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
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 »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 tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.
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 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 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 care insurance, eligibility rules for long-term care Medicaid in VT and NH, asset protection, and much more.
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 care insurance, eligibility rules for long-term care Medicaid in VT and NH, asset protection, and much more.
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 care insurance, eligibility rules for long-term care Medicaid in VT and NH, asset protection, and much more.
Find out more »Featured Workshops
Titling
Join the Caldwell Law panel to learn more about getting your assets titled correctly!
Find out more »Dartmouth Dementia Directive Presented by Dr. Robert Santulli
Dr. Santulli is an honorary professor of psychiatry at the Geisel School of Medicine at Dartmouth College. He has been working with colleagues to develop a dementia directive, dubbed the Dartmouth Dementia Directive (DDD). The DDD is designed to supplement one’s Advance Directive, most of which focuses on end of life situations. The DDD helps […]
Find out more »Third Tuesday Titling Tutorial with Tim
Titling is the bane of successful estate planning. It doesn’t have to be so. Join us via Zoom for our first Third Tuesday Titling Tutorial. These sessions are designed to answer your questions and increase the understanding of the importance of titling and how to get it right and keep it right! Sign in with […]
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.
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 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 […]
Find out more »Helping your Helpers
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 »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
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 »Please feel free to contact us with any questions you may have regarding our education program. We would be happy to help you.
