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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 1 - 5 of 16 reviews | General Knowledge
Posted by Douglas | February 15, 2018 | Estate Planning
Truly Exceptional Attorney
Joel Bernstein has handled my estate planning for the past 20 years. He has a real passion for this discipline and I believe him to be one of the most knowledgeable experts in the field. His attention to details and his regular reminders to keep my plan current, give me great confidence that my est...
Joel Bernstein
Replied last February 15, 2018Douglas - Thanks for your hearty review. We enjoy our work and learn every day - we move from darkness to light in some area of our knowledge. Thanks. Joel
Posted by Mur | February 15, 2018 | Wills & Living Wills
Will planning with a disabled spouse in mind
I needed to prepare a will that would ensure, to the extent that was possible, that my disabled wife would be well taken care of in the event that I predecease her. One of my relatives recommended Joel Bernstein. I met with Joel and was immediately impressed with his approach. There was no predet...
Joel Bernstein
Replied last February 15, 2018Mur - Many thanks for your sincere review of our work. Joel Bernstein
Posted by Greig | February 15, 2018 | Wills & Living Wills
Thank you Joel!
We have known Joel for over 10 years. He has put our wills, POAs together, guiding us through every step. He has kept in touch and kept us informed as the legal and financial landscape changes.
Joel Bernstein
Replied last February 15, 2018Greig - Thanks for the great input. Joel
Posted by Leo | February 15, 2018 | Estate Planning
20 year client of Joel B.
Joel and his entire office have been outstanding in his service and knowledge. He has helped with our Living Trust and retirement, and his wife - who provides long term care insurance services through his office, has also been outstanding. They efforts have allowed my wife and I to 'partially retire'...
Joel Bernstein
Replied last February 15, 2018Leo - Thanks for the kind word and wonderful review. It was a pleasure working with you both. Joel
Posted by Beth | February 15, 2018 | Estate Planning
Professional, compassionate and responsive
We hired Joel Bernstein when my husband was diagnosed with stage 4 lung cancer and things were looking very grim...within a very short period of time, Mr. Bernstein was able to get all our legal matters in place. He even took the time to visit my husband in the hospital to secure signatures, etc. H...
Joel Bernstein
Replied last February 15, 2018Beth - Thank you for your review. Yes, sometimes we have to go to the client's location, outside of our usual Lexington, MA office. Hope you are well. Joel
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