Charitable Giving

Law Offices of Richard A. Sarner, LLC ● Stamford, Connecticut ● New York City ● Charitable Gift Planning Attorney

Charitable giving offers an individual the opportunity to direct how his or her “social capital”—that portion of one’s estate that would be otherwise distributed through our tax system—can be directed. Without a charitable giving component to an estate plan, the government will determine how the social capital is distributed. By working carefully with our clients, the Law Offices of Richard A. Sarner, LLC, can meet a number of their needs, including making sure that a beloved charity receives much-needed funds, involving their beneficiaries in that charity, and creating an income stream for their beneficiaries through a charitable remainder trust (CRT).

Charitable gift planning can include creating family foundations, donating directly to the charity, or using a charitable trust. We also work with nonprofit organizations, schools and foundations, putting in place charitable legacies by designing Planned Giving solutions, which benefit the family and the charity to the fullest extent.

Comprehensive Stamford Estate Planning Services

At the Law Offices of Richard A. Sarner, LLC, we work to ensure that our client's estate planning reflects their core values. Because we are a small firm, we can offer individual solutions and personal service. At the same time, because we are members of WealthCounsel, LLC, and the Wealth Strategies Collaborative®, we have the extensive resources of a much larger firm. Our main areas of estate planning practice include wealth transfer, asset protection planning, insurance planning, and more.

Our attorneys, Richard A. Sarner, and Susan F. Rothwell  have over thirty-five years of combined experience in estate planning. The firm has attained the prestigious Martindale-Hubbell® AV rating* and is listed in the Martindale-Hubbell® Bar Register of Preeminent Lawyers™ In addition, Mr. Sarner has co-authored 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 lectures on a number of estate planning topics.

Contact a Stamford Charitable Gift Planning Lawyer

If you are interested in making charitable giving part of your estate plan, contact the experienced estate planning attorney at Law Offices of Richard A. Sarner in Stamford, Connecticut.

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.

Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and the judiciary. Martindale-Hubbell ratings fall into two categories - legal ability and general ethical standards.