Events

When Doing What's "Right" Might Be Wrong (Ethics Continuing Education Credit)

When: Tuesday, June 20, 2023 - 12pm to 2:30pm
Where: Cornerstone Capital Wealth Management
5635 Harris Hill Road
Williamsville, NY 14221
 

Opportunities and Obstacles Created by the Uniform Trust Code

When: Tuesday, July 25, 2023 - 12pm to 2:30pm
Where: Cornerstone Capital Wealth Management
5635 Harris Hill Road
Williamsville, NY 14221
 

Estate Planning Solutions for the Disabled

and Those Who May Be Approaching Disability

When: Tuesday, August 22, 2023 - 12pm to 2:30pm
Where: Cornerstone Capital Wealth Management
5635 Harris Hill Road
Williamsville, NY 14221
 

Gift and Estate Tax Black Holes

When: Tuesday, September 19, 2023 - 12pm to 2:30pm
Where: Cornerstone Capital Wealth Management
5635 Harris Hill Road
Williamsville, NY 14221
 

Directed Trusts - Slicing and Dicing Duties, Risks, and Potential Liabilities

When: Tuesday, October 24, 2023 - 12pm to 2:30pm
Where: Cornerstone Capital Wealth Management
5635 Harris Hill Road
Williamsville, NY 14221
 

Defusing Disaster

When: Tuesday, November 14, 2023 - 12pm to 2:30pm
Where: Cornerstone Capital Wealth Management
5635 Harris Hill Road
Williamsville, NY 14221
 

Malpractice in Estate Planning

Some Guidance on How to Avoid It (Ethics Continuing Education Credit)

When: Tuesday, December 12, 2023 - 12pm to 2:30pm
Where: Cornerstone Capital Wealth Management
5635 Harris Hill Road
Williamsville, NY 14221