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September 2019

Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum

September 25 @ 12:30 pm - 2:00 pm
Historic Oakland Manor, 5430 Vantage Point Road, Columbia, MD 21044
Columbia,MD21044US
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Elville and Associates Presents: The Advisors' Forum -- Understanding Maryland’s New Elective Share Law and Its Ramifications for Clients and Advisors WHEN: Wednesday, September 25th from 12:30 p.m. to 2:00 p.m. WHERE: Historic Oakland Manor – 5430 Vantage Point Road, Columbia, MD 21044 Enjoy a catered lunch and networking beginning at 12:30 p.m. The Forum will begin promptly at 1:00 p.m. and end by 2:00 p.m. In this 50-minute presentation, Stephen Elville, principal and lead attorney of Elville and Associates,…

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October 2019

Estate and Trust Administration Workshop — The Post-Mortem Process for Estate and Trust Administration Explained – How to Advise Clients and Family Members After the Death of a Spouse or Other Loved One

October 2 @ 11:30 am - 1:30 pm
Historic Oakland Manor, 5430 Vantage Point Road, Columbia, MD 21044
Columbia,MD21044US
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***Open to: Financial advisors and the general public Lunch and refreshments will be provided!  2 CE hours will be available for professionals attending. ***Please RSVP below by Monday, September 30th should you wish to attend — thank you! Description: This workshop will delve into the situations that arise after the death of a client, client’s family member, or loved one and the trust and estate administration that takes place during that time. Helping advisors and family members understand what their…

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Elville and Associates’ 2019 Annual Client Event

October 12 @ 8:30 am - 12:00 pm
Retreat and Conference Center at Bon Secours, 1525 Marriottsville Road, Marriottsville, MD 21104
Marriottsville,MD21104US
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 “What Families Need to Know about Planning for Loved Ones with Disabilities” Doors Open for Breakfast at 8:30 a.m. |  Program Begins at 9:00 a.m., ending at 12: p.m. Hosted By: Elville and Associates, P.C. & The Law Offices of Gary Greenwald, P.C.   Speakers and Presentations Chase Phillips, Senior Vice President & Senior Financial Advisor Friese Phillips Bock of Merrill Lynch "Financial Planning for Special Needs" Olivia R. Holcombe-Volke, Partner, Elville and Associates  "The State of Special Needs Planning…

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8,000 Days in Retirement

October 18 @ 11:45 am - 1:00 pm
Cured Table & Tap, 10980 Grantchester Way, Suite 110, Columbia, Maryland 21044
Columbia,Maryland21044US
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In 2019 the average retiree is living much longer than previous generations. What will you do with all that additional time? Are you financially prepared? The Massachusetts Institute of Technology AgeLab, led by Joesph Coughlin, has performed fascinating new research on aging. Join Elville and Associates' principal and lead attorney Stephen R. Elville as he partners with Townsend Hornor, Jr., Managing Director of Wealth Management at Baltimore-Washington Financial Advisors, for this informative and intriguing discussion. BWFA is committed to the…

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Estate Planning Essentials Workshop

October 22 @ 7:00 pm - 8:30 pm
Sheraton Columbia Town Center Hotel, 10207 Wincopin Circle, Columbia, MD 21044
Columbia,MD21044US
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Will My Estate End Up in Probate? Will I Outlive My Savings? Will My Plan Work the Way I Want? Presented by Elville and Associates’ elder law and estate planning attorney Nicole T. Livingston, this event is designed to educate you so that you can control your future, protect your hard-earned savings and have peace of mind. This presentation will be done in an easy-to-understand format that helps you learn and create a plan of action for protecting your family,…

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Estate Planning Essentials Workshop

October 23 @ 10:00 am - 11:30 am
Turf Valley Resort & Conference Center, 2700 Turf Valley Road
Ellicott City,MD21042United States
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Will My Estate End Up in Probate? Will I Outlive My Savings? Will My Plan Work the Way I Want? Presented by Elville and Associates’ elder law and estate planning attorney Nicole T. Livingston, this event is designed to educate you so that you can control your future, protect your hard-earned savings and have peace of mind. This presentation will be done in an easy-to-understand format that helps you learn and create a plan of action for protecting your family,…

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Estate Planning Essentials Workshop

October 24 @ 7:00 pm - 8:30 pm
Sheraton Columbia Town Center Hotel, 10207 Wincopin Cir, Columbia, MD 21044
Columbia,MD21044US
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Will My Estate End Up in Probate? Will I Outlive My Savings? Will My Plan Work the Way I Want? Presented by Elville and Associates’ elder law and estate planning attorney Nicole T. Livingston, this event is designed to educate you so that you can control your future, protect your hard-earned savings and have peace of mind. This presentation will be done in an easy-to-understand format that helps you learn and create a plan of action for protecting your family,…

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Elville and Associates’ Open House Grand Opening

October 25 @ 5:00 pm - 8:00 pm
7100 Columbia Gateway Drive, Suite 190, Columbia, Maryland 21046
Columbia,Maryland21046US
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                  Elville and Associates is proud to announce its new office location at 7100 Columbia Gateway Drive, Suite 190 in Columbia. This new 8,600+ square foot facility provides our law firm with much-needed room for general expansion, client comfort, client and public education, entertainment for clients and professional advisors, health facilities for attorneys and staff, and much more. Please join us on Friday, October 25, 2019 between 5:00 p.m. until 8:00 p.m. for our Open…

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November 2019

8,000 Days in Retirement

November 6 @ 11:45 am - 1:00 pm
Cured Table & Tab Columbia, 10980 Grantchester Way, Suite 110, Columbia, Maryland 21044
Columbia,Maryland21044US
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In 2019 the average retiree is living much longer than previous generations. What will you do with all that additional time? Are you financially prepared? The Massachusetts Institute of Technology AgeLab, led by Joesph Coughlin, has performed fascinating new research on aging. Join Elville and Associates’ principal and lead attorney Stephen R. Elville as he partners with Townsend Hornor, Jr., Managing Director of Wealth Management at Baltimore-Washington Financial Advisors, for this informative and intriguing discussion. BWFA is committed to the…

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Estate and Trust Administration Workshop — The Post-Mortem Process for Estate and Trust Administration Explained – How to Advise Clients and Family Members After the Death of a Spouse or Other Loved One

November 13 @ 2:00 pm - 3:15 pm
Riderwood Village, 3110 Gracefield Road, Silver Spring, MD 20904
Silver Spring,MD20904US
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***Open to the general public ***Please RSVP below by Monday, September 16th should you wish to attend — thank you! Description: This workshop will delve into the situations that arise after the death of a family member or loved one and the trust and estate administration that takes place during that time. Helping family members and personal representatives understand what their roles are in helping loved ones through the legal process, what that legal process is, and how advisors and…

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December 2019

Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum

December 4 @ 12:30 pm - 2:00 pm
Historic Oakland Manor, 5430 Vantage Point Road, Columbia, MD 21044
Columbia,MD21044US
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February 2020

Copy of 8,000 Days in Retirement

February 5, 2020 @ 11:45 am - 1:00 pm
Cured Table & Tab Columbia, 10980 Grantchester Way, Suite 110, Columbia, Maryland 21044
Columbia,Maryland21044US
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In 2019 the average retiree is living much longer than previous generations. What will you do with all that additional time? Are you financially prepared? The Massachusetts Institute of Technology AgeLab, led by Joesph Coughlin, has performed fascinating new research on aging. Join Elville and Associates’ principal and lead attorney Stephen R. Elville as he partners with Townsend Hornor, Jr., Managing Director of Wealth Management at Baltimore-Washington Financial Advisors, for this informative and intriguing discussion. BWFA is committed to the…

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March 2020

Copy of Copy of 8,000 Days in Retirement

March 4, 2020 @ 11:45 am - 1:00 pm
Cured Table & Tab Columbia, 10980 Grantchester Way, Suite 110, Columbia, Maryland 21044
Columbia,Maryland21044US
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In 2019 the average retiree is living much longer than previous generations. What will you do with all that additional time? Are you financially prepared? The Massachusetts Institute of Technology AgeLab, led by Joesph Coughlin, has performed fascinating new research on aging. Join Elville and Associates’ principal and lead attorney Stephen R. Elville as he partners with Townsend Hornor, Jr., Managing Director of Wealth Management at Baltimore-Washington Financial Advisors, for this informative and intriguing discussion. BWFA is committed to the…

Find out more »
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