News & Insights

Daniel R. Bernard and Bryan Drago Elevated to Partner

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,...

The New Tax Math for People Living in High-Tax States

NEWS | September 13, 2019

Daniel Bernard was quoted in a Wall Street Journal article in regard to people leaving states with high state and local taxes for states with low to no state and local tax states. Daniel was quoted as saying, “‘New York is very aggressive with residency audits. They...

Florida Estate Administration

INSIGHTS | By: | July 30, 2019

I have written articles in the past pertaining to Florida estate and tax planning, “Estate Planning for Snowbirds” and “Domicile: A State Tax Consideration for Snowbirds” but what happens when a someone dies owning property Florida? The simple answer, is that, as in...

Estate Planning for Snowbirds

INSIGHTS | By: | September 25, 2018

As fall comes to New York, it brings with it football, pumpkin spice everything and cooler weather. The cooler weather is the first signal to all of New York’s snowbirds, people who split their time between New York and Florida (or another warmer state), that the time...

Estate Planning Opportunities with the Tax Cuts and Jobs Act

INSIGHTS | By: | August 23, 2018

In my last article I wrote about the numerous reasons estate planning is important outside of estate tax planning, in light of the recent doubling of the federal estate tax exemption as part of the Tax Cuts and Jobs Act. This article is devoted to the other end of the...

Associate Attorney Joins Law Firm

NEWS | August 2, 2018

Associate Attorney, Christina M. Noon Joins Twomey Latham Twomey, Latham, Shea, Kelley, Dubin & Quartararo LLP is pleased to announce that Christina M. Noon has joined the firm as an Associate Attorney. Ms. Noon focuses her practice in the areas of estate...

Estate Planning Outside of the Federal Estate Tax

INSIGHTS | By: | May 15, 2018

For a large majority of Americans, the recent doubling of the federal estate tax exemption from $5 million to $10 million, adjusted for inflation annually, in the Tax Cuts and Jobs Act, will have no effect on their estate. It is important, however, to remember there...

Associate Attorney Terrence P. Russell Joins Twomey Latham

NEWS | January 23, 2018

Mr. Russell focuses his practice in the areas of estate planning, trust and estate administration, and elder law. Mr. Russell is graduate of St. John’s University School of Law, where he was a member of the Moot Court Honor Society and the Journal of Civil Rights and...