elvilleassociates.com
Open in
urlscan Pro
18.214.181.152
Public Scan
Submitted URL: http://elvilleassociates.com/
Effective URL: https://elvilleassociates.com/
Submission: On October 13 via manual from US — Scanned from DE
Effective URL: https://elvilleassociates.com/
Submission: On October 13 via manual from US — Scanned from DE
Form analysis 1 forms found in the DOM
<form class="purechat-send-form purechat-form" action="">
<textarea class="purechat-send-form-message purechat-question-input" name="purechat-question-input" id="purechat-question-input" placeholder="Type your message..." rows="1"></textarea>
<p class="purechat-alert purechat-alert-error purechat-init-error general-error purechat-display-none"></p>
</form>Text Content
COVID-19 UPDATE
Skip to content
CALL (443) 393-7696
* WELCOME
* ABOUT US
* CHARITY
* PRACTICE AREAS
* ESTATE PLANNING
* ELDER LAW
* SPECIAL NEEDS PLANNING
* 10 Mistakes to Avoid When Planning for a Loved One with Special Needs
* What Should I Do Now? What Are My Next Steps?
* What is Social Security Disability Insurance (SSDI)?
* What Is Supplemental Security Income (SSI)?
* Tools and Calculators for SSI
* Three Major Differences Between SSI and SSDI
* What is Guardianship?
* How to Write a Memorandum of Intent
* Medical Malpractice
* Birth Injury
* Autism
* FIDUCIARY REPRESENTATION
* ESTATE AND TRUST ADMINISTRATION
* ESTATE AND TRUST LITIGATION
* GUARDIANSHIP
* Business and Succession Planning
* Tax Controversy
* FAQ
* BLOG/MEDIA
* NEWS
* BLOG
* WEBINAR RECORDINGS
* NEWSLETTER
* PODCAST
* VIDEO GALLERY
* For Advisors
* ATTORNEY PROFILES
* EVENTS
* PRODUCTS/SERVICES
* CLIENT CARE PROGRAM
* DOCUBANK
* DocuBank Explainer Video
* ELVILLE SELF-DIRECT PROTECT™
* MIDEO®
* WAYPOINT TRUST GROUP®
* YOUREFOLIO
* CONTACT US
* PAY YOUR INVOICE
* CLIENT PORTAL
* FORMS
* WELCOME
* ABOUT US
* CHARITY
* PRACTICE AREAS
* ESTATE PLANNING
* ELDER LAW
* SPECIAL NEEDS PLANNING
* 10 Mistakes to Avoid When Planning for a Loved One with Special Needs
* What Should I Do Now? What Are My Next Steps?
* What is Social Security Disability Insurance (SSDI)?
* What Is Supplemental Security Income (SSI)?
* Tools and Calculators for SSI
* Three Major Differences Between SSI and SSDI
* What is Guardianship?
* How to Write a Memorandum of Intent
* Medical Malpractice
* Birth Injury
* Autism
* FIDUCIARY REPRESENTATION
* ESTATE AND TRUST ADMINISTRATION
* ESTATE AND TRUST LITIGATION
* GUARDIANSHIP
* Business and Succession Planning
* Tax Controversy
* FAQ
* BLOG/MEDIA
* NEWS
* BLOG
* WEBINAR RECORDINGS
* NEWSLETTER
* PODCAST
* VIDEO GALLERY
* For Advisors
* ATTORNEY PROFILES
* EVENTS
* PRODUCTS/SERVICES
* CLIENT CARE PROGRAM
* DOCUBANK
* DocuBank Explainer Video
* ELVILLE SELF-DIRECT PROTECT™
* MIDEO®
* WAYPOINT TRUST GROUP®
* YOUREFOLIO
* CONTACT US
* PAY YOUR INVOICE
* CLIENT PORTAL
* FORMS
Phone: 443-393-7696
CONSULTATION REQUEST
* ESTATE PLANNING
* SPECIAL NEEDS PLANNING
* 10 Mistakes to Avoid When Planning for a Loved One with Special Needs
* What is Guardianship?
* Three Major Differences Between SSI and SSDI
* What is Social Security Disability Insurance (SSDI)?
* What Is Supplemental Security Income (SSI)?
* Tools and Calculators for SSI
* What Should I Do Now? What Are My Next Steps?
* Medical Malpractice
* Birth Injury
* Autism
* ELDER LAW
* ESTATE & TRUST ADMINISTRATION
* BUSINESS PLANNING
ESTATE PLANNING | ELDER LAW | SPECIAL NEEDS PLANNING
Client Education, Collaboration, and Compassion
CONTACT US TODAY
WHY US
THE ELVILLE AND ASSOCIATES DIFFERENCE
Founded in June, 2010, by President and Principal Attorney Stephen R. Elville,
J.D., LL.M., Elville and Associates is an estate planning, elder law, and
special needs planning practice. It is our mission to provide practical
solutions to our clients’ needs through counseling, education, and the use of
superior legal-technical knowledge.
Education and counseling are the foundations upon which Elville and Associates’
attorneys serves its clients, partners, and surrounding community. The firm
counsels its clients based on the core principles of the Elville Legacy System™
-- the six steps to perfect estate planning. Mr. Elville has also developed
programs for clients who wish to streamline the planning process but still wish
to enjoy the benefits of the educational component throughout, including Elville
Self-Direct Select™ and Elville Self-Direct Protect™, a
limited-attorney-assistance client education program for estate planning. The
firm also offers an Advisors’ Forum every two months for its planning team
partners, an continuing education series that covers the latest topics in the
world of estate planning, elder law and special needs planning.
No matter what planning path our clients choose, Elville and Associates firmly
believes in the “planning team concept” – a concept that ensures clients’
attorneys, advisors and CPAs work collaboratively on their behalf during the
planning process to provide their family peace of mind and confidence. The
attorneys at Elville and Associates work with the top Certified Financial
Planners, financial advisors, CPAs and other professionals around the country
and work to be a reliable partner to them.
Elville and Associates’ attorneys frequently offer free educational workshops
throughout central Maryland. Our attorneys are seasoned speakers and share
their knowledge over 100 times each year with the communities we serve about a
wide range of topics – from our popular “Estate Planning Essentials” workshops,
to workshops delving into elder law, retirement planning, estate and trust
administration, special needs planning, aging in place versus Continuing Care
Retirement Community living, the latest topics of interest in estate planning,
and many, many more. Elville and Associates’ attorneys present regularly at
financial services firms, libraries, senior centers, employee benefits meetings
for companies, expos, special needs organizations, and many more.
The firm also firmly believes in client care and client lifetime maintenance and
updating to ensure that planning works as intended. The mission of our Client
Care Program (“planning that works”) is to provide our clients with the comfort
and assurance that their estate and elder law plans will work no matter how
their goals situations may change, and to ensure planning remains consistent
with changes in the laws. Elville and Associates is currently one of only a
handful of law firms in the country to have an accredited and designed Client
Care Program through the Client Maintenance Academy located in Boston.
Elville and Associates – Providing practical solutions to clients in elder law,
estate planning, and special needs planning through counseling, education and
leading-edge legal technical knowledge.
Click Here
10.0Stephen Ronald Elville
No matter what planning path our clients choose, Elville and Associates firmly
believes in the “planning team concept” – a concept that ensures clients’
attorneys, advisors and CPAs work collaboratively on their behalf during the
planning process to provide their family peace of mind and confidence. The
attorneys at Elville and Associates work with the top Certified Financial
Planners, financial advisors, CPAs and other professionals around the country
and work to be a reliable partner to them.
Elville and Associates’ attorneys frequently offer free educational workshops
throughout central Maryland. Our attorneys are seasoned speakers and share
their knowledge over 100 times each year with the communities we serve about a
wide range of topics – from our popular “Estate Planning Essentials” workshops,
to workshops delving into elder law, retirement planning, estate and trust
administration, special needs planning, aging in place versus Continuing Care
Retirement Community living, the latest topics of interest in estate planning,
and many, many more. Elville and Associates’ attorneys present regularly at
financial services firms, libraries, senior centers, employee benefits meetings
for companies, expos, special needs organizations, and many more.
The firm also firmly believes in client care and client lifetime maintenance and
updating to ensure that planning works as intended. The mission of our Client
Care Program (“planning that works”) is to provide our clients with the comfort
and assurance that their estate and elder law plans will work no matter how
their goals situations may change, and to ensure planning remains consistent
with changes in the laws. Elville and Associates is currently one of only a
handful of law firms in the country to have an accredited and designed Client
Care Program through the Client Maintenance Academy located in Boston.
Elville and Associates – Providing practical solutions to clients in elder law,
estate planning, and special needs planning through counseling, education and
leading-edge legal technical knowledge.
STEPHEN R. ELVILLE, J.D., LL.M.
President and Principal Attorney
ATTORNEYS
MEET OUR TEAM
The attorneys at Elville and Associates engage clients in a multi-step
educational process to ensure that estate, special needs and elder law
planning works from inception, throughout lifetime, and at final administration.
Clients are encouraged to take advantage of the Planning Team Concept for
leading edge, customized planning. The education of clients and their families
through counseling and superior legal-technical knowledge is the mission of
Elville and Associates. Proudly serving clients in central Maryland, the
Washington metro area, and the Eastern Shore.
READ MORE
OUR STORY
ELVILLE AND ASSOCIATES ESTATE PLANNING, ELDER LAW AND SPECIAL NEEDS PLANNING
WHAT IS ESTATE PLANNING?
Estate Planning is not just for the disposing of assets, it is also a way to
pass on your values and ideas – your intellectual capital, as well as lifetime
beliefs, possibly multi-generational in nature, the things that you (and your
ancestors) hold dear.
READ MORE
WHAT IS ELDER LAW?
Elder Law is estate planning for those persons who are ages 55 or above, or for
those persons who have a disability or illness. Put another way, generally Elder
Law is estate planning for older adults who do not have taxable estates but who
are concerned about asset protection in the “Medicaid” context. An Elder Law
consultation help address older clients concerns regarding disability and
long-term care planning rather than estate tax avoidance. Our Elder Law clients
generally do not have estate tax problems - they have long-term care and asset
preservation concerns, as well as incapacity management needs.
READ MORE
WHAT IS ESTATE AND TRUST ADMINISTRATION?
Estate and Trust Administration is arguably the most important aspect of our
work at Elville Associates as it represents the final phase of the
client’s estate planning. It is at this final administration stage of the estate
or elder law plan that assets are distributed in the manner chosen by the client
– grandchildren’s education trusts are funded, children’s assets protection
trusts (Legacy Trusts) are funded, surviving spouses are provided for, special
needs children receive their shares in the proper fashion, estate tax elections
are made, and much more. Because of the importance of proper estate and trust
administration, it is critical not to “go it alone,” and even more importantly,
not to ignore the passage of time, as many critical dates and related actions
are required after death.
READ MORE
WHAT IS SPECIAL NEEDS PLANNING?
When addressing a special needs planning situation, be sure to speak with an
attorney who understands the nuances of the special needs planning process.
Elville and Associates’ Stephen R. Elville, J.D., LL.M., Principal, is a member
of the Academy of Special Needs Planners and is highly experienced in the
special needs planning arena. Contact our office today with any questions
related to your special needs situation.
READ MORE
WHAT IS MEDICARE?
CLICK HERE
FEATURED TESTIMONIALS
SEE WHAT OUR CLIENTS ARE SAYING
We heard about Elville and Associates on WBJC FM. As a musician and music
teacher, I appreciated the work that Stephen Elville was doing through his
non-profit providing instruments to needy students in the Baltimore area. We
found ourselves needing assistance with estate planning, in particular
concerning our disabled son, and we were not disappointed! We elected to have a
Living trust instead of a will, and also set up a special needs trust for our
one son. The education and seminars that Elville and Associates provide helped
us make the right decisions. Indeed, after you set up trusts, you need to make
sure that you re-align your assets to take advantage of the benefits of your
trust. Elville has an associate to help you through, and check on your progress
in that process, and she does a phenomenal job. We also have counsel with
Elville representing us in a claim against the elusive Social Security
Administration, which is ongoing but has left us with more assurance of a future
positive outcome. Highly recommend!
John H.
"Elville and Associates have been outstanding! They have handled estate
planning, special needs issues and a complex process involving Social Security
disability. The Client Care program is very beneficial leaving us with the
feeling that we have a partner not simply an attorney."
Bob S.
We heard about Elville and Associates on WBJC FM. As a musician and music
teacher, I appreciated the work that Stephen Elville was doing through his
non-profit providing instruments to needy students in the Baltimore area. We
found ourselves needing assistance with estate planning, in particular
concerning our disabled son, and we were not disappointed! We elected to have a
Living trust instead of a will, and also set up a special needs trust for our
one son. The education and seminars that Elville and Associates provide helped
us make the right decisions. Indeed, after you set up trusts, you need to make
sure that you re-align your assets to take advantage of the benefits of your
trust. Elville has an associate to help you through, and check on your progress
in that process, and she does a phenomenal job. We also have counsel with
Elville representing us in a claim against the elusive Social Security
Administration, which is ongoing but has left us with more assurance of a future
positive outcome. Highly recommend!
John H.
"Elville and Associates have been outstanding! They have handled estate
planning, special needs issues and a complex process involving Social Security
disability. The Client Care program is very beneficial leaving us with the
feeling that we have a partner not simply an attorney."
Bob S.
VIEW MORE TESTIMONIALS
SPOTLIGHT ARTICLES
THE SIGNIFICANT HAZARDS AND EXAMPLES OF FAILED “DO-IT-YOURSELF” ESTATE PLANNING
Many websites offer customized, do-it-yourself wills and other estate planning
documents. Although such products are convenient, using them could
create serious and expensive legal problems for heirs.
These digital services appear to offer a cost-effective and easy alternative to
visiting an estate planning or elder law attorney. But is online estate planning
worth the convenience and initial savings? While online services might work fine
if you have little or no property, small savings or investments, and a
traditional family tree, anyone whose needs are not simple should not try to
create an estate plan without the help of an attorney.
READ MORE
THE PHILOSOPHY OF A CLIENT CARE PROGRAM – INTENTIONALISM
May 7, 2020 – You are searching for a client care program (whether you know it
or not). Yes, you are. Whether you are consciously aware of this or not is the
purpose of this article. You do want your estate plan – your Last Will and
Testament; or your will substitute, your Revocable Living Trust, to work as you
intend it to. You want the terms and provisions of those documents – your
documents – to accurately reflect your current thinking and address the current
circumstances of your life and the lives of your family members...
READ MORE
ELVILLE AND ASSOCIATES SELECTED BY BRAIN INJURY ASSOCIATION OF MARYLAND AS 2021
ORGANIZATIONAL LEADERSHIP AWARD RECIPIENT
On Thursday, March 23rd, Elville and Associates, an estate planning, elder law,
and special needs planning firm in Columbia and Annapolis, was selected as the
2021 Recipient of the Brain Injury Association of Maryland’s Organizational
Leadership Award. The Award is given annually in appreciation of an
organization's dedication to and support of the work of the Brain Injury
Association of Maryland.
READ MORE
QUESTIONS ABOUT GETTING STARTED? CONTACT US TO FIND OUT MORE!
CLIENT EDUCATION. COLLABORATION. COMPASSION.
GET IN TOUCH
COLUMBIA
7100 Columbia Gateway Drive
Suite 190
Columbia, MD 21046
By Appointment Only
With offices in Annapolis, Rockville, Baltimore, North Bethesda.
P: 443-393-7696
Copyright © 2021 Elville and Associates | Disclaimer
Powered by BizMarquee.com, Inc.
Click Here To Chat Now!
Drag Here to Send
Welcome to Elville and Associates! How can I help you today?
Press Enter to Send a Message
Are you sure you want to close the chat?
YesNo
Powered by Pure Chat
Click Here To Chat Now!