Posts Tagged: estate planning

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

July 10, 2019

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 …

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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)

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 …

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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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Why Do Estate Plans Fail and Not Work as Intended? The Answer Lies Below …

June 15, 2019

Authored by: Stephen R. Elville, Esq. — Elville and Associates, P.C. — 443-393-7696, steve@elvilleassociates.com, @elvilleassoc What’s been on my mind for the past several weeks is an image – actually two separate scenes – perhaps it is a sequence. It happened about four months ago. Two couples came into my office during the same week …

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Matthew F. Penater, Partner at Elville & Associates, Selected to 2016 Maryland Rising Stars List

February 4, 2016

By: Jeffrey Stauffer, Community Relations Directorjeff@elvilleassociates.com, 443-393-7696

Baltimore– Matthew F. Penater, Partner at Elville & Associates, has been selected to the 2016 Maryland Rising Stars list, his fourth consecutive year attaining the award. Each year, no more than 2.5 percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor. Super Lawyers, a Thomson Reuters business, is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high degree of peer recognition and professional achievement…

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Why You Should Have Estate Planning Documents in Place – Security in a Time of Crisis

January 31, 2016

By:  Olivia R. Holcombe-Volke, Esq.olivia@elvilleassociates.com, 443-393-7696

When utilizing a Revocable Living Trust-based approach for the estate plan of a married couple, an important first step is deciding whether to develop a Joint Revocable Living Trust – one Trust covering both spouses – or whether to create two individual Revocable Living Trusts, one per spouse. There is no blanket rule to apply to all couples or all estates, rendering a thorough discussion with your estate planning attorney necessary…

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Estate Planning for Non-Citizens of the United States

December 15, 2015

By:  Verena Meiser, Senior Associate Verena@elvilleassociates.com, 443-393-7696 Non-citizens need to be aware that some of the estate tax planning techniques commonly used for U.S. citizens are not available to them. Here are just some of the estate and gift tax differences an estate planning attorney can address and provide guidance for. (1) Gifting between spouses …

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