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Webinar – Understanding the Uses and Purposes of Irrevocable Trusts in 2022
Webinar – Understanding the Uses and Purposes of Irrevocable Trusts in 2022
Irrevocable trusts are often misunderstood. Despite all the constant talk about their uses and applications, few clients and advisors really understand the potential power and application of these estate planning, asset protection planning, tax planning, special needs planning, elder care planning, and charitable planning tools. And along these lines there are usually many unanswered questions …
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Webinar – Understanding the Uses and Purposes of Irrevocable Trusts in 2022
Webinar – Understanding the Uses and Purposes of Irrevocable Trusts in 2022
Irrevocable trusts are often misunderstood. Despite all the constant talk about their uses and applications, few clients, financial advisors, CPAs, and other professionals really understand the potential power and application of these estate planning, asset protection planning, tax planning, special needs planning, elder care planning, and charitable planning tools. And along these lines there are usually many …
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Webinar – Guardianship – What Is It, When Is it Appropriate, and What Are Some Alternatives?
Webinar – Guardianship – What Is It, When Is it Appropriate, and What Are Some Alternatives?
The decision to pursue guardianship — to obtain the legal authority to make decisions for another person — is one that has many intricacies to it and should not be taken lightly. There are also many alternatives to guardianship to consider as well, which is why speaking with a qualified attorney is extremely important during …
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Webinar – Financial Exploitation: Frauds and Scams Targeting Seniors
Webinar – Financial Exploitation: Frauds and Scams Targeting Seniors
Thursday, October 6th – 10:00 – 11:15 a.m. It is estimated that seniors are scammed out of $36 billion dollars per year in financial exploitation. Such exploitation occurs whenever older adults are deprived of their property by improper means. This commonly includes fraud, theft or deceptive behavior. Often the perpetrator of this behavior is a family member, caregiver, or …
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Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum
Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum
Advisory Team Series Fiscal Year Fast Start - Collaborating in 2022-2023 How Financial Advisors, CPAs, and Attorneys Can Help Clients Achieve Perfection in Planning In this interactive workshop, estate planning, elder law, and special needs planning attorney Stephen R. Elville, J.D., LL.M., will lead a discussion addressing the many obstacles faced by clients in their …
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Webinar – Identity Theft: The Illusion of Privacy
Webinar – Identity Theft: The Illusion of Privacy
Identity theft occurs when someone uses another’s personal identifying information, like their name, social security number or credit card number, to commit fraud or theft. Identity theft is one of the fastest growing crimes in the United States. A 2021 Javeline Strategy study estimates Americans lost a total of $56 billion dollars in Identity Theft scams. These …
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Webinar – Trustee Selection – How to Choose the Right One for You
Webinar – Trustee Selection – How to Choose the Right One for You
Join Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville as he offers this webinar discussion about the very important topic of how to select a Trustee. Choosing a Trustee is one of the most intensive pieces of the estate planning process, and a choice not to be taken lightly. Ensure you’re educated about all the …
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Webinar – Answers to Today’s Real Estate Questions
Webinar – Answers to Today’s Real Estate Questions
The real estate market has changed a bit since we welcomed Realtors Donna Weaver and Karen Lawlor of the Wendy Slaughter Team this past spring. Donna and Karen are back to talk a little about rising interest rates, inventory, and share some answers to some of the most current commonly asked real estate questions. And, …
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Webinar – The Elville Webinar Series’ Wellness Series: Know Your “WHY”? Fulfillment vs Busyness
Webinar – The Elville Webinar Series’ Wellness Series: Know Your “WHY”? Fulfillment vs Busyness
Join us in our next installment of the Elville Webinar Series’ Wellness Series featuring Dr. Michelle Fritsch and Ms. Ellen Platt to discuss purpose and meaning. The discussion will include paring down your “to-do list” and eliminating unfocused “busyness” to make room to hone in on the important aspects of our lives - to find …
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