News & Insights

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...

What is QPRT?

INSIGHTS | By: | January 3, 2020

It is not uncommon for someone to transfer their personal residence into a trust. Many people may be familiar with the concept of transferring their personal residence to an irrevocable Medicaid type trust, in order to begin the clock ticking on the five year look...

Associate Daniel R. Bernard Honored With 2019 Leadership In Law Award

NEWS | November 22, 2019

Daniel R. Bernard (right), Associate, Twomey Latham, Shea, Kelley, Dubin & Quartararo, LLP, accepts the Leadership in Law award from Alicia Jabbour (left), Associate Publisher, Long Island Business News, at the Leadership in Law award ceremony at the Crest Hollow...

Dying Without A Will: Where Will My Things Go?

INSIGHTS | By: | October 24, 2019

The week of October 21-28, 2019 is National Estate Planning Awareness Week. The purpose of National Estate Planning Awareness Week is to educate the public about the importance of estate planning. So, in that regard, this article will address what happens when someone...