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Insurance Planning

Life Insurance Estate Planning Lawyer Norwalk CT

Life Insurance Estate Planning Lawyer Serving Connecticut and New York

I am Richard A. Sarner of Zeldes, Needle & Cooper, P.C., and I know that one of the most effective estate planning tools is insurance. The effective use of life insurance can be a good way to leverage current assets and protect against risk. The careful application of insurance can ensure that a trust is fully funded or allow for the seamless succession of your small business.

Allowing for the periodic payments of insurance premiums can be the difference between creating a trust that would have sufficient assets to do what it is designed to do, and one under-funded. Other estate planning applications of life insurance include:

  • planning for payment of estate taxes
  • succession planning for family or closely held businesses
  • replacing family wealth—when funds have been diverted for charitable causes, life insurance policies can fund wealth replacement trusts

Richard A. Sarner ● Experienced Estate Planning Lawyer

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).

I can tailor estate plans to each client’s specific needs. I have access to cutting edge techniques, sophisticated software, and the best minds in the field through my membership in WealthCounsel, Esq, and Wealth Strategies Collaborative®. My estate planning practice includes asset protection planning, probate, living trusts, and more.

Contact a Stamford Long-Term Care Insurance Planning Attorney

If you want to learn more about leveraging your current assets through insurance planning, contact me, an experienced estate planning attorney in Stamford, Connecticut, or New York City.

Richard A. Sarner ●

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Office Locations
  • Stamford Office
    One Canterbury Green
    201 Broad Street, Suite 620
    Stamford, Connecticut 06901
    Phone: 203-332-5761
    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
Martindale-Hubbell® - AV Preeminent