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Supported Decision Making (SDM) involves persons with disabilities being able to make their own decisions to whatever extent they can, provided that they have enough support to do so. Now law in Maryland, Supported Decision Making represents a huge breakthrough for living with disabilities, as it does not take away their rights of self-determination; rather, it allows them to appoint a supported decision maker, even if they are under guardianship. However, this dramatic paradigm shift brings with it the element of risk, potential confusion for parents and others, and unanswered questions. In this webinar, Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville will explore the new Supported Decision Making law and its possibilities for loved ones with disabilities. This webinar focuses on the new promise of SDM for persons with disabilities and the current status of this alternative to guardianship and potential guardianship supplement, and how SDM has the potential to affect and change so many lives, including those of family members and other supporters. Learning objectives include: Understanding Supported Decision Making under the new law, what it is, what is its purpose, and what is its current status? What is its promise in Maryland? What are the problems? What Supported Decision Making is not. What is Supported Decision Making’s relationship to powers of attorney, advance medical directives, and guardianship? How Supported Decision Making works, how it can benefit loved ones with disabilities, and its current status in Maryland. More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, webinar attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life. The key issues of understanding the role of public benefits, making decisions about the future, Maryland ABLE, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also, to be touched upon will be the “planning team concept” – how your planning team (attorney, financial advisor, CPA) – can work together to help provide your family peace of mind during the special needs planning process. More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Many critical mistakes can occur when planning for a loved one with special needs, along with the perils that exist for persons with disabilities when no planning is implemented for them. Bill Hufnell, Founder and Principal at Bay Point Wealth, and Stephen R. Elville, Managing Principal and Lead Attorney of Elville and Associates, discuss the biggest mistakes in special needs planning, what the ramifications are, and how to overcome and avoid them. More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Presented by the Elville Webinar Series and Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville, this webinar delves 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 the legal process, what that legal process is, and how advisors and other planning team members can best work together in support of clients is of paramount importance during this challenging time for all involved. Learning Objectives: – unraveling the mystery of what happens after the death of a client or loved one – minimizing confusion and providing maximum support to clients and loved ones at a time of crisis – what is the legal step-by-step process that needs to be taken after death? – what are the practical steps that should be taken after death? – examining the most significant and potentially problematic legal and tax issues advisors and family members should be aware of in the months following the death of a client or loved one – how financial advisors, CPAs, and attorneys can best work together in support of clients More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Join us for this interactive webinar presentation as Elville and Associates' Managing Principal and Lead Attorney Stephen Elville shares his thoughts and insights on estate planning for 2023 after returning from the nation's leading annual estate planning conference in Orlando. During this one-hour session, Steve will discuss the hot topics and issues that are top of mind right now for estate, financial, and tax planning professionals. Learning Objectives include: To provide attendees with an understanding of the general scope of estate and tax planning concerns in the U.S. at the beginning of 2023; To ground attendees in a fundamental understanding of spousal marital deduction planning; To give attendees a basic overview of elder law planning concerns for early 2023; To provide attendees with an overview of recent asset protection options; To gain an understanding of the latest SECURE Act changes and estate planning for retirement plan assets; and To educate attendees about the continuing importance of flexibility in estate plans, powers of attorney, advance medical directives, and special needs plans. More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, webinar attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life. The key issues of understanding the role of public benefits, making decisions about the future, Maryland ABLE, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also, to be touched upon will be the “planning team concept” – how your planning team (attorney, financial advisor, CPA) – can work together to help provide your family peace of mind during the special needs planning process. More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Many people want to achieve excellence in their estate planning – to establish an estate plan that works as intended – one that will stand the test of time, accomplish personal goals and priorities, provide for the disposition of assets in the desired way to the persons and/or organizations of choice, controlling costs, and setting forth values, ideas, concepts, and aspirations – organized by leading-edge legal-technical concepts that are up to date at the time of death, and guided by highly instructional letters of wishes or memorandums. Yet few people understand the kind of estate planning process necessary for the realization of this ideal, and even fewer people are offered the opportunity to participate in the kind of process necessary to facilitate the same. To say that achieving true excellence in estate planning is akin to successfully sailing around the world alone is not an exaggeration. It takes all of the stuff of legend, including purpose, persistence, patience, and introspection; partnership with your estate planning attorney and an adequate process forward (facilitated by the attorney); maintenance and updating of the estate plan over time; and more. In short, true excellence in estate planning requires being extremely intentional. In this webinar, Stephen R. Elville, Managing Principal and Lead Attorney with Elville and Associates, P.C., will lead a discussion about Intentionalism in estate planning. Topics of discussion will include: Why being intentional in estate planning matters; Understanding the risks in estate planning; Why knowing what you want out of estate planning matters; Avoiding estate plan failure; Maintenance and updating; The importance of Partnership Please click here to register for the presentation and receive the webinar link ahead of time. Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696, x117. Open to clients, advisors, and the general public. 1.5 continuing education credits will be available to advisors who attend this presentation. We look forward to hosting you! #elvilleeducation #elvillewebinarseries More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Maryland ABLE accounts help families and their loved ones with disabilities save for the future without jeopardizing federal, state and local benefits. Join Kelly Nelson, Outreach and Communications Manager from Maryland ABLE, as she shares by webinar the following: the eligibility criteria and enrollment process; features of an ABLE account and the account management process; tax-free savings and tax-free withdrawals for qualified disabilities expenses; accessing a Maryland state income tax deduction for contributions; and, how an ABLE account can be used in collaboration with a Special Needs Trust More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

In installment 14 of the Elville Webinar Series' Wellness Series, we will celebrate your highlights of 2022 and explore the many ways to incorporate gratitude into daily life. Consider how this can help your mindset, the stress and anxiety you feel, your sleep, your outlook, and your overall health. Let's wrap up 2022 on a high note! Featuring nationally renowned speakers Ms. Ellen Platt, a certified Aging LifeCare Manager and President of The Option Group, and Dr. Michelle Fritsch, a board certified, doctoral trained health professional and founder of Retirement Wellness Strategies, this presentation is one you will not want to miss! More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

"Elder Law attorneys are not just lawyers, they are counselors." Elder Law encompasses many concepts - planning for individuals and families who do not have taxable estates, but who are primarily concerned about the protection of their assets and addressing disability and long-term care issues. Elder Law also encompasses the following: Medical Assistance (Medicaid), long-term care planning, asset protection, nursing home and assisted living selection and placement, special needs planning, guardianship, Social Security issues, Veterans Benefits, senior housing issues, powers of attorney, advance medical directives, wills, trusts, and more. Join Elville and Associates' Managing Principal and Lead Attorney Stephen Elville as he leads you through this webinar discussion to learn why an Elder Law consultation is an integral part of the planning process. Attendees will learn: what is involved in an Elder Law consultation? why does an Elder Law consultation serve as a basis for change? what do clients want to know and what do they learn in an Elder Law consultation? what important Elder Law concepts and new laws are attorneys advising clients about in 2022? More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Supported Decision Making (SDM) involves persons with disabilities being able to make their own decisions to whatever extent they can, provided they have enough support to do so. While Maryland's Supported Decision Making law went into effect on October 1st, SDM is now law in nearly half of the U.S. Supported Decision Making represents a huge breakthrough for persons with disabilities, as it does not take away their rights of self-determination; rather, it allows them to appoint a supported decision maker, even if they are under guardianship. In this powerful webinar presentation, Elville and Associates' Managing Principal and Lead Attorney Stephen Elville explores Supported Decision Making and its possibilities for families and their loved ones with disabilities. Topics for discussion include: - Understanding Supported Decision Making (SDM) - what is it and what is its purpose? - New Maryland SDM Legislation - effective October 1, 2022 - What is the promise of SDM in Maryland? - What SDM is not - and what is SDM's relationship to powers of attorney, advance medical directives, and guardianship? - How SDM works, and how if can benefit persons living with brain injury - A review of New Maryland Legislation - effective October 1, 2022 - A review of various SDM agreements (D.C., Delaware, Indiana, Alaska) - Next Steps - Questions and Answers More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

The 2020 Presidential Election is just days away. Former Vice President Joe Biden has said that the estate, gift, and GST tax exemption could be set as low as $3.5 million per individual, while the gift tax exemption could be set as low as $1 million. Candidate Biden has also discussed an increase in the estate/gift tax rate to somewhere in the 45% to 65% range. Biden has also proposed the possible elimination of the income tax basis step-up at death. But regardless of who prevails at the polls, President Trump or Vice President Biden, the potential for tax related changes and wholesale shifts in tax policy is significant (COVID -19 related economic loss, social unrest, potential our shifts in Congress, and more). In this one-hour workshop, Steve Elville will lead a discussion outlining end-of-year strategies and points of concern for clients in the coming year. Topics will include: - Identifying the possibilities for tax change - How will potential tax changes affect clients? - What strategies are available to clients? - Should clients engage in end of year exemption planning? - How will potential tax changes affect estate planning documents? - Next steps and available resources - Questions and answers More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars.