Richard A. Sarner

Rick Sarner practices in the areas of Estate Planning, Elder Law, Asset Protection Planning, Family Wealth Transfer and Charitable Planning. With offices in New York and Stamford, Connecticut, Rick speaks frequently on Estate Planning topics to financial planners and insurance advisors. He practiced with several large New York law firms prior to entering private practice in 1991 and joining Zeldes, Needle and Cooper in January 2018.

Attorney Sarner has received the highest professional rating (AV) from Martindale-Hubbell, has been listed in the Martindale-Hubbell® Bar Register of Preeminent Lawyers™ since 2004, Connecticut and New England Super Lawyer 2013, Top Estate Planning Lawyers 2011-2018: Greenwich Magazine, Stamford Magazine, New Canaan Darien & Rowayton Magazine, Westport Fairfield Weston Wilton Magazine. Westchester Magazine FIVE STAR Wealth Manager Award 2010; Avenue Magazine: AVENUE’S 2011-2013 Legal Elite – Top Estate Attorneys, Top Tax Attorneys. Who’s Who in America, Who’s Who in American Law; His AVVO rating is 9.9 Superb.

Attorney Sarner is 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 served as co-chair of the Fairfield County Bar Association Probate and Estates Committee 2008-12. He is a member of WealthCounsel, a nationwide alliance of estate planning attorneys, who collectively combine their expertise, designing and administering asset protection and wealth preservation plans.

Rick has served on numerous nonprofit boards and professional advisory committees. A fourth generation Stamford native, he enjoys spending time with his wife and two adult children. Other passions include skiing, running, music, guitar and travel. For more information on Richard A. Sarner visit his site; here.

Practice Areas

Trust and Estate Planning
Asset Protection Planning
Probate Administration
Elder Law
Business Succession Planning
Charitable Planning
Probate Litigation

Education

Dartmouth College (B.A. 1977)
Hofstra University School of Law (J.D. 1980)

Publications

Giving: Philanthropy for Everyone (Contributing Author), Quantum Press, 2002
Love, Money, Control: Reinventing Estate Planning (Co-Author), Quantum Press, 2003

Bar Admissions

New York, June 1982
Connecticut, June 1990
U.S. District Courts:
Southern District of New York, June 1982
Eastern District of New York, June 1982
Northern District of New York, March 1989
District of Connecticut, March 1991
U.S. Court of Appeals for the Second Circuit, May 1985
U.S. Supreme Court, February 1991
U.S. Tax Court, August 1997