About Bernard Dane Stein

Education

  • Master of Laws Degree in Taxation, University of Miami, Coral Gables, FL
  • Juris Doctor Degree, University of Pittsburgh School of Law, Pittsburgh, PA
  • Bachelor of Arts, History & Business, Case Western Reserve University, Cleveland, OH

Memberships

  • Past President, The Greater Miami Tax Institute
  • Past President, The South Dade Estate Planning Council
  • Member, The Miami Beach Estate Planning Group
  • Member, The Florida Bar & The American Bar Associations, Sections on: Taxation; Real Property, Probate, and Trust Law; and Corporation, Banking, and Business Law

Published Articles

  • The University of Miami Law Review
  • The Florida Bar Journal
  • Taxation for Lawyers
  • The Florida Bar Probate Systems Manual & Legal Checklists

Speaking Engagements and Related Activities

  • The Greater Miami Tax Institute
  • South Dade Estate Planning Council
  • South Florida Society of the Institute of Certified Financial Planners
  • Financial Planning Association, Miami-Dade Association of Commercial Real Estate Women
  • Dade County Chapter of the Florida Institute of Certified Public Accountants
  • In-House Planning Seminars for the Local Offices of National Life Insurance Companies
  • Multiple Presentations Before Various Private Organizations
  • Attorney Advisor, Graduate Estate Planning Program, University of Miami School of Law
  • Judge, The American Bar Association National Appellate Advocacy Program