|
RONALD J. DUSWALT and his firm Old Castle Financial Advisors, has committed himself to providing excellent financial advice to his clients. Thorough and innovative, he anticipates the needs of high net worth individuals, successful professionals, business owners and retirees. Mr. Duswalt's areas of specialization lie in estate planning, employee benefits, retirement planning, long-term care planning and investments. He also helps develop, implement and monitor the progress of the client's goals then recommends changes when appropriate. Extensive background and knowledge in these areas have also allowed Mr. Duswalt to conduct numerous lectures on financial strategies for various organizations, schools and Barnes and Noble Bookstores. He has been a featured speaker on local radio and cable television stations discussing various financial planning topics. Mr. Duswalt is certified by New York State to present seminars to attorneys, accountants and other financial professionals that enable them to earn continuing education credits that are needed to maintain their respective licenses. He earned his B.S. degree from St. John's University, majoring in Finance, and also attained a Master of Science (MSFS) degree from the College of Financial Planning. Mr. Duswalt holds numerous professional designations including: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Certified Financial Educator (CFEd®). RONALD FATOULLAH is the principal of the Great Neck based law firm of Ronald Fatoullah & Associates, where he practices in the areas of elder law, estate planning, Medicaid planning, trusts, wills, guardianships and estate administration. He is certified by the National Elder Law Foundation as an elder law attorney. Mr. Fatoullah writes a column for the New York State Bar Association's elder law committee's newsletter and has been quoted numerous times in Newsday, The New York Times and The Wall Street Journal. He is a fellow of the National Academy of Elder Law Attorneys and is a former member of its Board of Directors. Mr. Fatoullah also serves on the executive committee of the Elder Law Section of the New York State Bar Association. He is the immediate past chair of the Alzheimer's Association Legal Committee, Long Island Chapter. Mr. Fatoullah earned his B.A. degree, summa cum laude, from the State University of New York at Buffalo and his J.D. degree from St. John's University. STEVEN A. KASS is a sole practitioner in Melville, New York, and concentrates in estate planning and elder law, planning for persons with special needs, wills, trusts and guardianships. He has lectured to fellow practitioners and the public on elder law, estate planning and Medicaid planning. Mr. Kass is a certified elder law attorney through the National Elder Law Foundation. He earned his B.A. degree from The State University of New York at Stony Brook, and his J.D. degree and a certificate in health law and policy from Pace University School of Law. Mr. Kass is a member of the Nassau County, the Suffolk County and the American bar associations, the New York State Bar Association, the National Academy of Elder Law Attorneys, and is the president of the Gerontology Professionals of New York. AVI Z. KESTENBAUM is a partner with the Mineola, New York law firm of Meltzer, Lippe, Goldstein & Breitstone, LLP, where he practices in the areas of domestic and international trusts and estates, taxation, asset preservation, business planning and tax-exempt organizations. He also is an adjunct tax professor at Hofstra Law School and the Baruch College MBA Program. Mr. Kestenbaum is a well known author and lecturer and provides tax and estate planning for CEO's of major corporations, high net worth individuals, multi-national businesses, and many private foundations and public charities. He has authored, many articles in leading national estate planning and tax journals, including but not limited to: "It's Personal," Trusts and Estates, April 2009; "True Counselors," The New York Law Journal, Special Trusts and Estates Section, January 2009; "Numerous Pension Act Changes Affect Charitable and Estate Planning," Practical Tax Strategies, April 2007; "Know the Differences: A Guide to Charitable Contribution Deductions," Trusts and Estates, May 2006; "The New Age of Corporate Governance for Nonprofit Organizations," Journal of Taxation of Exempts, August 2005; "Use Disclaimers to Add Flexibility and Hindsight to Estate Plans," Practical Tax Strategies, June 2005; "Proposed Revisions to the Uniform Management of Institutional Funds Act," Estate Planning Journal, February 2005; and "Duties and Liabilities of Nonprofit Directors and Officers," Estate Planning Journal, May 2004. Several additional articles will be published soon in leading national tax and estate planning journals. He has lectured for many prestigious trade, business and nonprofit organizations including the New York City Estate Planning Council. Mr. Kestenbaum also has previously lectured for National Business Institute on many topics in his field, including, but not limited to: "Exempt Organizations and Charitable Activities in New Jersey," May 2003; "Advanced Estate Planning Techniques in New Jersey," April 2004; "Exempt Organizations and Charitable Activities in New York," May 2004; "Legal and Practical Considerations For Operating a Business," November 2006; "An Attorney's Guide To Asset Protection," March 2007; and "Sophisticated Estate Planning Strategies for the Advanced Practitioner," July 2007. He earned his B.S. degree, summa cum laude, from Touro College, his J.D. degree from Brooklyn Law School and his LL.M. degree in taxation from the University of Miami School of Law, where he received academic scholarships at each of these universities. Mr. Kestenbaum is a member of the New York State (sections on Taxation, Trusts and Estates) and American (sections on Taxation [Business Entities Committee and Exempt Organizations Committee] and Real Property, Probate and Trust Law [Partnerships and Limited Liability Companies and Organizational and Operations Issues of Exempt Organizations]) bar associations. SCOTT M. KLEIN, Financial Advisor, has been working with investors since 1997 and focuses on new business development and marketing for The Klein Serro Financial Group at Stifel, Nicolaus and Company Incorporated. Member SIPC and NYSE. Whether it is a client appreciation event or an educational seminar, Mr. Klein develops programs that further client relationships. He also works with clients' CPAs and attorneys to ensure that all of a client's advisors are working together on their behalf. Mr. Klein maintains a Series 7, 63, and 65 licenses, as well as an insurance license. He is a graduate of Syracuse University. VINCENT SERRO, Financial Advisor, started in the financial services industry in 1993 and works with clients to craft an investment strategy to pursue mutually agreed upon goals and objectives for The Klein Serro Financial Group at Stifel, Nicolaus and Company, Incorporated. Member SIPC and NYSE. His strategies are designed with the principles of asset allocation and as a result, clients will have a plan and a disciplined approach to investing that can be measured against relevant indexes. Mr. Serro regularly meets with clients to review investments to ensure the goals and objectives are still in line with the clients needs. Adjustments are then made to investment strategies if market conditions or changes in goals and objectives occur. He maintains Series 7, 63, and 65 licenses, as well as an insurance license. Mr. Serro graduated from Hofstra University.
|