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The Office of Balitimore Washington Financial Advisors

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5950
Columbia,MD21044United States

May 2019

Trustee Selection — How to Choose the Right One for You

May 23 @ 11:45 am - 1:00 pm

Join Elville and Associates' principal and lead attorney Stephen R. Elville as we partner with Baltimore Washington Financial Advisors for this free workshop to discuss the important process of selecting a trustee. Among the topics of discussion will be: What is a Trustee and what are their responsibilities • Types of trustees and their characteristics - advantages and disadvantages • The perfect Trustee- setting the benchmark for selection • Trustee selection- why is it so important? • Trustee roles in…

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July 2019

Estate Planning for Retirement Benefits on July 18, 2019 from 11:45am-1pm

July 18 @ 11:45 am - 1:00 pm
The Office of Balitimore Washington Financial Advisors, 5950
Columbia,MD21044United States

Join Elville and Associates’ principal and lead attorney Stephen R. Elville as we partner with Baltimore Washington Financial Advisors for a discussion about “Estate Planning for Retirement Benefits.” Among the topics to be discussed during the workshop will be: DEFINING RETIREMENT PLANS AND BENEFITS IN ESTATE PLANNING – WHAT ARE THEY? WHY DO RETIREMENT PLAN BENEFITS REQUIRE SPECIAL TREATMENT IN ESTATE PLANNING AND ELDER LAW? HOW ARE RETIREMENT PLANS STRUCTURED IN RELATION TO WILLS AND TRUSTS IN ESTATE PLANNING? HOW…

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