Morgan Stanley Smith Barney LLC announced today that in conjunction with the Gay and Lesbian Alliance Against Defamation (GLAAD), the Firm will host a private reception and investment symposium on wealth planning for domestic partners on Tuesday, November 17, 2009 at 6:00 p.m.
The event will feature a discussion on advanced planning techniques in domestic partnership situations, including information on preparing trusts for events like retirement, wealth transfer, charitable donations and life insurance. The presentation will also address the advantages and disadvantages of drawing up such trusts.
"We're pleased to be hosting this event with GLAAD," said John Campbell, Managing Director, National Business Development Director, Morgan Stanley Smith Barney. "The discussion of wealth planning for domestic partners is very important and we are delighted to be working together with GLAAD to continue the dialogue. We look forward to working on future projects with this organization."
Featured speakers include:
•Michael Nutt, Senior Vice President, Wealth Manager, Morgan Stanley Smith Barney
•Alan Wolberg, Executive Director, Wealth Advisory Resources, Morgan Stanley Smith Barney
Jarrett T. Barrios President, GLAAD and Jeffrey Siminoff, Managing Director, Legal and Compliance, Chair, the Pride Employee Networking Group, Morgan Stanley, will deliver special remarks.
The event will take place on Tuesday, November 17, 2009 at 6:00 p.m. at 1585 Broadway Westside Auditorium, New York, NY 10036. Reservations are required for security access to Morgan Stanley's New York headquarters, and limited seating is available. Please R.S.V.P. to MSSB.NBD.Events@morganstanley.com or (914) 225-8305.
Morgan Stanley Smith Barney, a global leader in wealth management, provides a range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 36 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.
Morgan Stanley Smith Barney and its Financial Advisors do not provide tax or legal advice. Please consult your own tax advisor or attorney for tax and legal advice involving estate planning and personal trusts.
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©2009 Morgan Stanley Smith Barney
Media Relations Contact: Tricia Nestfield, 914.225.6369