SGRV Welcomes Dana A. Bernstein to its Estates and Trusts Practice

SGRV Welcomes Dana A. Bernstein to its Estates and Trusts Practice

Dana A. Bernstein has joined Spector Gadon Rosen Vinci, P.C.’s Estates and Trusts department as an associate.

Ms. Bernstein’s practice focuses in the areas of commercial law, taxation, special needs planning and estate and wealth preservation planning.

Ms. Bernstein’s passion for the legal profession began in high school, as a receptionist in a small law office in Medford, New Jersey.  She worked in administrative and paralegal roles through college and law school, and served as an extern with the Department of Justice, Office of the U.S. Bankruptcy Trustee in Philadelphia.  She earned her juris doctor from the Widener University School of Law in 1997.

Ms. Bernstein began practicing in 1997 as a general civil litigator, representing clients involved in general and business litigation, bankruptcy, lender liability, real estate and casualty matters.  She has extensive experience in litigation, arbitration and mediation, and has handled matters in federal and state courts in New Jersey and Pennsylvania.

Several years into her career, Ms. Bernstein became involved in disability advocacy and the preparation of essential estate planning documents such as wills, revocable and irrevocable trusts, powers of attorney and living wills, for families dealing with these issues.  She realized the impact estate planning could have on clients’ lives, and earned her LL.M. in taxation from the Temple University Beasley School of Law in 2012.

Thereafter, Ms. Bernstein worked with trust companies, financial professionals and other local firms to provide legal assistance with a broad and sophisticated range of estate planning and fiduciary relationship issues.  She has assisted in the development of estate plans incorporating special needs trusts, lifetime gift planning to leverage gift tax exemptions, sales of property to trusts sheltered from estate taxes, special asset management, charitable planning, and the creation of split-interest trusts.  She has represented clients in probate matters, petitions for adjudications of incapacity, appointments of guardians, judicial accountings and various contested probate court matters.

A detail-oriented, client-focused attorney with years of first-hand experience at every level of client service, Ms. Bernstein has honed a particular mastery in the realm of estates and trusts. She excels at organizing information to identify key facts that will be effective for clients to achieve desirable results.

A lifelong resident of the Philadelphia metropolitan area, Ms. Bernstein currently lives in South Jersey, and serves in various local charitable initiatives.

Spector Gadon Rosen Vinci P.C. has represented clients nationally and internationally for 45 years and provides counsel and expertise across the entire spectrum of legal practice, from complex litigation to sophisticated transactional and corporate matters. The firm has offices in Philadelphia, New Jersey, Florida, New York and Atlanta.

The firm represents businesses, corporate boards, and highly placed individuals. Its clients are engaged in a variety of industries including finance and banking, manufacturing, hospitality, gaming and entertainment, real estate and commercial development, insurance and venture capital, energy, financial services, health care, security and telecommunications.

The firm’s practice areas include high stakes litigation, business disputes, commercial litigation, professional liability, products liability, securities, trust and estates, fiduciary litigation, bankruptcy and creditors rights, civil RICO, trade secrets, trademark and restrictive covenants, intellectual property, antitrust, white-collar criminal defense, banking and financial services, corporate formation and governance, cyber risk and security, employment, entertainment and amusements, environment and energy, wealth management, healthcare, hospitality, insurance coverage and insured casualty litigation, mergers, acquisitions and divestitures, real estate, sports and tax law.

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