The University of Maryland Autism Research Consortium (UMARC) will host a live podcast of the four pillars of financial and legal planning for individuals with loved ones who have special needs. Our speakers will discuss their expertise in the areas of benefits, legal, family and financial planning.
RSVP by 4/10/19
Questions: contact Jenny Kilberg, jkilberg [at] umd [dot] edu
LEGAL & FAMILY PLANNING
Matthew Bogin, Esq
Matthew B. Bogin has been helping families with special needs members throughout the D.C. metropolitan area for over thirty-five years. He is well respected for his championing the varying rights of special needs clients. Currently his particular focus is ensuring that families with special needs members complete and review planning to ensure a successful future for these children.
Wealth Management Advisor
Senior Financial Advisor, Merrill Lynch
Mark Friese is a Special Needs Financial Advisor based in Washington, D.C. Mark has helped clients plan for their financial futures since he joined Merrill Lynch in 1987. Mark attended West Virginia University where his concentration was in in Finance and Accounting. Mark has also received both the Certified Special Needs Advisor (CSNA) and Chartered Retirement Planning Counselor (CRPC) designations.
Mark is a frequent speaker and has conducted seminars covering financial planning, education planning, tax planning, special needs planning and estate planning for many institutions, corporations, associations, retirement communities, and professional groups. Mark works with a team of financial professionals with over 55 years of experience in helping clients clarify and meet their financial goals. Mark and his team have been listed among the top advisors with Merrill Lynch over the last twenty five years.
Mark is a member of the Special needs council at Merrill Lynch. The focus of this group is to help special needs families understand how to assess and address their particular needs related to financial planning. Mark has expertise utilizing the special needs calculator that allows families to map out comprehensive plans to address potential future needs. This includes trust planning, asset protection, and estate planning. Together with local attorneys’ who focus on the special needs community Mark has helped many families develop multi-generational plans to address their planning needs.
Mark also has personal experience dealing with special needs children. His son Christopher has Autism. Mark lives in Alexandria, Virginia.
Stephen R. Elville, J.D., LL.M.
Principal, Elville & Associates, P.C
Steve Elville works with individuals and families to provide a unique attorney-client experience and peace of mind solutions to the needs they have related to estate and special needs planning, elder law, and with disability and long-term care planning issues. Mr. Elville has extensive experience in working with clients involved in crisis situations, and also brings a unique and personalized approach to pre-crisis planning. He is also a seasoned speaker, having presented hundreds of workshops throughout Maryland covering a wide range of topics.
Mr. Elville was named to the 2015, 2017, 2018, and 2019 Maryland Super Lawyers list and is a member of the National Association of Elder Law Attorneys (NAELA), Elder Counsel, Wealth Counsel, the Academy of Special Needs Planners, and the National Network of Estate Planning Attorneys. He is the past Chair of the Howard County Bar Association Estates & Trusts and Elder Law Sections and is the past President of the Coalition of Geriatric Services (COGS). Mr. Elville currently serves as Chair of the Elder Law and Disability Rights Section Council of the Maryland State Bar Association and is a member of the Charitable Gift Planning Advisory Committee for Anne Arundel Medical Center (CGPAC). He also serves as Chair for Law Day Maryland.