Elville and Associates

Blog / the business monthly

Blog

All the business monthly Blog Videos & Webinar Recordings News Estate Planning estate financial power of attorney financial planning Probate Wills and Trusts beneficiary elder law estate plan Spotlight attorney digital assets elville and associates financial planners guardianship guardianships Healthcare income tax inheritance power of attorney public benefits special needs planning trust will Access to Music advance medical directive advance medical directives Aid & Attendance Attorney-Client Relationship Beneficiaries Beneficiary Designations Business Planning capital gain Charles A. Borek Client Care Program Consultations Coronavirus (COVID-19) Creative Arts Education elder care Elville Center Elville Center for the Creative Arts Estate and Trust Administration estate litigation estate planning attorney Estate Taxes family Governor Hogan guardian guardianship of the person in terrorem clause incapacity planning including the location Justin M. Ginsburg letter of wishes Music National Health Crisis National Healthcare Decisions Day nationwide health crisis non-probate assets planning attorney powers of attorney probate assets Proper Beneficiary Designations Remote Notarization of Documents Retirement Accounts Retirement Plan Assets revision revocable living trust Schools Secure Act social security administration social security disability insurance social security, Special Needs special needs trust spendthrift clause spendthrift clauses spendthrift trust ssi Super Lawyers supplemental security income survivorship tax Tax Planning testator The Elville Center for the Creative Arts The Secure Act Trust Protector Trust Protectors trusts updating of your will Verena veterans administration Waypoint Trust Group

Stephen R. Elville Presents at Financial Planning Association of Maryland Annual Spring Symposium

Stephen R. Elville, Esq., Principal and lead attorney at the elder law, estate and special needs planning firm of Elville and Associates, presented for a third consecutive year at the Financial Planning Association of Maryland’s Spring Symposium on Thursday, May 17th in Pikesville, Maryland. Mr. Elville’s presentation focused on the 2017 Tax Act and offered certified financial planners in attendance a synopsis of the topics of interest discussed at January’s 52 nd Annual Heckerling Institute on Estate Planning in Orlando. Mr. Elville discussed the 2017 Tax Act and its implications on how the Act affects estates and trusts, business tax issues, income tax issues, estate planning considerations, and asset protection. Mr. Elville works with individuals and families to provide a unique attorney-client experience and peace of mind solutions to the challenges they face with estate, asset protection, and tax planning issues, and with disability and a long-term care planning issues. He has extensive experience in working with clients involved in crisis situations. He also brings a unique and personalized approach to pre-crisis planning. Mr. Elville routinely handles clients issues in the followings areas: wills, trusts, powers of attorney, living wills/advance medical directives, Medicaid asset protection trusts, Medicaid planning and qualification, estate administration, fiduciary representation, nursing home selection, guardianships, special needs planning for children and adults, Social Security Disability Income (SSDI), Supplemental Security Income (SSI) and IRS tax controversy. Mr. Elville was named to the Maryland Super Lawyers list in 2015, 2017 and 2018, and is a member of the National Association of Elder Law Attorneys, Elder Counsel, Wealth Counsel, the Academy of Special Needs Planners, and the National Network of Estate Planning Attorneys. He currently serves as a member of the Maryland State Bar Association Elder Law Section Council and the Charitable Gift Planning Advisory Committee for Anne Arundel Medical Center. He is a frequent guest presenter for banks and credit unions, businesses, the financial services industry and other organizations and is on schedule to present approximately 75 times this year regarding his areas of practice. Mr. Elville also provides continuing education for financial advisors and CPAs through Elville and Associates’ bi-monthly Advisors’ Forum series. His daily blog appears on elviilleassociates.com and WBJC.com and his articles have appeared in The Business Monthly.

Contact Us

Fill out this form below and we'll contact you shortly
*Required Fields