By: Jeffrey Stauffer, Community Relations Director – [email protected], 443-393-7696
Mr. Stephen R. Elville, principal and lead attorney at the elder law, estate and special needs planning firm of Elville and Associates, P.C., is attending The National Academy of Elder Law Attorneys Summit January 28-30 in Newport Beach, California.
Hosted by the National Academy of Elder Law Attorneys (NAELA), this yearly elder and special needs law event engages attendees beyond a lecture by offering discussion, debate, and applications for the information provided in each session. Session titles include: “How My Communication Style Can Help My Bottom Line”; “Skills and Law When Serving Clients with Diminished Capacity”; and “Navigating Trustees of Special Needs Trusts (SNT) Through Rough Waters.”
Earlier in January, Mr. Elville attended the weeklong Heckerling Institute’s Symposium on Estate Planning in Orlando, Florida. Now in its 50th year, the Heckerling Institute is not only the leading continuing education program for estate planners, but also the national gathering place for all members of the estate planning team, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and nonprofit advisors. In addition to the highest quality educational programming, attendees enjoyed valuable networking and professional development opportunities and reviewed the latest in technology, products and services displayed by nearly 150 vendors in an exhibit hall dedicated entirely to the estate planning industry.
Among the topics of discussion throughout the week were: tax and non-tax planning issues, what lies ahead and suggested useful planning strategies for the future; a review of significant estate planning developments in 2015; strategies for marital planning; an examination of the legal and political developments that define today’s Supreme Court; planning for same-sex and unmarried couples; asset protection planning; and planning for the increasing interplay among wealth transfer tax, income tax, and investment tax.
Mr. Elville attends these national events on a yearly basis along with other seminars to be at the forefront of the key, contemporary issues in elder law, estate and special needs planning.
Mr. Elville’s work is centered in these areas with special emphasis in the areas of tax planning and asset protection. He earned his law degrees from the University of Baltimore, cum laude, and is a member of the NAELA, The Academy of Special Needs Planners and the National Network of Estate Planning Attorneys, among numerous other organizations. Mr. Elville 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 works with individuals and families to provide peace of mind and a unique attorney-client experience through a proactive and collaborative approach based on leading edge legal-technical knowledge.
Elville and Associates focuses on the education of its clients, planning team partners and communities in which it serves in the areas of elder law, estate and special needs planning. The firm achieves this through its mission of engaging clients in a multi-step educational process using counseling and superior legal-technical knowledge to ensure that planning works from inception, throughout lifetime, and at death. Clients are encouraged to take advantage of the Planning Team Concept for leading edge, customized planning.
The firm also regularly holds free educational workshops and seminars throughout the communities in which it serves, covering topics related to its many practice areas. Mr. Elville and Elville and Associates also hold a bi-monthly Advisors Forum series for financial advisors, CPAs, attorneys and insurance agents, which provides valuable education to planning team members about elder law, estate and special needs planning.
For more information, please call 443-393-7696 or complete the form below.