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,...

Daniel R. Bernard Featured on “Ask the Attorney”

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...

Daniel R. Bernard Featured on “Ask the Attorney”

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...

Estate Planning with Qualified Opportunity Zones

INSIGHTS | By: | 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...

Probate: What is it? Why to Avoid it and How

INSIGHTS | By: | 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...

Remote Execution of Estate Planning Documents During the Novel Coronavirus Pandemic

HOW THE LATEST COVID-19 NEWS CAN AFFECT YOU | April 10, 2020

By Daniel R. Bernard, Associate Once again, as you read this article, I hope you and your family are well. I am writing this article as partial update to my article entitled “Estate Planning During the Novel Coronavirus Pandemic”, wherein at the end of the article I...

Estate Tax Planning Opportunities Due to the Coronavirus

HOW THE LATEST COVID-19 NEWS CAN AFFECT YOU | April 8, 2020

By Daniel R. Bernard, Associate There is a Chinese curse which says ‘May he live in interesting times.’ Like it or not we live in interesting times. They are times of danger and uncertainty; but they are also more open to the creative energy of men than...

Estate Planning During the Novel Coronavirus Pandemic

HOW THE LATEST COVID-19 NEWS CAN AFFECT YOU | March 27, 2020

By Daniel R. Bernard, Associate   Estate Planning During the Novel Coronavirus Pandemic As you read this article, I hope you and your family are well. The last few weeks (has it only been weeks, when it feels like months?) have been an unprecedented time in...

An Update From Twomey Latham To Our Clients and Friends

HOW THE LATEST COVID-19 NEWS CAN AFFECT YOU | March 17, 2020

Our firm, like so many other businesses in our area and around the country, has implemented a number of measures to protect the health of our clients and staff, and to continue to serve the needs of our clients during this difficult time.    With five offices located...