Daniel Bernard

Daniel Bernard
Daniel Bernard
Partner

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.

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.

WHAT OUR CLIENTS SAY

Karen Morea
Couldn’t be happier with the service from the Tully Group. They are knowledgeable and professional. Each person we came in contact with was helpful. They made the whole process of...
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Ginny Davis
My husband and I worked with Brian and his excellent staff to prepare for end of life issues. Just thinking about this topic was very stressful. But I’m happy to...
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Andrew Sirlin
Most would not consider estate planning or having your will prepared an event you'd look forward to. That being said, the Tully Law group is the right choice to make....
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Gil Ricci
Initially upon arrival was greeted by a very cordial attentive staff. I was then led to conference room where I met with Attorney who began the interview. Later after him...
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Elizabeth Hourihan
Tully law is an excellent elder care law firm. Amy Latuga and her lovely staff have helped my Mom for many years and my sisters who is handicapped and now...
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Howard Powell
I can't say enough good (great) things about our family's experience with the Tully Law Group. We consider ourselves extremely blessed. Our initial meeting with Brian and his team was...
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Pat Harte
We first "met" with Atty. Jamie Larken of Tully Law Group, PC through a phone consultation after my mother-in-law's passing. We had a ton of questions and Jamie patiently and...
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Eileen Hagerman
I first met with Tully Law Group to try and learn how best to plan for my mother’s future as we journeyed through Alzheimer’s. We first met with Brian Tully,...
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Peggy Lombardo
My sons and I called upon Brian and his team to do a Trust and a will for myself since my husband passed in March of 2022. Brain and his...
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Jay Feld
The Brian Tully practice has been with my mother and me every step of the way! They've walked with us through legal, financial, and health care issues. We were never...
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Russell Mauro
The Tully Law Group is a dedicated Elder law firm that takes the time to explain difficult issues with their clients. They are polite and caring in dealing with their...
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Scott Caesar
Brian Tully and the team are trustworthy, honest and brilliant people that answer to the highest standards of the law and moral excellence. I was amazingly satisfied with the service...
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Charles Urtnowski
Tully Law Group was recommended to my wife and I, and we could not have asked for a better recommendation. Brian listened to our needs and concerns and answered all...
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Michael
There are truly no words to describe the level of service, expertise, care and professionalism the Tully Law Group: Elder Care Law Firm provided to my family under very difficult...
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Marge D
Tully Law Group was recommended to us. Working with Lisa and Lorraine was amazing. They were so helpful and responsive. A pleasure to work with them. Raina, our Elder Care...
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Linda Catalano
My family and I had a great experience with Tully Law Group. They were with us from beginning to end, helping us with a trust and Medicaid. Our questions and...
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Jill Foschi
Tully Law Group was recommended to my husband and myself from a friend of ours who had set up her and her husbands elder care planning with them. They had...
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Charles Ferris
We had Tully Law Group work on Wills, Living Wills, Health Care Proxies, etc, along with setting up a Trust for our family. Everyone we dealt with was extremely knowledgeable...
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Jill Foschi
What a wonderful experience from start to finish. I'm pretty good with paperwork but without Tully Lawn Group-, I would have been devastated. So many details, so much information; I...
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Marty Columbia
Very professional, thorough and understanding firm under trying circumstances for the client. They provide outstanding legal services and client nursing support, as well as unequalled preparation for Medicaid filing. Very...
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Bennett Weiss
I have had the pleasure of working with Tully Law Group over the course of a year, dealing with multiple situations that required both professional legal advice and compassionate understanding....
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Christopher Szimanski
Working with the folks at Tully Law Group has been a wonderful experience. Tony Farina proved to be the perfect person to both educate and support my family's needs. With...
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Aimee Mallen
As someone in the home care industry Brian and his team were the only ones I trusted to guide my parents and I through their estate planning. They were thorough...
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Contact a Long Island Estate Planning and Elder Care Attorney for Help

Taking the time to construct an estate plan now can save you and your family significant time, money, and worry in the future. A thoughtful estate plan is a wonderful gift to your loved ones that will benefit them long after you are gone.

Our elder care and estate planning attorneys will listen to your needs and construct a plan that furthers your goals. Contact our firm to set up a FREE initial consultation with convenient offices in Melville, Garden City, Northport and Riverhead.

    N/A Daniel Bernard Daniel Bernard

    Tully law group

    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.

    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.

    700 Old Country Road, Riverhead,
    Riverhead,
    NY 11901 (631)557-6715