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:
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Merryll McElwain, Financial Advisor, Morgan Stanley Smith Barney
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Jonathan Wershow, Attorney, Wershow & Cole, LLP
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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 (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 600 offices in 36 countries. For further
information about Morgan Stanley, please visit www.morganstanley.com.
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.
Morgan Stanley Smith Barney
Media Relations
Christy Pollak,
914-225-6827
