Free Estate Planning Workshops
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
Introduction to Estate Planning
Lebanon, NH 03766
The Introduction to Estate Planning 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 »Introduction to Estate Planning
Lebanon, NH 03766
The Introduction to Estate Planning 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 »Introduction to Estate Planning
Lebanon, NH 03766
The Introduction to Estate Planning 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 »Long-Term Care and Medicaid Planning Workshop
Long-Term Care and Medicaid Planning
Lebanon, NH 03766
The Long-Term Care and Medicaid Planning Workshop is a 2 ½ 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 »Featured Workshops
Senior Fraud Prevention
We are living longer than at any time in our history. We need to learn to make decisions and enlist assistance to keep our finances safe. Join us as Tori Lloyd presents on learning ways to prevent financial abuse and exploitation. You will learn about current scams and techniques you and your “helpers” should know […]
Find out more »Death & Dignity with Susan Gillotti
Lebanon, NH 03766
In 2013, Vermont became the fourth state to legalize medical aid in dying for people with terminal illnesses. Patient Choices Vermont (PCV) was the lead advocacy organization behind the adoption of Vermont's Patient Choice at End of Life Law (Act 39). In this session, we invite you to discuss end-of-life decision-making and share your thoughts […]
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.
Unraveling Social Security
White River Junction, VT 05001 United States
Join speaker, Ken Baron, as he discusses the "ins and outs" of social security. More information to follow.
Find out more »What the Future Holds- A Long-Term Care Discussion
Lebanon, NH United States
Join elder law attorney Renée Harvey, of Caldwell Law, for a discussion of long-term care planning considerations. 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 […]
Find out more »Solo Seniors- How to Plan for Aging Without a Family Caregiver
Lebanon, NH United States
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 without a spouse, adult children or relatives to rely on for assistance and company during senior years; the majority of them are women. Experts on […]
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.