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Formerly Law Office of Joel Bernstein - Specialists in Massachusetts Wills & Trusts
Joel Bernstein and Barbara Kelly
Barbara Kelly and Joel Bernstein

We're moving on!

Yup, Barb and I are retiring.

But we can still help you. By referring you to an estate attorney — that we trust.
Confidential Estate Planning Referral Request
this is the way to say that the message is important and I want to see how well it does when you do it this way and not that way and make the line spacining better
The One-of-a-Kind Joel Bernstein: Making Law Fun Since... Well, A Long Time Ago

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Meet Joel Bernstein, not your average attorney from Lexington, Massachusetts. Picture a lawyer who actually wants you to understand what he's saying. Shocking, right? While most lawyers seem to speak an alien language called "Legalese," Joel decided long ago that talking like a normal human being was the way to go.

Joel isn't just any attorney in Lexington. He's the guy who shows up to fancy legal conferences wearing comfortable shoes and carrying a mug that probably says "I'd Rather Be Making Law Simple." When other lawyers are busy making things complicated, Joel is the one raising his hand asking, "But couldn't we just explain this clearly?"


The Plain English Champion

Joel became famous (well, lawyer-famous) for fighting against confusing legal language. While other attorneys were writing sentences that needed three dictionaries and a map to understand, Joel was thinking, "What if we just said what we mean?"

Imagine you're reading a legal document that says: "The party of the first part hereby transfers, conveys, and relinquishes all right, title, and interest in and to the aforementioned property." Joel would rewrite this as: "Bob gives Sue the house." Much better, right?

Joel didn't keep this skill to himself. He's taught countless lawyers and law students how to write in plain English. His students often have that "mind blown" look when they realize legal documents don't have to put people to sleep.


The Computer Whiz Before It Was Cool

Long before everyone had smartphones glued to their hands, Joel was writing about how computers could help lawyers do their jobs better. As a columnist for the American Bar Association (ABA), he explained technology to lawyers who thought "software" was something comfortable to sit on.

In his columns, Joel would break down complicated tech ideas into simple terms. He was like that cool teacher who could explain algebra using pizza. When other lawyers were still using typewriters and carrier pigeons, Joel was showing them how automation could save time and reduce errors.

He wasn't just talking about using spell-check (though that would have helped many lawyers). Joel was exploring how computers could handle repetitive tasks, organize information, and make legal work more efficient. He saw the future of law when many of his colleagues were still stuck in the past.


The Traveling Tax Talk SuperstarMost people would rather watch paint dry than listen to someone talk about taxes. But Joel? He's given more than 300 talks across the country about the taxation of trusts and estates. And people actually showed up... on purpose!

What makes Joel's talks special is how he turns boring tax rules into stories that make sense. Instead of saying, "Section 2036(a) causes inclusion in the gross estate of transferred property in which the decedent retained certain interests," Joel might say, "If you give away your vacation home but still use it every summer without paying rent, the tax folks will consider it part of your estate when you die."

His presentations aren't just informative—they're entertaining. Joel uses real-life examples, sometimes even jokes (yes, tax jokes exist), to help his audience understand complex tax concepts. People leave his talks thinking, "Wait, did I just learn something about taxes and enjoy it? What is happening?"


The Trustee Handbook Name-Drop

Being mentioned in "Rounds and Rounds: A Trustee's Handbook" is like being mentioned in the Bible of trust law. This book has been around for 120 years and is considered the gold standard for trustees. Getting your name in there is like getting a star on the Hollywood Walk of Fame, but for trust lawyers.


Joel didn't just get a random mention. His ideas about making trusts understandable to actual humans were revolutionary enough to earn him a spot in this legendary book. It's like being the cool kid that even the popular kids think is cool.
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Why Should You Care?

So why should you, a regular person who probably doesn't wake up thinking about trust taxation, care about Joel Bernstein? Because he's fighting for you.

When you sign up for one of Joel's plain English law courses in Massachusetts, you're not just learning about law. You're learning about law in a way that actually makes sense. No headaches, no dictionary required.

Think about the last time you signed a contract. Did you understand it? Or did you just scroll to the bottom and click "I Agree" while crossing your fingers? Joel wants to change that. He wants you to know what you're agreeing to.

In a world where legal documents seem designed to confuse, Joel is the translator. He's the bridge between the complex legal world and regular people who just want to know their rights without getting a law degree.

His courses don't just teach law—they teach law in a way that sticks in your brain. Instead of memorizing confusing terms, you learn concepts through stories and examples that make sense in real life.


The Joel Difference

What makes Joel different from other legal instructors is that he doesn't think being confusing makes him sound smarter. He knows that true expertise is being able to explain complex ideas in simple terms.

When you take one of Joel's courses, you're learning from someone who has spent decades making law accessible. You're learning from someone who believes that understanding your rights shouldn't require a translator.

In a field known for being stuffy and formal, Joel brings humor and humanity. He reminds us that behind all those legal terms are real people with real problems needing real solutions.

So whether you're a law student, a professional working with legal issues, or just someone trying to understand your rights, Joel Bernstein's plain English approach makes a difference. Because at the end of the day, laws are meant to serve people—and people deserve to understand the rules that govern their lives.

In the words Joel might use: "Legal stuff is important, but it doesn't have to be confusing. I'll help you get it without the headache." And in a world of complicated legal jargon, that simple promise makes all the difference.
could explain algebra using pizza. When other lawyers were still using typewriters and carrier pigeons, Joel was showing them how automation could save time and reduce errors.

Wills & Trusts—in plain English

​Face, don't avoid, death, disability, and taxes. It’s easier than you think.
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MA Estate Planning We offer 21 free lessons - probably more than you need! wink

Have questions about where to start?

Special report: Why People Procrastinate in their Estate Planning
Confidential Estate Planning Referral Request
Joel Bernstein and Barbara Kelly
Barbara Kelly and Joel Bernstein

We're moving on!

Yup, Barb and I are retiring.
​

But we can still help you. By referring you to an estate attorney or these types of attorneys — that we trust.
  • Personal injury
  • Divorce
  • Business Startup
  • Post Death Handling of Wills and Trusts

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The material is provided for educational and informational purposes only and should not be construed as legal advice. This Alert may constitute attorney advertising and is not intended to communicate with anyone in a jurisdiction where such an Alert fails to comply with all laws and ethical rules of the jurisdiction.

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