Morgan Stanley

Morgan Stanley Smith Barney Hosts "Wealth Planning for Same-Sex Couples"

Jun 17, 2009

New York —

Morgan Stanley Smith Barney announced today that in honor of Lesbian, Gay, Bisexual and Transgender (LGBT) Pride month, the Firm's U.S. Wealth Management office in Beverly Hills will host several professionals in estate planning and legal relationship recognition to discuss wealth planning for same-sex couples.

The event will feature a discussion on the importance of both finance and estate planning for LGBT couples, and how to prepare for events like retirement and wealth transfer.  The presentation will also address the differences in relationship recognition such as domestic partnerships and civil unions, and some of the questions left unanswered by recent court decisions in California.

Featured speakers include:

  • Merryll McElwain, Financial Advisor, Morgan Stanley Smith Barney
  • Jonathan Wershow, Attorney, Wershow & Cole, LLP
  • David C. Codell, Attorney, Law Office of David C. Codell

The event will take place on Wednesday, June 24, 2009 at 5:30 p.m. at 335 N. Maple Drive, Beverly Hills, CA.  Reservations are required for security access to the Morgan Stanley Smith Barney office, and limited seating is available.  Please R.S.V.P. to Leslie Quintanilla at (310) 285-4885 or Sassan Sassani at (310) 285-4825.

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.

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 600 offices in 36 countries.  For further information about Morgan Stanley, please visit

The guest speakers are neither employees of nor affiliated with Morgan Stanley Smith Barney.  Opinions expressed by the guest speakers are solely their own and do not necessarily reflect those of Morgan Stanley Smith Barney.

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.

©2009 Morgan Stanley Smith Barney. Investments and services offered through Morgan Stanley Smith Barney LLC, member SIPC.

Media Relations Contact: Christy Pollak, 914.225.6827