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

The Truth about Estate Planning

The Truth about Estate Planning

Online, United States
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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 tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.

Find out more »
15 April 2021
The Truth about Estate Planning

The Truth about Estate Planning

Online, United States
+ Google Map

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 tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.

Find out more »
20 May 2021
The Truth about Estate Planning

The Truth about Estate Planning

Online, United States
+ Google Map

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 tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.

Find out more »
17 June 2021


Long-Term Care and Medicaid Planning Workshop

Long-Term Care and Medicaid Planning Workshop

Long-Term Care and Medicaid Planning Workshop

Online, United States
+ Google Map

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 care insurance, eligibility rules for long-term care Medicaid in VT and NH, asset protection, and much more.

Find out more »
14 April 2021
Long-Term Care and Medicaid Planning Workshop

Long-Term Care and Medicaid Planning Workshop

Online, United States
+ Google Map

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 care insurance, eligibility rules for long-term care Medicaid in VT and NH, asset protection, and much more.

Find out more »
09 June 2021
Long-Term Care and Medicaid Planning Workshop

Long-Term Care and Medicaid Planning Workshop

Online, United States
+ Google Map

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 care insurance, eligibility rules for long-term care Medicaid in VT and NH, asset protection, and much more.

Find out more »
11 August 2021



Upcoming Out of Office Workshops

Our Attorneys often speak at workshops and events outside the office. Below are upcoming dates we have in store. 

What the Future Holds – A Long Term Care Discussion

What the Future Holds – A Long Term Care Discussion

Online, United States
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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 needing long-term care, take advantage of the planning opportunities that exist today. We will discuss estate planning that everyone should have and options for paying […]

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14 May 2021
Helping your Helpers

Helping your Helpers

Online, United States
+ Google Map

Join attorney Renée Harvey of Caldwell Law at the Aging Resource Center for a “Helper” training session. Helpers are those we appoint as our agents for financial affairs and health care, executors of our will and trustees of our trust. At this session you and your Helpers will learn how your estate plan is supposed […]

Find out more »
11 June 2021


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.

Write Your Own Obituary

Write Your Own Obituary

Who knows you better than yourself?  Join Bryan Marquard of the Boston Globe as he highlights what you should be thinking about to write your own obituary.

Find out more »
10 November 2021
 


Please feel free to contact us with any questions you may have regarding our education program. We would be happy to help you.