Joel Steven Weissler

PRO

Joel Steven Weissler

5.0
10 reviews
This is an aggregated review score of Avvo and Lawyers.com reviews.
Rating: 10.0

Licensed for 36 years

Estate planning Lawyer at San Diego, CA
Practice Areas: Estate Planning, Elder Law, Tax, Probate

1011 Camino Del Rio S, Suite 420, San Diego, CA

Virtual Consultation Available

Free Consultation

About Joel

Biography

If maintaining control & protecting your assets is important to you - Call the Weissler Law Group

Maintain Control & Qualify for Entitlements without Spending Down. Call the Weissler Law Group

Transfer Assets after a loss quickly & with less pain, Call the Weissler Law Group.

Practice Areas

4

Practice Areas

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.

37 years

37%
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).

37 years

37%
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.

37 years

16%
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.

37 years

10%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes


Payment Methods

  • Cash
  • Check
  • Credit Card

Awards

Top Contributor
Top Contributor
2012
Silver Client Champion

Licenses

Licensed in California for 36 years

State: California

Acquired: 1989

Active

No misconduct found

Location

Weissler Law Group

1011 Camino Del Rio S, Suite 420, San Diego, CA, 92108

wealthpreservationattorneys.com/index.aspx

Online Presence

Other places you can find Joel online.

Joel Steven Weissler's Reviews

Filter Avvo Reviews (7) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.
Star rating
5 stars 7
4 stars 0
3 stars 0
2 stars 0
1 star 0
Practice Areas

Showing 1 - 1 of 1 review | Punctuality

Posted by Dallas Atkins, Attorney at Law | May 02, 2012 | Estate Planning

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 clie...nt. 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.

See All Client Reviews

Joel Steven Weissler's Lawyer Endorsements

Endorse Joel
Gerald Lee Kane headshot
Gerald Kane

Elder law lawyer | 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!"

Paul J. Molinaro headshot
Paul Molinaro

Probate lawyer | Sep 14

Relationship: Other

"I endorse this lawyer."

James Nelson Dicks headshot
James Dicks

Estate planning lawyer | 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."

David Vincent Hiden headshot
David Hiden

Wills and living wills lawyer | 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."

Terri Hilliard Olson headshot
Terri Hilliard Olson

Estate planning lawyer | Nov 11

Relationship: Worked together on matter

"I endorse this lawyer."

Gary D Altman headshot
Gary Altman

Estate planning lawyer | 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."

Dallas Leigh Atkins headshot
Dallas Atkins

Elder law lawyer | 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."

Scott Anthony McMillan headshot
Scott McMillan

Business lawyer | 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."

Chenyang Sunny Rickard headshot
Chenyang Rickard

Estate planning lawyer | 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."

Damien Joseph Snow headshot
Damien Snow

Elder law lawyer | 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."

Andrew J. Sussman headshot
Andrew Sussman

Estate planning lawyer | 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."

View All Endorsements
Marisa Louisa Freese headshot
Marisa Freese

Family lawyer

David Vincent Hiden headshot
David Hiden

Car accident lawyer

Gary D Altman headshot
Gary Altman

Estate planning lawyer

Experience

Rating:  10.0 (Superb)

Honors

2024

Peer Review Rated, Martindale-Hubbell

2012

Five Star Wealth Manager - Estate Planning, San Diego Magazine

2011

Five Star Wealth Manager, San Diego Magazine

2010

Top Attorney in Estate Planning, San Diego Daily Transcript

2009

Five Star Best in Client Satisfaction Wealth Manager, San Diego Magazine

2009

Accredited, U.S. Department of Veterans Affairs

2008

Five Star Best in Client Satisfaction Wealth Manager, San Diego Magazine

1997

Certified Specialist in Taxation Law, California Bar Board of Legal Specialization

1995

LLM in Taxation Cum Laude (with Honors), University of San Diego

1989

American Jurisprudence Award - Mexican Law, Matthew Bender

Associations

2023 - Present

San Diego County Council on Aging

Vice President

2019 - Present

San Diego Counsel on Aging

Board Member, Officer

2008 - Present

ElderCounsel

Charter Member

2007 - Present

Advisors Forum

Charter Member

2000 - Present

WealthCounsel

1989 - Present

State Bar of California

Member

National Academy of Elder Law Attorneys

Member

2016 - 2017

National Academy of Elder Law Attorneys

President

Education

1995

University of San Diego School of Law

LL.M - Master of Laws

1989

California Western School of Law

JD - Juris Doctor

1987

Metropolitan State University

BA - Bachelor of Arts

Speaking Engagements

2024

East County Senior Care Professionals Monthly Education Forum

Supportive Decision Making

2023

2014

Medi-Cal Planning Bootcamp for Attorneys

Medi-Cal Planning

2012

Community Education Series - Basics for Boomers Wealth Preservation

2011

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

2010

Legal Strategies for Caregivers

Spousal Impovershment and Medi-Cal Planning

Publications

2022

California Continuing Education of the Bar (CEB) CA Estate Planning (Contributing Author and Chapter Editor)

2019

California Continuing Education of the Bar (CEB) CA Estate Planning (Contributing Author)

2017

E-Book and Paperback - Croydon Publishing - Available on Amazon and through booksellers including Barnes and Nobel The California Guide to Growing Old Without Going Broke

2010

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

Languages

English

Activity

Top Contributor

Joel earned significant contribution points in 2012.

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution