I primarily focus my practice in the areas of estate planning, estate and trust administration, and elder law. I believe that everyone should have a well-structured and carefully thought out plan for disability and death. As a result of this philosophy, I have built my practice by representing a wide range of clients, including parents with young children, parents with special needs children, business owners, retirees, elderly individuals, and others. I do not believe in a “one size fits all” approach to planning. I take time to learn my clients' needs and objectives and then develop a plan that is customized for their unique situations. If you would like an experienced attorney to represent you in one of these areas of law, or even if you think you may have some other legal need, I welcome your call and am happy to discuss your specific situation with you.
Practice areas
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.
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.
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.
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.
Languages spoken
English
Mathis Law
7226 Lee Deforest Drive
Suite 207
Columbia, MD, 21046
State | Status | Acquired | Updated |
---|---|---|---|
MD | Active | 2012 | 07/12/2022 |
Legal answers | 0 |
Legal guides | 0 |
Award name | Grantor | Date Granted |
---|---|---|
Rising Star | Super Lawyers | 2023 |
Rising Star | Super Lawyers | 2022 |
Rising Star | Super Lawyers | 2021 |
Client Champion Award | Martindale-Hubbell | 2020 |
Rising Star | Super Lawyers | 2020 |
Client Champion Award | Martindale-Hubbell | 2019 |
Client's Choice | Avvo | 2019 |
Rising Star | Super Lawyers | 2019 |
Rising Star | Super Lawyers | 2018 |
Client Champion Award | Martindale-Hubbell | 2018 |
Rising Star | Super Lawyers | 2017 |
Rising Star | Super Lawyers | 2016 |
Rising Star | Super Lawyers | 2015 |
Title | Company name | Duration |
---|---|---|
Attorney | Mathis Law | 2022 - Present |
Principal | Offit Kurman | 2018 - 2022 |
Associate | Offit Kurman | 2012 - 2018 |
Law Clerk | Offit Kurman | 2008 - 2012 |
Association name | Position name | Duration |
---|---|---|
National Academy of Elder Law Attorneys | Member | 2019 - Present |
Maryland State Bar Association | Member | 2012 - Present |
Publication name | Title | Date |
---|---|---|
Offit Kurman Legal Blog | Gifting: Is an Important Provision Missing in Your Power of Attorney? | 2019 |
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 | 2014 |
Offit Kurman Estates, Trusts and Elder Law Newsletter | Power of Attorney: Why It Could Be Your Most Important Estate Planning Document | 2013 |
School name | Degree | Graduated |
---|---|---|
University of Baltimore School of Law | JD - Juris Doctor | 2012 |
Towson University | BS - Bachelor of Science | 2007 |
Conference name | Title | Date |
---|---|---|
Estate and Trust Study Group | Elder Law Issues for Estate Planning Practitioners | 2020 |
2019 JSRDF Family & Scientific Conference | Financial and Estate Planning for Families with Special Needs | 2019 |
Private event | Hot topics in the areas of estate planning and eldercare | 2019 |
Private event | Elder Care and Estate Planning | 2018 |
Private event | Medicare Basics | 2018 |
Private event | Savvy IRA Planning | 2018 |
Private Event | The Role of Special Needs Trusts When Planning for the Future | 2017 |
Private Event | The Basics of Special Needs Planning | 2017 |
Private event | Special Needs Planning | 2016 |
Private event | Elder Care and Disability Planning | 2016 |
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Kelcie Longaker, Estate planning Attorney on Oct 26, 2020
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 Loffredo, Elder law Attorney on Oct 26, 2020
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 Guilarte, Elder law Attorney on Jan 25, 2018
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 Hatfield, Elder law Attorney on Jun 19, 2014
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.
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