Stamford Estate Trust Administration Lawyer
Trust and Estate Administration Law Firm Serving Connecticut and New York
At the Richard A. Sarner, Esq., we put our clients needs first when we are asked to administer an estate or trust. Complex estates and trusts demand attorneys with experience and attention to detail to administer them. With tax concerns, accounting issues and the proper distribution of the estate’s assets at stake, the Richard A. Sarner, Esq. will make sure our clients’ wishes are fulfilled and the estate and trusts will be properly administrated.
We realize the importance of transparency and responsible financial management. Working with accountants and financial experts as needed, we seek to preserve stability rather than pursue investment strategies that may jeopardize a trust. Our office prepares annual reports and tax returns for trusts, working with beneficiaries when necessary.
If you are interested in establishing a trust and want more information about our estate trust administration services, contact a lawyer the Richard A. Sarner, Esq. today.
Estate Trust Administration – Providing Peace of Mind
In addition to our attorneys, we use paralegals and a fiduciary accountant to assist in probate and trust administration. All are experienced in New York and Connecticut probate statutes. We will work with the appropriate financial institutions and the family’s accountant to make sure the trust is properly distributed and all state and local taxes paid. We have extensive experience in setting up and administering trusts of all types, including revocable and irrevocable trusts, including:
- GRITs
- GRATs
- GRUTs
- IDITs
- Charitable Trusts
- Generation-Skipping Trusts
- Revocable Trusts
- Irrevocable Trusts
- Complex Trusts
Comprehensive Estate Planning and Administration Services
At the Richard A. Sarner, Esq., we tailor each client’s estate plan to his or her expressed wishes. Whether they are concerned with asset management or making sure their favorite charity receives an endowment, we will work with our client to make sure his or her needs are met. As a small firm, we can offer personal service. Because we are a member of Wealth Counsel, Esq, and Wealth Strategies Collaborative®, we can offer our clients the resources of a much larger firm. Our estate planning practice includes insurance planning, charitable giving advice, wealth transfer and more.
Attorney Richard A. Sarner has more than 25 years of experience in estate planning. The firm has attained the prestigious Martindale-Hubbell® AV rating* and is listed in the Martindale-Hubbell® Bar Register of Preeminent Lawyers™. In addition, Mr. Sarner has co-authored 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 has lectured widely on estate planning topics.
Contact an Experienced Stamford Estate Administration Lawyer
If you are need an experienced estate planning and trust administration attorney, contact the Richard A. Sarner, Esq., in Stamford, Connecticut. Also serving Greenwich, CT.