Wealth Transfer

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

Wealth transfer and estate planning is much more than drafting wills and trusts. We can design wealth transfer strategies to meet your individual needs. Whether you want to transfer your wealth while you are still living, minimize taxes, or make sure those you designate as the beneficiaries—charities, children, or grandchildren—get as much of your wealth as possible, the Law Offices of Richard A. Sarner, LLC, will work with you to determine which vehicles are right for you.

Sophisticated Estate Planning, Trust Creation, and Wealth Transfer Strategies

At the Law Offices of Richard A. Sarner, LLC, we employ different methods depending on the size of the estate, tax planning, and, most importantly, the specific needs of our clients. For instance, if you have a business that you would like to keep in the family, but are concerned about passing on possible environmental liability, we offer solutions to help you protect the individual beneficiaries from personal liability. We have a large number of wealth transfer tools at our disposal, including:

• Family Limited Partnerships (FLP) and Family Limited Liability Companies (FLLC)
• Charitable Lead Trusts (CLUTs, CLATs)
• Grantor Retained Annuity Trusts (GRATs)
• Charitable Remainder Trusts (CRATs, CRUTs and NIMCRUTS)
• Family Foundations
• Special Needs Trusts and Supplemental Needs Trusts
• Life Insurance Trusts (ILITs)
• QTIP Trusts
• Generation Skipping Trusts
• Trusts for Non-Citizen Spouses
• Retirement Trusts
• Trusts for Minors and Children

Because our firm is part of WealthCounsel, LLC, and the Wealth Strategies Collaborative®, we are able to offer extensive resources and sophisticated planning techniques to our clients. In addition to our wealth transfer services, we can assist you with all your estate planning needs, including business succession planning, asset protection planning, insurance planning, and more.

Experienced Stamford, Connecticut, Wealth Transfer Lawyers

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 prestigious Martindale-Hubbell® Bar Register of Preeminent Lawyers™ a resource reserved for lawyers with their highest professional rating—AV.* Mr. Sarner has co-authored “ 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) as well as lectured widely on estate planning.

If you need an attorney experienced with sophisticated wealth transfer techniques, contact the Law Offices of Richard A. Sarner, LLC.

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.