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In Person Presentation – Estate Planning and Elder Law Essentials
June 10, 2022 @ 10:00 am - 11:30 am
Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, this in person presentation is an in depth discussion that will educate attendees about the essentials of estate and elder law planning.
Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics he will address include:
— understanding the planning process, including the reasons for estate planning
— wills vs. trusts
— probate vs. non-probate and understanding non-probate devices
— the absolute importance of incorporating “flexibility” in your planning
— planning for incapacity
— understanding the importance of financial powers of attorney, advance medical directives and MOLST
— Medicaid — myths versus reality
— estate tax planning
— asset protection and protecting shares for children and grandchildren
— understanding why having outdated documents could provide challenges in the future, and how to achieve perfection for your legacy
For CFPs, CPAs, and various other professionals, 1.5 continuing education hours are available for attending this presentation.
This presentation is offered in partnership with the Howard County Library System, a longtime supporter of Elville and Associates’ educational programs. To learn more about the HCLS, its educational programs and calendar of events, please visit https://live-howardcounty.pantheonsite.io/ or contact Ms. Rohini Gupta, Adult Curriculum Specialist, at firstname.lastname@example.org.
Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at email@example.com, or 443-393-7696 x117. We look forward to hosting you!