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 1 - 5 of 5 reviews | Probate

Posted by Diana | January 06, 2020 | Hired Attorney | Probate

Compassionate attorney for those difficult cases

I would highly recommend Joseph Mathis to anyone considering an attorney for a matter. Period. I have been a paralegal for the past 25 years in Washington state, but lacked a referral from any sources to handle the probate of my stepmother in Maryland. I found Mr. Mathis just as you are doing now ...by reading his reviews on AVVO. I was compelled by the online review to contact him and I was not disappointed in any area of representation. My case involved the probate of my stepmother’s estate. My father pre-deceased my stepmother, but my father’s estate was not probated based on the assumption that my stepmother would “do the right thing” by my father. This was my father’s third wife, but he also had been married to her for over 30 years. She had no children of her own, her parents had pre-deceased her and she was estranged from her sister for over a decade, if not longer. My step-mother did sign a will within months of my father’s passing that accomplished doing the “right thing”, however, due to either her severe alcoholism or undue pressure/influence from “friends”, she changed her will to exclude all three of my father’s children and leave her estate to three of her “friends”. Two of these friends hadn’t been part of her life for over five years and one of them was my father’s friend who she had been “dating” after my father’s passing. After she passed away, we discovered that my stepmother’s alcoholism was more severe than anyone thought it to be. It was on this fact that I pursued investigating a will contest, aka caveat proceeding, with Mr. Mathis. Based upon my stepmother’s severe change in behavior, her self-isolation, and new discovered high level of alcoholism, I truly believed that my stepmother was not in her right state of mind when she signed the second will. . In addition to my stepmother signing the new will two years after my father’s passing and 4 years before she passed, we were told by her attorney that she had sent a letter to him that stated that none of her deceased husband’s family were to inherit from her estate. In the end the land my grandfather gifted to my father in the early 70s (pre-marriage to my step-mother) where he and my father built the only home my father’s children knew, and the only piece of land my father grew up on from age 12, was sold and the proceeds split between “friends”. I was forced to purchase a few of my father’s guns from my stepmother’s estate. I found out about the auction of my father’s items the morning of the auction. Obviously, I couldn’t get to Gettysburg from the West Coast in time. I emailed and called Mr. Mathis’ office at 6:00 am (PST) and Mr. Mathis called the personal representative’s attorney to see about stopping the auction or what options might be available to us. There was nothing I could do but bid on my father’s property. I called Mr. Mathis in tears this day to tell him how things went. I had to leave him a message with my crying voice. He was so kind, he called me after hours to see how I was doing. All of this hurt my heart wickedly, but I cannot say enough positive things about Mr. Mathis’ handling of this case. When we discovered the letter plus the new will of my step-mother, Mr. Mathis was very honest with me about worrying about the amount of money it might take to fight the will with this new information plus the probability of not being able to “win”. Mr. Mathis could have simply told me a retainer amount and taken my money, however, he admitted he was concerned about the costs versus the probability of winning. This is the mark of a truly great attorney. Based on my experience, a great attorney is more concerned about the negative affect on his/her client’s versus being paid a fee in a probable no win situation. I recommend Mr. Mathis for any legal matter you seek counsel on without any reservation!!!

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 Christine | February 05, 2019 | Hired Attorney | Probate

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 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 anonymous | January 25, 2019 | Hired Attorney | Probate

Good Communicator and Thoughtful Counsel

Mr. Mathis simultaneously lead me through the process of managing/settling my husband's estate and creating a new will, power of attorney and advanced directive. He was patient and supportive when I was frequently slow to respond while dealing with a distraught teenager and my own grief. Despite this..., he was always very thorough and I felt well advised throughout the process.

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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