Planning for Life, Planning for Legacies
Founded in June, 2010, by Stephen R. Elville, J.D., LL.M., Elville and Associates is an estate planning, elder law, and special needs planning practice. The firm’s attorneys engage clients in a multi-step educational process to ensure that planning works from inception, throughout lifetime, and at death. It is our mission to provide practical solutions to our clients’ problems through counseling, education, and superior legal- technical knowledge. Clients are encouraged to take advantage of the “planning team concept” for leading-edge, customized planning.
Education and counseling are the foundations upon which Elville and Associates serves its clients, partners, and surrounding community. Elville and Associates counsels it clients based on the core principles of the Elville Legacy System™ — the ten steps to perfect estate planning. Mr. Elville has also developed programs for clients who wish to streamline the planning process but still wish to enjoy the benefits of the educational component throughout, including Elville Self-Direct Select™ and Elville Self-Direct Protect™, a limited-attorney-assistance client education program for estate planning. The firm also offers an Advisors’ Forum every two months for its planning team partners, an educational series that covers the latest topics in the world of estate planning, elder law and special needs planning.
No matter what planning path our clients choose, Elville and Associates firmly believes in the “planning team concept” – a concept that ensures clients’ attorneys, advisers and CPAs work collaboratively on their behalf during the planning process to provide their family peace of mind and confidence. The attorneys at Elville and Associates work with the top Certified Financial Planners, Financial Advisers, and CPAs in the area and work to be a reliable partner to them.
Waypoint Trust Group™, a division of Elville and Associates, serve as trustee/co-trustee of trusts of all sizes, including trusts with assets below corporate minimum requirements, irrevocable life insurance trusts, and special needs trusts. In addition to serving as trustee and trust protector, Waypoint Trust Group offers numerous services to individual and corporate trustees, including legal representation; court proceedings related to administering a trust and guidance on interpretation of trust terms; preparation of trust income tax returns and accountings; maintenance of trust books and records; and assistance with initial set up of new trusts and the management of trust terminations.
Elville and Associates also firmly believes in client care and client lifetime maintenance and updating to ensure that planning works as intended. The mission of our Client Care Program (“planning that works”) is to provide our clients with the comfort and assurance that their estate and elder law plans will work no matter how their goals situations may change, and to ensure planning remains consistent with changes in the laws. Elville and Associates is currently one of only 43 law firms in the country to have designed its Client Care Program through the Client Maintenance Academy, located in Boston, Massachusetts.
Elville and Associates – Providing practical solutions to clients in elder law, estate planning, and special needs planning through counseling,education and leading-edge legal technical knowledge. Educational. Collaborative. Proactive. Responsive. We are Elville and Associates.