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Glenn Kurlander

Managing Director, Head of Family Governance and Wealth Education, Morgan Stanley

Glenn Kurlander is a managing director, Head of Family Governance and Wealth Education at Morgan Stanley.

 

Glenn’s Recent activity

Surveillance
The Power of Why
Dec 17, 2019
Mission statements can play a critical role in a family’s success.
GRAT 'n' Gift
Oct 01, 2004
A wealth planning professional would have had to be living on Mars not to know that Internal Revenue Code Section 7520 rates dipped to historic lows in the summer of 20032 and stayed low through 2004. How low did the...
The Shrinking Trustee
Jun 01, 2004
The historic origins of trusts stretch back a thousand years.2 Yet the role of the trustee particularly the corporate trustee seems to have changed more in the past two decades than in all its prior history. And many...
The Great GRAT Bailout
Oct 01, 2003
We say that a grantor retained annuity trust that outperforms the Internal Revenue Code Section 7520 rate will succeed; in other words, it will transfer property in a tax-efficient manner. Conversely, we say that a...