Bernard Law P.C.

Bernard Law P.C. Bernard Law P.C. focuses its practice on all areas of trusts and estates, in New York and Florida. and its founder Daniel R.

Bernard, focuses its 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 is available on Amazon or you can download for free from his website. Dan has been quoted in The Wall Street Journ

al, 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 is admitted to practice law in New York, Florida and New Jersey.

09/05/2026

Why Probate Gets Complicated

Missing wills, outdated executors, missing death certificates, and witness issues can delay probate and increase legal costs.

Follow the link below to watch the complete episode.
https://bio.link/danielbernard

Daniel Bernard says probate is not about how much money someone has. One forgotten account or missing beneficiary can fo...
09/04/2026

Daniel Bernard says probate is not about how much money someone has. One forgotten account or missing beneficiary can force families into court and create unnecessary legal costs.

Watch the full episode and hear the complete conversation — click below.
https://bio.link/danielbernard

09/03/2026

Why Probate Can Become So Frustrating for Families

Probate often becomes difficult when key documents are missing or hard to locate, like the original will or death certificate. Challenges can also come up when beneficiaries or executors need to be tracked down, especially if they are older or out of contact. In some cases, witness signatures may also need to be confirmed, which can add more time, cost, and delays to the process.

Click the link below to watch the full episode.
https://bio.link/danielbernard

09/02/2026

How Revocable Trusts Work

A revocable trust allows you to maintain control of your assets during your lifetime while helping your family avoid probate after death.

Continue the conversation below.
https://bio.link/danielbernard

Most people assume all assets go through probate, but many accounts can pass directly to beneficiaries. Daniel Bernard e...
09/01/2026

Most people assume all assets go through probate, but many accounts can pass directly to beneficiaries. Daniel Bernard explains why updated beneficiary forms are one of the most important parts of estate planning.

Click the bio link to listen to the full episode.
https://bio.link/danielbernard

08/31/2026

Will vs Trust in New York: Why Probate Can Slow Everything Down

An estate planning attorney explains how probate works in New York, why it delays asset transfers, and how trusts can help families avoid court and access assets faster.

Click the link below to watch the full episode.
https://bio.link/danielbernard

08/30/2026

Why Homeowners Need Trusts

Owning a home without a trust can lead to probate, while properly funding a trust can help families transfer property more efficiently.

Follow the link below to watch the complete episode.
https://bio.link/danielbernard

Daniel Bernard says homeowners should review their trust whenever they buy or move into a new property. A home left outs...
08/29/2026

Daniel Bernard says homeowners should review their trust whenever they buy or move into a new property. A home left outside the trust can accidentally pull an entire estate back into probate.

Follow the link below to watch the complete episode.
https://bio.link/danielbernard

Daniel Bernard explains that probate often starts with proving which will is truly the final version. Without proper pla...
08/28/2026

Daniel Bernard explains that probate often starts with proving which will is truly the final version. Without proper planning, families can spend months tracking down paperwork, witnesses, and missing documents.

Watch the full episode and hear the complete conversation — click below.
https://bio.link/danielbernard

08/27/2026

What Probate Means and Why a Home Often Ends Up in Court

Probate applies to assets that do not have a beneficiary, are not jointly owned, and are not held in a trust. This often includes a home after the last owner passes away. If a house is not placed in a trust or otherwise planned for, the court process is needed to decide who receives it.

Follow the link below to watch the complete episode.
https://bio.link/danielbernard

Address

45 Route 25A, Suite A2
Shoreham, NY
11786

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 6pm
Thursday 9am - 7pm
Friday 9am - 7pm

Telephone

+12129053685

Website

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