SANTA BARBARA A Morgan Stanley executive will speak at the Sept. 10 lunch meeting of the Santa Barbara Council of Charitable Gift Planners.
Paul N. Stam, executive director and trusts and estates strategist for Morgan Stanley’s private wealth department in San Francisco, will talk at the meeting set for noon to 1:30 p.m. at Harry’s Plaza Café, 3313 State St.
Mr. Stam provides customized planning strategies to high net-worth individuals and families. His services include advanced estate planning techniques, cash flow analysis, executive compensation planning, risk management analysis, retirement, business succession, and tax planning.
At the Sept. 10 meeting, he will share how charitable remainder trusts, charitable lead trusts, charitable gift annuities, and other planned giving techniques work.
Tickets are $35 for CGP members and $45 for nonmembers. Online reservations are required at https://sbgiftplanners.org/events.
For more information, contact Chapter President Rochelle Rose at email@example.com.