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Steve Elville

Steve Elville

About Steve

Elville & Associates engages clients in a multi-step educational process to ensure that estate and elder law planning works from inception, throughout lifetime, and at death. Clients are encouraged to take advantage of the Planning Team Concept for leading edge, customized planning. Legal Services Include: Wills, Trusts, Estate Tax Planning, Powers of Attorney, Living Wills/Advance Medical Directives, Medicaid Asset Protection Trusts, Medicaid Planning and Qualification, Estate Administration, Fiduciary Representation, Nursing Home Selection, Guardianships, Special Needs Planning for children and adults, Social Security Disability Income (SSDI), Supplemental Security Income (SSI), and IRS tax controversy.

Apr. 18 2014

Today’s Thought of the Day!

By Steve Elville | Posted in Estate Planning, Staff Blogs | No Comments

TODAY’S THOUGHT OF THE DAY Trust Protectors can be given the power to establish a third-party discretionary trust for the benefit of a person with special needs as a safety measure in the event that no such trust was established during the Grantor’s lifetime. Seats are limited for Steve’s Financial Brunch on Saturday, May 3rd. […]

Mar. 07 2013

Estate and Gift Tax Update

By Steve Elville | Posted in Estate Planning | No Comments

  The American Taxpayer Relief Act of 2012               A wonderful client of mine recently shared a joke with me.  I thought the joke so humorous, and later, so applicable to many situations in life, that I feel it bears telling again – here it is.  Two men (acquaintances) unexpectedly see each other at […]

Feb. 01 2013

Updates in Maryland Law

By Steve Elville | Posted in Estate Planning | No Comments

              Maryland’s new General and Limited Power of Attorney Act – for decades, powers of attorney in Maryland were largely unregulated – evidenced by a dearth of statutory provisions in the Annotated Code of Maryland.  Subsequently, among many other problems, banks, brokerage firms, insurance companies, and other financial institutions could refuse to accept or […]

Jul. 09 2012

Best Estate Planning for Seniors

By Steve Elville | Posted in Estate Planning | No Comments

A principle of good estate planning is that there is no “one size fits all” estate plan.  Every estate plan should be customized for the particular needs and desires of a family or individual whether or not the estate is “taxable” (in 2012, over one million dollars for state estate tax purposes, or over five […]

Jul. 02 2012

Planning Your Charitable Legacy

By Steve Elville | Posted in Estate Planning | No Comments

Many clients take advantage of our Legacy System to fully educate themselves and their families about all of the options available to them in modern estate planning, including providing a personalized planning structure for loved ones, passing along one’s values through planning (purposeful planning), providing a shell of protection (asset protection) for the shares of […]

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