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Daniel Robert Bernard

Estate planning Attorney at New York, NY

Not yet reviewed
  • State Years
    Florida - FL 6 years
    New York - NY 10 years
    New Jersey - NJ 10 years
  • Licensed for 6 years
    State FL
    Acquired 2017
    Status
    Member in Good Standing No misconduct found
  • Licensed for 10 years
    State NY
    Acquired 2014
    Status
    Currently Registered No misconduct found
  • Licensed for 10 years
    State NJ
    Acquired 2013
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Daniel

Learn Daniel’s areas of practice.

Meet Dan Bernard

An Experienced Estate Planning Attorney You Can Count On

Daniel R. Bernard focuses his practice on estate planning, trust and estate administration, estate tax planning, business succession planning, and estate litigation, with an emphasis on estate planning for snowbirds. In fact, Dan literally wrote the book on estate planning for snowbirds, which you can download for free from this site.

Dan’s philosophy on estate planning can be described in three words: originality, efficiency, and quality. Originality, in that Dan does not create cookie cutter assembly line style estate plans, where clients are fit into one of two plans the firm has on file. Rather, Dan creates a unique estate plan for each client that fits each client’s unique life. Efficiency, Dan values both his client’s time and money. So, he endeavors with every estate plan to preserve both of these precious resources. Quality, highest quality counsel and representation is the only counsel Dan supplies.

Dan has been quoted in The Wall Street Journal, U.S. News and World Report, and Newsday in articles related to estate planning and taxation issues. Dan has been a guest on the “Ask the Attorney” show, the “Dead Celebrity Podcast,”, the “Law You Should Know” radio show and podcast, and The Real Estate Law Podcast to discuss estate planning for snowbirds.

Dan holds an advanced law degree, a Master of Laws in Taxation, from New York University School of Law. This allows Dan to better assist clients with advanced estate 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 is admitted to practice law in New York, Florida, and New Jersey. Dan is an estate planning attorney and member in the Trusts and Estates department of Otterbourg P.C.

Location

Otterbourg, Steindler, Houston & Rosen, PC
230 Park Avenue
New York, NY, 10169

Estate Planning lawyers nearby

Reviews

Not yet reviewed. Review Daniel

Cost

Rates
  • Free Consultation 60 minutes
  • Retainer Sometimes
Payment methods
Cash, Check

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Member- Trusts & Estates Department
  • Otterbourg, Steindler, Houston & Rosen, PC
  • 2024 - Present
  • Partner - Trusts & Estates Department
  • Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP
  • 2015 - 2024
  • Associate Attorney
  • Law Office of Steven P. Kuhn
  • 2014 - 2015
  • Law clerk to the Honorable Barbara C. Stolte
  • New Jersey Superior Court
  • 2013 - 2014
View all work experience

Education

  • New York University
  • LL.M - Master of Laws
  • 2017
  • Rutgers University School of Law
  • JD - Juris Doctor
  • 2013
  • Temple University
  • BBA - Bachelor of Business Administration
  • 2008

Associations

  • Estate Planning Council of Suffolk County
  • Member
  • 2018 - Present
  • New Jersey Bar Association
  • Member
  • 2017 - Present
  • Florida Bar
  • Member
  • 2017 - Present
  • Florida Bar, Out-of-State Practitioners Section
  • Member
  • 2017 - Present
  • Suffolk County Bar Association, Taxation Law Committee
  • Member
  • 2016 - Present
  • Suffolk County Bar Association, Elder Law Committee
  • Member
  • 2015 - Present
  • Suffolk County Bar Association
  • Member
  • 2014 - Present
  • New York State Bar Association
  • Member
  • 2014 - Present
  • United States Tax Court
  • Admitted to Practice
  • 2014 - Present
  • New Jersey State Bar Association
  • Member
  • 2013 - Present
  • Rutgers Law Record
  • Senior Managing Editor
  • 2012 - 2013
View all associations

Languages Spoken

  • English

Honors and Awards

  • Ones to Watch in America 2023
  • Best Lawyers
  • 2023
  • New York Metro Rising Stars
  • Thomson Reuters Super Lawyers
  • 2023
  • New York Metro Rising Stars
  • Thompson Reuters Super Lawyers
  • 2022
  • New York Metro Rising Stars
  • Thompson Reuters Super Lawyers
  • 2021
  • New York Metro Rising Stars
  • Thompson Reuters Super Lawyers
  • 2020
  • Leadership in Law
  • Long Island Business News
  • 2019
View all awards

Publications

Speaking Engagements

  • Estate Planning for Snowbirds
  • Estate Planning for Snowbirds
  • 2020
  • Long Island Over 50 Fair
  • Estate Planning for Snowbirds
  • 2019
  • Estate Planning for Snowbirds
  • Estate Planning for Snowbirds
  • 2019
  • Estate Planning 101
  • Estate Planning 101
  • 2019
  • Estate Planning 101
  • Estate Planning 101
  • 2019
View all speaking engagements

Attorney endorsements

Received (9)
Given (11)
Endorse Daniel
Estate planning Attorney | Sep 12
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Sep 11
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Sep 10
Relationship: Fellow lawyer in community
"When seeking an estate planning attorney, it is important to find someone with both the legal knowledge and passion to satisfy his client needs. Attorney Bernard is that lawyer. I endorse Attorney Bernard."
Estate planning Attorney | Sep 10
Relationship: Opposing Counsel on matter
"Mr. Bernard exhibited great professionalism and courtesy in a matter where we were on opposite sides. He is a great attorney who holds high ethical standards. I hope I get to work with him again on future matters. I highly recommend him and his firm."
Unknown Attorney | Sep 10
Relationship: Fellow lawyer in community
"I recommend Daniel to anyone looking for an estate planning attorney in the area."
Estate planning Attorney | Sep 08
Relationship: Other
"This lawyer is communicate and works tirelessly for his clients. I endorse this lawyer."
Unknown Attorney | Sep 08
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Unknown Attorney | Sep 08
Relationship: Fellow lawyer in community
"I highly recommend Mr. Bernard"
Divorce and separation Attorney | May 28
Relationship: Fellow lawyer in community
"I endorse this lawyer."
View more endorsements

Avvo Contributions

This attorney hasn't created any legal answers in Q&A or legal guides recently on Avvo.

New York Estate planning Lawyer Daniel Robert Bernard
Daniel Robert Bernard
Estate planning Attorney
New York, NY
Licensed for 10 years
Free Consultation