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
Green Burial Luncheon
Lebanon, NH 03766
Join us as Lee Webster presents on Eco-friendly and Affordable Funerals, Burials and Everything In Between. A light lunch will be served. We look forward to seeing you!
Find out more »Funding Wills
Lebanon, NH 03766
The success of your estate plan depends on the complete and correct titling of all your assets! Yet this necessary step is often overlooked. If your estate plan does not include a trust, then you have a will-based estate plan and this workshop is for you! Join Caldwell Law's, Pamela Lain, to learn more about getting […]
Find out more »Funding Trusts
Lebanon, NH 03766
The success of your estate plan depends on getting title right—for all of your assets! The complete and correct funding of your trust is one of the most critical aspects of estate planning, yet it is often overlooked. Join Caldwell Law's, Pamela Lain, to learn more about getting titling right A light lunch will be […]
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
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 »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.