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 |