Stephen R. Elville Presents at Financial Planning Association of Maryland Annual Spring Symposium

May 22, 2018
financial planning

Stephen R. Elville, Esq., Principal and lead attorney at the elder law, estate and special needs planning firm of Elville and Associates, presented for a third consecutive year at the Financial Planning Association of Maryland’s Spring Symposium on Thursday, May 17th in Pikesville, Maryland.

Mr. Elville’s presentation focused on the 2017 Tax Act and offered certified financial planners in attendance a synopsis of the topics of interest discussed at January’s 52nd Annual Heckerling Institute on Estate Planning in Orlando.  Mr. Elville discussed the 2017 Tax Act and its implications on how the Act affects estates and trusts, business tax issues, income tax issues, estate planning considerations, and asset protection.  

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 a long-term care planning issues. He 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 clients issues in the followings areas: wills, trusts, powers of attorney, living wills/advance medical directives, Medicaid asset protection trusts, 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.

Mr. Elville was named to the Maryland Super Lawyers list in 2015, 2017 and 2018, and is a member of the National Association of Elder Law Attorneys, Elder Counsel, Wealth Counsel, the Academy of Special Needs Planners, and the National Network of Estate Planning Attorneys. He 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. 

He is a frequent guest presenter for banks and credit unions, businesses, the financial services industry and other organizations and is on schedule to present approximately 75 times this year regarding his areas of practice.  Mr. Elville also provides continuing education for financial advisors and CPAs through Elville and Associates’ bi-monthly Advisors’ Forum series.  His daily blog appears on elviilleassociates.com and WBJC.com and his articles have appeared in The Business Monthly.