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Wealth Transfer

Experienced Lawyer Counseling on Wealth Transfers in Stamford, Connecticut

Experienced Estate Planning, Trust and Gifting Lawyer
Serving Connecticut and New York

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.

Estate Planning, Trust Creation, and Wealth Transfer Strategies

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:

  • 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 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.

Contact an Experienced Wealth Transfer Lawyer

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.

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