Dana A. Bernstein

Bernstein

Email dbernstein@sgrvlaw.com
Phone: 215-241-8816
Fax: 215-531-9151

Dana A. Bernstein

Associate

Dana A. Bernstein is an associate in the Estates and Trusts department, and practices in the firm’s Philadelphia, Pennsylvania and Marlton, New Jersey offices.  Her legal work focuses on estate planning, probate and trust administration, and taxation.

Ms. Bernstein represents individuals, families, business owners and fiduciaries in matters involving estate tax planning, business succession planning, estate and trust administration, and related litigation. As the mother of adult children with autism, Ms. Bernstein is personally committed to the field of disability law and provides “special needs” estate planning and guardianship representation to families of adults and children with disabilities.  Ms. Bernstein guides clients through the legal and financial complexities of the development of estate and gift plans that leverage tax exemptions, implement closely held business succession strategies, preserve appropriate benefits and services for adults with disabilities, and structure charitable giving.  The overriding goal of her practice is to lessen the financial impact of life events like death, divorce, illness and disability on her clients by preserving wealth, protecting assets, limiting exposure to risk, minimizing tax liability, and protecting her clients’ long-term financial well-being.

Ms. Bernstein holds an LL.M. in Taxation from Temple University, Beasley School of Law, and has worked with trust companies, financial professionals and other local firms to provide a broad and sophisticated range of estate planning, tax, probate and trust administration services to clients.  She has represented clients in probate court with respect to guardianships, judicial accountings, audits and contested probate matters.  Upon becoming involved with organizations for parents of children with autism spectrum disorders, she represented clients in special education disputes.  Her practice evolved to include the preparation of essential estate planning documents incorporating “special needs” trusts for families of children with disabilities.  Ms. Bernstein began her career representing commercial clients in variety of business disputes involving bankruptcy, lender liability, shareholder oppression, real estate, casualty matters, tax examinations, tax appeals and tax collections, and she served as an extern with the Department of Justice, Office of the U.S. Bankruptcy Trustee in Philadelphia during law school.

She is admitted to practice before the state courts in Pennsylvania and New Jersey, and before the federal district and bankruptcy courts in the Eastern District of Pennsylvania.

Education

  • Temple University Beasley School of Law, Graduate Division, Master of Laws (LL.M.) in Taxation, January 2012
  • Widener University School of Law, Juris Doctor, May 1997
  • Fairfield University, Bachelor of Arts, May 1994

Professional Organizations 

  • Volunteer Tour Guide – Independence Visitor Center
  • Volunteer – Sunday Breakfast Rescue Mission
  • Volunteer Attorney – Elder Justice & Civil Resource Center
  • Volunteer Attorney – Elder Justice & Civil Resource Center
  • Volunteer ESL Teacher – Nationalities Services Center

Admissions

  • Pennsylvania Bar Association
  • New Jersey Bar Association
  • S. District Court for the Eastern District of Pennsylvania
  • S. Bankruptcy Court for the Eastern District of Pennsylvania

Practice Areas

  • Estates and Trust
  • Tax Law