Morgan Stanley

Morgan Stanley Smith Barney Hosts Private Reception and Investment Symposium: Wealth Planning for Domestic Partners

May 4, 2010

New York —

Morgan Stanley Smith Barney today announced that in conjunction with the Gay & Lesbian Alliance Against Defamation (GLAAD), the Williams Institute - UCLA School of Law and RS Funds, it will host a private reception and investment symposium on wealth planning for domestic partners on Tuesday, May 11, 2010 at 6:00 p.m.

"We had a tremendously positive response after hosting this event earlier this and last year, so we're pleased to continue this discussion with GLAAD and the Williams Institute.  We value the opportunity to couple our financial planning expertise with the needs of diverse markets, including the LGBT community" said Chad Kasprzak, First Vice President, Regional Business Development Manager, New York City Region, Morgan Stanley Smith Barney.

The event will feature findings of two new studies compiled by the Williams Institute on the challenges faced by LGBT individuals and their partners under current retirement and Federal Estate Tax laws.  The research will address homeownership rates, income and poverty levels and retirement assets.

"The discussion of wealth planning for domestic partners is very important and we are delighted to partner with Morgan Stanley Smith Barney to offer this service," said Brad Sears, Executive Director, the Williams Institute - UCLA School of Law. 

Featured speakers include:

  • Alan Wolberg, Executive Director, Wealth Advisory Resources, Planning Director - Soundview Region, Morgan Stanley Smith Barney
  • Brad Sears, Executive Director, the Williams Institute - UCLA School of Law
  • Naomi Goldberg, the Williams Institute - Peter J. Cooper Public Policy Fellow

Jeff Siminoff, Managing Director & Global Head of Inclusion, Morgan Stanley and Jeffrey DeKorte, Co-Chair, GLAAD's New York Leadership Council will deliver special remarks.

"On behalf of GLAAD, we are pleased to partner again with our long-time friends at Morgan Stanley Smith Barney on this symposium," said GLAAD President Jarrett Barrios.  "Wealth planning is critical to protect ourselves and our families, as well as to inspire and engage future generations in the work that is important to each of us." 

The event will take place on Tuesday, May 11, 2010 at 6:00 p.m. at Morgan Stanley, 399 Park Ave. Auditorium, New York, NY 10022.  Reservations are required for security access and limited seating is available.  Please R.S.V.P. to or (914) 225-8305.

Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide 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.  For further information about

Morgan Stanley Smith Barney, please visit

Morgan Stanley (NYSE: MS) 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 1,300 offices in 42 countries.  For further information about Morgan Stanley, please visit

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.

©2010 Morgan Stanley Smith Barney LLC. Member SIPC.

Media Relations Contact: Tricia Nestfield, 914.225.6369