Abrams, Fensterman, Fensterman, Eisman,

Greenberg, Formato & Einiger, LLP

and

Baxter Investments

Present

"Tax and Investment Strategies in a Volatile Economy"

• Date: June 3, 2009
• Time: Registration 5:30 p.m. - 6:00 p.m.; Program 6:00 p.m. - 8:00 p.m.
• Location: The Royalton, 33 Club Dr, Roslyn Heights, NY 11577
• Program Sponsor: Abrams Fensterman et al. & Baxter Investments
• Complimentary Dinner will be served
• Speakers:
  • Claudio DeVellis, Esq., Partner and Director of the Estate Planning Asset Protection and Estate Administration Practice at Abrams Fensterman, et al.
  • Bill Baxter, Baxter Investments

Hear our experts talk about:

• How the current low interest rate environment presents a unique opportunity to consider a number of key estate planning strategies geared towards the minimization of estate, gift and income taxes. The program explores the application of interest rates in wealth preservation. Particular attention will be given to the various estate and income tax planning techniques that work best with low interest rates, including, Intra-family loans, Grantor Retained Annuity Trusts, Sales to Grantor Trusts, Charitable Lead Trusts and Private Annuities.
• How Baxter Investment Management has served investors since 1924. Their three generations of experience will add perspective in these uncertain stock and bond markets. Baxter will start the presentation with a brief history of the causes of the economic downturn. Baxter will illustrate where the markets have priced in the current environment and reflect best value for today's investors. They will also point out where the greatest dangers still lie. Baxter will show the importance of consistent returns when growing wealth. They have specialized in lowering volatility for their clients which have increased returns through the years.

Pre-registration required. Respond by e-mail to: Dan Kobak or by phone at (212) 279-9200.