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

Charitable Giving & Life Insurance

Online, United States
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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.  […]

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30 November 2022
The Truth about Estate Planning

The Truth about Estate Planning

Online, United States
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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 […]

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19 January 2023
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 […]

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16 February 2023


Long-Term Care and Medicaid Planning Workshop

Solo Seniors- How to Plan for Aging Without a Family Caregiver

Solo Seniors- How to Plan for Aging Without a Family Caregiver

Online, United States
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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 […]

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03 February 2023
Long-Term Care and Medicaid Planning Workshop

Long-Term Care and Medicaid Planning Workshop

Online, United States
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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 […]

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08 February 2023
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 […]

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07 April 2023



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

Solo Seniors- How to Plan for Aging Without a Family Caregiver

Online, United States
+ Google Map

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 »
03 February 2023
Estate Planning and Settlement

Estate Planning and Settlement

Grafton County Senior Citizens Council, North Haverhill, NH United States
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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 […]

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22 February 2023
Planning for Incapacity

Planning for Incapacity

Online, United States
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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 […]

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03 March 2023


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.