Liability is something all trustees should be concerned about. Limiting liability is a matter of understanding fiduciary responsibilities in general, processes and procedures, state and federal law, taxation, accounting, financial management, and in certain instances attaining specialized knowledge in areas such as special needs planning.
- Olivia R. Holcombe-Volke Recognized for Pro Bono Estate Planning Work
- Which Estate Planning Process Is Right for You? The Answer Lies Within Your Goals …
- The 2010 Maryland Power of Attorney Act – A Gamechanger
- The Most Important Document in Estate Planning – The Financial Power of Attorney
- The Secure Act and Its Potential Income Tax Effect on Clients’ Estate Planning – Seven Important Opportunities
- The New Elective Share Law, a.k.a. “Augmented Estate Legislation” Has Passed. What Does This Mean to You?
- Why Do Estate Plans Fail and Not Work as Intended? The Answer Lies Below …
- “Your Home, Your Deed, Your Legacy – Ensuring Stability in Baltimore City through Legal Services” co-authored by Olivia Holcombe
- Elville and Associates’ Principal Stephen R. Elville Partners with University of Maryland Autism Research Consortium for Nationwide Webinar Series and Panel Discussion
- The Future of Pro Bono in Maryland