To explain using wills and trusts in plain English, I hired nationally known author Vicki Schumacher to write about estate planning topics. She is the author of the best-selling book 'Understanding Living Trusts' a classic in the field.
Joel was great in helping my husband and I with our estate planning. He was incredibly knowledgeable, and very patient as we worked out complicated details. I would recommend him for both simple and complex issues.
Estate Planning Attorney
Serving Clients Throughout Massachusetts
Sought out by individuals in the greater Boston area, estate planning attorney Joel Bernstein strives to provide exceptional representation in all areas of wills and trusts law.
From simple wills to living trusts, our estate planning office is ready to work tirelessly to help you achieve your estate planning goals. Navigating through state and Federal law is complex and can be overwhelming without an effective estate planning lawyer working to help you achieve your goals.
People come for the one to one treatment each client receives and they always meet with Joel Bernstein, an experienced and nuanced estate planning attorney.
My offer to you:
A personalized, objective, clearly presented discussion about your estate planning options.
The background of our unique approach:
"Most mornings, around 6 a.m. I brew a pot of coffee at home and read for 45 minutes. I focus on the law involving wills, trusts, or post death administration of these estate planning approaches.
I've found that my concentration and understanding is best at this time of day, And reading for this period of time.
I do this because all my professional work is dedicated to this area of law. So I often see my reading helping prospects and clients daily, often multiple times in a week. I've been doing this for about 20 years.
When I finish, I put a bookmark in place and go to the office. There I want to communicate with each new person or existing client in as plain English as I can.
Like a farmer, I arise early so others don't have to. I love the morning, and the quiet. And learning on a daily basis. So, come talk about your own estate planning."
We concentrate in this area of law, and I've studied many aspects of MA estate planning using wills, and particularly trusts, for 25 years.
Through regular, early morning study, I've kept away from trying to master many (too many) areas of law. And by studying a single area (or two).
Another's website frequently shows many areas of law - one after another. Instead, I want to know one, well.
Easier to understand
Plain English for you and your family (when you're gone). And for 24 years we've uniquely updated clients twice a year on law changes, reminding them about changes in their own lives as well.
Recognized in field
Conceived and edited chapter in 119 year old treatise Loring and Rounds: A Trustee's Handbook. Regular lecturer to professionals on income taxation of trusts and estates. Former American Bar Association columnist on technology. Three major law articles.
Efficient post death system
We've taken the time and effort to systemize accomplishing the steps needed after death. The bereaved appreciate this approach and the Trustee's Handbook takes note. So we can expedite post death administration of trusts and probate of wills - while giving the client a better understanding of the process.
Non-U.S. Citizens - Green card holders
This is one of the areas we frequently deal with. There are special concerns, both during life and after a death has occurred.
Over 25 years in the field. Over 2500+ trusts and wills.
How to make it more readable
But remember that legal drafting involves precision and they cannot be read like a book or newspaper. It is a technical subject. I like to think of our work as 'Plain(er)' and not easy to digest without some focus by the reader.