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 people who are “snowbirds” or relocating full-time to Florida.
Mr. Bernard focuses his practice in the areas of estate planning, trust and estate administration, estate tax planning, business succession planning, and estate litigation, with an emphasis on estate planning for snowbirds. He earned a Master of Laws in Taxation from New York University School of Law which allows him to assist clients with advanced estate tax planning.