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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."
3
Practice Areas
34 years | 2,500 cases
34 years | 160 cases
34 years | 2,100 cases
We have not found any cost information for this lawyer
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Chat withState: Massachusetts
Acquired: 1986
No misconduct found
33 Bedford Street., Suite 13, Lexington, MA, 02420
66 Client Reviews
Showing 26 - 30 of 45 reviews | Practice Area Knowledge
Posted by Michael | February 14, 2018 | Hired Attorney | Estate Planning
Will and Trust
Attn Bernstein , whom I did not know prior to our consultation and Hiring was very clear and specific. He responded to my Family's specific trust and will needs. He dealt with us personally and was very upfront on Costs , fees etc. He spent the time needed to get the documents understood and signed...
Michael - Thanks for your thoughtful comments. I take communicating the estate planning concepts as well as I can to be my personal challenge and try hard to make it understandable. Again, thanks. Joel Bernstein
Posted by Justin | February 14, 2018 | Hired Attorney | Estate Planning
Estate planning made simple
Joel was extremely easy to work with and we were able to create a will and living trust in just a few hours with him. Before we started, he took time to explain all the differences among the various options available to us. When all the documents were complete, he went through each item in detail to ...
Hi Justin - I'd like to thank you for your very positive review. Because I focus so intently in this area of law, our motto is MA Wills and Trusts: The Only Law We Practice. It allows me to answer questions relatively easily because I've been intimately involved with so many clients over the past 25 years. Again, thanks! Joel
Posted by Frederick | February 14, 2018 | Hired Attorney | Estate Planning
Five Stars: Excellent
I worked closely with Joel for an extended period of time on my elderly parents' estate plan. The plan required a series of amendments to address various changes in their circumstances. He provided timely, practical legal advice on a series of issues and quality work product throughout. He earned ...
Frederick - Many thanks for the great review. Yes, we here at the law office of Joel Bernstein have written to clients 2x each year for the last 25 years - to remind people how life can throw us curves and we should act, not react, in general. Again, many thanks - hope you are well. Joel
Posted by Hank | February 14, 2018 | Hired Attorney | Real Estate
Estate Planning and Wills
Joel Bernstein is an exceptional lawyer. He is extremely detailed regarding every facet of his legal work. I have known Joel for more than 40 years and have seen him excel in legal areas including real estate and wills and trusts. Joel understands both the law and how to most effectively and effic...
Hello Hank! I am so pleased you thought highly of our work - as you are a very long term client that I have know for 30+ years! Time is flying by - again, thanks from us here at the law office of Joel Bernstein.
Posted by Katrin | February 14, 2018 | Hired Attorney | Estate Planning
Performance matched expectations
I met with Joel after attending one of his presentation of the important factors to consider when developing an estate plan. Given my situation, he helped develop a strategy to fit my particular needs that will provide a clear path for my heirs when it is necessary. I found Joel to be personable and...
Hello Katrin! - Thanks so much for the great review. Developing an appropriate estate plan is important to us here at the Law Office of Joel Bernstein in Lexington, MA. I try to be a real person when we discuss your estate planning and take whatever time we need. I keep a phone and computer out of the conference room on purpose - it helps us concentrate. And like you said, it makes it all less stressful.
"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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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
Tax Savings
1989
LL.M - Master of Laws
1981
Masters in Law
1979
Juris Doctor
1975
BA
2014
Income Taxation of Trusts and Estates - Washington State
2014
Estate Planning for CPAs
2014
Federal Estate and Gift Tax
2014
Estate and Life Planning for Middle Class Clients
2014
Fiduciary Income Taxation
2014
Advanced Income Tax for CPAS of CT
2014
Advanced Fiduciary Income Taxation
2013
Trusts
2011
Trusts and Estates: Income Taxation
2000
Advanced Planning for Retirement Assets
1988
Automation of Law Documents
1987
Automating Real Estate Video for ABA
1986
Economics of Computer Driven Real Estate Law
1986
Computerized Real Estate Conveyacning
2015
1990
1990
1987
1987