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July 2019

Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum — The Secure Act – Understanding What Passage Will Mean For Your Clients and For Your Practice (and Its Impact on Clients’ Estate Planning For Retirement Plan Assets)

July 10 @ 11:30 am - 3:00 pm
Historic Oakland Manor, 5430 Vantage Point Road
Columbia,MD21044United States
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Enjoy a catered lunch and networking beginning at11:30 a.m.  The Forum will begin promptly at 12:00 p.m. and end at 1:00 p.m. The Secure Act is possibly the biggest change in estate planning since the introduction of Portability and the Marital Deduction. If passed by both the House of Representatives and the Senate and signed into law by President Trump, the impact of the Secure Act will bring about huge changes in the way clients and their advisors view and plan for the disposition of retirement plan assets as a…

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The Importance of the Family Meeting in Estate Planning/Summer Legislative Update

July 10 @ 2:00 pm - 3:30 pm
Riderwood Village — Chesapeake Village at Montgomery Station, 3140 Gracefield Road, Silver Spring, MD 20904
Silver Spring,MD20904US
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Presented by Elville and Associates' principal and lead attorney Stephen R. Elville, this discussion will delve into the importance of the family meeting during the estate planning process.  Mr. Elville will also take time during the latter portion of the discussion to talk about important legislation in the news recently, including the new augmented estate bill that recently passed as well as The Secure Act that may pass in the coming weeks.   RSVPs are required for this event at Riderwood…

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Estate Planning for Retirement Benefits

July 18 @ 11:45 am - 1:00 pm

Join Elville and Associates’ principal and lead attorney Stephen R. Elville as we partner with Baltimore Washington Financial Advisors for a lunch discussion about “Estate Planning for Retirement Benefits.” Among the topics to be discussed during the workshop will be: -- DEFINING RETIREMENT PLANS AND BENEFITS IN ESTATE PLANNING – WHAT ARE THEY? -- WHY DO RETIREMENT PLAN BENEFITS REQUIRE SPECIAL TREATMENT IN ESTATE PLANNING AND ELDER LAW? -- HOW ARE RETIREMENT PLANS STRUCTURED IN RELATION TO WILLS AND TRUSTS…

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Estate and Retirement Planning Essentials

July 25 @ 10:00 am - 12:00 pm
Rockville Senior Center, 1150 Carnation Drive, Rockville, MD 20850
Rockville,MD20850US
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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 for all that additional time? Join Stephen R. Elville, principal and lead attorney of Elville and Associates, and Sandy Hornor, Managing Director of Baltimore Washington Financial Advisors, as these forces lead an educational and interactive workshop presentation designed to explore many estate planning, incapacity planning, and retirement planning topics of importance to seniors today.

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Estate Planning Essentials Workshop — Protect and Preserve Your Estate

July 31 @ 10:00 am - 11:30 am
Courtyard by Marriott Columbia, 8910 Stanford Boulevard, Columbia, MD 21045
Columbia,MD21045US
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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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August 2019

Estate Planning Essentials Workshop — Protect and Preserve Your Estate

August 1 @ 7:00 pm - 8:00 pm
Alexandra’s at Turf Valley Resort, 2700 Turf Valley Road, Ellicott City, MD 21042
Ellicott City,MD21042US
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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 — Protect and Preserve Your Estate

August 3 @ 10:00 am - 11:30 am
Courtyard by Marriott Columbia, 8910 Stanford Boulevard, Columbia, MD 21045
Columbia,MD21045US
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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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