How to Achieve Perfection for Your Legacy -- Intentionalism in Estate Planning

This webinar is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning. Presented by Elville and Associates’ Senior Associate Attorney Renee Boyd, in our Estate Planning and Elder Law Essentials webinar Renee will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics she will address include: -Why many estate plans fail and the steps you can take to ensure success for your family -Probate vs. non-probate, will-based plan vs. a revocable trust-based plan, and pros and cons of each -How outdated documents create problems in the future, and how to create a legacy for future generations -How to plan for incapacity and avoid guardianship -How to define specific goals for your family’s unique planning needs and circumstances -Help ensure family harmony while settling your estate 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

On October 1, 2023, the Maryland Decanting Act became effective new law in Maryland. As 2024 is well underway, and with Maryland now having its own decanting law, clients, financial advisors, CPAs, and other collaborative advisors, need to understand the fundamentals of this new law, and how decanting is arguably the most aggressive and extreme power in estate planning. In this concise one-hour presentation, Stephen Elville, Managing Principal and Director of Operations at Elville and Associates, P.C., a leading estate planning and elder law firm in Maryland, will lead a discussion about the major things clients, financial advisors, CPAs, and other collaborative advisors need to know about the effects, pros and cons, including risks and rewards, of the new decanting law. Mr. Elville will take questions both during and after the presentation, and is available for new client meetings, as well as problem-solving, educational, practice growth, and other one-on-one or group discussions. Topics of discussion will include: – Understanding why many trusts aren’t permanent in 2024 – what is Decanting, and how it came about that your trust could someday be changed – Why there’s a need for flexibility in estate planning, and what does that look like in 2024 – History of decanting and trust flexibility tools in Maryland – What is a clients’ “exposure” to decanting now, and does this mean a possible disruption of a client’s estate plan? – Do clients have a choice about this? “I liked my old wine”, says Sally … – Advantages and disadvantages of decanting – Brief overview of the new Maryland Decanting Statute – Examples 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 decision to pursue guardianship — to obtain the legal authority to make decisions for another person — is one that has many intricacies to it and should not be taken lightly. There are also many alternatives to guardianship to consider as well, which is why speaking with a qualified attorney is extremely important during the decision making process and throughout the guardianship proceeding. Join Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville as he offers this webinar presentation about “Guardianship – What Is It, When Is It Appropriate, and What Are Some Alternatives?” Topics of discussion will include: — 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? 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