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Historic Oakland Manor

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5430 Vantage Point Road
Columbia,MD21044United States
(410) 730-4801 http://www.historic-oakland.com

January 2019

Estate Planning Workshop

January 22 @ 7:00 pm - 9:00 pm
Historic Oakland Manor, 5430 Vantage Point Road
Columbia,MD21044United States
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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…

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February 2019

2019 Fast Start — Beginning the New Year Fully-Informed — 2019 First Quarter Planning Mini-Symposium

February 20 @ 12:30 pm - 2:00 pm
Historic Oakland Manor, 5430 Vantage Point Road
Columbia,MD21044United States
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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…

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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

March 20 @ 11:30 am - 1:30 pm
Historic Oakland Manor, 5430 Vantage Point Road
Columbia,MD21044United States
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***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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