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Bernard Dane Stein

Counsel

Bernard Dane Stein

Counsel

Bernie Stein is a dedicated attorney with a focused practice in estate planning and business succession planning. He is committed to designing tailored solutions which align with each client’s personal values and financial objectives. Bernie’s philosophy emphasizes strategic tax efficiency while prioritizing each client’s core goals. This philosophy ensures generational wealth preservation and seamless transition for family-owned businesses.

A graduate of the University of Miami School of Law’s prestigious LL.M. program in Taxation, Bernie combines technical expertise with a client-centered approach. His career has been shaped by leadership roles in professional organizations, including serving as Past President of the Greater Miami Tax Institute and South Dade Estate Planning Council. Bernie’s deep involvement in the legal community extends to educating peers through frequent speaking engagements and mentoring future attorneys as an Attorney Advisor for the University of Miami’s Graduate Estate Planning Program.

Bernie thrives on transforming complex tax and legal challenges into clear, actionable plans. He builds lasting relationships with clients by listening intently, communicating transparently, and meticulously addressing details necessary to protect each client’s objectives to safeguard their legacies.

Credentials

Estate Planning
Business Succession Planning
Entity Structuring & Tax Analysis
Wealth Preservation Strategies

LL.M. in Taxation
University of Miami School of Law,
Coral Gables, FL

Juris Doctor
University of Pittsburgh School of Law,
Pittsburgh, PA

B.A. in History & Business
Case Western Reserve University,
Cleveland, OH

Past President, Greater Miami Tax Institute
Past President, South Dade Estate Planning Council
Member, Miami Beach Estate Planning Group
Member, Dade County Chapter of the Florida Institute of Certified Public Accountants
Attorney Advisor, University of Miami Graduate Estate Planning Program
Judge, American Bar Association National Appellate Advocacy Program
Member, The Florida Bar & The American Bar Associations, Sections on: Taxation; Real Property, Probate, and Trust Law; and Corporation, Banking, and Business Law

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