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.
- 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
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
One of the primary questions people have about trusts is, what is the difference between an irrevocable trust and a
Most people should have a will, but it's rarely the most significant estate planning document an individual holds. Many
Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP has announced that Daniel R. Bernard and Bryan Drago have been elevated
Partner Daniel R. Bernard was once again featured on “Ask The Attorney”. Alex Alexander, of Client Focused Media, speaks with
Each week on “Ask The Attorney”, Alex Alexander talks with attorneys from around the area to ask the important questions.
We are now less than one week away from Election Day 2020. In fact millions of people have already cast
In December 2019 President Donald Trump signed into law the Secure Act, which is a misleading acronym, in that “secure”
Fans of the Showtime series “Billions” may recall seeing in episode four of season five, aptly entitled “Opportunity Zone”, the
Often times when I meet with clients one of their primary goals of implementing an estate plan is to avoid
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This article is an update to Daniel R. Bernard's April 10, 2020 article entitled, “Remote Execution of Estate Planning Documents
By Daniel R. Bernard, Associate Once again, as you read this article, I hope you and your family are well.
By Daniel R. Bernard, Associate There is a Chinese curse which says 'May he live in interesting times.' Like it
By Daniel R. Bernard, Associate Estate Planning During the Novel Coronavirus Pandemic As you read this article, I hope
By Daniel R. Bernard, Esq. In December 2017 President Donald J. Trump signed into law the Tax Cuts and Jobs
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”,
Daniel R. Bernard (right), Associate, Twomey Latham, Shea, Kelley, Dubin & Quartararo, LLP, accepts the Leadership in Law award from
The week of October 21-28, 2019 is National Estate Planning Awareness Week. The purpose of National Estate Planning Awareness Week