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
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. IMPORTANT NOTICE: Due to the Covid-19 virus, this event will be held virtually. Prior to the event, we will send you […]
Find out more »The Truth about 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. IMPORTANT NOTICE: Due to the Covid-19 virus, this event will be held virtually. Prior to the event, we will send you […]
Find out more »Downsizing with Kim Stern
Lebanon, NH 03766
Please join us! We will be discussing downsizing with Kim Stern. Kim Stern has been an Upper Valley resident since 1993 when she and her husband re located from NYC. She is the mother of 5 children, aged 27 to 19. Kim founded her business, Homevues, when she recognized the wide-spread need of multi-aged people […]
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. IMPORTANT NOTICE: Due to the Covid-19 virus, this event will be held virtually. […]
Find out more »Long-Term Care and Medicaid Planning Workshop
Lebanon, NH 03766 United States
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
Consolidating Your Assets with Terrie Kelly
Lebanon, NH 03766
IMPORTANT NOTICE: Due to the Covid-19 virus, this event will be held virtually. Prior to the event, we will send you an email invitation with a meeting ID and passcode. A webcam and microphone is needed for participating.
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.
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.
