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263 Tresser Blvd, 14th Floor, Stamford, Connecticut 06901
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Stamford Living Trust Attorney

Experienced Law Firm 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.

At the Richard A. Sarner, Esq., we can tailor a living trust to meet your family’s unique needs. Contact us today to schedule an appointment at our 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.

We 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; we are also experienced in probate litigation.

An Experienced Estate Planning Attorney Serving Greenwich and Stamford

Attorney Richard A. Sarner has more than 25 years of legal experience, is AV Peer Review Rated* through Martindale-Hubbell, and is listed in Martindale-Hubbell’s Bar Register of Preeminent Lawyers.™ He lectures widely on estate planning and is 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)

Although we are a small law firm, we have access to resources of a much larger firm through our association with WealthCounsel, and the Wealth Strategies Collaborative®. Our affiliations with these organizations help us provide results-oriented service in a variety of estate planning areas. To discuss a living trust with an experienced estate planning lawyer, contact us and make an appointment.