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Founded in June, 2010, by Managing Principal and Lead Attorney Stephen R. Elville, Elville and Associates is an estate planning, elder law, and special needs planning practice located in Columbia, Annapolis, and throughout central Maryland. The firm’s attorneys engage clients in a multi-step educational process to ensure that planning works from inception, throughout lifetime, and at final administration. It is our mission to provide practical solutions to our clients’ needs through counseling, education, and superior legal-technical knowledge.
Education and counseling are the foundations upon which Elville and Associates serves its clients, partners, and surrounding community. Elville and Associates 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 educational 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, CPAs, and other financial partners 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, and CPAs in the area and work to be a reliable partner to them.
Elville and Associates’ attorneys frequently offer free educational webinars and workshops through its popular Elville Webinar Series on a monthly basis. Our attorneys are seasoned speakers and share their knowledge almost 100 times each year with the communities we serve about a wide range of topics – from our popular “Estate Planning Essentials” workshop, 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, special needs organizations, and many more. If you have an organization that is interested in hosting a workshop, reach out to us and we’ll make it happen!
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 two law firm in Maryland and 65 in the country to have designed its Client Care Program through the Client Maintenance Academy in Boston.
We invite you to schedule a time for a consultation to see the Elville and Associates Difference for yourself – we look forward to meeting you!
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.
Client Education | Compassion | Collaboration