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)
