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Joel A Bernstein
About Joel
Biography
Review: "Joel is a complete pro in the area of estate planning. He covers every issue that needs to be addressed, He's quick, efficient and professional. I very highly recommend him to anyone looking for estate planning."
Practice Areas
3
Practice Areas
Estate Planning
90%
34 years | 2,500 cases
Probate
5%
34 years | 160 cases
Trusts
5%
34 years | 2,100 cases
Fees and Rates
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Chat withLicenses
Licensed in Massachusetts for 39 years
State: Massachusetts
Acquired: 1986
No misconduct found
Location
MA Wills and Trusts - Joel Bernstein
33 Bedford Street., Suite 13, Lexington, MA, 02420
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Joel A Bernstein's Reviews
Avvo Review Score
66 Client Reviews
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Practice Areas
What Clients Mention
Showing 11 - 14 of 14 reviews | Communication Style
Posted by Glenn | February 14, 2018 | Hired Attorney | Estate Planning
Trusted advisor
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 t...
Joel Bernstein
Replied last February 14, 2018Glenn - Thank you for your confidence in us. As you are an attorney, I appreciate you seeing our focus in this area of law of estate planning using wills and trusts. Again, Glenn, thanks. Joel
Posted by anonymous | February 14, 2018 | Hired Attorney | Estate Planning
Review of Joel Bernstein
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 hi...
Joel Bernstein
Replied last February 14, 2018Thanks for doing business with us. I realize that people like to travel and sometimes they come to me just before a major trip. I try very hard to get it done before you leave on vacation - and I am glad we succeeded in getting you estate planning done in plenty of time. Joel
Posted by John | April 24, 2015 | Estate Planning
29 Years of Excellent Service
Joel created an estate plan for us about 29 years ago. He has kept us informed about changes in the laws that require us to make appropriate updates. We are totally satisfied with the service that he has provided to us. I would recommend him without reservation.
Posted by John | October 02, 2014 | Wills & Living Wills
Review
We find him through our company legal service contractor, ARAG. We set an appointment for consultant for wills, and related legal topics. When we got there, he asked us to fill in a form for our property values, 401k etc. Then he started to ask what you want me to write for will, a simple will and du...
Joel A Bernstein's Lawyer Endorsements
"An excellent lawyer who treats clients with patience, care, understanding, and utmost professionalism - an even better person and I wholeheartedly recommend for future services."
"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."
"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."
"I have known Joel for more than 5 years as an estate planning attorney and friend. As proof if you will of his quality has an attorney I need only think about the intelligence he brings to his cases and to the deep thinking he gives to the law. As for his ability with clients, it is second to none. He has developed a terrific rapport and a system for working through estate plans and administration that would make anyone feel at home with his practice. I am only glad he is not my one-on-one competitor!"
"Joel is an excellent estate planning lawyer and an expert on trusts. His professorial as well as kind and compassionate manner perfectly suits his area of legal practice. I have and will continue to recommend clients to him with the utmost confidence. Attorney Bernstein is a true professional and always a pleasure to work with."
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Experience
Associations
2013 - Present
Cary Library Professional AdvisersLawyer on Board
1993 - 1996
American Academy of Estate Planning AttorneysOn Board of Governors
1986 - 1989
American Bar AssociationEditor of Real Property Technology
Sample of Legal Cases
Saved $99,000 in taxes
Tax Savings
Education
1989
Boston University School of Law
LL.M - Master of Laws
1981
Vermont Law School - Environmental Law Center
Masters in Law
1979
Western New Englahd School of Law
Juris Doctor
1975
Hobart and Wm. Smith Colleges
BA
Speaking Engagements
2014
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
2013
Basics of Trusts for Lawyers and CPAs
Trusts
2011
Mass. Society of Enrolled Agents
Trusts and Estates: Income Taxation
2000
Charles Schwab Inc. Workshop
Advanced Planning for Retirement Assets
1988
Cambridge MA Entrepreneurs - Guest Speaker
Automation of Law Documents
1987
Co-participant of Video
Automating Real Estate Video for ABA
1986
Mid-Year Annual Meeting
Economics of Computer Driven Real Estate Law
1986
Annual Meeting
Computerized Real Estate Conveyacning
Publications
2015
Loring/Rounds on Trusts
Co-wrote Chapter in Loring on Trusts
1990
Real Estate Computer User Group Newsletter
Editor for American Bar Association
1990
Callaghan's Law Office Economics and Management Journal
Economics of Computerized Real Estate
1987
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