Events

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