About Joel Bernstein
Joel Bernstein is a Massachusetts attorney ;who heads the firm. By 1979 he'd completed college and law school and - escaping NYC - moved to VT to practice law, then moved to MA by 1985.
Since 1992, after earning a tax law degree, he entirely focuses on wills and mostly trusts to accomplish estate planning for clients in the greater Boston area.
In house counsel for real estate corporation
His first law job was attorney for the then well-known VT company, Hawk Mountain Corporation.
While living in Woodstock, Vermont, he wrote his first article, describing the process he'd created at Hawk Mountain.
By 1985, the American Bar Association (ABA) read the description and on that account appointed him as technology chief for their Real Estate User Group and columnist for their national journal, Probate and Property.
Two advanced law degrees
Seeing Vermont's beauty led him to a life-long study of all aspects of Property law.
American Academy of Estate Planning Attorneys
Starting about 1992 he learned about revocable living trusts (the modern approach to estate planning) from the San Diego based American Academy of Estate Planning Attorneys. He was appointed to its board of governors.
Public talks innovator
Starting in 1993, he was among the first MA attorneys to give public talks about the revocable living trust as a better alternative for some people to having a will.
He enjoyed speaking on the topic and still continues to do it, although less frequently.
Lectures for attorneys and accountants and featured speaker
After seeing his public talks, Blue Cross/Blue Shield of MA, Charles Schwab, and the Foundation for Continuing Education engaged him to give continuing education to attorneys and accountants.
Professor Charles Rounds, Jr.
In 2008, he'd met and studied under Professor Charles Rounds , Jr. of Suffolk University, the editor to the (1898) Loring and Rounds: A Trustee's Handbook, a leading authority in the trust field.
He suggested and edited a section in the treatise on the topic of the Administrative Trust. Professor Rounds refers to him in the book for Joel's work in the area of automating the post death administration of trusts.