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

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 The Principal Funds, it will host a private reception and investment symposium on wealth planning for domestic partners on Thursday, May 27, 2010 at the Luxe Hotel Sunset Boulevard.

"We're pleased to facilitate this discussion with GLAAD and the Williams Institute, said Robert Perry, Managing Director, Los Angeles Metro Regional Director, Morgan Stanley Smith Barney.  "This event provides a forum for us to highlight our wealth planning expertise with a targeted focus on the individual needs of the LGBT community."

The event will feature findings of two new studies compiled by the Williams Institute on the challenges faced by Lesbian Gay Bisexual Transgender (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.

Featuring:

  • Alan Wolberg, Executive Director, Wealth Advisory Resources, Planning Director - Soundview Region, Morgan Stanley Smith Barney
  • Michael D. Steinberger, the Williams Institute Public Policy Fellow
  • Naomi Goldberg, the Williams Institute - Peter J. Cooper Public Policy Fellow

Jonathan Sandville, GLAAD's Chief Development Officer 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 Thursday, May 27, 2010 at 5:30 p.m. at the Luxe Hotel Sunset Boulevard, 11461 Sunset Boulevard Los Angeles, CA 90049.  Reservations are required for security access and limited seating is available.  Please R.S.V.P. to Leslie.Quintanilla@mssb.com or (310) 285-4885, Sassan.Sassani@mssb.com or (310) 285-4825.

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Media Relations Contact: Tricia Nestfield, 914.225.6369, Tricia.Nestfield@mssb.com