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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 1 - 2 of 2 reviews | Compassion
Posted by Helen | February 15, 2018 | Wills & Living Wills
Doesn't just do cookie cutter estate planning
Joel is thoroughly competent and sensitive to an individual's circumstances in doing both a traditional will and health care documents. I have no children and few close relatives and he proactively helped me to write documents that reflect my values
Helen - Thanks for the wonderful review of our law office of Joel Bernstein, here in Lexington, MA. We try to address each case with a clear, open mind and give advice based on your particular situation. Joel
Posted by Gwen | April 30, 2015 | Estate Planning
personal and expert service
I got exactly the level of advice I was looking for, no selling of unnecessary services, just honest, knowledgable and compassionate advice and service. It's clear joel is an expert in his field of estate planning.
"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