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

Long-Term Care and Medicaid Planning

Long-Term Care and Medicaid Planning

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
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Free

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 »
18 September 2019
Introduction to Estate Planning

Introduction to Estate Planning

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
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Free

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 »
26 September 2019
Introduction to Estate Planning

Introduction to Estate Planning

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
+ Google Map
Free

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 »
08 October 2019


Long-Term Care and Medicaid Planning Workshop

Long-Term Care and Medicaid Planning

Long-Term Care and Medicaid Planning

Caldwell Law Office, 367 Route 120
Lebanon, NH 03766
+ Google Map
Free

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 »
13 November 2019



Upcoming Out of Office Workshops

Our Attorneys often speak at workshops and events outside the office. Below are upcoming dates we have in store. 

Unraveling Social Security

Unraveling Social Security

The Village at White River Junction, 101 Currier Street
White River Junction, VT 05001 United States
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Please join us September 17th @ 5:30 at the Village in White River Junction to hear Kenneth Baron, Social Security Guru, discuss the "ins and outs" of this important benefit.  Kenneth Baron worked for the Social Security Administration for over 30 years.  For his last 7 years, Ken was a Public Affairs Specialist, speaking to the […]

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17 September 2019
What the Future Holds- A Long-Term Care Discussion

What the Future Holds- A Long-Term Care Discussion

Dartmouth-Hitchcock Aging Resource Center, 46 Centerra Parkway
Lebanon, NH United States
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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 […]

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22 October 2019
Solo Seniors- How to Plan for Aging Without a Family Caregiver

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

Dartmouth-Hitchcock Aging Resource Center, 46 Centerra Parkway
Lebanon, NH 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 without a spouse, adult children or relatives to rely on for assistance and company during senior years; the majority of them are women.  Experts on […]

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05 November 2019


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.