We follow the approach of Bryan A. Garner, the most acclaimed legal writer in the U.S.
Joel has been a student of writing since his college days at Hobart College. Since then, he has studied the work of Bryan A. Garner, the author of over 15 books on the topic of writing (and therefore thinking) clearly, as a lawyer.
Since 1993, Joel Bernstein has conducted more than 3,000 public seminars and in-house one-on-one workshops for interested individuals. He has discussed - in clear plain English - how to get your estate planning done much more easily than is currently available. This summer he will be teaching professionals from Kentucky to Vermont. At our home office located in Lexington, MA, we offer all four of these seminars as in-house meetings without charge to the public. To learn more about any of these one-on-one seminars, click on the title below.
Live Workshops (one-on-one unless otherwise noted) - All Free
"Joel will make you want to get started because he makes estate planning so easily understandable."
Better Estate Planning in 60 Minutes
Showing clients how to employ Living Trusts and Wills, Joel A. Bernstein boils down the best advice of his 300+ nationwide workshops into an easy-to-follow hour long presentation. The workshop will help people whether they have previously done estate planning, or not. Whether you're a novice or an old hand, with or without a Living Revocable trust, you'll learn from Bernstein's nitty-gritty steps to better estate tax planning. He uses a 'whiteboard' to explain in plain English how a Living Trust can help reduce or eliminate estate taxes. You'll learn:
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How to get both estate tax savings and avoidance of probate.
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What a living trust can and cannot do to lower estate tax.
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When a living trust will not help save tax and when it will.
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How a living trust works.
Better Simple Wills in 60 Minutes
In one full hour, Joel A. Bernstein teaches participants how to fulfill their wishes about providing their assets to spouses and children. More than 3600 individuals have benefited from Mr. Bernstein's knowledge, insight and communication skills.
In this session, you will learn:
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The mindset of the person who a simple will works well for.
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How to keep it simple.
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What to put into the will and what to leave out.
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How to transform your estate plan into a ready-to-use set of documents.
Also available: Better Living Revocable Trusts in 60 Minutes, and Better Asset Protection in 60 Minutes
Contact Our Firm
If you have questions regarding estate planning and post-death administration of trusts and wills call lawyer Joel Bernstein at 781-325-1921, toll free at 888-811-7692 or fill out the online form on this website for a free, initial phone consultation. We will review your case and your options with their respective benefits and drawbacks, and any alternatives to the legal process that you may have. We look forward to assisting you and will provide the individual attention and personalized service that you deserve.
