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
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
Florida Estate Administration
I have written articles in the past pertaining to Florida estate and tax planning, “Estate Planning for Snowbirds” and “Domicile:
Does My College Student Need a Health Care Proxy and Power of Attorney?
Graduation season is upon us. Many recent high school graduates will be enjoying these next couple of months of summer
Why It’s Important To Protect Your Young Children Through Estate Planning
In New York there are two types of guardians, a Guardian of the Person and a Guardian of the Property.
Daniel Bernard Appointed Vice-Chair of NYS Bar Association Trusts and Estates Section
Associate Daniel R. Bernard has been appointed the Vice-Chair of the New York State Bar Association Trusts and Estates Section
The Effect of Divorce on Your Estate Plan
The ensuing months after the holiday season usually see an uptick in divorce filings. Some matrimonial practitioners even refer to the first
Can’t I Just Download These Documents Online? The Pitfalls of Internet Wills
In the age of the internet, with a vast amount of knowledge a few keystrokes away at all times, we
Domicile: A State Tax Consideration for Snowbirds
In my last article, “Estate Planning for Snowbirds,” I briefly mentioned that for people who divide their time between New
Estate Planning for Snowbirds
As fall comes to New York, it brings with it football, pumpkin spice everything and cooler weather. The cooler weather
Estate Planning Opportunities with the Tax Cuts and Jobs Act
In my last article I wrote about the numerous reasons estate planning is important outside of estate tax planning, in
Twomey Latham Sponsors Breakfast Forum With Islip Town Supervisor Angie Carpenter
On Friday, June 15th LIMBA hosted a breakfast forum with Islip Town Supervisor Angie Carpenter, which was co-sponsored by Twomey