Upcoming Free Seminar
'MA Wills and Trusts in plain English'
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When: Sunday - April 7, 2019
2 Sessions (seats in 11 am only): 11:00-12:30 (2:00-3:30 p.m. SOLD OUT) Where: Lexington Historical Society at Depot Square, Mass. Avenue
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Request an Appointment
781 863-8606 |
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MA Estate Planning Attorney
Joel Bernstein - Serving Clients Throughout Massachusetts Do you want to -
I asked a leading authority and acclaimed author Vickie Schumacher to write about estate planning topics. She is the author of the best-selling book 'Understanding Living Trusts' a classic in the field. |
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My offer to you:
A personalized, objective, clear discussion about your estate planning options. People come to us when they want a clear, understandable discussion of their estate planning situation. But first, let me tell you about our approach (all lawyers are different): "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." Joel Bernstein Lexington, MA April 2018 |
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Contact Us
Call us at (781) 863-8606 or email us at joel@jbernsteinlaw.com. We will contact you and set a date and time to meet to discuss your estate planning.
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Focused
We concentrate in this area of law, and I've studied many aspects of MA estate planning using wills, and particularly trusts, for 26 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. Experienced Over 26 years in the field. Over 2700+ trusts and wills. |
Would you like a quick overview?
Click on the video to see Joel on public TV.
From the TV interview on Lexington cable, August 2016. Discussing:
- the basics of wills and trusts
- how he works with clients
- the importance of keeping your estate planning up-to-date
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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. |
"Now read me the part again where I disinherit everybody."
Abit of legal humor - Permission of New Yorker