By: Jeffrey D. Stauffer – Community Relations Director, jeff@elvilleassociates.com, 443-393-7696
On December 10th, Elville and Associates hosted its first quarterly Client Care Program Continuing Legal Education Event at the John A. Cade Performing Arts Center on the campus of Anne Arundel Community College. 35 Client Care Program (CCP) members and other interested client guests attended the workshop titled, “What to Do Upon the Death of a Friend or Loved One – the Post Mortem Process for Estate and Trust Administration Explained.” Presenting at the event were Stephen R. Elville, principal at Elville and Associates; Gary Greenwald, principal at the Law Office of Gary Greenwald, P.C.; and Matthew F. Penater, partner at Elville and Associates. Attendees enjoyed gourmet box lunches, snacks, drinks and the opportunity to get to know one another during the Event.
Last fall, after much planning and design, Elville and Associates made the CCP available to its clients. The mission of the CCP (“planning that works”) is to provide clients with the comfort and assurance that their estate and elder law plans will work no matter how their goals or situations may change over time, and to ensure planning remains consistent with changes in the laws. Included in the program are educational workshops for clients, their families and fiduciaries; and funding updates; enrollment in DocuBank, an annual social event, and discounted services; coordination with your planning team professionals (financial advisor, CPA, insurance agent, advocate); enrollment in Everplans – a state-of-the-art, digital archive for all of your essential information; and additional participant benefits such as fun family events.
On May 5th and 6th, 2016, the entire estate planning and elder law team of Elville and Associates, along with key support staff members, attended the Client Maintenance Academy in Boston, Massachusetts, to become certified in client maintenance and updating, becoming only the 43rd law firm in the U.S. to attend the Client Maintenance Academy. Elville and Associates has always been a thought leader in client maintenance and updating through its on-going client legal education programs, family care meetings, and annual Client Education Event. The firm’s affiliation with the Client Maintenance Academy now puts the firm squarely in the forefront as the leader in estate planning, elder law, and special needs client maintenance and updating in Maryland.
Elville and Associates’ next quarterly CCP event, “Trustee Workshop,” will be held on Saturday, April 1st at 10 a.m. at the same location on the campus of Anne Arundel Community College.
For more information about the Client Care Program, please contact Asset Alignment Coordinator and Executive Legal Assistant Mary Guay Kramer at 443-741-3635. Information about the CCP may also be found on our website at www.elvilleassociates-staging.bgbshlgq-liquidwebsites.com.