JL

Joan Leslie Bozek, Estate Planning Attorney in Old Lyme, Connecticut

Over 44 years of legal practice · focused on Estate Planning and Tax · 4.4/5 rating from 1 verified client review

Sr. V.P.

Old Lyme, CT

Practicing estate planning in Old Lyme since 1982.

44+
Years practicing
4.4 ★
1 client review
3
Bar admissions

Practices in

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Quick answer

Joan Leslie Bozek is a sr. v.p. based in Old Lyme, CT. The practice focuses on Estate Planning and Tax. Joan has over 44 years of legal experience. Rated 4.4 out of 5 from 1 client review.

Based in
Old Lyme, CT
Experience
over 44 years
Known for
Estate Planning · Tax
  • Handles Estate Planning and Tax matters from Old Lyme, CT.
  • Over 44 years of practice as a licensed attorney.
  • Recognized with BV Distinguished.

About Joan Leslie Bozek: Joan Leslie Bozek is a sr. v.p. based in Old Lyme, CT. The practice focuses on Estate Planning and Tax. Joan has over 44 years of legal experience. Rated 4.4 out of 5 from 1 client review.

Areas of practice

Legal matters Joan takes on

Joan concentrates on estate planning and tax. Each area below outlines the kind of case Joan handles, typical outcomes to expect, and how the intake process starts.

Estate Planning cases in Old Lyme, Connecticut

Joan takes estate planning matters in Old Lyme, Connecticut. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Joan agrees to represent you.

Tax cases in Old Lyme, Connecticut

Joan takes tax matters in Old Lyme, Connecticut. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Joan agrees to represent you.

Biography

Meet Joan Leslie Bozek — estate planning lawyer in Old Lyme

Joan Leslie Bozek is a sr. v.p. based in Old Lyme, CT. The practice focuses on Estate Planning and Tax. Joan has over 44 years of legal experience. Rated 4.4 out of 5 from 1 client review.

Ms. Joan Leslie Bozek is a lawyer practicing tax planning, estate planning, wealth preservation. Joan received a B.A. degree from Cornell University in 1979, and has been licensed for 44 years. Joan practices in Old Lyme, CT.

Joan's approach to estate planning cases

Ms. Joan Leslie Bozek is a lawyer practicing tax planning, estate planning, wealth preservation. Joan received a B.A. degree from Cornell University in 1979, and has been licensed for 44 years. Joan practices in Old Lyme, CT.

Clients Joan works with

Joan reviews new inquiries case-by-case for estate planning and tax matters in Old Lyme and the surrounding Connecticut area.

Credentials

Education, bar admissions, and languages

  • Georgetown University

    J.D. · 1982

  • Cornell University

    B.A. · 1979

Jurisdictions

Joan's state bar admissions

  • Connecticut

    1985 · ACTIVE

  • U.S. District Court

    1983 · ACTIVE

  • District of Columbia

    1982 · ACTIVE

Joan studied at J.D. in Georgetown University and B.A. in Cornell University.

Law school and academic background

Joan completed J.D. in Georgetown University and B.A. in Cornell University. Formal legal training is one signal of substantive knowledge — the day-to-day practice Joan runs in Connecticut is where that training gets applied to real client questions.

Recognition

Recognition and thought leadership

Joan has received 1 formal recognition from bar associations, industry bodies, and peer-review services.

  • BV Distinguished

Legal awards and honors

BV Distinguished.

Locations

Office locations for Joan Leslie Bozek in Old Lyme, Connecticut

Joan's primary office is at Old Lyme, CT, 06371-0998. In-person meetings are by appointment; a phone intake usually comes first.

Main office

Old Lyme, CT 06371-0998

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Client feedback

Client reviews of Joan Leslie Bozek — 4.4/5 rating from 1 verified client review

Every review below is from a verified client of Joan. Reviews cover communication, case outcome, and value — the three signals that matter most when comparing estate planning attorneys in Old Lyme.

4.4

1 client review

Client ratings are sourced from public records and editorial research. Reviews on LawyersListed are accepted from verified clients once Joan Leslie Bozek claims this profile.

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Hiring guide

How to hire Joan Leslie Bozek — what to expect in your first consultation

Working with a new estate planning attorney should feel structured. Here's how the first two conversations with Joan usually go, from the moment you request a consult to the day representation begins.

Consultation formats and pricing

Joan charges for the initial consult. That fee is credited toward representation if you retain Joan's office.

What to bring to your first meeting

Bring any documents you already have — police reports, medical records, filed pleadings, correspondence from an insurer, a copy of the contract at issue. If you're not sure, err on the side of bringing everything; Joan will tell you what matters and what doesn't.

Questions to ask a estate planning attorney in Old Lyme, Connecticut

A short list to run through before you commit: How many estate planning matters have you handled in the last year? What's your fee structure? Who else in the office will work on this? What's your realistic estimate of timeline and range of outcomes? How do I reach you between meetings?

Fees & payment

Fees, payment methods, and consultation options for Joan

Joan discusses fees during intake so the arrangement fits the matter. Contingency, hourly, and flat-fee options are all common in estate planning practice — ask which fits.

Hourly rates, contingency fees, and flat-fee options

Every estate planning matter is priced differently. Simple document review might be a flat fee. Injury litigation is often contingency. Complex commercial disputes usually run hourly with a retainer. Joan confirms the model in the engagement letter before any work starts.

Payment methods and payment plans

Joan's office accepts standard payment methods. Ask about payment plans if the retainer is a stretch — many estate planning practices work with clients on structured schedules.

Frequently asked

Frequently asked questions about Joan Leslie Bozek

  • How much does it cost to hire Joan for a estate planning case?

    Cost depends on the type of matter, the fee model (contingency, flat, hourly), and how contested the case becomes. Joan walks through the likely range during the consult so there are no surprises.

  • Does Joan offer a free consultation?

    Joan charges for the initial consult; that fee is credited toward representation if you retain Joan's office. Some estate planning attorneys offer free consults — check Joan's current terms during booking.

  • How long do estate planning cases in Connecticut typically take?

    Simple estate planning matters can wrap in a few weeks; disputed cases can run 6–18 months from intake to resolution, longer if the matter goes to trial. Joan gives a realistic estimate for your facts at the consult — vague answers here are a red flag.

  • Can Joan take my case if I'm outside Old Lyme?

    Joan is licensed in Connecticut. Matters governed by Connecticut law are the natural fit. Out-of-state matters are handled case-by-case, sometimes with local co-counsel. Ask during intake — Joan will tell you if the case is a fit or refer you to someone closer to your court.

  • What should I bring to my first meeting with Joan?

    Bring every document that touches the dispute: contracts, correspondence, police or medical reports, filed pleadings, invoices, photographs, insurance letters. Also bring a written timeline of what happened, in your own words. Joan will filter what matters — over-preparing at intake is always cheaper than needing a second meeting.

  • Is Joan accepting new estate planning clients right now?

    Joan's intake status shifts week to week. Submit the form; the office will confirm availability or refer the matter out.

Areas served

Estate Planning attorneys serving Old Lyme, Hartford and Stamford in Connecticut

Joan handles estate planning matters throughout Connecticut. Each city below is a direct link into the search page for verified estate planning attorneys in that community.

More counsel

If Joan's intake is full or the fit isn't right, these estate planning attorneys in Old Lyme handle similar matters. Every profile below is verified and open to consultations.