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Client Care Program Update – the April Tax Reform Educational Event, the Summer Social Event at Toby’s Dinner Theatre, and Looking Forward to the Annual Client Event

As the Client Care Program nears its two-year anniversary, the mission of the CCP (“planning that works”) remains the same – to provide CCP members with the comfort and assurance that their estate and elder law plans will stay updated over the passage of time and that clients and their families receive the education they need.  Though its mission remains the same, the CCP continues to grow in scope as CCP Member benefits grow, including most recently the ability for Members to participate in their own archival family video production at the Elville Creative Studio.  Members are encouraged to express themselves and share whatever they want future generations to remember – their wishes for family, values important to them, old stories they want to pass down for generations to come, and much more.  There are no limits, the creative possibilities are endless.

Elville and Associates’ first CCP Continuing Legal Education Event of the year, “A Round Table Discussion on the New Federal Income and Estate Tax Code (The 2017 Tax Act),” was held on Saturday, April 28th at the the Arnold campus of Anne Arundel Community College.  Guests were entertained and educated by Katz Abosch’s CPAs James Eaton and Michael Andrews along with Elville and Associates’ Principal Stephen Elville.  Yes, entertained!  These CPAs were colorful and brought the December 2017 Tax Act to life as they explored a broad overview of the huge changes in the laws.

The CCP’s second annual Social Event took place on Sunday, August 19th, as Members and their families enjoyed a matinee showing of the smash-hit musical, “Mamma Mia,” at Toby’s Dinner Theatre in Columbia.  After a delicious breakfast buffet was served before the sold-out show, guests were whisked away to the show’s setting, a Greek Island in the Mediterranean Sea, as extraordinary acting and memorable ABBA songs such as “Gimme! Gimme! Gimme!,” “Lay All Your Love on Me,” “Take a Chance on Me,” “The Winner Takes It All” and, of course, “Dancing Queen” entertained and transported everyone back to a younger time, some forty years ago.  As The Baltimore Sun’s review of the show stated, “If you didn’t know you were at a dinner theatre, you’d think you were at a disco!”

Elville and Associates’ 6th annual Client Event will be held on Saturday, October 20th, 2018 from 8:30 to noon at the Retreat and Conference Center at Bon Secours in Marriottsville.  This year’s theme is “Understanding Medicare Concepts 2018 – A Continuing Discussion with Mark W. Trent of Medicare Supplement Services.”  By popular demand, we are fortunate to have the engaging and informative Mr. Trent back again this year to update guests about the ongoing changes in the world of Medicare along with presentations by the Firm’s attorneys about Healthcare Decision Making in 2018; Maryland Law Update; Funding and ) Asset Alignment Retrospect; and Client Care Program Experience.  Along with the superb lineup of speakers, delicious food, door prizes, and gift baskets will once again highlight the morning.  Entertainment will be provided by the Max Vanderbeek Jazz Group – a professional jazz trio led by one of the Elville Center for the Creative Arts’ finest school partners and music directors, Dr. Maximus VanDerbeek of Wiley H. Bates Middle School in Annapolis.  Invitations will be forthcoming in The CCP’s final Continuing Legal Education Event of the year is scheduled for Saturday, December 8th, 2018, at the John A. Cade Center for Fine Arts.  Our guest speaker will be Ellen Platt, Geriatric/Life Care Manager with The Option Group, and her presentation, “Navigating Longevity,” will cover an overview of geriatric care management; cognition, brain health, and dementia; care options; and the importance of taking care of the caregiver.  Invitations and more information about this event will be provided in late October.

To learn more about the CCP, its many benefits and how to become a Member, please contact Mary Guay Kramer, Client Care Program Coordinator, at 443-741-3635 or mary@elvilleassociates.com.


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Elville and Associates Announces Practice Group Leadership Promotion

At Elville and Associates, delivering consistent, high-quality service to our clients depends on strong leadership and coordination behind the scenes. We are proud to announce that Vonda Dubard has been promoted to Practice Group Manager at Elville and Associates. In this role, Vonda helps lead and coordinate the firm’s core practice groups—ensuring attorneys and staff work seamlessly together, workflows are efficient, and every client receives thoughtful, organized estate planning and elder law services. Practice groups play a critical role in supporting complex planning, maintaining quality standards, and guiding matters smoothly from start to finish. Vonda’s deep knowledge of the firm, steady leadership, and commitment to exceptional client service make her exceptionally well suited for this position. Her promotion reflects both her professional skill and the trust she has earned from colleagues and clients alike. Please join us in congratulating Vonda on this well-deserved achievement!

Elville and Associates’ Managing Principal Stephen R. Elville and Principal Attorneys Shannon Goodwin and Shannon Ladner Named to 2025 Maryland Super Lawyers and Rising Stars List, Respectively

Authored by:  Jeffrey D. Stauffer – Community Relations Director Stephen Elville, Managing Principal and Lead Attorney of Elville and Associates, P.C., has been selected to the 2025 Maryland Super Lawyers List. Each year, no more than five percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor.  This is Mr. Elville’s 10th year being named to the Maryland Super Lawyers List and ninth consecutive year as well. 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 planning, elder law, special needs planning, asset protection, tax planning matters, and more.  Mr. Elville has extensive experience in working with clients involved in crisis situations, and also brings a unique and personalized approach to pre-crisis planning.  Along with his work in the aforementioned areas, Mr. Elville’s maintains a focus in the areas of asset protection, tax planning, and disability and long-term care planning as well.  He is widely regarded as one of the preeminent attorneys in the State of Maryland and beyond for his legal-technical knowledge and ability to navigate many different types of legal matters for clients.  He is a seasoned speaker and educator, and each year presents by way of dozens of webinars, workshops for businesses and their employees, conferences, and continuing education events. Mr. Elville is currently a member of the National Association of Elder Law Attorneys (NAELA), Elder Counsel, Wealth Counsel, the Academy of Special Needs Planners, and the National Network of Estate Planning Attorneys.  He is the past Chair of the Howard County Bar Association Estates & Trusts and Elder Law Sections and is the past President of the Coalition of Geriatric Services (COGS). Mr. Elville has also served as Chair of the Elder Law and Disability Rights Section Council of the Maryland State Bar Association and was the longtime Chair for Law Day Maryland. Recently, Mr. Elville served as the Chair of the Pro Bono Subcommittee of the Elder Law Disability Rights Section Council.  He is also the President of the Friends of Baltimore Classical Music, Inc., and is the Founder of the Elville Center for the Creative Arts, Inc., a non-profit organization developed in 2014 that works to further music education in schools and other organizations that have student musicians with limited means. Shannon Goodwin, a Principal Attorney with Elville and Associates, was named to the Rising Stars List for a second consecutive year in 2025.  She is the Leader of the firm’s busy Estate and Trust Administration Department, and has quickly shown the scope and depth of her talents and abilities in the complex world of estates and trusts.  Through her guidance, she partners with clients as they address the sometimes challenging matters of the administration of loved ones’ estates from start to finish, including helping navigate the probate process, inventory and reportings, accountings, and much more. After her undergraduate work at North Carolina State University, Ms. Goodwin participated in multiple internships and externships and went on to distinguish herself as a member of the Syracuse Law Review. Upon graduating from law school, Shannon gained valuable experience by working as a Judicial Law Clerk for three years in the Circuit Court for Washington County, as well as in the District Court for both Washington and Frederick Counties. Shannon then transitioned to private practice and joined Elville and Associates in 2021. Shannon Ladner, also a Principal Attorney with Elville and Associates, was named to the Rising Stars List for a third consecutive year in 2025.  She is an integral member and Leader of the firm’s Estate Planning Department.  She educates and counsels clients through the entire estate planning process – beginning with the initial consultation, followed by the design and implementation of their plans, as well as the necessary maintenance and updating of their planning as changes occur in the laws and their lives.  Ms. Ladner’s practice focus includes estate planning, elder law, special needs planning, and tax planning. During law school, Ms. Ladner participated in the Human Trafficking Prevention Project Clinic where she diligently represented victims of human trafficking as a Rule 19 Student Attorney. Upon obtaining her Juris Doctor, Ms. Ladner gained valuable experience by working as a Judicial Law Clerk for Magistrates Susan M. Marzetta and Lori Joy Eisner in the Circuit Court for Baltimore City. Prior to bringing her skills to Elville and Associates, Ms. Ladner worked as an Associate Attorney at a small law firm in Towson, Maryland where she represented clients in Family Law and Criminal Law matters. To learn more about this year’s honorees and the entire team at Elville and Associates, please click here.  To learn more about Elville and Associates, its practice areas, its commitment to client education, and events calendar, please visit www.elvilleassociates.com. Super Lawyers, a Thomson Reuters business, is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high degree of peer recognition and professional achievement. The annual selections are made using a patented multiphase process that includes a statewide survey of lawyers, an independent research evaluation of candidates and peer reviews by practice area. The result is a credible, comprehensive and diverse listing of exceptional attorneys. The Super Lawyers lists are published nationwide in Super Lawyers Magazines and in leading city and regional magazines and newspapers across the country. Super Lawyers Magazines also feature editorial profiles of attorneys who embody excellence in the practice of law. For more information about Super Lawyers, visit SuperLawyers.com. #elvilleeducation

Elville and Associates Montgomery County Rockville

Elville and Associates, P.C. Opens New Montgomery County Office in Rockville

Authored by: Stephen Elville – Managing Principal and Lead Attorney – Elville and Associates, P.C. After nearly 25 years of serving residents of Montgomery County at its former Rockville and Pike and Rose locations, I’m proud to announce the opening of Elville and Associates’ new permanent Montgomery County office at 1700 Rockville Pike, Suite 530, Rockville - serving Rockville, Bethesda, Potomac, Gaithersburg, and all of Montgomery County. Montgomery County is a dynamic setting for business and government, and a diverse population with continuous and growing needs for comprehensive and contemporary estate and other related planning. Montgomery County remains largely underserved in Elder Law, now a burgeoning area of law affecting nearly all individuals and families. Elville and Associates is both proud and privileged to serve this great community and County, and to be a Member of the Bar Association of Montgomery County. If you are a community leader, nonprofit organizer, financial advisor, CPA, insurance professional, Aging LifeCare Manager, firefighter or police officer, or other collaborative professional; or, if you know someone who is in need of client care-focused, education-based estate planning, elder law planning, special needs planning, or business related planning, we invite you to contact us. We look forward to meeting you as Elville and Associates continues to serve those who make Montgomery County great. You can reach me, Stephen R. Elville, J.D., LL.M., at 443-393-7696 x108, or at steve@elvilleassociates.com. You can also reach Lillian Hummel, our Principal Attorney at the new Montgomery County office, at 240-583-7990 x201, or at Lilly@elvilleassociates.com. Or, send us a general message here. Elville and Associates, P.C. - Planning for Life, Planning for Legacies. What’s your Plan? What’s your Legacy?