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Living Trusts

Stamford Living Trust Attorney

Experienced Lawyer Ready to Help You with Living Trusts – Serving Clients in Connecticut and New York

Probate can be quite costly and protracted. Because the probate process is a matter of public record, it can also bring unwanted attention to a family’s finances. On the other hand, because a fully funded living trust is not subject to probate, it can transfer your assets privately and seamlessly to your beneficiaries.

I am Richard A. Sarner of Zeldes, Needle & Cooper, P.C., and I can tailor a living trust to meet your family’s unique needs. Contact me today to schedule an appointment at my offices in Stamford, Connecticut, or New York City.

The Benefits of Living Trusts

Living trusts have both financial and practical advantages. A comprehensive estate plan using a will and coordinated documents can minimize the costs of probate but will not prevent it altogether.

These are revocable trusts that transfer your assets out of your individual name before your death, so they are no longer subject to probate. As a result, living trusts can be a valuable way to distribute the funds privately to your beneficiaries while managing title to your assets and avoid probates in multiple states where you may own property. Living trusts can also provide for the seamless control of assets through a disability by providing a succession of trustees who have the authority to manage trust assets.

I can work with you to develop an effective living trust that can substantially reduce or eliminate the cost and hassle of probate for your beneficiaries. Should the need arise to contest a living trust, its succession, or its administration, I am also experienced in probate litigation.

An Experienced Estate Planning Attorney Serving Greenwich and Stamford

I have more than 25 years of legal experience, am AV Peer Review Rated* through Martindale-Hubbell, and am listed in Martindale-Hubbell’s Bar Register of Preeminent Lawyers.™ I lecture widely on estate planning and am the co-author of two books on estate planning topics:

  • “Giving: Philanthropy for Everyone” (Quantum Press, 2002)
  • “Love, Money, Control: Reinventing Estate Planning: Practical Answers from America’s Foremost Estate Planning Advisors” (Quantum Press, 2004)

I also have access to resources of a much larger firm through my association with WealthCounsel, and the Wealth Strategies Collaborative®. My affiliations with these organizations help me provide results-oriented service in a variety of estate planning areas. To discuss a living trust with an experienced estate planning lawyer, contact me and make an appointment.

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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