[Fredslist] Invitation for Gotham members

[Klein, Scott (Uniondale)]

Hello. We thought the following program would be of interest:


The Klein Serro Financial Group at Stifel, Nicolaus & Company,
Incorporated
Member SIPC & NYSE
~and~
Ronald Fatoullah & Associates 
PRESENT
UNDERSTANDING TRUSTS: Preventing Trustee/Fiduciary Liability
Register today to learn how to protect your loved one's wealth from the
would-be costs of long-term care, estate taxes, family feuds,
spendthrift children, mismanagement, and changing laws. Gain
understanding about irrevocable trusts and revocable trusts, listen to
tips about avoiding potential criminal liability, and how to help
protect yourself from unnecessary estate tax exposure. 
At this seminar you will learn:
1.	The pros and cons of establishing an irrevocable trust over a
revocable trust. 
2.	The purpose behind various types of irrevocable and revocable
trusts. 
3.	Techniques to avoid gray areas and potential criminal liability.

Your speakers:
Scott M. Klein and Vincent Serro, Financial Advisors
Will cover areas of financial management, from investment and retirement
planning to risk management and estate conservation, Mr. Serro and Mr.
Klein help clients develop a comprehensive, cohesive plan designed to
pursue both short- and long-term objectives.
Ronald Fatoullah, Esq.
Elder Law attorney Ronald Fatoullah is highly recognized for his
expertise and accomplishments in the fields of elder law, Medicaid Law,
Special Needs Planning, and Trusts & Estates. Attorney Fatoullah has
been recognized in New York Magazine for six consecutive years as one of
"The New York Area's Best Lawyers" in the fields of Trusts & Estates.
Mr. Fatoullah frequently lectures on issues concerning senior citizens
and is often quoted in major publications.
Thursday, January 28, 2010   6:00 - 7:30 p.m.
The Bristal at North Hills - 99 South Service Road
North Hills, New York 11040
Please contact Scott M. Klein at (516) 719-7684 or e-mail
scott.klein at stifel.com to make your reservation.


Best regards,

Scott M. Klein and Vincent Serro
Financial Advisors
The Klein Serro Financial Group at Stifel Nicolaus
50 Charles Lindbergh Boulevard, Suite 410
Uniondale, NY 11553
Direct: 516-719-7656
Toll Free: 866-597-2325
Fax: 516-719-7730
http://www.kleinserro.com




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Stifel, Nicolaus & Company, Incorporated
Member NYSE & SIPC
Headquarters:  501 N. Broadway, St. Louis, MO   63102
314-342-2000
********************************************************************************

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