Long Island's Most Trusted Estate Lawyers
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Our team has over 10 years of experience
5-star rated on Google
Licensed in NY, NJ and FL
Trusted by over 500 of Long Island's best clients!
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Will & Estates
Probate & Will Execution
Estate Tax Planning
Trusts
Let our experience be your guide.
500+
Client's served
10+
Years of estate law experience
99%
Client satisfaction
Meet Daniel Bernard - Long Island's 5 Star Rated Estate Lawyer
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.
How We Help Our Clients
Your estate plan should protect your assets, wealth, business and ensure a smooth transition of wealth.
Protect Your Wealth
At Bernard Estate Planning, we help New York families preserve wealth through strategic estate tax planning tailored to state and federal laws. Our team ensures your estate plan takes full advantage of available exemptions and deductions to minimize the impact of estate taxes on your legacy. We guide you in structuring gifts, trusts, and asset transfers to reduce taxable estates while maintaining control and protecting your loved ones. With personalized strategies, we help you pass on more of what you've built to the next generation.
Defend Your Assets
We help high-income individuals safeguard their wealth from potential creditors, lawsuits, and other financial threats through advanced asset protection strategies. Our team designs irrevocable trusts, LLCs, and other legal structures to create layers of protection around your personal and business assets. With careful planning, we reduce your exposure to risk while preserving long-term control and flexibility.
Transition Wealth To The Next Generation
We guide families in transferring wealth to the next generation in a way that’s tax-efficient, legally sound, and aligned with their values. Whether through trusts, gifting strategies, or charitable planning, we help minimize taxes and avoid probate, ensuring a smooth transition of assets. Our goal is to help you create a legacy that supports your loved ones and the causes you care about.
Ensure Your Business
For business owners, we provide tailored succession planning to ensure your business continues to thrive across generations. We assist with ownership transfers, leadership transitions, and tax-efficient exit strategies that align with your personal estate plan. Our planning helps prevent disputes, reduce tax liability, and secure the future of the business you’ve built.
What Our Client's Are Saying
Our Services
Estate Tax Planning
We help high-net-worth individuals minimize their estate tax burden under both New York State and federal laws. Our team uses advanced strategies like lifetime gifting, exemption planning, and charitable giving to preserve more of your wealth. We ensure your estate plan is structured to take full advantage of all available tax benefits. The result is a tax-efficient legacy that protects your family’s future.
Trust Formation and Management
We design and manage customized trusts to give you greater control over how your wealth is used and protected. Whether it's a revocable living trust for probate avoidance or an irrevocable trust for asset protection and tax savings, we tailor each structure to your goals. Our team also provides ongoing trust administration guidance. Trusts are a powerful tool to secure your legacy and support future generations.
Probate Services
We guide families through the New York probate process with clarity and efficiency, helping to settle estates as quickly and smoothly as possible. From court filings to asset distribution, we handle the legal details so you can focus on your family. If you’re an executor or trustee, we ensure you meet your obligations and avoid costly mistakes. Our goal is to reduce stress and prevent delays during a difficult time.
Wealth Transfer and Legacy Planning
We help you pass on wealth in a way that reflects your values, supports your loved ones, and reduces tax exposure. From strategic gifting to charitable trusts and family governance structures, we build a plan that aligns with your long-term vision. Our approach goes beyond legal documents — we help you shape a lasting legacy. It’s about securing the future while honoring what matters most to you.
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