January 2019
Estate Planning Workshop
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…
Find out more »February 2019
2019 Fast Start — Beginning the New Year Fully-Informed — 2019 First Quarter Planning Mini-Symposium
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…
Find out more »March 2019
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
***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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