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 16 - 20 of 28 reviews

Posted by Sandy | February 06, 2019 | Hired Attorney

Eminently capable

Joe is personable, knowledgeable, efficient and thorough. I would use his services again without hesitation.

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!

Posted by Colin Cope | January 30, 2019 | Hired Attorney | Estate Planning

Best Estate Planning Attorney in Town - Hands Down !

If you are in search of an ‘exceptional' Estate Planning attorney, go no further, as Mr. Joseph Mathis Esq. will provide you with professional service you will not regret. We had interviewed a few other very well respected local Estate Planning attorneys, but our decision to select Mr. Joseph Math...is Esq. is one we will never regret, and you will not either. From the first time we met and Mr. Mathis Esq. he projected a friendly level of confidence that instantly resonated a positive comfortable feeling with myself and my wife. Mr. Mathis Esq. approaches each task with utmost professionalism; listens to every concern and provides recommendations based on his broad experience in Estate Planning. Mr. Mathis Esq. will present and clearly guide you through the various steps of each Estate Planning processes for your personal needs, providing the ‘pro & cons' to each process; furthermore, Mr. Mathis Esq. will ensure you are not rushed into making the best and right decision for you. For us, working and creating our Estate Planning documents with Mr. Joseph Mathis Esq, was truly a wonderful and memorable experience.

Posted by Sharon | January 30, 2019 | Hired Attorney | Probate

Excellent Lawyer

When my mom died suddenly, Joe was incredibly helpful and professional in helping my sister and I through all the intricacies of mom's estate. We had a conflict with her negligent accountant and he really went to bat in helping us navigate a tough situation. He knows the law and yet is also kind and ...personable. I highly recommend Joe Mathis!

Posted by Alycia | January 29, 2019 | Hired Attorney | Estate Planning

Will Planning

Joe helped my husband and me with updating our Wills. Since we procrastinated doing this for so long and then needed it asap, Joe was able to get the needed paperwork completed so quickly. He was very thorough and extremely professional with his inquiry to match our wants to our needs and then sug...gested other pertinent information that we didn't even think of especially with regards to our minor children. Additionally he suggested that our adult child also set up their own legal documents which put our minds at ease. I appreciated how much detail he placed on making sure all of our bases were covered.

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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