Elville & Associates

03/30/2015

Stephen R. Elville & Elville and Associates Presents: THE ADVISORS FORUM. Join us on Wednesday, April 22nd at Linden Hall in Ellicott City from 12:30 p.m. to 2 p.m. for a catered lunch followed by a discussion about "Special Needs Planning for Disabled Beneficiaries -- Protecting Public Benefits and Inherited Wealth." Elville and Associates' Partner Barrett King will lead the Forum centered around estate planning for the disabled: the types of special needs trusts and their purposes, who can be the beneficiaries and decision makers, and the planning team -- how we can work as a team to provide peace of mind for clients during the special needs planning process. Please RSVP to [email protected]. We'll see you on April 22nd!

02/26/2014

Barrett R. King, Esq., to Present as Faculty Member During
National Business Institute Probate Boot Camp

For the fourth consecutive year, Barrett R. King, Esq., will be one of seven distinguished faculty members of the National Business Institute’s Probate Boot Camp, a seminar for CPAs, financial planners and attorneys that will focus on probate procedures from start to finish.
Mr. King’s presentation topics during the May 19-20 seminar will be “Probating Insolvent and Bankrupt Estates” as well as addressing “Ancillary Probate and Other Problem Areas.” Within those topics he will focus on specific issues such as avoiding foreclosure of a probate asset, addressing assets that have title problems and dealing with death before a divorce is finalized, among other discussion points.
The National Business Institute has provided continuing education for legal professionals for over 30 years.

02/26/2014

STEPHEN R. ELVILLE, J.D., LL.M., TO ATTEND THE 8TH ANNUAL MEETING OF THE NATIONAL ACADEMY OF SPECIAL NEEDS PLANNERS

From March 27-29, 2014, Stephen R. Elville, J.D., LL.M., will attend the 8th Annual Meeting of the National Society of Special Needs Planners in Denver, Colorado.

Among the many topics of discussion at the meeting will be: planning for individuals with disabilities with public benefits involved (Social Security, Medicaid, etc.), special needs planning related to the Affordable Care Act, and the responsibilities of being a trustee in special needs planning.

The Academy of Special Needs Planners assists special needs attorneys like Mr. Elville in providing the best client service, education and legal technical knowledge to individuals with special needs and to their families. Further, it provides its members with up-to-date information on legal developments related to special needs and a network for Mr. Elville to exchange best practices with leading special needs attorneys around the country.

02/26/2014

STEPHEN R. ELVILLE, J.D., LL.M., PARTNERS WITH THE BAR ASSOCIATION OF BALTIMORE CITY TO OFFER ESTATE PLANNING TRAINING TO LAWYERS

On January 29th, 2014, at the Baltimore office of Saul Ewing, Stephen R. Elville, J.D., LL.M., teamed with The Bar Association of Baltimore City, the Pro Bono Resource Center, Senior Legal Services and other experts in the field to offer training to 60 lawyers on simple estate planning for low-income seniors.

Mr. Elville’s one-hour presentation focused on drafting financial statutory powers of attorney. Among the other topics of discussion during the day-long training were drafting simple wills and advanced medical directives, assessing client competency and ethical considerations.

02/26/2014

STEPHEN R. ELVILLE, J.D., LL.M., ATTENDS HECKERLING INSTITUTE ON ESTATE PLANNING CONFERENCE

During the week of January 13–17, 2014, in Orlando, Florida, Stephen R. Elville, J.D., LL.M., attended the nation’s leading conference for estate attorneys at the Heckerling Institute on Estate Planning. Attendance at the conference is an invaluable experience, as it offers the very best networking and professional development opportunities for estate planning professionals.

This year’s program focused on both planning strategies and practice development in the new wealth transfer tax environment. Key topics that are core focuses of the firm such as elder law, asset protection, income tax planning and traditional core estate planning were also explored in-depth.

Mr. Elville’s attendance at premier conferences such as the Heckerling Institute blend with Elville & Associates’ mission of providing practical solutions for our clients’ needs through counseling, education and superior legal technical knowledge—offered with a warm, friendly approach in a caring environment.

02/26/2014

BARRETT KING RECEIVES RISING STAR HONOR

Congratulations to Barrett King, Associate at Elville & Associates, for his recognition in the 2014 Rising Stars section of the Maryland Super Lawyers List. This honor is limited to no more than 2.5% of the attorneys within the state of Maryland.

According to Super Lawyers' website, "Super Lawyers 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 selection process is multi-phased and includes independent research, peer nominations and peer evaluations.

"Super Lawyers Magazine features the list and profiles of selected attorneys and is distributed to attorneys in the state or region and the ABA-accredited law school libraries. Super Lawyers is also published as a special section in leading city and regional magazines across the country."

Barrett's complete profile can be found on our staff page and his Super Lawyer profile may be viewed by visiting:
http://www.superlawyers.com/maryland/lawyer/Barrett-R-King/bd29d53e-2787-4009-a2c3-a88d0b6420bb.html

11/22/2013

Home

Thought of the Day 167

Classic beneficiary designation mistake # 4 - designating a person with special needs as a direct beneficiary. This failure of beneficiary funding speaks for itself, as a person who most likely is a recipient of public benefits becomes ineligible for such benefits, thereby exposing the special needs person to great personal risk and the funds provided to them to unnecessary loss - a dangerous practice and tragic waste of resources.

www.elvilleassociates.com

Elville Associates’ practices include; elder law, estate planning, special needs trust planning, asset protection, and estate administration, in Howard County, Montgomery County, Anne Arundel County, Baltimore County, Baltimore City, Prince George's County, Queen Anne’s County, and Talbot County, Ma...