Events

Caldwell Law
2007 Estate Planning Workshops

The Truth About Estate Planning

Taking Good Care of Tomorrow includes designing and maintaining your estate plan.

Our monthly workshops/seminars provide an informal opportunity to discuss many aspects of estate planning. Among the topics discussed are the following:

• Create a plan that meets expectations
• Plan for disability
• Title property properly
• Avoid/Minimize estate taxes
• Maximize retirement plan savings
• Administration during disability
• Administration after death
• Protect assets from creditors
• Avoid common costly mistakes
• Plan for favorite charities
• What’s best for beneficiaries

Annual Client Meeting

For Lifeplan™ clients, their families, friends and advisors, the Annual Client Meetings provide a chance to review what’s going on in the office, discuss the year’s calendar of events and to learn more about a topic of general interest.

Our speaker for the 2007 Annual Client meeting will be Ira Byock, MD of Dartmouth Hitchcock Medical Center (DHMC). Dr. Byock is the director of the Palliative Care program at Dartmouth Medical Center. Palliative care is an interdisciplinary specialty that focuses on improving comfort and quality of life for patients and families experiencing a life-threatening illness. Dr. Byock has written several books including Dying Well and The Four Things That Matter Most.

"Helper" Training

This program reviews what “helpers” (agents, trustees and executors) are required to do in their roles as fiduciaries and what they may have to do. We review the various duties of a fiduciary: from arranging for an appropriate living environment and making health care decisions to making investment decisions, distributions and accounting. Anyone who has been asked to serve as a fiduciary should attend this workshop.

Client Update Programs

The Client Update Programs are held annually for Lifeplan™ clients. Clients attend a program once every 2-3 years. The programs are designed to review the basics of planning and provide an opportunity to incorporate changes clients wish to make in their plans as well as changes necessitated either by changes in the law or changes in the approach we take to planning and administration. Each year trusts and wills are amended or restated and ancillary documents such as powers of attorney for health and/or property are reviewed and updated.

Lifeplan™ clients who last attended a program prior to 2005 are due to attend this year.

Advisor Roundtable Programs

We host a series of luncheon programs for allied professionals. The topics for discussion are varied and the exchange of ideas is helpful for all. The meetings last for approximately 90 minutes and include a light lunch.

Classicopia Concert

For Lifeplan™ clients, their families, friends and advisors, this year’s concert “Voila, Viola” features David Auerbach, viola and Daniel Weiser, piano playing music of Schubert, Schumann, and Brahms.