Posts Tagged: estate planning

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

February 4, 2016

By: Jeffrey Stauffer, Community Relations, 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,, 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, 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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Estate Planning Vocabulary

December 1, 2015

By: Olivia R. Holcombe-Volke, Estate planning documents frequently contain vocabulary that is specific to the field of estate planning, and not commonly used by the world at large. The following list, while not comprehensive of all of the confusing or unfamiliar terms within the estate planning context, are some of the words or concepts …

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Planning for Digital Assets — What Clients Need to Know

October 21, 2015

By: Stephen R. Elville, J.D., LL.M. I think we can all agree about the following:  technology has become a dominant force in our lives; most of us use one or more email accounts; many people participate on social media sites; many people use internet banking or brokerage services, and pay bills or make other …

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Ten Things to Look For in An Estate Planning Attorney or Elder Law Attorney

June 4, 2015

  1)  Provides a warm, empathetic approach and caring environment. 2)  Planning attorney is a counselor and not just a technician. 3)  Clients are provided with a unique estate planning or elder care experience and not just a transaction. 4)  Provides an interactive planning process in partnership with the client and with emphasis on client …

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