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THE ELVILLE BENEFACTOR Planning for Life, Planning for Legacies

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THE ELVILLE BENEFACTOR Planning for Life, Planning for Legacies THE ELVILLE BENEFACTOR Planning for Life, Planning for Legacies. What’s Your Legacy? Issue 10 Winter 2018 IN THIS ISSUE: Client Care Program Update – A Summer Day of Fun in the Sun at the Bowie Baysox Game, the Annual Client Event, Pages 1-2 Client Care Program Update and the Winter Social Security Workshop Pages 2-3 Welcome to Meghan E. McCulloch Jeffrey D. Stauffer – Community Relations Director Pages 3-4 Olivia R. Holcombe-Volke Named Partner Pages 5-6 On Saturday, June 4th, Super Lawyers 2018 2017, over fifty Client Pages 8 - 9 Lessons from Andrew Wyeth Country Care Program members Pages 10-11 The Elville Center for the Creative Arts – and their families attended Winter 2018 Update Page 12 the first annual Elville and Scams, Scams and More Scams Associates’ Client Care Page 13 Ways to Make International Charitable Donations Program Social Event, held at the Bowie Baysox Page 14 Estate Planning for Blended Families game at Prince George’s Stadium. Pages 15-16 Visitation Between Disabled Adult Persons Under a Guardianship and Immediate Family Members Along with field-level box seat tickets to the game, the Picnic Pavilion was reserved for guests, Pages 16-17 and a picnic fare All-American Buffet was served along with sodas, iced tea, lemonade, and Staff Member Spotlight: Gloria Nutzhorn Pages 18-19 summertime desserts. Senior Home Seller? Here’s The Solution! Page 19-20 A Checklist for the New Year This summer day for fun did not disappoint! And neither did the home team as the Baysox, Page 20-21 A Curious Syncronisity the Double-A affiliate of the Baltimore Orioles, won an exciting game over the visiting Altoona Pages 22-23 Curve in 11 innings, 7-6. Upcoming Events Pages 24-25 Elville and Associates’ Attorneys & Staff Page 26 Ten Things to Look for in an Estate Planning Attorney Page 27 Elville and Associates’ Purpose Statements and Membership Organizations national academy of elder law attorneys Beginning last fall, after much planning and design, Elville and Associates made its Client Care Program (CCP) available to its clients. The mission of the CCP (“planning that works”) is to provide clients with the comfort and assurance that their estate and elder law plans will work no matter how their goals or situations may change over time, and to ensure that planning remains consistent with changes in the laws. To learn more about the CCP and its many benefits, please contact Mary Guay Kramer at 443-741-3635 or [email protected]. columbia office 9192 red branch road, suites 100 & 300 columbia, maryland 21045 The CCP Social Event represented the second of four scheduled CCP events in 2017 for baltimore office – the rotunda Elville and Associates, with the third event being our annual Client Education Event held on 711 W. 40th street, suite 358 baltimore, maryland 21211 Saturday, October 28th at the Retreat and Conference Center at Bon Secours in Marriottsville. rockville town center office This year’s topic was “Understanding Healthcare in an Age of Change,” and a superb lineup 199 e. montgomery ave., suite 100 rockville, maryland 20850 of guest speakers from Anne Arundel Medical Center (Jan Wood, President of the Anne annapolis office Arundel Medical Center Foundation, and Barbara Jacobs, Chief Nursing Officer and Vice 1997 annapolis exchange pkwy, suite 300 annapolis, maryland 21401 President of the AAMC Foundation) along with very entertaining Medicare Specialist, Mark phone: 443-393-7696 fax: 443-393-7697 (continued on page 2) 1 www.elvilleassociates.com Client Care Program Update (continued from page 1) Trent, presented with Elville and Associates’ Principal, Stephen Elville. Complementing the presentations, delicious food, door prizes, and gift baskets was music from the Riversdale Chamber Ensemble, a trio of musicians from the Columbia Orchestra, including Concertmaster Brenda Anna, Conductor, Jason Love, and violinist, Paul Li, that filled the room with wondrous musical movements throughout the event. The final CCP event of the year, a comprehensive Social Security Workshop scheduled for December 9, 2017, was rescheduled due to weather for Saturday, January 20, 2018, at Anne Arundel Community College. CCP members and their guests were educated and entertained by guest speaker Kurt Czarnowski of Czarnowski Consulting, as he presented on the topics of Social Security and retirement planning. Mr. Czarnowski, a renowned expert in the field of Social Security for over 34 years, traveled from Norfolk, Massachusetts to present at what was our most widely-attended CCP continuing education event to date. Our second CCP event of 2018 discussing tax reform will be held on Saturday, April 28th at 10 a.m. at Anne Arundel Community College. Details will be forthcoming in March. Elville and Associates Welcomes Meghan E. McCulloch, Esq., to the Firm’s Baltimore Office In October 2017, Elville and Associates welcomed Meghan third year in a row. I look forward to E. McCulloch as the firm’s newest Attorney. Meghan brings Elville and Associates’ client family and her substantial talents to Elville and Associates’ Baltimore our tax and financial advisors getting to office, located at The Rotunda in Baltimore’s Roland Park know more about Meghan’s work and neighborhood. capabilities.” Meghan’s practice focuses in all areas of Social Security As Elville and Associates has law - from claims for Social Security disability benefits established a strong reputation for (SSDI), Supplemental Security Income (SSI), childhood empathy and a “Caring for Clients Meghan E. McCulloch SSI benefits, and disabled widow(er) benefits, including all Model” over the years to coincide with the firm’s mission levels of appeal, from the initial application to and including and vision of educating clients and their families through representation before the U.S. District Court of Maryland counseling and superior legal-technical knowledge, Meghan (federal court). Along these lines, Meghan has a wealth of was attracted to the firm’s culture and purpose. After experience in addressing the unique needs of individuals knowing Mr. Elville for the past several years, and through and families as they navigate through the disability benefit working with him as co-counsel, Meghan knew she had process. Her work involving childhood SSI cases and federal found the right firm with which to continue her growth as court appeals are unique, as most disability attorneys do not an attorney and make the biggest difference in the lives of her routinely handle these types of cases. Meghan also has a clients. practice concentration in elder law – an ever-changing and “I am delighted to join the law firm of Elville and complex practice area. Associates,” said Meghan. “Since being admitted to the Bar “I am delighted to say that Meghan E. McCulloch has joined in 2010, the primary focus of my practice has been dedicated Elville and Associates!” remarked Mr. Stephen R. Elville, to assisting my clients in obtaining disability benefits from Principal of Elville and Associates. “On both personal and the Social Security Administration based on a variety of professional levels, Meghan brings a new dimension and physical and mental health conditions. I have a passion for capability to our Elder Law Department, and adds her helping my clients navigate challenging periods in their lives, robust full-time Social Security-focused practice to the firm’s and this aligns quite closely with the passion and culture here repertoire of services. Meghan is an accomplished Social at Elville and Associates. Security attorney. It is no surprise to any of us that Meghan I strongly believe in the firm’s commitment and dedication has been named to the 2018 Maryland Rising Stars list, her to client education, as the law and legal processes can 2 (continued on page 3) Elville and Associates Welcomes Meghan E. McCulloch, J.D., to the Firm’s Baltimore Office (continued from page 2) be incredibly difficult and overwhelming for the average District Court (District of Maryland) and the Maryland layperson to navigate. From day one, I have found Elville Court of Appeals, has been selected by Super Lawyers and Associates to be a wonderful working environment to the Maryland Rising Stars list for the past three years with a supportive team that is committed to providing high (2016-2018), and is also a member of the Maryland State quality, cutting edge legal services. I am truly excited to Bar Association, the American Bar Association. She is also join the attorneys and staff here to offer my experience and a volunteer attorney with the Maryland Volunteer Lawyers services to our clients.” Service and is an Executive Board Member of the Disability Section of the Maryland Association for Justice. Mrs. McCulloch, previously of The Law Offices of Steven H. Heisler, is a graduate of Temple University and received Meghan E. McCulloch may be reached at 443-393-7696, her law degree from the University of Baltimore School of ext. 121, or via email at [email protected]. Law. She is admitted to practice law before the United States Olivia R. Holcombe-Volke Named Partner at Elville and Associates, P.C. In August 2017, Elville and Associates announced Ms. Olivia Denver Sturm College of Law in 2008, Holcombe-Volke was named a Partner at the firm. Ms. Holcombe-Volke moved to Las Vegas and, not being able to practice law in Ms. Holcombe-Volke joined Elville and Associates in June 2014 Nevada, began her career as a law clerk as an Associate Attorney and has since been an integral member at a firm that specialized in construction of the firm’s estate planning, elder law, special needs planning, defect defense. While not on point with and estate and trust administration practices. her studies that prepared her for human rights work, the Las Vegas construction “The tremendous honor of being named Partner at Elville and Olivia R.
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