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.
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
News & Insights
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
Associate Daniel R. Bernard, an attorney licensed in both New York and Florida, recently appeared on the “Law You Should
A prenuptial agreement can conjure in people the thought of a wealthy person marrying a not so wealthy person, or
Daniel Bernard was quoted in a Wall Street Journal article in regard to people leaving states with high state and
The end of June is an exciting time in the United States Supreme Court, because the Court issues many of
I have written articles in the past pertaining to Florida estate and tax planning, “Estate Planning for Snowbirds” and “Domicile:
Graduation season is upon us. Many recent high school graduates will be enjoying these next couple of months of summer
In New York there are two types of guardians, a Guardian of the Person and a Guardian of the Property.
Associate Daniel R. Bernard has been appointed the Vice-Chair of the New York State Bar Association Trusts and Estates Section
The ensuing months after the holiday season usually see an uptick in divorce filings. Some matrimonial practitioners even refer to the first
In the age of the internet, with a vast amount of knowledge a few keystrokes away at all times, we
In my last article, “Estate Planning for Snowbirds,” I briefly mentioned that for people who divide their time between New
As fall comes to New York, it brings with it football, pumpkin spice everything and cooler weather. The cooler weather
In my last article I wrote about the numerous reasons estate planning is important outside of estate tax planning, in
On Friday, June 15th LIMBA hosted a breakfast forum with Islip Town Supervisor Angie Carpenter, which was co-sponsored by Twomey
For a large majority of Americans, the recent doubling of the federal estate tax exemption from $5 million to $10
Daniel R. Bernard is a tax attorney who focuses his practice in the areas of estate planning, trust and estate