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Estate & Trust Administration

Stamford Estate & Trust Administration Lawyer

Trust and Estate Administration Lawyer Serving Connecticut and New York

I am Richard A. Sarner of Zeldes, Needle & Cooper, P.C., and I put clients’ needs first when 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, I will make sure my clients’ wishes are fulfilled and the estate and trusts will be properly administrated.

I realize the importance of transparency and responsible financial management. Working with accountants and financial experts as needed, I seek to preserve stability rather than pursue investment strategies that may jeopardize a trust. My office prepares annual reports and tax returns for trusts, working with beneficiaries when necessary.

If you are interested in establishing a trust and want more information about estate trust administration services, contact me, lawyer Richard A. Sarner, today.

Estate Trust Administration – Providing Peace of Mind

In addition to my own services, I also use paralegals and a fiduciary accountant to assist in probate and trust administration. All are experienced in New York and Connecticut probate statutes. Staff members and I 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. I have extensive experience in setting up and administering trusts of all types, including revocable and irrevocable trusts, including:

Comprehensive Estate Planning and Administration Services

I tailor each client’s estate plan to his or her expressed wishes. Whether they are concerned with asset management or making sure their favorite charity receives an endowment, I will work with my client to make sure his or her needs are met. I offer personal service. Because I am a member of Wealth Counsel, Esq, and Wealth Strategies Collaborative®, I can also offer my clients the resources of a much larger firm. My estate planning practice includes insurance planning, charitable giving advice, wealth transfer and more.

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, I have 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 have lectured widely on estate planning topics.

Contact an Experienced Stamford Estate Administration Lawyer

If you are need an experienced estate planning and trust administration attorney, contact me, Richard A. Sarner, in Stamford, Connecticut. Also serving Greenwich, CT.

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Office Locations
  • Stamford Office
    One Stamford Plaza
    263 Tresser Boulevard, 14th Floor
    Stamford, Connecticut 06901
    Phone: 833-332-8670
    Fax: 203-547-6800
  • New York Office
    One Grand Central Place
    60 East 42nd Street, Suite 4600
    New York, New York 10022
    Phone: 833-332-8670
    Fax: 203-547-6800
  • Bridgeport Office
    1000 Lafayette Boulevard
    7th Floor
    Bridgeport, Connecticut 06604
    Phone: 203-333-9441
    Fax: 203-333-1489
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