Wealth transfer and estate planning is much more than drafting wills and trusts. I am Richard A. Sarner of Zeldes, Needle & Cooper, P.C., and I can design wealth transfer strategies to meet your individual needs. Whether you want to transfer your wealth while you are still living, minimize taxes, or make sure those you designate as the beneficiaries—charities, children, or grandchildren—get as much of your wealth as possible, I will work with you to determine which vehicles are right for you.
I employ different methods, depending on the size of the estate, tax planning, and most important, the specific needs of clients. For instance, if you have a business that you want to keep in the family, but are concerned about passing on possible environmental liability, I offer solutions to help you protect the individual beneficiaries from personal liability. I have a large number of wealth transfer tools at my disposal, including:
Because I am part of WealthCounsel, Esq, and the Wealth Strategies Collaborative®, I can offer extensive resources and sophisticated planning techniques to my clients. In addition to my wealth transfer services, I can assist you with all your estate planning needs, including business succession planning, asset protection planning, insurance planning, and more.
I have more than 25 years of legal experience. I am listed in the prestigious Martindale-Hubbell® Bar Register of Preeminent Lawyers™ a resource reserved for lawyers with their highest professional rating—AV.* I have co-authored “ 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) as well as lectured widely on estate planning.
If you need an attorney experienced with sophisticated wealth transfer techniques, contact me.