Estates Trust Administration

Law Offices of Richard A. Sarner, LLC ● Stamford, Connecticut ● New York City ● Estate Administration Lawyer

At the Law Offices of Richard A. Sarner, LLC, we put our client's needs first when we are asked to administer an estate or trust. Complex estates and trusts demand attorneys with experience and attention to detail to administer them. With tax concerns, accounting issues and the proper distribution of the estate's assets at stake, the Law Offices of Richard A. Sarner, LLC will make sure our clients' wishes are fulfilled and the estate and trusts will be properly administrated. We realize the importance of transparency and responsible financial management. Working with accountants and financial experts as needed, we seek to preserve stability rather than pursue investment strategies that may jeopardize a trust. Our office prepares annual reports and tax returns for trusts, working with beneficiaries when necessary.

If you are interested in establishing a trust and would like more information about our estate trust administration services, contact the Law Offices of Richard A. Sarner today.

Estate Trust Administration - Providing Peace of Mind

In addition to our attorneys, we use paralegals and a fiduciary accountant to assist in probate and trust administration. All are experienced in New York and Connecticut probate statutes. We will work with the appropriate financial institutions and the family's accountant to make sure the trust is properly distributed and all state and local taxes paid. We have extensive experience in setting up and administering trusts of all types, including revocable and irrevocable trusts, including:

• GRITs
• GRATs
• GRUTs
• IDITs
• Charitable Trusts
• Generation-Skipping Trusts
• Revocable Trusts
• Irrevocable Trusts
• Complex Trusts

Comprehensive Estate Planning and Administration Services

At the Law Offices of Richard A. Sarner, we tailor each client's estate plan to their expressed wishes. Whether they are concerned with asset management or making sure their favorite charity receives an endowment, we will work with our client to make sure their needs are met. As a small firm, we are able to offer personal service. Because we are a member of WealthCounsel, LLC, and Wealth Strategies Collaborative®, we are able to offer our clients the resources of a much larger firm. Our estate planning practice includes insurance planning, charitable giving advice, wealth transfer 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^TM. 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 has lectured widely on estate planning topics.

Contact an Experienced Stamford Estate Administration Lawyer

If you are need an experienced estate and trust administration attorney, contact the Law Offices of Richard A. Sarner, LLC, 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.