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.
Education
New York University School of Law, LL.M. Taxation, 2017
Rutgers School of Law - Newark, J.D., 2013
Temple University, B.B.A., 2008
Professional and Civic Associations
- Suffolk County Bar Association
- New York State Bar Association
- New Jersey State Bar Association
- Florida State Bar Association
Recognition
News & Insights
Daniel R. Bernard Featured on “Ask the Attorney”
Partner Daniel R. Bernard was once again featured on “Ask The Attorney”. Alex Alexander, of Client Focused Media, speaks with
Daniel R. Bernard Featured on “Ask the Attorney”
Each week on “Ask The Attorney”, Alex Alexander talks with attorneys from around the area to ask the important questions.
The Potential Effect of the 2020 Election on Estate Tax Planning
We are now less than one week away from Election Day 2020. In fact millions of people have already cast
Estate Planning Under the SECURE Act: Do I Need to Update My Estate Plan?
In December 2019 President Donald Trump signed into law the Secure Act, which is a misleading acronym, in that “secure”
Estate Planning with Qualified Opportunity Zones
Fans of the Showtime series “Billions” may recall seeing in episode four of season five, aptly entitled “Opportunity Zone”, the
Probate: What is it? Why to Avoid it and How
Often times when I meet with clients one of their primary goals of implementing an estate plan is to avoid
Newsday: Long Island Business – Associate Daniel R. Bernard on Facing An Audit
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UPDATE: Remote Execution of Estate Planning Documents During the Novel Coronavirus Pandemic
This article is an update to Daniel R. Bernard's April 10, 2020 article entitled, “Remote Execution of Estate Planning Documents
Remote Execution of Estate Planning Documents During the Novel Coronavirus Pandemic
By Daniel R. Bernard, Associate Once again, as you read this article, I hope you and your family are well.
Estate Tax Planning Opportunities Due to the Coronavirus
By Daniel R. Bernard, Associate There is a Chinese curse which says 'May he live in interesting times.' Like it
Estate Planning During the Novel Coronavirus Pandemic
By Daniel R. Bernard, Associate Estate Planning During the Novel Coronavirus Pandemic As you read this article, I hope
No Need to Fear a Federal Claw Back
By Daniel R. Bernard, Esq. In December 2017 President Donald J. Trump signed into law the Tax Cuts and Jobs
What is QPRT?
It is not uncommon for someone to transfer their personal residence into a trust. Many people may be familiar with
Associate Daniel R. Bernard Discusses Estate Planning Considerations For Snowbirds On “Dead Celebrity Podcast”
Associate Daniel R. Bernard, an attorney licensed in both New York and Florida, recently appeared on the “Dead Celebrity Podcast”,
Associate Daniel R. Bernard Honored With 2019 Leadership In Law Award
Daniel R. Bernard (right), Associate, Twomey Latham, Shea, Kelley, Dubin & Quartararo, LLP, accepts the Leadership in Law award from
Dying Without A Will: Where Will My Things Go?
The week of October 21-28, 2019 is National Estate Planning Awareness Week. The purpose of National Estate Planning Awareness Week
Associate Daniel R. Bernard Guest On “Law You Should Know” Podcast
Associate Daniel R. Bernard, an attorney licensed in both New York and Florida, recently appeared on the “Law You Should
Prenuptial Agreements and Estate Planning
A prenuptial agreement can conjure in people the thought of a wealthy person marrying a not so wealthy person, or
The New Tax Math for People Living in High-Tax States
Daniel Bernard was quoted in a Wall Street Journal article in regard to people leaving states with high state and
North Carolina v. Kaestner: The Recent US Supreme Court Case on State Fiduciary Income Tax
The end of June is an exciting time in the United States Supreme Court, because the Court issues many of
