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Daniel R. Bernard

Daniel R. Bernard is a tax attorney who focuses his practice in the areas of estate planning, trust and estate administration, taxation and estate litigation.

Dan is admitted to the New York bar, the New Jersey bar and the Florida bar. This affords Dan the opportunity to represent clients in all three states. Dan’s combination of admission to the New York bar and Florida bar in particular is especially useful to clients who split their time between New York and Florida. Dan is also admitted to practice before the United States Tax Court.

Dan holds an advanced law degree, a Master of Laws in Taxation, from New York University School of Law. This allows Dan to assist clients with advanced tax planning.

Dan received his Juris Doctor degree from Rutgers School of Law-Newark, where he served as the Senior Managing Editor of the Rutgers Law Record. While in law school Dan worked as a student attorney in the Rutgers Federal Tax Clinic and interned in the Tax Court of New Jersey and the Morris County Surrogate Court. After completing law school Dan served a one year clerkship with the Honorable Barbara C. Stolte in the New Jersey Middlesex County Family Court.

Prior to law school Dan earned a Bachelor of Business Administration degree from Temple University, where he double majored in finance and economics.

Dan has had two legal papers published, one on a topic of professional interest entitled Non-Custodial Parents’ Right to Their Children’s College Records, 40 Rutgers L. Rec. 48 (2012). Dan’s other publication was on a topic of personal interest, the NFL, entitled The NFL’s Stance on Gambling: A Calculated Contradiction, 4 UNLV Gaming L.J. 273 (2013).”

Dan is a member of the Suffolk County Bar Association, the New York State Bar Association, the New Jersey State Bar Association and the Florida State Bar Association.

Professional and Civic Associations:

  • Suffolk County Bar Association
  • New York State Bar Association
  • New Jersey State Bar Association
  • Florida State Bar Association

 

Terrence P. Russell

Mr. Russell focuses his practice in the areas of estate planning, trust and estate administration, and elder law. Mr. Russell is graduate of St. John’s University School of Law, where he was a member of the Moot Court Honor Society and the Journal of Civil Rights and Economic Development. After his graduation and admission to the New York State Bar, he practiced at a small firm in Melville in the areas of estate planning, elder law, and tax controversy.

Mr. Russell is admitted to practice in the State of New York, and he is a member of the New York State Bar Association.

Professional and Civic Associations:

  • Moot Court Honor Society
  • Journal of Civil Rights and Economic Development

Jessica Klersy

Ms. Klersy focuses her practice in the areas of estate planning, trust and estate administration and elder law. Ms. Klersy graduated from St. Joseph’s College with a Bachelor of Arts degree in Psychology followed by graduating Touro College Jacob D. Fuchsberg Law Center, where she earned awards as a pro bono scholar. While in law school, Ms. Klersy worked as a student attorney in the Touro Elder Law Clinic. During her last semester of law school, Ms. Klersy devoted more than 500 hours assisting women in Domestic Violence with Nassau Suffolk Law Services. After completing law school, she practiced in Port Jefferson Station representing clients in the areas of divorce and family law.

Ms. Klersy is admitted to practice in New York State and is a member of the New York State Bar Association.

Lorraine Paceleo

Lorraine Paceleo has been practicing law in New York since 1999, after graduating from St. John’s University School of Law.  Lorraine is also a Certified Public Accountant and concentrates her practice in estate administration, fiduciary accountings, tax preparation for estate and trust fiduciaries, and estate planning.  Lorraine has over 18 years of experience in the areas of Trust and Estates, advising executors and beneficiaries of their liabilities, rights and responsibilities.  Lorraine was previously associated with a NYC law firm that concentrated on Trust and Estate litigation, and has been practicing on the East End of Long Island since she moved in 2014.  Lorraine is a member of the Suffolk County Bar Association, the American Institute of Certified Public Accountants and both a member and Financial Officer of the Trusts and Estates Law Section of the New York State Bar Association, where she has been serving as the Treasury support since 2010.  Lorraine has also served as a Court Evaluator, Article 81 Guardian, and Guardian ad-litem, representing the interests of minor children and incapacitated adults in various Supreme and Surrogate’s Court proceedings.  From 2005-2011, Lorraine lectured for the National Business Institute on various subjects including Solving Probate Issues and Challenges, Estate Administration Procedures, Trust Administration, Preventing and Litigating Fiduciary Liability, and Asset Protection in Estate Planning.  Lorraine co-authored an article published by the NYSBA, Trusts and Estate’s Section Newsletter, Spring 2014, and the Senior Lawyer, Fall 2015, entitled: Estate Planning and Tax Tips for Non-Traditional Families.  Lorraine is originally from Freeport, lived in Flushing for approximately 15 years and now lives in Flanders, where she is Vice-President of her local civic association.

Professional and Civic Associations:

  • Suffolk County Bar Association (current).
  • New York State Bar Association (Member: Trusts and Estates Committee, 2003 to current);
  • American Institute of Certified Public Accountants.
  • Court Appointments: Court Evaluator, Article 81 Guardian, Guardian ad-litem.
  • Vice-President, Bay View Pines Civic Association.

Katerina Grinko

Ms. Grinko has a general practice with a focus on immigration, real estate, land use, zoning and general business matters.  In addition, Ms. Grinko represents children picked  up at the border on a pro bono basis through her work with the KIND organization.  She speaks fluent Spanish, Russian and Latvian.

Ms. Grinko received her Juris Doctor degree from the Jacob D. Fuchsberg Law Center of Touro College in 2016, where she earned an award for academic excellence in Immigration Law. She served as an editor of the Race, Gender and Ethnicity Journal and as a member of the Central American Refugee Center and Iraqi Refugee Assistance Project. During her last semester of law school, Ms. Grinko completed an internship in immigration law with a prominent New York City firm focusing on business immigration.

Ms. Grinko received a B.S. in Business Administration with a minor in International Relations from the State University of New York at Stony Brook. She also completed an undergraduate program in Political Science at the Riga Stradiņš University in Latvia.

Ms. Grinko is admitted to practice law in the State of New York and the U.S. District Court for the Eastern District of New York; and is a member of the New York State Bar Association, Suffolk County Bar Association and the American Immigration Lawyers Association.

Professional and Civic Associations:

  • American Immigration Lawyers Association
  • New York State Bar Association
  • Suffolk County Bar Association

Bernadette E. Tuthill

Ms. Tuthill’s practice focuses on the areas of estate administration, estate planning and taxation, corporate law and elder law.

Her estate administration and estate tax experience includes estates in excess of $30 million which have included closely held businesses, in- and out-of-state real estate holdings, life insurance, securities and retirement holdings, and trusts. Her estate planning experience included handling plans with multi-tiered entities, real estate holdings, securities and multiple trusts with gifting in excess of $20 million.

Ms. Tuthill graduated summa cum laude from Touro College Jacob D. Fuchsberg Law Center in 2010, where she was Note & Comment Editor of the Touro Law Review. She received her Bachelor of Science degree in Business Management from Ithaca College in 1996.

Ms. Tuthill is admitted to practice law in the State of New York and is a member of the New York State Bar Association and the Suffolk County Bar Association.

Professional Associations:

Alexandra Halsey-Storch

Ms. Halsey-Storch has a general practice with a concentration in all aspects of matrimonial and family law including divorce, child custody, support and family offense proceedings, as well as the preparation and negotiation of pre-nuptial and post-nuptial agreements.

Ms. Halsey-Storch’s other areas of practice include real estate transactions, land use and zoning matters, and civil and estate litigation.

Ms. Halsey-Storch is dedicated to providing pro-bono representation, and works with, among other organizations, the Retreat, Inc., a not-for-profit domestic violence center in East Hampton, providing representation to victims of domestic violence in matrimonial and family law matters.

Ms. Halsey-Storch received her Bachelor of Arts from the College of Wooster and her Juris Doctor degree from Syracuse University College of Law. While attending law school, Ms. Halsey-Storch was a participant in the Children’s Rights and Family Law Clinic and a member of the Impunity Watch Law Journal.

Ms. Halsey-Storch is admitted to practice law in the State of New York.

Pro-Bono Representation:

  • Retreat, Inc., representation of victims of domestic violence in matrimonial and family law matters.
  • Town of Southampton Community Housing and Development Corp., representation of purchasers of affordable housing in Southampton.

Professional and Civic Associations:

  • Member of the Board of Trustees of Rogers Memorial Library, Southampton, 2015-present
  • Member of the Board of Directors of New Hope Rising, 2014-present
  • Suffolk County Bar Association
  • New York State Bar Association
  • Matrimonial Bar Association of Suffolk County