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Daniel R. Bernard

Attorney Profile

Top Rated Estate Planning & Probate Attorney in Riverhead, NY

Twomey, Latham, Shea, Kelley, Dubin & Quartararo LLP
33 West Second Street
Riverhead, NY 11901-9398
Phone: 631-382-6248
Fax: 631-727-1767
Selected to Rising Stars: 2020 - 2022
Licensed in New York Since: 2014
Practice Areas: Estate Planning & Probate
  • Free Consultation
  • Virtual Appointments
Attorney Profile

Daniel R. Bernard is an attorney and partner at Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP, in Riverhead, New York. Mr. Bernard focuses his practice on estate planning and represents a wide variety of clients, particularly New York residents who own real estate in Florida.

Mr. Bernard frequently works with matters involving business succession planning, estate administration, estate tax planning and trust administration. He is an experienced litigator and is always dedicated to protecting the legal rights of his clients.

Sharing his estate planning knowledge, Mr. Bernard has appeared on television programs and podcasts to discuss estate planning topics. Newsday and The Wall Street Journal have quoted him in their publications, and in 2019, Long Island Business News presented him with a “Leadership in the Law” award, an honor presented to associate attorneys demonstrating leadership capability, high ethical standards and contributions to the legal community.

Active in the New York State Bar Association, Mr. Bernard is a member of the Tax Section, the Trusts & Estates Law Section, and the Multi-State Practice Committee. He maintains membership in The Florida Bar, belonging to the Out of State Division and the Real Property, Probate & Trust Law Section. He also belongs to the Suffolk County Bar Association, the New Jersey State Bar Association and the Estate Planning Council of Suffolk County, Inc.

Mr. Bernard received a bachelor’s degree in finance and economics from Temple University and earned his law degree from Rutgers Law School, Newark. Additionally, he holds a Master of Laws degree in taxation from New York University. He is qualified to appear before the state courts of both New York and Florida, as well as the U.S. Tax Court.

Practice Areas
  • 100%Estate Planning & Probate
Focus Areas

Estate Planning, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills

Selections

3 Years Rising Stars
  • Rising Stars: 2020 - 2022

About Daniel R. Bernard

First Admitted: 2013, New Jersey

Professional Webpage: https://suffolklaw.com/our-people/daniel-r-bernard/

Newsletters

Bar/Professional Activity

  • Suffolk County Bar Association
  • Presented CLE for Strafford Publications entitled "Estate Planning and the SECURE Act", 2021
  • Presented CPE entitled "Tax Reporting Mechanics of Trust Decanting" for Strafford Publications., 2021
  • Member, Estate Planning Council of Suffolk County
  • Member, Florida State Bar Association, Real Property Probate Law Division
  • Member, Florida State Bar Association, Out of State Division
  • Member, New Jersey State Bar Association
  • New York State Bar Association, Tax Section, Trusts and Estates Committee, Member
  • New York State Bar Association
  • Estate Planning Council of Suffolk County
  • Vice-Chair of the New York State Bar Association Trusts and Estates Section Multi-State Practice Committee, Taxation Committee, 2019
  • Florida Bar Association

Educational Background

  • Temple University, B.B.A., Finance and Economics, 2008
  • New York University School of Law, LL.M in Taxation, 2017

Scholarly Lectures/Writings

  • This podcast addresses such topics as having estate planning documents for both New York and Florida, ancillary probate and how to avoid having your estate probated in two states, and domicile, or which state considers you a resident for state tax purposes, Guest, Rockefeller: Help Your Snowbirds Dodge Tax Pitfalls, The Dead Celebrity Podcast, Snowbirds, Estate Planning, 2019
  • The NFL’s Stance on Gambling: A Calculated Contradiction, 4 UNLV Gaming L.J. 273 (2013)
  • Non-Custodial Parents’ Right to Their Children’s College Records, 40 Rutgers L. Rec. 48 (2012)
  • In this podcast I describe legal considerations for establishing residency to avoid problems with the tax authorities in NY, and maintaining trusts and other issues - if you move to Florida, Guest, Moving to Florida, Law You Should Know podcast, Estate Planning, Snowbirds, 2019

Honors/Awards

  • Leadership in Law Award honoring attorneys associated with a law firm at the level of associate for his professional achievements, legal and business contributions; service to the legal profession and improvement of the legal system through practice innovations, legal scholarship, advancing diversity within the profession, and maintaining and encouraging high standards of ethics; participation in professional associations; volunteer or pro bono public service; and community involvement., Leadership in Law, Long Island Business News, 2019

Videos

Other Outstanding Achievements

  • I was a guest on the television program "Ask the Attorney" where I discussed estate planning for snowbirds, 2020
  • Wrote and published book entitled "Estate Planning for Snowbirds"    https://www.amazon.com/Estate-Planning-Snowbirds-Daniel-Bernard/dp/1951149971/ref=sr_1_3?crid=2TB63ZA50SALZ&keywords=estate+planning+for+snowbirds&qid=1642781487&sprefix=estate+planning+for+snowbirds%2Caps%2C67&sr=8-3, 2021
  • I was quoted in a U.S. News and World Report Article entitled "10 Steps to Writing a Will".   https://money.usnews.com/money/personal-finance/family-finance/articles/steps-to-writing-a-will?src=usn_nl_moneydecisions&utm_source=Sailthru&utm_medium=email&utm_campaign=Your%20Money%20Decisions-Fri%20May%2014%2006:07:00%20EDT%202021&utm_term=Your%20Money%20Decisions, 2021
  • I was a guest on the "Ask the Attorney" show discussing estate planning considerations for people moving from New York to Florida.  https://iwantabuzz.com/legal/ask-the-attorney/daniel-bernard-from-twomey-latham-2/, 2021
  • I was quoted in a Newsday article entitled, Facing an Audit, 2020
  • I was quoted in a Wall Street Journal article in regard to people leaving states with high state and local taxes for states with low to no state and local tax states, 2019
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Office Location for Daniel R. Bernard

33 West Second Street
Riverhead, NY 11901-9398

Phone: 631-382-6248

Fax: 631-727-1767

Last Updated: 5/15/2022

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