Bio coming soon !

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Loretta Morris Williams is a certified elder law attorney by the National Elder Law Foundation. Ms. Williams was admitted to the Council of Advanced Practitioners, National Academy of Elder Law Attorneys (NAELA) in 2012.  She  has served as President of the Virginia Academy of Elder Law Attorneys. &...

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Mark is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Special Needs Consultant™.  He develops and advises on financial plans for special needs families, often in collaboration with other professionals including estate and benefits specialists.  As a special needs parent himself, he understands th...

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My name is Stephen, and I am a Financial Planner with 18 years’ experience. I live in Virginia with my wife and two daughters, one of whom is diagnosed with Autism. With my everyday dad life, I understand the challenges of raising a child on the spectrum and the importance of prioritizing a financial plan to se...

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Parents of special needs children often struggle to survive, let alone thrive. Special needs families need help and the systems that provide the help are vastly complex. You've likely already discovered and defined what your child's special needs are. We can help you then access providers and supports through...

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My name is Stephen, and I am a Financial Planner with 18 years’ experience. I live in Virginia with my wife and two daughters, one of whom is diagnosed with Autism. With my everyday dad life, I understand the challenges of raising a child on the spectrum and the importance of prioritizing a financial plan to se...

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With 30 of legal experience, Maryland and Washington DC estate planning lawyer Michelle Lanchester has advised and counseled thousands of clients throughout her career. Attorney Lanchester has worked with a wide variety of clients from diverse backgrounds. She focuses her practice on guardianship and est...

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Paula is a Wealth Advisor and Relationship Manger at Chevy Chase Trust.  She joined Chevy Chase Trust in 2015 with over 20 years of experience in wealth management and is responsible for advising clients in the areas of investment management, special needs, financial and estate planning, and trust administrat...

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As a fie Kristin Carleton is a multi-accredited financial services professional with over two decades of experience helping families confidently achieve their long-term financial goals. Her previous experience includes leading a financial planning and investments team at James River Wealth Advisor, working in Investor...

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Bio coming soon!

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With 30 of legal experience, Maryland and Washington DC estate planning lawyer Michelle Lanchester has advised and counseled thousands of clients throughout her career. Attorney Lanchester has worked with a wide variety of clients from diverse backgrounds. She focuses her practice on guardianship and est...

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GARY ALTMAN is the founder and managing attorney of the Maryland-based estate planning law firm of Altman & Associates, where he has been assisting clients throughout MD/DC/NOVA for more than 25 years. A nationally recognized estate, legacy and business planning authority, Gary's outstanding expe...

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Leah B. Morabito concentrats in the area of Wills, Trusts, Estate Planning, Probate, Guardianships and Special Needs Planning.  Prior to working for the firm, Leah was a solo practitioner handling estate and probate matters.  A former Judicial Law Clerk for the Honorable Eugene M. Lerner, Maryland Circui...

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Steve Elville works with individuals and families to provide a unique attorney-client experience and peace of mind solutions to the challenges they face with estate, asset protection, and tax planning issues, and with disability and long-term care planning issues. Mr. Elville has extensive experience in working with cl...

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Practice Areas Elder Law, Estate Planning, Estate and Trust Administration, Special Needs Planning. Practice Focus Licensed in Maryland, the District of Columbia, and Wisconsin, Lilly maintains her practice focus in elder law, estate planning, estate and trust administration, and special needs planning. Lilly c...

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Shai concentrates in disability law, family law, guardianship, estates and trusts, estate administration, elder law, special immigrant juvenile status, and child welfare law.  He has appeared in Maryland State Courts in matters involving family law, guardianship, estate administration, and child welfare law, and h...

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Cortney Heykoop has been in the banking and financial services industry since 1999. Cortney graduated from The Catholic University of American in 1998 with a dual degree in International Economics and Finance.  While spending most of her career in finance, she also owned and operated Heykoop Photography for a hand...

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Liz found the path to financial planning while attending national disability conferences held in the DC area when she was a live-in care giver and member of L’Arche home. She grew frustrated that not enough people were doing the work to educate families and lift the earning potential of ready to work people who r...

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Ms. Cox who lives and works in Annapolis MD has had a life long passsion for supporting special needs individuals, children and their families. As a now widowed parent to 2 young adult special needs children, Ms. Cox brings deep personal and professsional understanding to her special needs clients....

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Steve Elville works with individuals and families to provide a unique attorney-client experience and peace of mind solutions to the challenges they face with estate, asset protection, and tax planning issues, and with disability and long-term care planning issues. Mr. Elville has extensive experience in working with cl...

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Practice Areas Elder Law, Estate Planning, Estate and Trust Administration, Special Needs Planning. Practice Focus Licensed in Maryland, the District of Columbia, and Wisconsin, Lilly maintains her practice focus in elder law, estate planning, estate and trust administration, and special needs planning. Lilly c...

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From working in county school systems to opening her own practice in 2017, Ms. McCrea has always been interested helping her community. She saw first-hand the importance of proper estate planning for persons with disabilities after participating in the Legal Planning for Young Adults with Disabilities se...

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Steve Elville works with individuals and families to provide a unique attorney-client experience and peace of mind solutions to the challenges they face with estate, asset protection, and tax planning issues, and with disability and long-term care planning issues. Mr. Elville has extensive experience in working with cl...

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Practice Areas Elder Law, Estate Planning, Estate and Trust Administration, Special Needs Planning. Practice Focus Licensed in Maryland, the District of Columbia, and Wisconsin, Lilly maintains her practice focus in elder law, estate planning, estate and trust administration, and special needs planning. Lilly c...

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Elena is the leading authority on elder and disability planning law in Maryland. She is at the forefront of expert representation, teaching, and legislative reform. She is the owner and partner at Stavely & Sallitto Law.   Her passion for protecting the elderly and the disabled is unwavering, and her kno...

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Attorney Paulette Lundy is the Founder of P. A. Lundy & Associates a law firm in Columbia, Maryland, Howard County. P. A. Lundy & Assocates was established out of Paulette’s love, passion and life’s purpose to assist people to become better stewards of their resources through proper legacy deve...

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Andre O. McDonald is the founder and principal attorney at McDonald Law Firm, a Columbia based law firm serving clients throughout Howard County, Montgomery County, and the surrounding counties and the District of Columbia in the areas of estate planning, special-needs planning, Medicaid/long-term care planning, and ve...

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Kristen counsels individuals, families, and business owners, helping them understand and navigate the law. She creates plans for her clients to effectively care for their loved ones and protect and transfer their assets. Kristen’s background includes civil litigation and substantial experience working with small...

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