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Elville and Associates

443-393-7696|https://elvilleassociates.com/

May 2019

Trustee Selection — How to Choose the Right One for You

May 23 @ 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 this free workshop to discuss the important process of selecting a trustee. Among the topics of discussion will be: What is a Trustee and what are their responsibilities • Types of trustees and their characteristics - advantages and disadvantages • The perfect Trustee- setting the benchmark for selection • Trustee selection- why is it so important? • Trustee roles in…

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June 2019

Estate Planning & Elder Law Essentials Workshop on Tuesday, June 25th

June 25 @ 7:00 pm - 8:30 pm
Historic Oakland Manor, 5430 Vantage Point Road
Columbia,MD21044United States
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Join Stephen R. Elville, principal and lead attorney of Elville and Associates, as he offers this interactive workshop presentation designed to explore many estate planning and elder law topics and thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics addressed are: understanding the planning process, including the reasons for estate planning; wills vs. trusts; probate vs. non-probate; understanding non-probate devices; the importance of incorporating flexibility in your planning; planning for incapacity; Medicaid — myths versus…

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July 2019

Estate Planning Workshop on July 10, 2019

July 10 @ 2:00 am - 3:30 pm
Riderwood Village — Chesapeake Village at Montgomery Station, 3140 Gracefield Road
Silver Spring,MD20904United States

As seating is limited, registration is required for this event. Please RSVP to Jeffrey Stauffer, Community Relations Director with Elville and Associates, via email at jeff@elvilleassociates.com, or by phone at 443-676-9691. We look forward to hosting you!

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Estate Planning for Retirement Benefits

July 18 @ 11:45 am - August 23 @ 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 Planning for Retirement Benefits on July 18, 2019 from 11:45am-1pm

July 18 @ 11:45 am - 1:00 pm
The Office of Balitimore Washington Financial Advisors, 5950
Columbia,MD21044United States

Join Elville and Associates’ principal and lead attorney Stephen R. Elville as we partner with Baltimore Washington Financial Advisors for a 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 IN ESTATE PLANNING? HOW…

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Estate and Retirement Planning Essentials

July 25 @ 10:00 am - 12:00 pm
Rockville Senior Center, 1150 Carnation Drive
Rockville,MD20850United States
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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. To…

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September 2019

Estate Planning Workshop on September 18, 2019 from 8am-5pm

September 18 @ 8:00 am - 5:00 pm
Riderwood Village — Chesapeake Village at Montgomery Station, 3140 Gracefield Road
Silver Spring,MD20904United States

As seating is limited, registration is required for this event. Please RSVP to Jeffrey Stauffer, Community Relations Director with Elville and Associates, via email at jeff@elvilleassociates.com, or by phone at 443-676-9691. We look forward to hosting you!

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November 2019

Estate Planning Workshop on November 13, 2019 from 2pm-3:30pm

November 13 @ 2:00 pm - 3:30 pm
Riderwood Village — Chesapeake Village at Montgomery Station, 3140 Gracefield Road
Silver Spring,MD20904United States

As seating is limited, registration is required for this event. Please RSVP to Jeffrey Stauffer, Community Relations Director with Elville and Associates, via email at jeff@elvilleassociates.com, or by phone at 443-676-9691. We look forward to hosting you!

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