Posts Tagged: elville and associates



Which Estate Planning Process Is Right for You? The Answer Lies Within Your Goals …

July 9, 2019

Authored by: Stephen R. Elville, Esq. — Elville and Associates, P.C. — 443-393-7696, steve@elvilleassociates.com, @elvilleassoc Many people 65 years of age and over are subconsciously aware of the vulnerability of their assets, including retirement plan assets (IRAs, 401(k)s, 403(b)s, and other Qualified Plans) to Medicaid (long-term care) spend down and dissipation. This awareness carries over …

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The 2010 Maryland Power of Attorney Act – A Gamechanger

July 8, 2019

Authored by:  Stephen R. Elville, Esq. – Elville and Associates, P.C. – 443-393-7696, steve@elvilleassociates.com, @elvilleassoc In 2010 the Maryland Power of Attorney Act changed the law, and changed the way we think about powers of attorney in Maryland.  This game-changing law sets forth accountability standards for agents to their principals and provides that powers of …

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The Secure Act and Its Potential Income Tax Effect on Clients’ Estate Planning – Seven Important Opportunities

Authored by: Stephen R. Elville, Esq. — Elville and Associates, P.C. — 443-393-7696, steve@elvilleassociates.com An unprecedented situation is underway – the Secure Act may impact estate planning in a significant way – in particular, estate planning for retirement plan assets. The Secure Act (House of Representatives’ version – the 10-year plan) recently passed through the …

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

June 25, 2019

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 …

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Estate Planning for Special Needs — Thursday, June 20th

June 20, 2019

Presented by Elville and Associates’ principal and lead attorney Stephen R. Elville, 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 …

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