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 |