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Estate & Trust Study Group: Basics to Elder Law (BETHESDA)


The MSBA Estate & Trust Law Section Study Group is a forum for attorneys to discuss and review case law, professional news, issues, and updates related to estate and trust law practice. We host experts in the field to present new findings and answer your questions at every meeting. The Study Group meets on a monthly basis in Baltimore and Bethesda, and is open to MSBA members as well as non-members.

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February 2020 Speaker:

Joseph Mathis, Esq.
Offit Kurman

Joseph Mathis, Esq. will present Basics to Elder Law.

Mr. Mathis primarily focuses his practice in the areas of estate planning, estate administration, and elder law. Mr. Mathis believes that everyone should have a well-structured and carefully thought out plan for disability and death. As a result of this philosophy, Mr. Mathis has built his 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.

A good part of Mr. Mathis’ practice is spent guiding his clients through the complex issues and challenges that exist with elder care planning for their family members who are aging, and concerned about dealing with care needs and disabilities. Mr. Mathis advises his elder law clients about how to best protect their assets and qualify for benefits that may be available to assist with the payment of caregiving expenses.

Mr. Mathis is also very experienced with the probate process and in the administration of estates and trusts. He frequently represents personal representatives, trustees, and beneficiaries through the course of the administration of an estate or trust.

Law Offices of Paley Rothman
4800 Hampden Ln
Bethesda, MD 20814 US
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Estate & Trust Study Group: Basics to Elder Law (BETHESDA)