Paul Stam is an Executive Director and Trusts and Estates Strategist in Morgan Stanley’s Private Wealth Management department, providing customized planning strategies to high-net-worth individuals and families. Stam’s services feature advanced estate planning techniques, cash flow analysis, executive compensation planning, risk management analysis, and retirement, business succession, charitable and income tax planning. Prior to joining Morgan Stanley in June 2005, Stam was an SVP at The Private Bank at Bank of America, and before that, he practiced law for over a decade, most recently as a Partner in the regional law firm of Kring & Brown, LLP. Stam received his undergraduate degree in English from the University of California, Irvine; his Juris Doctor cum laude from Western State University College of Law, where he was Executive Editor of Western State’s Law Review; his Master of Laws in Taxation with honors from Golden Gate University; and his Master of Science in Financial Planning from the College of Financial Planning.