Daniel Bernard | Estate Planning

Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP

Daniel Bernard | Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP

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Daniel R. Bernard is a highly skilled attorney and partner at a law firm, with extensive experience in estate planning, trust and estate administration, estate tax planning, business succession planning, and estate litigation. His specialization in estate planning for snowbirds has made him a go-to expert for clients who split their time between New York and Florida.

Daniel is admitted to practice law in New York, Florida, and New Jersey, giving him the ability to represent clients in all three states. Additionally, he is admitted to practice before the United States Tax Court. Daniel has been quoted in The Wall Street Journal and Newsday, and has been a guest on several shows to discuss estate planning for snowbirds.

With an advanced law degree, a Master of Laws in Taxation from New York University School of Law, Daniel is well-equipped to assist clients with advanced estate tax planning. He also received his Juris Doctor degree from Rutgers School of Law-Newark, where he served as the Senior Managing Editor of the Rutgers Law Record.

Before joining the legal profession, Daniel earned a Bachelor of Business Administration degree from Temple University, double majoring in finance and economics. He has had two legal papers published on topics of professional and personal interest.

Daniel is an active member of several legal associations, including the Suffolk County Bar Association, the New York State Bar Association, the New Jersey State Bar Association, and the Florida Bar. He also serves on multiple committees related to trusts and estates law, taxation, and estate planning.

Overall, Daniel’s impressive credentials, extensive experience, and active involvement in the legal community make him a highly sought-after attorney for clients seeking assistance with estate planning, trust and estate administration, and more.