Morgan Stanley

Morgan Stanley Smith Barney Hosts Wealth Planning Seminars for LGBT Couples

Oct 4, 2011

New York —


Morgan Stanley Smith Barney today announced that it will host a series of private receptions and investment symposiums during the month of October in Atlanta,  New York City and Menlo Park, CA on wealth planning for Lesbian, Gay, Bisexual and Transgender (LGBT) couples and domestic partners.  The events are part of an ongoing series of wealth-planning programs offered by Morgan Stanley Smith Barney across the country.

The seminars are being offered in collaboration with the Williams Institute, a national think tank at UCLA Law that advances sexual orientation law and public policy through rigorous, independent research and scholarship, and disseminates it to judges, legislators, policymakers, media and the public.

“With marriage laws rapidly changing around the country, it’s imperative, now more than ever, for LGBT couples to educate themselves about the unique wealth planning issues they may face, and understand the range of resources available to assist them,” said Sandra Richards, Vice President, Business Development Officer, Diverse and Multicultural Markets, Morgan Stanley Smith Barney.

The seminars will feature Alan Wolberg, Executive Director, Wealth Advisory Resources, Morgan Stanley Smith Barney, and will present findings of studies compiled by the Williams Institute on the challenges faced by LGBT individuals and their partners under current retirement and Federal Estate Tax laws.  They are designed to provide helpful guidance, a proven approach to wealth planning, and a range of techniques and solutions designed to help grow and protect wealth  over lifetimes and beyond.  The presentation will also be available via podcast for use by Financial Advisors and their clients.

The schedule is as follows:

  • Tuesday, October 11, 6:30 p.m.


    Loews Hotel – 1065 Peachtree Street NE, Atlanta, GA


  • Thursday, October 13, 6:00 p.m.   


    Morgan Stanley World Headquarters – 1585 Broadway, 41st Fl. Auditorium, New York, NY


  • Thursday, October 20, 6:00 p.m.    


    Rosewood Sand Hill in Menlo Park – 2825 Sand Hill Road, Menlo Park, CA

For RSVP information please email:

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Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney Financial Advisors do not provide tax or legal advice.  This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer.  Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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