Morgan Stanley Smith Barney Hosts Wealth Planning Seminars For Lgbt Couples

<p><location value="LU/us.ny.nyc" idsrc="xmltag.org">NEW YORK</location>--(BUSINESS WIRE)-- <org value="ACORN:2124153825" idsrc="xmltag.org">Morgan Stanley Smith Barney</org> today announced that it will host a series of private receptions and investment symposiums during the month of October in <location value="LU/us.ny.atlnta" idsrc="xmltag.org">Atlanta, New York</location> City and <location value="LU/us.ca.menark" idsrc="xmltag.org">Menlo Park, CA</location> 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 <org value="ACORN:2124153825" idsrc="xmltag.org">Morgan Stanley Smith Barney</org> across the country. </p><p> The seminars are being offered in collaboration with the <org>Williams Institute</org>, 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. </p><p> “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 <person>Sandra Richards</person>, Vice President, Business Development Officer, Diverse and Multicultural Markets, <org value="ACORN:2124153825" idsrc="xmltag.org">Morgan Stanley Smith Barney</org>. </p><p> The seminars will feature <person>Alan Wolberg</person>, Executive Director, Wealth Advisory Resources, <org value="ACORN:2124153825" idsrc="xmltag.org">Morgan Stanley Smith Barney</org>, and will present findings of studies compiled by the <org>Williams Institute</org> 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 <org>Financial Advisors</org> and their clients. </p><p> The schedule is as follows: </p><ul><li class="bwlistitemmargb"><span class="bwuline"><b><chron>Tuesday, October 11</chron>, <chron>6:30 p.m.</chron></b></span><br /><location>Loews Hotel</location> – <location>1065 Peachtree Street NE</location>, <location value="LU/us.ga.atlnta" idsrc="xmltag.org">Atlanta, GA</location></li><li class="bwlistitemmargb"><span class="bwuline"><b><chron>Thursday, October 13</chron>, <chron>6:00 p.m.</chron></b></span><br />Morgan Stanley World Headquarters – <location>1585 Broadway</location>, 41^st Fl. Auditorium, <location value="LU/us.ny.nyc" idsrc="xmltag.org">New York, NY</location></li><li class="bwlistitemmargb"><span class="bwuline"><b><chron>Thursday, October 20</chron>, <chron>6:00 p.m.</chron></b></span><br />Rosewood Sand Hill in <location value="LU/us.ca.menark" idsrc="xmltag.org">Menlo Park</location> – <location>2825 Sand Hill Road</location>, <location value="LU/us.ca.menark" idsrc="xmltag.org">Menlo Park, CA</location></li></ul><p> For RSVP information please email: <a href="mailto:MSSB.NBD.Events@mssb.com">MSSB.NBD.Events@mssb.com</a></p><p><org value="ACORN:2124153825" idsrc="xmltag.org">Morgan Stanley Smith Barney</org>, 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 <org value="ACORN:2124153825" idsrc="xmltag.org">Morgan Stanley Smith Barney</org>, please visit <a href="http://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.morganstanleysmithbarney.com&esheet=50016487&lan=en-US&anchor=www.morganstanleysmithbarney.com&index=1&md5=3bccae4660f58d33b0521669bd6b6aa8">www.morganstanleysmithbarney.com</a>. </p><p><org value="NYSE:MS" idsrc="xmltag.org">Morgan Stanley</org> 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 <org value="NYSE:MS" idsrc="xmltag.org">Morgan Stanley</org>, please visit <a href="http://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.morganstanley.com&esheet=50016487&lan=en-US&anchor=www.morganstanley.com&index=2&md5=14ccbc41f1eaac8e141ef186e154c078">www.morganstanley.com</a></p><p><i><org value="ACORN:2124153825" idsrc="xmltag.org">Morgan Stanley Smith Barney LLC</org>, its affiliates and <org>Morgan Stanley Smith Barney Financial Advisors</org> do not provide tax or legal advice.</i><i>This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer.</i><i>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.</i></p><p><i>©2011 <org value="ACORN:2124153825" idsrc="xmltag.org">Morgan Stanley Smith Barney LLC</org>. Member <org>SIPC</org></i></p><p><img alt="" src="http://cts.businesswire.com/ct/CT?id=bwnews&sty=20111004005424r1&sid=acqr4&distro=nx" /><span class="bwct31415" /></p><p><org value="ACORN:2124153825" idsrc="xmltag.org">Morgan Stanley Smith Barney</org><br />Media Relations<br /><person>Tricia Nestfield</person>, 914-225-6369<br /><a href="mailto:Tricia.Nestfield@mssb.com">Tricia.Nestfield@mssb.com</a></p><p>Source: <org value="ACORN:2124153825" idsrc="xmltag.org">Morgan Stanley Smith Barney LLC</org></p>