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The Essentials of Estate Planning and Elder Law

January 18 @ 1:00 pm - 2:30 pm

This webinar is an in depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning and is offered in partnership with Rockville Senior Center and Sunrise of Rockville.

Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, in our Estate Planning and Elder Law Essentials webinar Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics she 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— understanding why having outdated documents could provide challenges in the future, and how to achieve perfection for your legacy

At the time of the webinar, please click on the following link to attend — https://us06web.zoom.us/j/83913879806pwd=OFBxYzVleklGZTZGQ0tWNGwvdngxZz09.  You may wish to save this link on your calendar for your convenience. Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-343-8529 x117.  We look forward to hosting you!

 

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Details

Date:
January 18
Time:
1:00 pm - 2:30 pm