Richard A. Sarner

Top rated Estate Planning & Probate attorney in Stamford, Connecticut

Zeldes, Needle & Cooper, P.C.
Richard A. Sarner
Zeldes, Needle & Cooper, P.C.

Practice Areas: Estate Planning & Probate, Elder Law, Estate & Trust Litigation

Licensed in Connecticut since: 1990

Education: Hofstra University School of Law

Selected to Super Lawyers: 2013

Zeldes, Needle & Cooper, P.C.

201 Broad St
6th Floor
Stamford, CT 06901 Phone: 203-332-5761 Email: Richard A. Sarner Visit website

Details

New York Office: One Grand Central Place, 60 East 42nd Street, Suite 4600, New York, NY 10165

AV Preeminent* rated attorney practicing in the areas of Estate Planning, Trust Administration and Probate, Charitable Gift Planning, Asset Protection Planning, Elder Law, Special Needs Planning and Retirement Planning.  With offices in New York City and Stamford, Connecticut, Rick presents frequently on estate planning topics to financial advisors and insurance professionals.

Contributing author to the books "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) and edited by nationally-recognized authors Robert A. Esperti and Renno L. Peterson.  

Top Estate Planning Lawyers (2010 - Present): Greenwich Magazine, Stamford Magazine, New Canaan Darien & Rowayton Magazine, Westport Fairfield Weston Wilton Magazine. Westchester Magazine; (2010 - Present) FIVE STAR Wealth Manager Award. Avenue Magazine: AVENUE'S (2010 - Present) Legal Elite - Top Estate Attorneys, Top Tax Attorneys. Who's Who in America, Who's Who in American Law, Who’s Who in Finance and Industry, Who’s Who in the World,

*AV Preeminent and BV Distinguished are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell peer review ratings fall into two categories: legal ability and general ethical standards.

First Admitted: 1982, New York

Professional Webpage: http://www.sarnerlaw.com/attorneys/richard-a-sarner/

Firm News (Newsletters):
  • We send out a monthly newsletter to financial professionals and a quarterly newsletter to clients.  Both are usually sent by email.
Educational Background:
  • Dartmouth College, B.A., 1977
Scholarly Lectures/Writings:
  • Contributing author to the books "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) and edited by nationally-recognized authors Robert A. Esperti and Renno L. Peterson. , Contributing Author, "Giving: Philanthropy for Everyone" (Quantum Press 2002), 2002
  • Contributing author to the books "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) and edited by nationally-recognized authors Robert A. Esperti and Renno L. Peterson. , Contributing Author, “Love, Money, Control: Reinventing Estate Planning – Practical Answers from America’s Foremost Estate Planning Advisors” (Quantum Press 2004), 2004
Bar/Professional Activity:
  • Active in the American Bar Association (Real Property, Probate and Trust Law Section), the Connecticut Bar Association (Section of Estates and Probate) and the New York State Bar Association (Trusts and Estates Law Section).  He is a member of WealthCounsel LLC and the Wealth Strategies Collaborative® and the Dartmouth Lawyers Association., 2021
  • Co-chair of the Trusts and Estates Section of the Fairfield County Bar Association, 2006
Special Licenses/Certifications:
  • PTIN - Preparer of Estate and Fiduciary Tax Returns, 2021
Pro bono/Community Service:
  • Stamford Hospital - Planned Giving Advisory Committee (Current) Temple Sinai - Planned Giving Advisory Committee (Current) Executive Committee, Jewish Community Endowment Foundation (2005 - 2010) Trustee, King Low-Heywood Thomas School (1994 - 2006); Chair, Trusteehip Committee, Buildings and Grounds Committee; Planned Giving Initiative: Development Committee Board Member, Stamford Museum and Nature Center (1994 - 1996), 2021
Other Outstanding Achievements:
  • Top Estate Planning Lawyers 2013-: Greenwich Magazine, Stamford Magazine, New Canaan Darien & Rowayton Magazine, Westport Fairfield Weston Wilton Magazine. Westchester Magazine; 2010- FIVE STAR Wealth Manager Award. Avenue Magazine: AVENUE'S 2010- Legal Elite - Top Estate Attorneys, Top Tax Attorneys. Who's Who in America, Who's Who in American Law, Who’s Who in Finance and Industry, Who’s Who in the World, highest professional rating (AV Preeminent) from Martindale-Hubbell, listed in the Martindale-Hubbell Bar Register of Preeminent Lawyers (2004-)., 2021
Honors/Awards:
  • Avvo Rating: 9.4-9.9 Superb, Avvo "Superb" Rating, https://www.avvo.com/attorneys/06901-ct-richard-sarner-1463746.html, 2021
  • Highest professional rating (AV) from Martindale-Hubbell from 2004 to present., AV Rating from Martindale-Hubbell, https://www.martindale.com/attorney/richard-a-sarner-334367/, 2021
  • Listed in the Martindale-Hubbell® Bar Register of Preeminent LawyersTM, Who's Who in American Law and Who's Who in America., 2004
Industry Groups:
  • Business Owners
  • Estate And Legacy Planning
  • Estates And Trusts
  • High-Net-Worth Individuals
  • Philanthropy

Office location for Richard A. Sarner

201 Broad St
6th Floor
Stamford, CT 06901

Selections

1 Year Super Lawyers
  • Super Lawyers: 2013

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