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Daniel R. Bernard, Esq.

Daniel R. Bernard, Esq.

Daniel R. Bernard, Esq.
(Riverhead, NY)

Dubin & Quartararo, LLP

As a trust and estates attorney, the primary focus of my practice is estate planning, trust and estate administration, estate tax planning, business succession planning, and estate litigation, with an emphasis on estate planning for snowbirds. Having been admitted to practice law in both New York and Florida, I have the unique ability—unlike most attorneys who are licensed in only one state—to represent clients effectively, appear in court, and probate wills, and administer estates in both New York and Florida. I have been quoted in The Wall Street Journal, Newsday, and U.S. News and World Report in articles related to estate planning and taxation issues. I have also been a guest on the “Ask the Attorney” show, the “Dead Celebrity Podcast,” and the “Law You Should Know” radio show and podcast to discuss estate planning for snowbirds.

Daniel R. Bernard, Esq.

Daniel R. Bernard, Esq.
(Riverhead, NY)

Dubin & Quartararo, LLP


Estate Planning For Snowbirds
Published Date: Sep 2021
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Estate Planning For Snowbirds

When I meet with snowbird clients and start explaining the special circumstances created by their status as a snowbird, they tend to not only be very surprised by the significant effect being a snowbird has on their estate, but also are very grateful for the information. My hope is that this book will reach many more snowbirds than the 20 to 30 that I can typically help at one of my seminars. A snowbird who has the information contained in this book can save their heirs a lot of time, a significant amount of money, and many headaches.

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