631-727-2180 Ext. 321
dbernard@suffolklaw.com
Daniel R. Bernard is a partner in the firm and member of the Trusts & Estates Department. Daniel focuses his practice on estate planning, trust and estate administration, estate tax planning, business succession planning, and estate litigation, with an emphasis on estate planning for snowbirds.
Daniel is admitted to the New York bar, the Florida bar, and the New Jersey bar. This affords Daniel the opportunity to represent clients in all three states. Daniel’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. Daniel is also admitted to practice before the United States Tax Court.
Daniel has been quoted in The Wall Street Journal and Newsday in articles related to estate planning and taxation issues. Daniel has been a guest on the “Ask the Attorney” show, the “Dead Celebrity Podcast,” and the “Law You Should Know” radio show and podcast to discuss estate planning for snowbirds.
Daniel holds an advanced law degree, a Master of Laws in Taxation, from New York University School of Law. This allows Daniel to better assist clients with advanced estate tax planning.
Daniel 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, Daniel 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, Daniel served a one-year clerkship with the Honorable Barbara C. Stolte in the New Jersey Middlesex County Family Court.
Prior to law school. Daniel earned a Bachelor of Business Administration degree from Temple University, where he double majored in finance and economics. Daniel 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). Daniel’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).
Daniel is a member of the Suffolk County Bar Association, the New York State Bar Association, the New Jersey State Bar Association and the Florida Bar.
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
- Member, Suffolk County Bar Association
- Member, New York State Bar Association
- Trusts and Estates Law Section
- Multi-State Practice Committee
- Taxation Committee
- Tax Section
- Trusts and Estates Committee
- Member, New Jersey State Bar Association
- Member, Florida State Bar Association
- Out of State Division
- Real Property Probate Law Division
- Member, Estate Planning Council of Suffolk County
Recognition
News & Insights

Daniel R. Bernard Was a Guest on the “The Moving To Florida Show” to Discuss Estate Planning for Snowbirds
Daniel R. Bernard is a partner in the firm and member of the Trusts & Estates Department. Daniel focuses his

Decanting: Or when an Irrevocable Trust is not Irrevocable
One of the primary questions people have about trusts is, what is the difference between an irrevocable trust and a

Daniel R. Bernard Interviewed by U.S. News & World Report on the “10 Steps to Writing a Will”
Most people should have a will, but it's rarely the most significant estate planning document an individual holds. Many

Daniel R. Bernard and Bryan Drago Elevated to Partner
Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP has announced that Daniel R. Bernard and Bryan Drago have been elevated

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
Click HERE to enlarge.

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