INSIGHTS | By: Daniel R. Bernard | 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...
COMMUNITY INVOLVEMENT | December 5, 2017
On November 10th, Associate Bernadette Tuthill took part in an Estate Planning panel discussion for The New York State Society of CPAs, Suffolk East End Committee. Topics discussed included: when professionals should be raising the issue of estate planning with...
COMMUNITY INVOLVEMENT | August 18, 2016
Laura Dunathan, Esq. and Anne Marie Goodale, Esq., partners in the Estate and Trusts Department of Twomey, Latham, Shea, Kelley, Dubin & Quartararo, conducted a seminar on Estate and Tax Planning with Trusts at The Rogers Memorial Library at 91 Coopers Farm Road...
NEWS | September 11, 2015
The firm is pleased to announce the addition of Daniel Bernard as an associate. Mr. Bernard focuses his practice in the areas of estate planning, trust and estate administration, tax law, taxation, elder law and residential real estate. Prior to joining the firm, Mr....