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Elville and Associates

443-393-7696 |http://www.elvilleassociates.com/

January 2019

Estate Planning Workshop

January 22 @ 7:00 pm - 9:00 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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Estate Planning — Legacy and Charitable Giving

January 24 @ 11:45 am - 1:00 pm

Join Elville and Associates’ principal Stephen R. Elville and our host, Baltimore Washington Financial Advisors, as we invite you to an interactive workshop on "Legacy and Charitable Giving." TOPICS WILL INCLUDE: • What is philanthropy, legacy and charitable giving? • Why do donors engage in philanthropic giving? • What are the tax advantages of philanthropy? • Creativity in planned giving. Please note RSVPs are required for this event as it will fill up quickly! Please RSVP to Eve Kennedy, Client…

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What Families Need to Know About Planning for a Loved One With Special Needs

January 30 @ 6:30 pm - 7:30 pm
The Delrey School, 3610 Commerce Drive
Halethorpe,MD21227United States
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Presented by Elville and Associates’ principal and lead attorney Stephen R. Elville, J.D., LL.M., this workshop is a discussion that will educate attendees about planning for their loved one with special needs. Attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving the loved one’s financial security and quality of life. The key issues of understanding the role of public benefits, making decisions about the future, and using…

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February 2019

2019 Fast Start — Beginning the New Year Fully-Informed — 2019 First Quarter Planning Mini-Symposium

February 20 @ 12:30 pm - 2:00 pm
Historic Oakland Manor, 5430 Vantage Point Road
Columbia,MD21044United States
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Stephen R. Elville & Elville and Associates Present: The Advisors' Forum ***Lunch and networking begins at 12:30. The Forum will begin promptly at 1:00 p.m. and end at 2:00 p.m. Heckerling Update -- Stephen R. Elville, principal and lead attorney of Elville and Associates, will provide an overview of the topics and planning ideas presented at the 52nd annual Heckerling Institute in Orlando, Florida, January 14-18, presented by the University of Miami Law School. The Heckerling Institute is widely viewed…

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March 2019

Client Care Program Continuing Legal Education Event

March 16 @ 10:00 am - 12:00 pm
Anne Arundel Community College, 101 College Parkway
Arnold,MD21012United States
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Topic and Speaker To Be Determined

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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

March 20 @ 11:30 am - 1:30 pm
Historic Oakland Manor, 5430 Vantage Point Road
Columbia,MD21044United States
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***Open to: Financial advisors and the general public Lunch and refreshments will be provided! ***Please RSVP below by Friday, March 15th 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 roles are in helping clients and loved ones through…

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Understanding the Differences Between Alzheimer’s and Dementia

March 21 @ 11:45 am - 1:00 pm
Baltimore Washington Financial Advisors, 5950 Symphony Woods Road, Suite 600
Columbia,MD21044United States
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Baltimore-Washington Financial Advisors, Elville and Associates & special guest speaker Jill Rosner, RN, BSN, CCM® invite you to an interactive workshop on "Understanding The Difference Between Alzheimer’s and Dementia." TOPICS WILL INCLUDE: Discuss Alzheimer's Disease and Dementia - what do these terms mean? Discuss symptoms and behaviors of the disease Examine the brain model and its importance in identifying from where behaviors arise Managing challenging behaviors and discussing possible causes Progression of the disease- discuss the early, moderate and late…

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Estate Planning for Individuals with Brain Injuries – A Step-By-Step Approach

March 29 @ 1:30 pm - 2:30 pm
Red Lion Hotel North Baltimore, 2004 Greenspring Dr.
Timonium,MD21093United States
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31st Annual Brain Injury Association of Maryland Conference

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May 2019

Active Aging Expo (exhibitor)

May 6 @ 9:00 am - 2:00 pm
Activity Center at Bohrer Park, 506 S. Frederick Avenue
Gaithersburg,MD20877United States
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Stephen R. Elville -- speaking topic and time TBD

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