-depth.

Mr. Elville’s attendance at premier conferences such as the Heckerling Institute blend with Elville & Associates’ mission of providing practical solutions for our clients’ needs through counseling, education and superior legal technical knowledge—offered with a warm, friendly approach in a caring environment.

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On January 29th, 2014, at the Baltimore office of Saul Ewing, Stephen R. Elville, J.D., LL.M., teamed with The Bar Association of Baltimore City, the Pro Bono Resource Center, Senior Legal Services and other experts in the field to offer training to 60 lawyers on simple estate planning for low-income seniors.

Mr. Elville’s one-hour presentation focused on drafting financial statutory powers of attorney. Among the other topics of discussion during the day-long training were drafting simple wills and advanced medical directives, assessing client competency and ethical considerations.

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Contact: Jeffrey Stauffer, Community Relations Director

Columbia, MD – The attorneys and staff of Elville and Associates are proud to announce the launch of the firm’s new charitable organization – The Elville Center For The Creative Arts. The new Elville Center will be a 501(c)(iii) non-profit corporation that will partner with local and regional businesses such as Music and Arts, schools, and other non-profit organizations to provide music instruments, music instrument rental, music lessons, and participation in music-related activities to and for children of all ages throughout Maryland and the mid-Atlantic region. The purpose of the Elville Center will be to improve the quality of life of children of all ages by providing them the opportunity to learn music theory and application, and experience cultural events related to the musical and creative arts; and to use music and the promotion of music-related activities to transcend social and economic divisions.

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MATTHEW F. PENATER, ATTORNEY, has joined the firm as a partner,representing clients in all aspects of estate planning,probate/estate administration, and trust creation/administration. he regularly addresses the needs of clients who require tax planning, asset protection and require business succession planning. Matthew is particularly focused on physician and dental practice representation, addressing the personal and business needs specific to those professions. notably, he was selected to the 2014 rising stars list of Super Lawyers magazine.

atthew will be heading up a new office of the firm on or around October 1, 2014, to be located in the historical “Rotunda” building, bordering the neighborhoods of Hampden and Roland park in Baltimore City.

 

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Matthew F. Penater, Partner at Elville & Associates, has been selected to the 2015 Maryland Rising Stars list, his third consecutive year attaining the award. Each year, no more than 2.5 percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor.

Super Lawyers, a Thomson Reuters business, is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high degree of peer recognition and professional achievement. The annual selections are made using a patented multiphase process that includes a statewide survey of lawyers, an independent research evaluation of candidates and peer reviews by practice area. The result is a credible, comprehensive and diverse listing of exceptional attorneys. The Super Lawyers lists are published nationwide in Super Lawyers Magazines and in leading city and regional magazines and newspapers across the country. For more information about Super Lawyers, visit SuperLawyers.com.

When told he had been selected to the list for a third consecutive year, Mr. Penater commented, “I am humbled to have been selected as a 2015 Rising Star. This recognition only makes me want to work harder for my clients and to continue providing sound legal services.”

Mr. Penater is a cum laude graduate of the University of Baltimore School of Law. Admitted to practice law in Maryland, Baltimore, before the United States Tax Court and the United States District Court, Mr. Penater focuses his practice on Probate/Estate Administration, Estate Planning, Trust Creation/Administration, Business Law and Tax Law. He received his Bachelor’s Degree from the University of Scranton, his J.D. from the University of Baltimore School of Law, and LL.M.[Masters in Taxation Law] from the University of Baltimore School of Law.

Mr. Penater practices primarily in the areas of Probate/Estate Administration, Estate Planning, Trust Creation/Administration, Business Law and Tax Law. In his Estates and Trusts practice, he assists clients from a broad spectrum of net worth in customizing estate plans that meet their specific family’s needs while limiting their exposure to estate tax and gift tax when necessary.

In his Business & Tax Law practice, Mr. Penater assists clients in structuring business transactions from both a tax-related and business organization standpoint, including company formation (including S-corporations, partnerships and LLC’s) and the creation/implementation of business succession plans. Mr. Penater is particularly focused on Physician and Dental practice representation, addressing the personal and business needs specific to those professions.

Elville & Associates engages clients in a multi-step educational process to ensure that estate and elder law planning works from inception, throughout lifetime and at death. Clients are encouraged to take advantage of the Planning Team Concept for leading-edge, customized planning. The firm considers counseling and education of paramount importance while working with its clients and community.

Mr. Penater will be heading up Elville & Associates’ fourth office, which is opening at the end of December in the newly-expanded Rotunda complex in the Roland Park area of downtown Baltimore.

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Stephen R. Elville, Principal at Elville and Associates, has been selected to the 2015 Maryland Super Lawyerslist. Each year, no more than five percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor.

Super Lawyers, a Thomson Reuters business, is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high degree of peer recognition and professional achievement. The annual selections are made using a patented multiphase process that includes a statewide survey of lawyers, an independent research evaluation of candidates and peer reviews by practice area. The result is a credible, comprehensive and diverse listing of exceptional attorneys. The Super Lawyers lists are published nationwide in Super Lawyers Magazines and in leading city and regional magazines and newspapers across the country. For more information about Super Lawyers, visit SuperLawyers.com.

“I am greatly honored to be selected to the Maryland Super Lawyers List by my distinguished colleagues and peers,” remarked Mr. Elville. “Any and all credit goes to my family, the partners, associates, and staff of Elville and Associates, my mentors, and our wonderful clients who have supported me throughout the years.”

Mr. Elville works with individuals and families to provide a unique attorney-client experience and peace-of-mind solutions to the challenges they face with estate, asset protection, and tax planning issues, and with disability and long-term care planning issues. Mr. Elville has extensive experience in working with clients involved in crisis situations. He also brings a unique and personalized approach to pre-crisis planning.

Mr. Elville routinely handles client issues in the following areas: wills, trusts, estate tax planning, powers of attorney, living wills/advance medical directives, Medicaid planning and qualification, estate administration, fiduciary representation, nursing home selection, guardianships, special needs planning for children and adults, Social Security Disability Income (SSDI), Supplemental Security Income (SSI) and IRS tax controversy.

He is a member of the National Association of Elder Law Attorneys (NAELA), Elder Counsel, Wealth Counsel and the Advisors’ Forum. He is the past Chair of the Howard County Bar Association Estates and Trusts and Elder Law Sections and is the past President of the Coalition of Geriatric Services (COGS). Mr. Elville currently serves as a member of the Maryland State Bar Association Elder Law Section Council and the Charitable Gift Planning Advisory Committee for Anne Arundel Medical Center (CGPAC).

Elville & Associates engages clients in a multi-step educational process to ensure that estate and elder law planning works from inception, throughout lifetime and at death. Clients are encouraged to take advantage of the Planning Team Concept for leading-edge, customized planning. The firm considers counseling and education of paramount importance while working with its clients and community.

Elville & Associates is opening its fourth office at the end of December in the newly-expanded Rotunda complex in the Roland Park area of downtown Baltimore.

For more information, please call 443-393-7696 or complete the form below.

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The law firm of Elville and Associates announced today it has opened a new office in Baltimore in the historic Rotunda building. This is the fourth location for the expanding estate planning, elder law and special needs planning firm, adding to its main office in Columbia as well as its locations in Rockville and Annapolis.

The firm was founded in 2010 by University of Baltimore Law School alumni Stephen R. Elville, J.D., LL.M. Its seven attorneys bring a wealth of experience assisting clients with needs ranging from estate planning—wills and trusts, powers of attorney, advanced medical directives, tax planning, asset protection, fiduciary representation, estate and trust administration; elder law—Medicaid asset protection, guardianship, long-term care planning, VA benefits, nursing home selection; and special needs planning—special needs trust, supplemental security income and social security disability, health care decision making and financial and other planning for special needs situations. The firm also specializes in business succession planning and has two of the eight VA-accredited attorneys in Columbia in its firm.

Elville & Associates engages clients in a multi-step educational process to ensure that estate and elder law planning works from inception, throughout lifetime, and at death. Clients are encouraged to take advantage of the Planning Team Concept for leading edge, customized planning. The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.

The Baltimore office, located conveniently between the Roland Park and Hampden neighborhoods of Baltimore city, will be led by Mr. Matthew F. Penater, who has been named to the 2014 Maryland Rising Stars List for a third consecutive year by Super Lawyers, a rating service of outstanding lawyers from more than 70 practice areas who have attained a high degree of peer recognition and professional achievement. Mr. Penater practices primarily in the areas of Probate/Estate Administration, Estate Planning, Trust Creation/Administration, Business Law and Tax Law. In his Estates and Trusts practice, he assists clients from a broad spectrum of net worth in customizing estate plans that meet their specific family’s needs while limiting their exposure to estate tax and gift tax when necessary.

“I couldn’t be more excited to lead the new office of Elville & Associates,” remarked Mr. Penater.” “As a boutique estates, trusts and elder law firm based out of Columbia, we are looking forward to bringing our expertise to the residents of the greater Baltimore area. We selected The Rotunda as the base for our expansion into Baltimore as it is currently undergoing a massive revitalization, which will include new luxury apartments, new restaurants and a parking garage. This new Rotunda will be easily accessible for clients with plenty of parking and it will provide the energy and atmosphere to match our firm’s character.”

In his Business & Tax Law practice, he assists clients in structuring business transactions from both a tax-related and business organization standpoint, including company formation (including S-corporations, partnerships and LLC’s) and the creation/implementation of business succession plans. Mr. Penater is particularly focused on Physician and Dental practice representation, addressing the personal and business needs specific to those professions.

The new office is located at 711 W. 40th Street, Suite 358, Baltimore, MD 21211.

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BOWIE, MD— On Tuesday, January 13th, Stephen R. Elville, President and Founder of The Elville Center for the Creative Arts, met with the administration and teachers of Benjamin Tasker Middle School to provide musical instruments to the school’s students and music department.

The Elville Center is a non-profit corporation that provides musical instruments, musical instrument rental, music lessons, and participation in music-related activities to and for children of all ages throughout Maryland and the mid-Atlantic region.
The partnership between the school and The Elville Center began when Benjamin Tasker 8th-grader Daniel Coleman heard an announcement about The Elville Center while listening to his favorite classical music station, 91.5 WBJC. Daniel took the initiative to contact the station and a partnership blossomed that came to fruition Tuesday with the instrument donation event. However, the partnership does not end there; in fact, it was just the beginning. Plans are underway through The Elville Center for future instrument donations as well as support for the school’s spring musical.

“The Elville Center is extremely pleased and gratified to provide instruments and support to the students and faculty of Benjamin Tasker Middle School,” remarked Mr. Elville. “I am very proud to know student Daniel Coleman, and his mother, PTSO President Ann Marie Coleman, whose dream of musical instruments for all music students at Benjamin Tasker was the impetus for our involvement. I also want to thank the donors of this first flight of instruments whose kindness and vision made this possible. Special thanks also goes to school Principal, Ms. I. Michelle Johnson, along with music teachers, Mr. Kevin Gillis, Mr. Titus Peck and Mr. Aaron Knopp, for their extraordinary dedication and commitment to the students.”

Since its inception in mid-2014, The Elville Center has been working to form partnerships with local and regional businesses, schools and other non-profit organizations interested in suporting its mission, which include current valued partners WBJC, local Music & Arts Centers and The Columbia Orchestra.

Over the months, generous donors have provided instruments ranging from clarinets to violins, flutes to cellos, trumpets and even a rare Hawaiian ukulele. The Elville Center then takes these instruments to its Music & Arts Center partner and pays for their refurbishment so students receive an instrument in excellent condition that The Elville Center is proud to deliver and the students are excited to play.
The delivery of the first wave of instruments was met with much excitement from the PTSO and students at Benjamin Tasker.

“Thank you so very much for the delivery today,” said Mrs. Coleman. “Daniel shared with his last period class the delivery news and by the time he got home I had three text messages from excited students! We look forward to working with The Elville Center in the future to continue the gift of music at Tasker!”

Along with its partnership with Benjamin Tasker Middle, The Elville Center is actively working with other schools and students of all ages to provide the gift of music. Not only does The Elville Center provide instrument donation, it aims to improve the quality of life of children by providing them the opportunity to learn music theory as well as experience cultural events related to the musical and creative arts.

“I hope this event sparks the imaginations of other donors,” remarked Mr. Elville. “We are looking forward to continuing the project of re-equipping the Music Department at Benjamin Tasker and addressing the needs of music students throughout the region.”

If you are interested in The Elville Center For the Creative Arts and would like to learn more, or if you would like to make a donation or pledge, please contact Jeff Stauffer at 443-676-9691 or complete the form below.

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