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 »Featured Workshops
Third Tuesday Titling
Titling is the bane of successful estate planning. It doesn’t have to be so. Join us via Zoom for our 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 your […]
Find out more »How to Settle your Estate without Dying/Helper Training Workshop
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 of the important aspects of the transition from independence to dependence and beyond.
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.
There are no upcoming events at this time
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.
