Free Estate Planning Workshops
IMPORTANT NOTICE: All of our events will be hosted virtually until further notice.
Caldwell Law hosts at least two introductory workshops every month. During these workshops, our New Hampshire and Vermont lawyers explain various aspects of estate planning. We’ll cover topics such as incapacity or disability, estate tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.
To view a workshop, click on the category below:
Estate Planning Workshops
Long-Term Care and Medicaid Planning Workshop
Featured Workshops
Out of Office Workshops & Events
Professional Education and Luncheons
Estate Planning Workshops
Charitable Giving & Life Insurance
We are happy to host a joint collaboration between Sara Lang of NH Charitable Giving Foundation, Emilye Pelow Corbett of The VT Community Foundation and Jon Mendelsohn of Ashar Group. […]
Find out more »The Truth about Estate Planning
Join Tim Caldwell as he discusses The Truth About Estate Planning. This workshop is a 2-3 hour educational presentation that will teach you about estate planning, incapacity or disability, estate […]
Find out more »The Truth about Estate Planning
Join Renee Harvey as she discusses The Truth About Estate Planning. This workshop is a 2-3 hour educational presentation that will teach you about estate planning, incapacity or disability, estate […]
Find out more »Long-Term Care and Medicaid Planning Workshop
Solo Seniors- How to Plan for Aging Without a Family Caregiver
Join attorney Renée Harvey, of Caldwell Law, for a discussion of the “elder orphan”. Research has found that approximately one quarter of Americans 65 years and above are aging alone […]
Find out more »Long-Term Care and Medicaid Planning Workshop
Join Jamie Thaxton for our Long-Term Care and Medicaid Planning Workshop. This is a 2-hour educational presentation that will cover planning for incapacity or disability, guardianships, the basics of long-term […]
Find out more »What the Future Holds – A Long Term Care Discussion
Join attorney James Thaxton as he discusses long-term care planning considerations through the Aging Resource Center. It is imperative that seniors, those approaching retirement age, and the families of those […]
Find out more »Featured Workshops
Charitable Giving & Life Insurance
We are happy to host a joint collaboration between Sara Lang of NH Charitable Giving Foundation, Emilye Pelow Corbett of The VT Community Foundation and Jon Mendelsohn of Ashar Group. […]
Find out more »How to Settle your Estate without Dying/Helper Training
Our workshop regarding how your plan is designed to work if you lose capacity, and after your death. This class is designed for you and your helpers. Learn about some […]
Find out more »How to Settle your Estate without Dying/Helper Training
Our workshop regarding how your plan is designed to work if you lose capacity, and after your death. This class is designed for you and your helpers. Learn about some […]
Find out more »Upcoming Out of Office Workshops
Our Attorneys often speak at workshops and events outside the office. Below are upcoming dates we have in store.
Solo Seniors- How to Plan for Aging Without a Family Caregiver
Join attorney Renée Harvey, of Caldwell Law, for a discussion of the “elder orphan”. Research has found that approximately one quarter of Americans 65 years and above are aging alone […]
Find out more »Estate Planning and Settlement
Join attorney Renée Harvey at the Grafton County Senior Citizens Council, as she discusses the importance and basics or estate planning and settlement. Please call the Aging Resource Center at […]
Find out more »Planning for Incapacity
Join attorney Jamie Thaxton for a discussion of incapacity planning considerations through the Aging Resource Center. We will discuss the estate and long-term care planning considerations in advance of being […]
Find out more »Professional Education
NEW!! Advisor RoundTables—Join us…See what RoundTables are all about!
These programs are designed to cover a topic of general interest to our professional colleagues. Light end of day refreshments will be served.
One of our goals is to better integrate the legal, financial and tax aspects of our clients’ plans. These sessions are designed to provide a regular forum in which to share ideas with our financial, insurance and tax colleagues.
Please note: These events are for professionals only. Thank you.
There are no upcoming events at this time.
Please feel free to contact us with any questions you may have regarding our education program. We would be happy to help you.
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