Estate Planning Workshop Series

Estate planning is important to ensure your wishes are fulfilled after you pass or become unable to make decisions. It includes outlining your healthcare preferences, distributing assets, and caring for dependents and pets. Failure to plan ahead can cause legal complications and stress for loved ones. Plan ahead to minimize taxes and ensure your loved ones are cared for according to your desires.

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About the Presenter

Judy Wagner is a skilled partner at Harris Beach who specializes in the Wills, Trusts, and Estates Practice Group. Her expertise lies in life care planning, specifically Elder Law, estate administration, estate planning, and trusts. Judy provides valuable assistance to individuals and families with various estate and tax planning matters, corporate succession planning, asset protection, and crisis planning techniques. Her services include but are not limited to family wealth preservation, Medicaid application and qualification, long-term care planning, care management, guardianships, supplemental needs trusts, and special needs planning.


Workshop Schedule

Estate Planning Workshop Schedule
Date Time Topic Register
Thursday, June 29, 2023 12:00 p.m. - 1:00 p.m. Basic Estate Planning Documents: Wills, Power of attorney and Living Will/Health Care Proxies View a Recording: 6/29
Thursday, July 20, 2023 12:00 p.m. - 1:00 p.m. Asset protection and Long-Term Care Planning View Recording: 7/20
Thursday, August 24, 2023 12:00 p.m. - 1:00 p.m. Understanding Trusts View Recording: 8/24
Thursday, September 28, 2023 12:00 p.m. - 1:00 p.m. Understand and Simplify the End-of-Life View Recording: 9/28
Thursday, October 19, 2023 12:00 p.m. - 1:00 p.m. Preparing for Caregiving View Recording: 10/19
Thursday, November 16, 2023 12:00 p.m. - 1:00 p.m. Financial Wellness View Recording: 11/16

Intended Audience

UB faculty and staff



Contact for Questions

Michele Poitras

Wellness and Work Life Balance

Townsend Hall

Phone: 716-645-4457


Peter Logiudice

Wellness and Work Life Balance

Townsend Hall

Phone: 716-645-1528