Richard A Sarner Stamford, Connecticut
| phone | 203-967-8899 |
| fax | 203-967-8886 |
| Email Me | |
The Law Offices of Richard A. Sarner practice in the areas of Estate Planning, Charitable Gift Planning, Wealth Preservation Strategies, Family Wealth Transfer, Retirement Planning and Real Estate law. With offices in New York and Stamford, Connecticut, Rick speaks frequently on estate planning topics to financial planners and insurance advisors.
He received his B.A. from Dartmouth College and his Juris Doctor from Hofstra University School of Law. He practiced with several large New York law firms prior to entering private practice in 1991 and being invited to join the National Network of Estate Planning Attorneys, a member organization which provides educational materials to attorneys and educational materials and training to accountants, trust companies and financial planners.
Rick is a contributing author to the books Giving: Philanthropy for Everyone (Quantum Press 2002), and Love, Money, Control: Reinventing Estate Planning - Practical Answers from America's Foremost Estate Planning Advisors (Quantum Press 2004) and edited by nationally-recognized authors Robert A. Esperti and Renno L. Peterson.
He is active in the American Bar Association (Real Property, Probate and Trust Law Section), the Connecticut Bar Association (Section of Estates and Probate) and the New York State Bar Association (Trusts and Estates Law Section). He is a member of WealthCounsel LLC and the Wealth Strategies Collaborative, a nationwide alliance of attorneys and financial planners, who collectively combine their expertise, designing asset protection and wealth preservation plans.
Rick has received the highest professional rating (AV) from Martindale-Hubbell, and is listed in the Martindale-Hubbell Bar Register of Preeminent Lawyers, Who's Who in American Law and Who's Who in America. He has served on numerous nonprofit boards and professional advisory committees. He resides in Stamford with his wife and two children.
- Areas of Practice:
- Estate Planning
- Tax Planning
- Trust Administration
- Business Planning
- Real Estate
- Wealth Preservation
- Family Wealth Transfer
- Retirement Planning
- Wills
- Probate
- Bar Admissions:
- New York, 1982
- Connecticut, 1990
- U.S. District Court District of Connecticut, 1991
- U.S. District Court Southern District of New York, 1982
- U.S. District Court Eastern District of New York, 1982
- U.S. District Court Northern District of New York, 1989
- U.S. Court of Appeals 2nd Circuit, 1985
- U.S. Supreme Court, 1991
- U.S. Tax Court, 1997
- Education:
- Hofstra University School of Law, Hempstead, New York,
1980
J.D. - Dartmouth College, Hanover, New Hampshire,
1977
A.B.
- Published Works:
- Love, Money, Control: Reinventing Estate Planning, Quantum Press, 2003
- Giving: Philanthropy for Everyone (Contributing Author), Quantum Press, 2002
- Honors and Awards:
- Highest professional rating (AV) from Martindale-Hubbell, listed in the Martindale-Hubbell Bar Register of Preeminent
- Top Estate Planning Lawyers 2011, Greenwich Magazine, Stamford Magazine, New Canaan Darien & Rowayton Magazine, Westport Fairfield Weston Wilton Magazine
- Avvo Rating: Superb
- FIVE STAR Wealth Manager Award, Westchester Magazine, 2010
- AVENUE'S 2011 Legal Elite - Top Estate Attorneys, Avenue Magazine, 2010
- AVENUE'S 2011 Legal Elite - Top Tax Attorneys, Avenue Magazine, 2010
- AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell, 2004
- Bar Register of Preeminent Lawyers, Martindale-Hubbell, 2004
- Who's Who in America - Marquis, 1998
- Who's Who in American Law - Marquis, 1990
- Who's Who in the World - Marquis
- Who's Who in Finance and Industry - Marquis
- Professional Associations and Memberships:
- American Bar Association, 1982 - Present
- Connecticut Bar Association, Estates and Probate Section, 1997 - Present
- New York State Bar Association, Trusts and Estates Law Section, 1982 - Present
- The Association of the Bar of the CIty of New York
- Member
- Fairfield County Bar Association, 1991 - Present
- Co-chair, Probate and Estates Committee
- National Network of Estate Planning Attorneys, 1997 - 2002
- Charter Member
- Dartmouth Lawyers Association, 1982 - Present
- Member
- WealthCounsel, 2002 - Present
- Pro Bono Activities:
- Former Board Member, Stamford Museum and Nature Center
- Former Board Member, King Low-Heywood Thomas School
- Former Class Agent, Dartmouth College Class of 1977
- Former Secretary/Counsel: JCEF (Executive Committee)








