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Offered by Elville and Associates’ Principal Meghan E. McCulloch, this presentation discusses the guardianship process in-depth and what families and parents need to know to prepare for it. Among the topics of discussion are: What is guardianship? What are the benefits and drawbacks? What are the main questions every family should ask before making the decision to pursue guardianship? What are some of the alternatives to guardianship? What are the nuances of incapacity planning, including the importance of powers of attorney and advance medical directives in the planning process? This presentation is open to clients, financial advisors, and the general public. 1.5 continuing education hours are available for professionals who attend this presentation. 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.

Presented by Principal and senior elder law attorney, Lindsay V.R. Moss Presented by Aging Life Care Managing Allyson Stanton of Stanton Aging Solutions and Elville and Associates' Principal and senior elder law attorney Lindsay V.R. Moss, this webinar is a discussion about the overall purpose of having Advance Directives in place. Attendees gain an understanding of why making these decisions while one is able to do so is vitally important as well as letting your family know what your wishes and goals are. Ms. Stanton and Ms. Moss share critical information that helps empower you to take control of your medical decisions when you don't have the capacity to advocate for yourself. Primary topics of discussion include: - How to get the conversation started - Creating a healthcare plan is not a taboo topic - The gift of empowerment - The importance of having a voice 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.

Elville and Associates welcomes back guest presenter Eric Jorgensen, a Special Needs Advisor who provides a complete timeline overview of what families and the professionals they work with can expect from the original diagnosis until the child survives the parents. Eric highlights key times when specific planning items such as completing an estate plan, getting life insurance, or applying for SSI should be completed. He discusses potentially lesser-known resources such as Low Intensity Support Services and Pre-Employment Transition Services. Key takeaways include: - Life insurance, ABLE accounts and Special Needs Trusts are critical tools, but not the plan - Don't wait until your child is in the last year of school to think about his or her transition - You are not applying for benefits for you - delaying because it doesn't seem worth the effort could be sabotaging your child 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.

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, Olivia Holcombe-Volke, Senior Principal and senior estate planning 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 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.

Presented by Elville and Associates' Senior Principal and Senior Estate Planning Attorney Olivia Holcombe-Volke, this webinar is a discussion that will educate attendees about planning for their loved one with special needs. Attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving the 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. Open to clients, advisors and the general public. For Certified Financial Planners, CPAs, and other professionals 1.5 continuing education hours are available for attending this presentation. 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.

When you’re a business owner, estate planning must be integrated with a succession plan. Succession planning is about laying the groundwork for a smooth transition of business ownership to family members, employees, or buyers. Every transaction has tax consequences, and the tax cost of a business transfer can vary widely depending on how it is structured. This session helps you identify the opportunities for successfully integrating your estate and business succession plans. Presented by guest speaker and attorney Charles Borek, attorney and founder of The Borek Group, LLC and Special Counsel to Elville and Associates, this webinar helps you to: • Realize the need to integrate your estate and business succession plans • Recognize the variety of ways available to transfer a business to family members • Understand the use of trusts in succession planning • Identify the advantages and disadvantages to using family limited partnerships • Consider which ways of transferring business interests to key employees is most appropriate • Differentiate a buy-sell agreement from a thorough succession plan • Understand how tax consequences are impacted by the structure of your succession plan 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.

Learn the truth about everything you always wanted to know about seniors' real estate from an industry expert at the national level. Have you ever wondered about … - resources for care placement (and the pros & cons)? - you "don't know what you don't know" about choosing a retirement community? - how to decide which path is best when selling your home (as-is, fully renovated? Staged or empty & vacant?)? - how to get your home to "Empty" (consignment, auction, estate sale, yard sale, "Picker"?)? - what to do when the household money manager takes ill or doesn't want to do it anymore? - why every Realtor should be talking about the importance of Power of Attorney for every client, regardless of age? - how to stay home safely if needed "while you wait" for your move? Shorten your learning curve on best practices when preparing for your rightsize and move. 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.

Kelly Nelson, Outreach and Communications Manager from MarylandABLE, shares an overview of how ABLE accounts can help people with disabilities and their families save for the future without jeopardizing federal, state and local benefits. Attendees learn about: -- 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; -- how an ABLE account can be used in collaboration with a Special Needs Trust Open to clients, the general public, and financial advisors. 1.5 continuing education hours are offered for CPAs, CFPs, and other professionals for attending this presentation. #elvilleeducation ​ 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.

Presented by 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.

After years in academia and geriatric healthcare, Dr. Michelle Fritsch started a business in late 2018 called Retirement Wellness Strategies. The website is www.retirewellness.com. This came from years of seeing people, mostly men with high demand jobs, be 'robbed' of their retirement dreams due to preventable health crises. Over 25 years of healthcare expertise led to creation of 16 proprietary tools enabling clients to prevent issues with physical health through current health optimization and very proactive risk management (all in collaboration with current healthcare team), physical and social health, and health in transition from career to what comes next. The end result is a strategic plan for health in retirement. This workshop will focus on the why and how of your retirement health strategic plan. Avoid unnecessary costs and avoidable health decline surprises Minimize specific health risks Assure you're on the right meds Avoid an early death (where your kids get all of your hard earned money!) 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.

As you know COVID-19 has affected us all in many ways, and one significant way it has had impact is on our mental health. This workshop gives you the latest statistics on mental health and how is has changed with this pandemic, as well as some things to consider, strategies to help and resources for your toolbox. Presenting is Ms. Ellen S. Platt, MEd, CRC, CCM, Founder and President of The Option Group, which provides unique services to older adults and their children or caregivers to navigate longevity. She is both a Certified Rehabilitation Counselor and a certified Professional Geriatric/LifeCare Manager. Ellen's experience spans almost 30 years providing care management and case coordination services to those with catastrophic injury, chronic diseases and disabilities. Out of that experience, she created The Option Group to address similar needs and services specifically for seniors and their caregivers. Her primary practice is now focused on caregivers and aging families, and the large variety of issues and needs, unique to that population. Ellen and her team conduct comprehensive evaluations, make recommendations, implement a plan of care and coordinate resources to support it. Ongoing monitoring can also be set up so the most appropriate plan of care can be implemented at all times, and changes can be made, should the condition of the senior change. 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.

Elville and Associates' President and Principal Attorney Stephen Elville offers this webinar discussion about the very important topic of how to select a Trustee. Choosing a Trustee is one of the most intensive pieces of the estate planning process, and a choice not to be taken lightly. Ensure you're educated about all the factors that go into making this important decision. Points of emphasis include: - 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 succession and plan design - why so difficult, why so crucial? - Trustee roles in Wills and Trusts - What are some reasons to consider appointing a Corporate Trustee? - Why should you be concerned about "Successor Trustee risk"? Open to clients, advisors and the general public. For Certified Financial Planners and CPAs, 1.5 continuing education hours are available for attending this presentation. 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.