When you have worked hard to build your wealth across a lifetime, you do not want to see it drained away by a lawsuit, taxes, or medical expenses. I am Richard A. Sarner of Zeldes, Needle & Cooper, P.C. in Stamford, and I tailor asset protection plans to each high net worth clients. I understand that one size does not fit all. A doctor, for instance may wish to insulate his or her personal assets from future malpractice liability, while business clients and high net worth individuals may wish to structure their plans so as to remove them from the reach of future creditors or by investing in assets that are exempt from creditors.
I employ a number of different tools in designing your personalized asset protection trust and plan:
With more than 25 years of experience in estate planning, I have attained the prestigious Martindale-Hubbell® AV rating* and am 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).
I offer estate planning services personally suited to each client. Because I am part of WealthCounsel, Esq, and the Wealth Strategies Collaborative®, I can offer the resources of a much larger firm, while maintaining the flexibility and intimacy of a small one. My practice is devoted mainly to estate planning, including such practice areas as wealth transfer, insurance planning, charitable giving, and more.
If you are concerned about your hard-earned wealth being vulnerable to creditors and lawsuits, contact me, experienced asset protection planning attorney Richard A. Sarner.