INSIGHTS | By: Daniel R. Bernard, May Theobalt | August 11, 2022
One of the primary questions people have about trusts is, what is the difference between an irrevocable trust and a revocable trust (sometimes called a “living trust”)? The surface level answer, not to be flippant, is one is revocable, and one is not revocable, or in...INSIGHTS | By: Christopher D. Kelley | October 15, 2021
In a landmark decision from the Appellate Division Second Department, Partner, Christopher Kelley achieved a winning result for our client establishing in a case of first impression who really is a “stranger” when considering the “Stranger To The Deed rule.” The...COMMUNITY INVOLVEMENT | October 5, 2021
Bernadette Tuthill, Partner, is the VP of the North Fork Breast Health Coalition and a Co-Chair of the annual 5K Walk For Breast Cancer Awareness to raise funds for the Coalition’s programs, including grants, and free services and products for breast cancer survivors...COMMUNITY INVOLVEMENT | September 19, 2021
Partner Bernadette E. Tuthill is Vice President of the North Fork Breast Health Coalition (NFBHC) and Co-Chair of the organization’s 23rd Anniversary 5K Walk for Breast Cancer Awareness to raise money to support the services provided by the NFBHC to residents of the...INSIGHTS | By: Daniel R. Bernard | May 14, 2021
Most people should have a will, but it’s rarely the most significant estate planning document an individual holds. Many of a typical household’s assets, such as retirement accounts, can be transferred outside of a will by naming beneficiaries, and...NEWS | April 24, 2021
John Shea is a Senior Partner with the firm practicing in the areas of commercial litigation, corporate counseling, real estate transactions and development, environmental law, construction contracts and litigation, and estate planning for high net worth individuals....NEWS | January 20, 2021
Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP has announced that Daniel R. Bernard and Bryan Drago have been elevated to Partner. Mr. Bernard focuses his practice in the areas of estate planning, trust and estate administration, estate tax planning,...NEWS | January 15, 2021
Partner Daniel R. Bernard was once again featured on “Ask The Attorney”. Alex Alexander, of Client Focused Media, speaks with attorneys from around the area addressing current and relevant legal topics. Dan discussed estate planning considerations particular to...NEWS | November 11, 2020
Each week on “Ask The Attorney”, Alex Alexander talks with attorneys from around the area to ask the important questions. Today, Alex sat down with Daniel R. Bernard from Twomey Latham. Daniel R. Bernard is a tax attorney who focuses his practice in the areas of...INSIGHTS | By: Daniel R. Bernard | October 30, 2020
We are now less than one week away from Election Day 2020. In fact millions of people have already cast their ballots in early voting and through the mail. There are a lot of major issues on the ballot this November, but one issue, that perhaps receives short shrift,...INSIGHTS | By: Daniel R. Bernard | July 22, 2020
Fans of the Showtime series “Billions” may recall seeing in episode four of season five, aptly entitled “Opportunity Zone”, the show’s protagonist, Bobby “Axe” Axelrod, do battle with season five’s new nemesis, Michael Prince, over the chance to invest in an...INSIGHTS | By: Daniel R. Bernard | July 15, 2020
Often times when I meet with clients one of their primary goals of implementing an estate plan is to avoid the “death tax.” I will share with you the same two pieces of good news I share with those clients. First, we do not have a “death tax” in the United States. It...Twomey Latham has enjoyed a steady rate of growth since it was established in 1973.
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