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Andrea Sanft

Executive Director, Wealth & Estate Planning Strategist
Morgan Stanley Private Wealth Management
Andrea Sanft is an Executive Director and Wealth & Estate Planning Strategist in Morgan Stanley’s Wealth Management Division. Andrea works with Morgan Stanley’s ultra-high net worth clients and their outside advisors on complex gift, estate and income tax planning matters. She focuses on wealth transfer and business succession planning as well as charitable giving. Prior to joining Morgan Stanley, Andrea was a practicing estate planning attorney at Paul, Weiss, Rifkind, Wharton & Garrison LLP in New York for over 15 years. She received her J.D. from St. John’s University School of Law and an LL.M. in Taxation from Boston University Law School. She is a member of the Executive Committee of the Trusts and Estates Law Section of the New York State Bar Association. She also served a three-year term on the Estate and Gift Taxation Committee of the Association of the Bar of the City of New York. Andrea has lectured and written on various estate planning subjects, including the seminal article titled, “Trusts as Hedge Fund Investors? Accredited Investor and Qualified Purchaser Rules for Trusts and Other Estate Planning Vehicles,” published in the BNA’s Securities Regulation & Law Report and Alternative Investment Law Report. Andrea also coauthored a chapter in “The International Comparative Legal Guide to: Private Client” in each of 2012, 2013 and 2014, published by Global Legal Group, which addresses various tax planning issues for individuals residing in the United States and for those planning to establish US residency. She is Series 7, Series 66 and Series 24 licensed.

SESSIONS

Best Practices and Pitfalls for Trust Structuring and Trustee Selection Speaker

Concurrent Workshop #2: An evaluation of the various trustee and trust structure options can significantly impact the effectiveness and efficiency of your trust.  We will interview two experts, a trust specialist and an estate attorney, from Morgan Stanley’s Family Office Resources group, to talk through issues, such as when and whether to have a corporate versus individual trustee, best practices in selecting an individual trustee, and pitfalls for both the family and the trustee to avoid.