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Joel Steven Weissler

Elder law Attorney at San Diego, CA

5.0   6 reviews

Licensed for 33 years

Virtual consultation available

Free consultation

About Joel

Learn Joel’s areas of practice.

4
Practice areas
  1. Elder law
    37%
    I and my firm, the Weissler Law Group, are committed to planning for Seniors. We feel that no one should be required to sacrifice a lifetime of work in order to receive care in their old age. We do both advance and emergency planning. Although emergency planning can make a big difference, the earlier planning begins, the more assets can be saved. Our planning services can free you to use for yourself & pass on to your family assets which would otherwise need to be used to pay nursing home costs.

    33 years

  2. Estate planning
    37%
    Wills, Trusts, Powers of Attorney make up the start of the estate planning alphabet soup. Rather than focus on the alphabet of ingredients I focus on what flavor is desired by my clients. We work together to address control issues, the best way to pass assets between generations, how to protect heirs from mishaps, reduce taxes and probate fees as well as how best to prepare for the challenges of aging — including both home care and nursing home public benefit planning (Medi-Cal).

    33 years

  3. Tax
    16%
    Basic and advanced Income and Estate Tax reduction plan development and implementation for individuals, families and businesses. Tax controversy representation including California and Federal administrative and court appeals. Admitted to practice before the IRS, U.S. Tax Court, 9th Circuit Court of Appeals, the California Franchise Tax Board, State Board of Equalization and EDD.

    33 years

  4. Probate
    10%
    I represent clients & families in the Probate Court in connection with 1) transferring assets from individuals who have died to their heirs/beneficiaries, 2) transferring assets between disabled individuals and theirs spouse, or special needs trusts.

    33 years

Top Contributor 2012
Top Contributor

Avvo

Licensed for 33 years
State CA
Status Active
Acquired 1989
Updated 09/18/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Joel

Joel Steven Weissler

Reviews

5.0 / 5.0
  6 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by John | June 28, 2011
Joel is the Best .When you are his client he is your new family member that cares. The Dean Family. You will use no one else
Joel is a person that cares about his client . He started working for us in 1994. If joel is your lawer you can rest assured that you are protected. Thank you Joel The Dean Family
Posted by anonymous | March 17, 2011
Highly Recommended
I have referred clients to Mr. Weissler as well as been a client myself because he is extremely knowledgeable in his field. He is thorough, thoughtful and has an attention to detail. He takes time to explain issues, and the consequences thereof, to his clients so that they may make informed, intelligent decisions. His office staff is professional and courteous. The highest recommendation I can give lies simply in the fact that I have chosen him to handle my personal estate planning needs.
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Posted by anonymous | April 25, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Gave outstanding gratis advice
I called him (not as his client) and asked a question about Medi-Cal, and he gave me detailed and excellent answers. Put my mind at ease.
Posted by Madeline | January 20, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Review
I highly recommend Joel Weissler who I have been very fortunate to have as my attorney. He is very knowledgeable and is particularly excellent about showing true concern for helping me with various needs. In addition, his office staff and paralegal are very client oriented, organized, and courteous.
Posted by Dallas Atkins, Attorney at Law | May 2, 2012
Great to work with
I am an experienced elder law attorney, and my practice focuses on Medi-Cal for nursing homes and VA non-service connected pensions, but the interpretations of the rules vary county by county. I contacted Joel as a trusted peer to review a VA asset protection trust I had drafted for a San Diego client. I asked him to point out any improvements or changes that could be made for the purpose of San Diego County's treatment of the trust from a Medi-Cal perspective. Joel was thorough, professional, detailed, prompt, knowledgeable, and clear in his assessment of the trust, and his assistance was very valuable to me. I would highly recommend him to other attorneys and to clients.
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Posted by Randy | March 16, 2011
Conscientious, Caring Attorney
Joel is an exceptional lawyer. He is conscientious, caring and concerned about his clients, always letting the client know what his/her options are and his best judgment - which is excellent - as to the benefits of each way to proceed, in situations that range from very simple to very complex. He is an excellent attorney for me to refer my clients to - and I do - because I know that they will receive the best care possible for their particular issues, whether they be estate and generational planning, asset protection or anything that he does. Joel is a lawyer who is not just good, but exceptional, and that is why I unreservedly recommend him and his office. Go see him.
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Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 9.6 (Superb)

Education

  • University of San Diego School of Law
  • LL.M - Master of Laws
  • 1995
  • California Western School of Law
  • JD - Juris Doctor
  • 1989

Associations

  • San Diego Counsel on Aging
  • Board Member, Officer
  • 2019 - Present
  • ElderCounsel
  • Charter Member
  • 2008 - Present
  • Advisors Forum
  • Charter Member
  • 2007 - Present
  • WealthCounsel
  • 2000 - Present
  • State Bar of California
  • Member
  • 1989 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • N/A
View all associations

Languages Spoken

  • English

Awards

  • Five Star Wealth Manager - Estate Planning
  • San Diego Magazine
  • 2012
  • Five Star Wealth Manager
  • San Diego Magazine
  • 2011
  • Top Attorney in Estate Planning
  • San Diego Daily Transcript
  • 2010
  • Five Star Best in Client Satisfaction Wealth Manager
  • San Diego Magazine
  • 2009
  • Accredited
  • U.S. Department of Veterans Affairs
  • 2009
  • Five Star Best in Client Satisfaction Wealth Manager
  • San Diego Magazine
  • 2008
  • Certified Specialist in Taxation Law
  • California Bar Board of Legal Specialization
  • 1997
  • LLM in Taxation Cum Laude (with Honors)
  • University of San Diego
  • 1995
  • American Jurisprudence Award - Mexican Law
  • Matthew Bender
  • 1989
View all awards

Publications

  • Business Succession Planning -- Published by CEB (A publication of the Regents of the University of California)
  • Using Trusts in Business Succession
  • 2010
  • Business Succession Planning -- Published by CEB (A publication of the Regents of the University of California)
  • Self Cancelling Installment Notes
  • 2010
View all publications

Speaking Engagements

  • Medi-Cal Planning Bootcamp for Attorneys
  • Medi-Cal Planning
  • 2014
  • Understanding Special Needs Trusts for Certified Public Accountants
  • Understanding Special Needs Trusts
  • 2011
  • Friday Forum
  • How To Grow Old Without Going Broke
  • 2011
  • Foothills Bar Association Continuing Education For Attorneys
  • Domestic Asset Protection Trusts
  • 2011
  • Estate Planning Section Meeting
  • Asset Protection with the use of Domestic Asset Protection Trusts
  • 2011
  • Legal Strategies for Caregivers
  • Spousal Impovershment and Medi-Cal Planning
  • 2010
View all speaking engagements

Attorney endorsements

Received (11)
Given (3)
Elder law Attorney | Feb 01
Relationship: Worked together on matter
"I endorse this lawyer. Joel is extremely knowledgeable and intelligent when it comes to Elder Law Matters. I have worked with and consulted with him on many matters. When it comes to Elder Law he actually wrote the book!"
Probate Attorney | Sep 14
Relationship: Other
"I endorse this lawyer."
Estate planning Attorney | Nov 29
Relationship: Fellow lawyer in community
"This attorney works very hard for the clients and keeps up with the law by attending legal seminars to assist them in this regard. I endorse this attorney."
Wills and living wills Attorney | May 30
Relationship: Worked together on matter
"Joel is an excellent attorney whom I have referred cases to and have worked with. His professionalism is excellent, his knowledge beyond peer and his skills incredible. I have no hesitation in his abilities or referring clients to him."
Estate planning Attorney | Nov 11
Relationship: Worked together on matter
"I endorse this lawyer."
Estate planning Attorney | Jul 17
Relationship: Worked together on matter
"I endorse this lawyer. The clients I have referred to Joel have been very pleased. I highly recommend him to others."
Elder law Attorney | May 04
Relationship: Worked together on matter
"I endorse this lawyer. I am an experienced elder law attorney in Santa Barbara County. My practice focuses on Medi-Cal for nursing homes and VA non-service connected pensions, but the interpretation of the Medi-Cal rules vary county by county. I contacted Joel as a trusted peer to review my VA asset protection trust that I had drafted for my client who was moving to San Diego. I asked Joel to point out any improvements or changes that could be made for the purpose of San Diego County's treatment of the trust from a Medi-Cal perspective. Joel was thorough, professional, detailed, in depth, prompt, knowledgeable, and clear in his assessment of the trust. His comments and assistance were very valuable to me, and I would highly recommend Joel's character, professionalism, and expertise to other attorneys and to clients. Joel also has the quality of personal warmth and ease, which make him a pleasure to work with."
Business Attorney | Mar 23
Relationship: Worked together on matter
"I endorse this lawyer. Joel Weissler is extraordinary among lawyers. He is not only extremely bright, but he has sufficient knowledge among so many different areas of law that he is able to recognize connections and facts that might otherwise evade the analysis of other lawyers. Plus, he is personable and cheerful. I trust him and can wholeheartedly and without reservation recommend him."
Estate planning Attorney | Feb 04
Relationship: Worked together on matter
"Joel is dedicated to provide the best client care in the area of estate planning. He's very experienced and clearly is the leading attorney in the area of probate, advanced estate planning, and elder law. He takes time to understand the client's priorities and provides options and opinions that crafted to best suit client's needs. I am delighted working with Joel and highly respect his work ethics."
Elder law Attorney | Sep 27
Relationship: Co-worker
"I endorse Attorney Joel Weissler. He cares about his clients and takes the time to explain to them their options. I have been repeatedly delighted by his ability to successfully work with emotional and overstressed client families and to qualify Elderly clients for either in-home, or residential care Medi-Cal benefits. Attorney Weissler's technical competence in both Elder law and Estate Planning place him amongst the best and brightest in Southern California."
Estate planning Attorney | Feb 21
Relationship: Fellow lawyer in community
"Joel Weisslar is clearly one of the leading San Diego experts in advanced estate planning, elder law, medical planning and tax law. Fromw m what I have seen his clients recieve the highest quality work and often are provided excellent options which other attorneys do not know exist. He is very thoughtful and responsive to his clients needs. He is a good listener."
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