Joseph Barrett Mathis

Joseph Barrett Mathis

also known as Joe Mathis

5.0
Rating: 9.9

Licensed for 13 years

Estate planning Lawyer at Columbia, MD
Practice Areas: Estate Planning, Probate, Elder Law, Guardianship

5950 Symphony Woods Road, Suite 100, Columbia, MD

About Joseph

Biography

Practice Areas

4

Practice Areas

Estate Planning 40%

I assist clients with developing a plan to make sure that their wishes are carried out in the event of a disability or death and prepare the documents (such as wills or trusts) that they need to carry out their planning objectives.

40%
Probate 30%

I am very experienced with the probate process and in the administration of estates and trusts. I frequently represent personal representatives, trustees, and beneficiaries through the course of the administration of an estate or trust.

30%
Elder Law 20%

I advise my elder law clients about how to best protect assets and qualify for benefits that may be available to help with the payment of caregiving expenses and I help guide them through the complex issues and challenges that they may face.

20%
Guardianship 10%

I represent clients in seeking to be appointed as the guardian of an adult who, because of a disability, is unable to make responsible decisions regarding their finances or personal and healthcare matters.

10%

Fees and Rates

Cost

Free Consultation

$0 first 15 minutes


Payment Methods

  • Check
  • Credit Card

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Licenses

Licensed in Maryland for 13 years

State: Maryland

Acquired: 2012

Active

No misconduct found

Location

Mathis Law

5950 Symphony Woods Road, Suite 100, Columbia, MD, 21044

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Joseph Barrett Mathis's Reviews

Avvo Review Score

5.0 /5.0

28 Client Reviews

Filter Avvo Reviews (28) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 6 - 10 of 19 reviews | Practice Area Knowledge

Posted by Tom | July 09, 2019 | Hired Attorney | Probate

Very satisfied client

Upon the unexpected passing of my spouse, I contacted my family practice law firm and Joseph Mathis. Joe was new to me as my original attorney with this firm had retired. From the outset I was reassured about the estate matters that were before us. Mr. Mathis provided very clear instruction and ad...vice about the probate and estate process in line with our wills. All matters were addressed quickly and efficiently, all filings made without delay and I was kept fully informed all along the way. I also found Mr. Mathis to be a careful listener to the questions and needs of his client (me) and I always received precise answers. Mr. Mathis the demeanor and compassion that makes him, and his firm, the first choice for estate planning and probate. He will be my attorney for what I hope is a very long time.

Posted by anonymous | April 10, 2019 | Hired Attorney | Estate Planning

Easy estate planning

Worked with Joe on a few occasions to prepare wills and trusts. He made it as painless as possible. He was easy to work with & relate to and provided us with honest advice. All documents were accurately prepared. We’ll happily call him for our future needs.

Posted by anonymous | February 25, 2019 | Hired Attorney | Wills & Living Wills

Very thorough, great experience!

Mr. Mathis helped us create a will when we were expecting our first baby. He made sure to use language that would account for any family members we may add later on. He was very thorough and very clear, and we rest easy knowing that our family is taken care of.

Posted by anonymous | February 18, 2019 | Hired Attorney | Medicaid & Medicare

Recommendation

Not long ago I was trying to navigate through the Medicaid process on behalf of my mother. This was a daunting task, and I needed expert help. Joe's expertise in elder law put me at ease. He outlined the process beginning with the collection of documents, assisted me with the multi page application... and streamlined communication with the county caseworker. I am grateful for Joe's expert advice and assistance in this very complicated process.

Posted by Christine | February 05, 2019 | Hired Attorney | Estate Planning

Great Attorney!

My family and myself have asked Joe to help us on several occasions for estate planning He gives great advice and answered all our questions. First he helped my dad with the revision of his will, secondly he helped us with the process for my Mom's Medicaid application who was in a dementia unit in... a nursing home. He is very easy to talk to honest, straightforward and upfront. I asked him to help me with my estate planning and will. I referred my Mother-in-law to Joe she was very impressed with his knowledge and kindness she was in the process of getting her estate planning set up but sadly she passed away before Joe could finish, so now her sons are using Joe's expertise to close the estate. I would highly recommend him!

See All Client Reviews

Joseph Barrett Mathis's Lawyer Endorsements

Endorse Joseph
Kelcie Lee Longaker headshot
Kelcie Longaker

Estate planning lawyer | Oct 26

Relationship: Worked together on matter

"Estate planning is stressful, and can be fraught with emotion; it takes a certain breed of attorney to guide his clients through the process so they are confident that they've made the right decisions. Joe is that attorney. His calm demeanor allows him to skillfully navigate the most arduous planning. I do not hesitate to send both my clients and friends to Joe for their planning needs."

Brian Anthony Loffredo headshot
Brian Loffredo

Elder law lawyer | Oct 26

Relationship: Worked together on matter

"I've known Joe for 11 years and he is an outstanding lawyer and person. Joe cares about his clients and I fully trust him to work with mine. There are many types of lawyers out there, but Joe stands apart from the rest. I highly recommend Joe if you need an Estate Planner or Elder Law Attorney."

Monica Marie Guilarte headshot
Monica Guilarte

Elder law lawyer | Jan 25

Relationship: Fellow lawyer in community

"I endorse this lawyer. He will go the extra mile to try and get results his clients desire. He's passionate about the work he does and is well-respected in the legal community."

Peter Gregory Hatfield headshot
Peter Hatfield

Elder law lawyer | Jun 19

Relationship: Fellow lawyer in community

"Joe has a strong command of the legal issues that clients encounter in Estate Planning. He is a very capable advocate."

View All Endorsements
Kelcie Lee Longaker headshot
Kelcie Longaker

Business lawyer

Peter Gregory Hatfield headshot
Peter Hatfield

Personal injury lawyer

Steven Eric Shane headshot
Steven Shane

Estate planning lawyer

Experience

Rating:  9.9 (Superb)

Honors

2025

Rising Star, Super Lawyers

2024

Rising Star, Super Lawyers

2023

Rising Star, Super Lawyers

2022

Rising Star, Super Lawyers

2021

Rising Star, Super Lawyers

2020

Rising Star, Super Lawyers

2020

Client Champion Award, Martindale-Hubbell

2019

Rising Star, Super Lawyers

2019

Client's Choice, Avvo

2019

Client Champion Award, Martindale-Hubbell

2018

Rising Star, Super Lawyers

2018

Client Champion Award, Martindale-Hubbell

2017

Rising Star, Super Lawyers

2016

Rising Star, Super Lawyers

2015

Rising Star, Super Lawyers

Work Experience

2022 - Present

Attorney, Mathis Law

2018 - 2022

Principal, Offit Kurman

2012 - 2018

Associate, Offit Kurman

2008 - 2012

Law Clerk, Offit Kurman

Associations

2019 - Present

National Academy of Elder Law Attorneys

Member

2012 - Present

Maryland State Bar Association

Member

Education

2012

University of Baltimore School of Law

JD - Juris Doctor

2007

Towson University

BS - Bachelor of Science

Speaking Engagements

2020

Estate and Trust Study Group

Elder Law Issues for Estate Planning Practitioners

2019

Private event

Hot topics in the areas of estate planning and eldercare

2019

2019 JSRDF Family & Scientific Conference Financial and Estate Planning for Families with Special Needs

2018

Private event

Savvy IRA Planning

2018

Private event

Medicare Basics

2018

Private event

Elder Care and Estate Planning

2017

Private Event

The Basics of Special Needs Planning

2017

Private Event

The Role of Special Needs Trusts When Planning for the Future

2016

Private event

Elder Care and Disability Planning

2016

Private event

Special Needs Planning

Publications

2014

Offit Kurman Estates, Trusts and Elder Law Newsletter Assets That Do Not Pass Under Your Last Will and Testament

2014

Offit Kurman Estates, Trusts and Elder Law Newsletter An Alternative To Guardianship Of The Property For A Disabled Individual

2013

Offit Kurman Estates, Trusts and Elder Law Newsletter Power of Attorney: Why It Could Be Your Most Important Estate Planning Document

Languages

English

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