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 snowbirds. Daniel and host, David Lenok, addressed such topics as having estate planning documents for both New York and Florida, ancillary probate and how to avoid having your estate probated in two states, and domicile, or which state considers you a resident for state tax purposes.
The “Dead Celebrity Podcast” is podcast is presented by WealthManagement.com and is available through, Apple Podcasts. On each podcast host, David Lenok, and a guest
break down a high profile celebrity estate planning case. The theory being that, most celebrity estate catastrophes are based on the same issues that everyday people face, just with the volume turned up.
The podcast episode, entitled “Rockefeller: Help Your Snowbirds Dodge Tax Pitfalls” can be downloaded on Apple Podcasts at the following link.