Richard Sarner,
Esq. practices in the areas of Estate Planning, Elder Law, Charitable
Gift Planning, Asset Protection, Family Wealth Transfer, Retirement Planning
and Real Estate law. With offices in New York, Stamford and Bridgeport, Connecticut, Rick
speaks frequently on estate planning topics to financial planners and insurance
advisors.
He received
his B.A. from Dartmouth College and his Juris Doctor from Hofstra University
School of Law. He practiced with several large New York law firms prior to entering
private practice in 1991. Rick has received the highest professional rating
(AV) from Martindale-Hubbell, and is listed in the Martindale-Hubbell® Bar
Register of Preeminent Lawyers™, Connecticut and New England Super Lawyer 2013,
Top Estate Planning Lawyers 2011-2013: Greenwich Magazine, Stamford Magazine,
New Canaan Darien & Rowayton Magazine, Westport Fairfield Weston Wilton
Magazine. Westchester Magazine 2010-2013 FIVE STAR Wealth Manager Award. 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
Superb; He served as co-chair of the Fairfield County Bar Association Probate and
Estates Committee 2008-12; Rick is a 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.
He 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 is a member of
WealthCounsel LLC and ElderCounsel LLC, a nationwide alliance of attorneys, who
collectively combine their expertise, designing asset protection and wealth
preservation plans. He has served on numerous nonprofit boards and professional
advisory committees. He resides in Stamford with his wife and two children.
Honors and
Awards:
Highest
professional rating (AV) from Martindale-Hubbell, listed in the Martindale-Hubbell
Bar Register of Preeminent Attorneys
Connecticut
and New England Super Lawyer 2013
Top Estate
Planning Lawyers 2011-Present, Greenwich Magazine, Stamford Magazine, New
Canaan Darien & Rowayton Magazine, Westport Fairfield Weston Wilton
Magazine
Avvo Rating:
9.8 Superb
FIVE STAR
Wealth Manager Award, Westchester Magazine, 2010-Present
AVENUE'S
2011-2013 Legal Elite - Top Estate Attorneys, Avenue Magazine, 2010-Present
AVENUE'S
2011-2013 Legal Elite - Top Tax Attorneys, Avenue Magazine, 2010-Present
AV
Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell, 2004-Present
Bar Register
of Preeminent Lawyers, Martindale-Hubbell, 2004-Present
Who's Who in
America - Marquis, 1998-Present
Who's Who in
American Law - Marquis, 1990-Present
Who's Who in
the World — Marquis
Who's Who in
Finance and Industry — Marquis
Professional
Associations and Memberships:
American Bar
Association, 1982- Present
Connecticut
Bar Association, Estates and Probate Section, 1997- Present
New York
State Bar Association, Trusts and Estates Law Section, 1982- Present
The
Association of the Bar of the City of New York Member
Fairfield
County Bar Association, 1991- Present
Co-chair,
Probate and Estates Committee
National
Network of Estate Planning Attorneys, 1997-2002 Charter Member
Dartmouth
Lawyers Association, 1982-Present
WealthCounsel, 2002- Present
Pro Bono
Activities:
Former Board
Member, Stamford Museum and Nature Center
Former Board
Member, King Low-Heywood Thomas School
Former Class
Agent, Dartmouth College Class of 1977
Former
Secretary/Counsel: JCEF (Executive Committee)
Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely
respected by their peers for high professional achievement and ethical standards.
Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.
