Newsday: Long Island Business – Associate Daniel R. Bernard on Facing An Audit
NEWS | July 13, 2020
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UPDATE: Remote Execution of Estate Planning Documents During the Novel Coronavirus Pandemic
HOW THE LATEST COVID-19 NEWS CAN AFFECT YOU | By: Daniel R. Bernard | July 8, 2020
This article is an update to Daniel R. Bernard’s April 10, 2020 article entitled, “Remote Execution of Estate Planning Documents During the Novel Coronavirus Pandemic”, wherein at the end of the article he stated that Executive Order No. 202.14, allowing for...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...What is QPRT?
INSIGHTS | By: Daniel R. Bernard | 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 Discusses Estate Planning Considerations For Snowbirds On “Dead Celebrity Podcast”
NEWS | December 16, 2019
Associate Daniel R. Bernard, an attorney licensed in both New York and Florida, recently appeared on the “Dead Celebrity Podcast”, to discuss the estate of John D. Rockefeller, who is considered to be the first snowbird, and estate planning considerations for...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: Daniel R. Bernard | 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...Planned Giving Panel Discussion At LongHouse Reserve
COMMUNITY INVOLVEMENT | October 22, 2019
On Saturday, October 19th, John Shea, Senior Partner, and Bernadette Tuthill, an Associate with the Firm’s Trust and Estate Department, were joined by accountant Ron Farnworth, President of Kandell Farnworth & Pubins CPAs, for a panel presentation to members and...Associate Daniel R. Bernard Guest On “Law You Should Know” Podcast
NEWS | October 22, 2019
Associate Daniel R. Bernard, an attorney licensed in both New York and Florida, recently appeared on the “Law You Should Know” radio show and podcast, to discuss estate planning considerations for snowbirds. Daniel and host, Kenneth Landau, addressed such topics as...Prenuptial Agreements and Estate Planning
INSIGHTS | By: Daniel R. Bernard | October 16, 2019
A prenuptial agreement can conjure in people the thought of a wealthy person marrying a not so wealthy person, or celebrities marrying each other, or an older spouse marrying a younger spouse. Some people have a pessimistic outlook on prenuptial agreements, and see...