|Association name||Position name||Duration|
|Cary Library Professional Advisers||Lawyer on Board||2013 - Present|
|American Academy of Estate Planning Attorneys||On Board of Governors||1993 - 1996|
|American Bar Association||Editor of Real Property Technology||1986 - 1989|
|Saved $99,000 in taxes||Tax Savings|
|See all legal cases|
|Loring/Rounds on Trusts||Co-wrote Chapter in Loring on Trusts||2015|
|Callaghan's Law Office Economics and Management Journal||Economics of Computerized Real Estate||1990|
|Real Estate Computer User Group Newsletter||Editor for American Bar Association||1990|
|American Bar Association Probate and Property Journal||Editor for American Bar Association||1987|
|ABA Probate and Property Journal||A Primer on Computerized Real Estate Conveyancing||1987|
|Boston University School of Law||Tax||LL.M - Master of Laws||1989|
|Vermont Law School - Environmental Law Center||Environmental Law||Masters in Law||1981|
|Western New Englahd School of Law||Law||Juris Doctor||1979|
|Hobart and Wm. Smith Colleges||English||BA||1975|
|Washington Society of CPAs||Income Taxation of Trusts and Estates - Washington State||2014|
|Mastering the Fundamentals of Estate Planning for CPAs||Estate Planning for CPAs||2014|
|Massachusetts Society of CPAs||Federal Estate and Gift Tax||2014|
|Estate and Life Planning||Estate and Life Planning for Middle Class Clients||2014|
|CPA Fiduciary Income Taxation - Advanced||Fiduciary Income Taxation||2014|
|CPA Education||Advanced Income Tax for CPAS of CT||2014|
|Advanced Trusts and Estates Law||Advanced Fiduciary Income Taxation||2014|
|Basics of Trusts for Lawyers and CPAs||Trusts||2013|
|Mass. Society of Enrolled Agents||Trusts and Estates: Income Taxation||2011|
|Charles Schwab Inc. Workshop||Advanced Planning for Retirement Assets||2000|
|Cambridge MA Entrepreneurs - Guest Speaker||Automation of Law Documents||1988|
|Co-participant of Video||Automating Real Estate Video for ABA||1987|
|Mid-Year Annual Meeting||Economics of Computer Driven Real Estate Law||1986|
|Annual Meeting||Computerized Real Estate Conveyacning||1986|
Posted by Colin
Through seminar and private consultation, Joel expertly guided my wife and me through the process of formulating and documenting an estate plan; including power of attorney, health proxy, will, and living trust. The process, timing, and costs were exactly as described in our first session. We are additionally comforted to know that Joel and staff will be monitoring our plans in the future.
Posted by anonymous
I would like to extend my appreciation and thank you for to Joel A. Bernstein for the terrific job he did in the creation of our estate. My wife and I both found Joel to be a very effective and component lawyer. He explained the strategies and the benefits of a living trust. We are grateful for his flexibility in accommodating our very tight schedule as we were leaving for Europe. Furthermore he explained his fee structure at our first meeting. We are enjoying our on going business relationship. I would recommend Joel to anyone interested in establishing their estate planning needs.
Posted by Glenn
I am an attorney, but not with any particular knowledge of probate or estate law. I also have quasi-complicated needs due to re-marriage and children from both prior marriages. I brought him my problems and all my preconceived ideas about what my plan would look like. As a process: Joel listened to me; he thought about what I was really asking; he checked with me; then, consistently, answered the questions I really wanted to ask. He gave me a flexible plan, tailored to my needs and the needs of my people, and documentation which is direct, and simple to work with. And he continues to advise as I implement the plan. I would recommend Joel to anyone, including other attorneys, without reservation.
John Hope, Elder law Attorney
Relationship: Fellow lawyer in community
What I like about Joel is his intelligence, compassionate personality, and comprehensive systems approach to providing legal services. Joel is good at helping his clients prioritize their goals and understand the various legal estate planning options to best accomplish them. In the past Joel and I have collaborated in reviewing and editing some of each others complex trust document templates. I found Joel to be extremely detail oriented and thorough - he doesn't miss anything. I think his great personality, his technical savvy, and his legal knowledge are a winning combination. Also, he gets his work done in a timely manner, no unnecessary delays. "Estate planning done in three weeks" is his mantra. If my parents lived in Massachusetts I would send them to Joel for their estate planning needs. Joel also handles Estate Administration and the Probate of Estates in a caring sensitive way.
Steven Graham, Real estate Attorney
Relationship: Supervised lawyer
I endorse this lawyer. I have know Joel for over thirty years. Initially, as an employee and colleague, and subsequently, as a trusted professional to whom I have referred clients with estate planning needs. I have found Joel to be thorough, responsive to client needs and very knowledgeable.