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Joel A Bernstein

Joel A Bernstein

Practice areas:

Estate Planning, Trusts, Probate

Practice Areas

Licensed since 1986

  1. Estate Planning: 50%
    23 years, 2.5 thousand cases
  2. Probate: 25%
    23 years, 160 cases
  3. Trusts: 25%
    23 years, 2.1 thousand cases

Payment

Payment Types:

Cash, Check

Attorney Endorsements

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Contact Info

Joel Arthur Bernstein

33 Bedford Street.
Suite 13
Lexington, MA, 02420

Resume

License
StateStatusAcquiredUpdated
MAActive198604/17/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Associations
Association NamePosition NameDuration
Cary Library Professional AdvisersLawyer on Board2013 - Present
American Academy of Estate Planning AttorneysOn Board of Governors1993 - 1996
American Bar AssociationEditor of Real Property Technology1986 - 1989

Publications
Publication NameTitleDate
Loring/Rounds on TrustsCo-wrote Chapter in Loring on Trusts2015
Callaghan's Law Office Economics and Management JournalEconomics of Computerized Real Estate1990
Real Estate Computer User Group NewsletterEditor for American Bar Association1990
American Bar Association Probate and Property JournalEditor for American Bar Association1987
ABA Probate and Property JournalA Primer on Computerized Real Estate Conveyancing1987

Education
School NameMajorDegreeGraduated
Boston University School of LawTaxLL.M - Master of Laws1989
Vermont Law School - Environmental Law CenterEnvironmental LawMasters in Law1981
Western New Englahd School of LawLawJuris Doctor1979
Hobart and Wm. Smith CollegesEnglishBA1975

Speaking Engagements
Conference NameTitleDate
Washington Society of CPAsIncome Taxation of Trusts and Estates - Washington State2014
Mastering the Fundamentals of Estate Planning for CPAsEstate Planning for CPAs2014
Massachusetts Society of CPAsFederal Estate and Gift Tax2014
Estate and Life PlanningEstate and Life Planning for Middle Class Clients2014
CPA Fiduciary Income Taxation - AdvancedFiduciary Income Taxation2014
CPA EducationAdvanced Income Tax for CPAS of CT2014
Advanced Trusts and Estates LawAdvanced Fiduciary Income Taxation2014
Basics of Trusts for Lawyers and CPAsTrusts2013
Mass. Society of Enrolled AgentsTrusts and Estates: Income Taxation2011
Charles Schwab Inc. WorkshopAdvanced Planning for Retirement Assets2000
Cambridge MA Entrepreneurs - Guest SpeakerAutomation of Law Documents1988
Co-participant of VideoAutomating Real Estate Video for ABA1987
Mid-Year Annual MeetingEconomics of Computer Driven Real Estate Law1986
Annual MeetingComputerized Real Estate Conveyacning1986