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263 Tresser Blvd, 14th Floor, Stamford, Connecticut 06901
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Experienced Lawyer Counselling on Wealth Transfers in Stamford, Connecticut

Experienced Estate Planning, Trust and Gifting Law Firm
Serving Connecticut and New York

Wealth transfer and estate planning is much more than drafting wills and trusts. We 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, Richard A. Sarner, Esq., will work with you to determine which vehicles are right for you.

Our Estate Planning, Trust Creation, and Wealth Transfer Strategies

At the Richard A. Sarner, Esq., we employ different methods, depending on the size of the estate, tax planning, and most important, the specific needs of our 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, we offer solutions to help you protect the individual beneficiaries from personal liability. We have a large number of wealth transfer tools at our disposal, including:

  • Family Limited Partnerships (FLP) and Family Limited Liability Companies (FLLC)
  • Charitable Lead Trusts (CLUTs, CLATs)
  • Grantor Retained Annuity Trusts (GRATs)
  • Charitable Remainder Trusts (CRATs, CRUTs and NIMCRUTS)
  • Family Foundations
  • Special Needs Trusts and Supplemental Needs Trusts
  • Life Insurance Trusts (ILITs)
  • QTIP Trusts
  • Generation Skipping Trusts
  • Trusts for Non-Citizen Spouses
  • Retirement Trusts
  • Trusts for Minors and Children

Because our firm is part of WealthCounsel, Esq, and the Wealth Strategies Collaborative®, we can offer extensive resources and sophisticated planning techniques to our clients. In addition to our wealth transfer services, we can assist you with all your estate planning needs, including business succession planning, asset protection planning, insurance planning, and more.

Contact an Experienced Wealth Transfer Lawyer

Attorney Richard A. Sarner has more than 25 years of legal experience. The firm is listed in the prestigious Martindale-Hubbell® Bar Register of Preeminent Lawyers™ a resource reserved for lawyers with their highest professional rating—AV.* Mr. Sarner has 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 the Richard A. Sarner, Esq.

Richard A. Sarner, Esq. ● www.SarnerLaw.com