Sara R. Stadler

Ms. Stadler has extensive experience in estate planning, estate settlement, retirement planning, estate and gift tax planning and trust administration for clients of wealth, including planning with family limited partnerships, planning with charitable lead trusts and charitable remainder trusts, and succession planning for closely held businesses. Ms. Stadler also advises high net worth individuals in ways to transfer assets to the next generation with a minimum of estate or gift tax.

Ms. Stadler also advises a number of charitable organizations with respect to their development and planned giving endeavors. Ms. Stadler was Chair of the Trusts and Estates Department from 2000 to 2004.

• Non-Profit
• Trusts and Estates

• American Bar Association; Real Property, Probate and Trust Section
• Connecticut Bar Association; Executive Committee, Estates and Probate Section
• American College of Trust and Estate Counsel; Member of the Board of Regents
• Connecticut Estate and Tax Planning Counsel
• Former Chair of Estates and Probate Section of Connecticut Bar Association
• Former Treasurer of Connecticut Bar Association

• Best Lawyers in America^TM, Trusts and Estates, 2012 Lawyer of the Year
• Best Lawyers in Connecticut, Trusts and Estates

• Hell or High Water Estate Planning
• In Front of Every Silver Lining is a Cloud
• Why Not Give it Away? Make Tax-Free IRA Distributions to Qualified Charities; Avoiding the Generation-Skipping Transfer Tax and Fulfilling Philanthropic Goals: Is the HEET Right for You?