News & Insights

Estate Planning During the Novel Coronavirus Pandemic

HOW THE LATEST COVID-19 NEWS CAN AFFECT YOU | March 27, 2020

By Daniel R. Bernard, Associate   Estate Planning During the Novel Coronavirus Pandemic As you read this article, I hope you and your family are well. The last few weeks (has it only been weeks, when it feels like months?) have been an unprecedented time in...

No Need to Fear a Federal Claw Back

INSIGHTS | By: | February 5, 2020

By Daniel R. Bernard, Esq. In December 2017 President Donald J. Trump signed into law the Tax Cuts and Jobs Act (the “TCJA”). Among other provisions, the TCJA doubled the federal estate and gift tax exemption amount from $5 million to $10 million, adjusted for...

What is QPRT?

INSIGHTS | By: | January 3, 2020

It is not uncommon for someone to transfer their personal residence into a trust. Many people may be familiar with the concept of transferring their personal residence to an irrevocable Medicaid type trust, in order to begin the clock ticking on the five year look...

Associate Daniel R. Bernard Honored With 2019 Leadership In Law Award

NEWS | November 22, 2019

Daniel R. Bernard (right), Associate, Twomey Latham, Shea, Kelley, Dubin & Quartararo, LLP, accepts the Leadership in Law award from Alicia Jabbour (left), Associate Publisher, Long Island Business News, at the Leadership in Law award ceremony at the Crest Hollow...