Breakfast Meeting-Wealth Planning For LGBT Couples
Wealth Planning for LGBT Couples was created to provide an up to date view of both the legislative environment and the planning concerns that revolve around being in an LGBT relationship, whether married, domestic partnership, civil union or living together. Areas to be discussed include:
Current Legislative Environment and the status of the Federal Defense of Marriage Act (DOMA).
Planning Concerns of LGBT Couples, whether in a state that allows gay marriage or otherwise.
Advanced Planning Strategies that leverage the Federal Estate and Gift Tax Exemptions.
BASED UPON OUR INTERPRETATION OF THE NEW YORK STATE BOARD FOR PUBLIC ACCOUNTANCY REGULATIONS, THIS EVENT WILL QUALIFY FOR ONE (1) CPE CREDIT IN ADVISORY SERVICES. Our New York State CPE Sponsor license number is 000783.
Alan Wolberg is an Executive Director, Planning Director-Soundview Region and Upstate New York for the Wealth Advisory Services Department at Morgan Stanley Smith Barney. Prior to the joint venture of Morgan Stanley and Smith Barney in 2009, Alan was the Director of Wealth Planning Services for the Global Wealth Management Group at Morgan Stanley. Alan provides first class service and strategies to Morgan Stanley Smith Barney Financial Advisors and their top clients. In addition, he meets with ultra high net worth individuals and their families to suggest wealth planning strategies that are customized to meet their specific needs based on what their goals and objectives are. Alan has spoken on various wealth planning topics and strategies at both Morgan Stanley Smith Barney and independently sponsored conferences across the country.
Christopher J. Smith
Vice President, Trust Specialist
Personal Trust Services
Chris is a Vice President and Trust Specialist and supports Morgan Stanley Private Bank, National Association, which houses the trust company for the Firm. Chris's responsibilities include helping Financial Advisors and their clients/prospects understand how the trustee services of the Firm can be utilized for personal trusts that are either in existence or are part of one's estate plan. Chris covers the Morgan Stanley Smith Barney offices in New England and New York State. He has been with the Firm for 18 years. He earned a B.A. degree from St. John Fisher College in Rochester, NY with a major in Communication/Journalism and Psychology.
Charles Day, CIMA®
Senior Investment Management Consultant
Senior Portfolio Management Director
Charles works with a select group of high net worth individuals in the New York area, helping them untangle their finances and make informed decisions with their money. He uses a comprehensive wealth management process to help them simplify complex issues in investment consulting, advance planning, and relationship management issues. Charles graduated from Carleton College with a B.A. in Economics in 1983 and from Brooklyn Law School (where he was Executive Editor of the school’s Journal of International Law), in 1991. He completed his CIMA® coursework at the Wharton School of Business at the University of Pennsylvania in 2006.
Yvette is a private banker in the Southview region, covering 2000 Westchester Ave branch and purchase New York. She has 20 years of experience in the financial services industry. She began as a financial planner for American Express. She then joined The Bank of New York, and as a branch manager, expanded their small-business credit portfolio before her promotion to regional sales manager. Most recently, Yvette worked for Bank of New York Private Bank as a relationship manager and then sales director. Yvette graduated from Pace University in 1988 with a BBA in finance. In 1992, she received her MA in economics from Fordham University. She completed a MA in liberal studies in 1994, received a professional diploma in credit analysis with New York University in 1996 and is currently pursuing her CFP.
This Breakfast Meeting is sponsored in part by a grant from...