Law Offices of Richard A. Sarner, LLC ● Stamford, CT ● New York City ● Wealth Transfer Planning Lawyer

At the Stamford, Connecticut, Law Offices of Richard A. Sarner, LLC, we offer our clients flexible, individual solutions to all of their estate planning needs. Whether you want to make sure your grandchildren are provided for by your estate, plan for a "special needs" child or adult, plan for the succession of your business or draft wills and trusts, we will work closely with you to design a plan that meets your needs. We regularly consult tax experts, accountants and financial planners in developing estate plans that help our clients do more with the money they've worked hard to earn and save. For more information about our practice and how we can help you, contact estate planning attorneys at the Law Offices of Richard A. Sarner today.

Estate Administration, Healthcare, Retirement and Charitable Giving

The Law Offices of Richard A. Sarner assists clients with the following issues:

Wealth Transfer: We use a number of different devices -including family limited liability partnerships (LLP), trusts and foundations - to ensure your wealth is transferred to whom you want at a schedule that you determine.

Business Succession Planning: We can help your small business or family business create a succession plan to avoid dissolution and disputes.

Asset Protection Planning: The Law Offices of Richard A. Sarner, LLC, helps business persons and doctors protect personal assets from liability through various sophisticated techniques.

Insurance Planning: Insurance can be a very effective way to leverage current assets and is essential to any estate plan.

Retirement Planning: At the Law Offices of Richard A. Sarner, LLC, we work closely with financial advisors to help our clients maximize and preserve their wealth.

Trusts for Minors and Children: Our attorneys help clients establish special needs trusts, irrevocable trusts and family trusts for children and minors.

Retirement Trusts: We evaluate our clients' financial situation and current estate plans to create trusts that compliment their retirement benefits and investment portfolios.

Trusts for Non-Citizen Spouses: If you have a non-citizen spouse, you cannot take advantage of the marital deduction that exempts the transfer of property from taxation. However, if you create a qualified domestic trust, you can exempt property left to your spouse upon your death.

Generation-Skipping Trusts: You can transfer and exempt up to $2 million in funds for grandchildren or great grandchildren through a generation-skipping trust.

Estate and Trust Administration: With proper planning, we can make sure that your estate and trusts are administered and the funds are distributed as you have decided, not the courts.

Charitable Giving: We offer a number of solutions to ensure your favorite charities receive the portion of your estate that you designate in the most tax-efficient manner.

Probate: We can handle probate efficiently and we are experienced in probate litigation, including will contests.

Living Trusts: We can work with you to establish a living trust to allow private wealth distribution and to avoid probate in multiple states.

Attorney Richard A. Sarner has over twenty-five years of legal experience. Susan F. Rothwell has practiced estate planning law for almost fifteen years. The firm is listed in the Martindale-Hubbell® Bar Register of Preeminent Lawyers,^TM reserved for AV-rated* attorneys. Both attorneys have written and lectured widely on estate planning topics. As members of WealthCounsel, LLC, and the Wealth Strategies Collaborative®, they are able to access sophisticated planning resources - techniques, tools and other professionals - that allow them to provide their clients with superior service.

Contact a Stamford, Connecticut, Wealth Transfer Planning Lawyer

If you need sophisticated and experienced estate planning counsel, contact our wills and trusts lawyers at the Law Offices of Richard A. Sarner, LLC today.

The Law Offices of Richard A. Sarner • www.SarnerLaw.com

The Law Offices of Richard A. Sarner, LLC, proudly serves clients in Fairfield and Westchester counties - including the Connecticut communities of Stamford, Bridgeport, Fairfield, Norwalk, Danbury, New Haven, Westport, Wilton, Ridgefield, Greenwich, New Canaan and Darien, and the New York City boroughs of Manhattan, Brooklyn, Queens, and the Bronx and the Westchester County communities of White Plains, Bedford, Pound Ridge, Scarsdale and Nassau County and Suffolk County on Long Island.

*CV, BV, and AV are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards, and policies.