Richard A. Sarner, Esq. of Zeldes, Needle & Cooper, PC is a distinguished estate planning and elder law attorney with over 25 years of experience, offering sophisticated legal counsel to high net worth individuals and families. The firm stands out for its personalized, values-driven approach to wealth management and its membership in elite professional networks like WealthCounsel and the Wealth Strategies Collaborative®.
Leveraging decades of focused expertise, Richard Sarner tailors each strategy to the client’s unique financial goals, family dynamics, and philanthropic values. He is AV Peer Review Rated by Martindale-Hubbell and listed in its Bar Register of Preeminent Lawyers, reflecting a reputation for excellence and ethical standards. The firm is particularly skilled in complex trust design, multigenerational wealth transfer, and navigating both New York and Connecticut Medicaid rules.
Services Offered
- Estate Planning
- Special Needs Trusts
- Wealth Transfer
- Living Trusts
- Retirement Trusts
- Trusts for Non-Citizen Spouses
- Trusts for Minors and Children
- Generation-Skipping Trusts
- Elder Law
- Medicaid Planning
- Connecticut and New York Medicaid Information
- Asset Protection Planning
- Business Succession Planning
- Insurance Planning
- Long-Term Care Insurance
- Retirement Planning
- IRA-Roth Conversion
- Probate
- Will Contests
- Estate & Trust Administration
The firm serves clients throughout Fairfield and Westchester counties, including Stamford, Greenwich, Bridgeport, New York City, and Long Island. Richard Sarner is a widely recognized lecturer and co-author of two books on estate planning, reinforcing his role as a leading authority in the field.
