Estate Planning in New York & Florida

Let Daniel Bernard help you reach your goals through a customized estate plan

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Book Your Free Estate Planning Consultation Today With Daniel Bernard

Welcome to Daniel Bernard Estate Planning

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 is a Partner at Otterbourg, P.C

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Does this Sound Familiar?

Overwhelmed by the whole estate planning process and where to even begin?

Angry to think that your kids will have to pay a lot of taxes or fees to the government when you die?

Concerned your kids will have to go through a long and expensive probate when you die?

Unsure if the will that you got several years ago will protect you and your family?

With a little bit of legal advice, you can be sure that your assets go to whom you want, when you want, and in the way that you want. Book a call with me today!

Book a call with Dan today!

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Top 5 Things To Know If You Own Property In NY And FL

My Parent has Died

Estate Planning Checkup

An Estate Plan is More

Than a Document

I do what is right, and am honest & ethical, worthy of the trust of others.
I believe in working together in a collaborative way.
I'll discuss what's important to you. My clients are the heart and soul of my business.
I strive to provide a safe & supportive environment.
I provide unsurpassed service, that, together deliver premium value to my clients.

Book an Initial Call Now

How We Help Families

New York and Florida Estate Planning & Elder Law

Estate Planning
Fundamentals

Estate Planning Fundamentals

Make sure your family's future is secure in the event of your passing. Discover how we can help you draft a will, set up trusts, assign powers of attorney and more.

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Estate Planning for
Snowbirds

Estate planning is important for everyone, but snowbirds often face more legal complications than others. The Snowbird Lawyer can design custom estate planning solutions for multi-state residents.

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Estate Tax
Planning

Estate Tax Planning

Historically speaking, the federal estate tax is an excise tax levied on the transfer of a person’s assets after death. In actuality, it is neither a death tax nor an inheritance tax, but more accurately a transfer tax.

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Client Success Stories

     Excellent  
     Based on 11 reviews 
    
 
 
   
 
 
         Stacie Meislohn (Calypso Cottage) 
 May 4, 2023
 
 
  Daniel was very easy to work with. Very straightforward and answered all our initial questions. Always available through email or phone or personal meetings. Over time he was able to bring our quite complicated situation to a very agreeable conclusion. Thank you Daniel!
  
 
        Allyn Vineberg 
 April 29, 2023
 
 
  Daniel created an estate plan and drafted my will.  He’s smart, a very good listener and easy to work with.  Being both a New York and Florida attorney was invaluable to me.  Would I recommend him?  I already have.😊
  
 
        JIM TOWLE 
 April 29, 2023
 
 
  Daniel did a great job with my estate planning after my wife passed.Everything was done in an extremely professional manner helping me to feel very comfortable with everything he did to get the plan together.He is very personable and knowledgeable.I wouldn’t hesitate to recommend him to anyone who was in need of estate planning!
  
 
        Marjory Horowitz 
 April 28, 2023
 
 
  To Whom it May Concern,

Daniel Bernard is my choice for my estate planning attorney.  I read about his firm on line and met him in person about a year ago.  He was sensational in every way I could have hoped for.  He is kind, uber smart and creative.  He did trusts and wills for my husband and I, answered any questions promptly and made changes whenever I wanted them.  Dealing with Daniel is seamless and easy and he responds immediately to texts, calls and emails.  I would highly recommend this marvelous person if you need to put your affairs in order of just need general legal advice.

Marjory Horowitz
  
 
        Tom Thorpe 
 February 23, 2023
 
 
  Mr. Bernard prepared a complete set of Estate Plan documents that covered our specific situation and goals thoroughly and well.  He did a fine job explaining details and answering our questions about individual parts of our Plan and how they worked together to meet our wishes.
  
 
        Michele Iannello 
 February 20, 2023
 
 
  Daniel executed our wills/trusts in a very professional manner.  He was attentive to our needs, offering different options for my husband and I to consider.  He was extremely patient while we were making our choices.  We will continue to work with Daniel as our needs require.  We highly recommend him.  Michele Iannello & Philip Tesoriero
  
 
        Barbara Layton 
 February 18, 2023
 
 
  Daniel Bernard was an absolute pleasure to work with. He took care of my estate planning with the utmost care, efficiency, and professionalism. He was always available to answer questions and guided me through the estate planning process with ease, clarity, and expert recommendations. I highly recommend working with him. You will not be disappointed.
  
 
        Kevin Sokolski 
 February 5, 2023
 
 
  Daniel was very thorough, organized and professional throughout the estate planning process. He was responsive by phone or email, answering any questions I had regarding my situation. Daniel made sure the process was smooth and took care of all of the details to make sure nothing was missed.
  
 
        Joseph Hegarty 
 February 3, 2023
 
 
  I have the piece of mind to never have to worry when Daniel Bernard is on the job. He goes above and beyond for his clients and I would highly recommend him for all of your estate planning needs.
  
 
        Fran Duffy 
 February 3, 2023
 
 
  Dan came highly recommended and he made the whole estate planning process easy