Joseph P. Mattera

Areas of Focus

Education

J.D., Pace University School of Law, 1986
B.A., Fordham University, 1983

Bar Admissions

Ohio, 2003
United States Tax Court, 1996
New York, 1987

Awards & Recognitions

Accredited Attorney with the Department of Veterans Affairs
Martindale-Hubbell Peer Review BV Rating

Bio

Joe focuses in Elder Law and is a Shareholder, Chair of the Probate and Estate Planning Department and Professional Personnel Partner at Pickrel, Schaeffer and Ebeling.  He has more than 30 years of experience (in Ohio and New York) assisting clients of all ages with developing an estate plan that best suits their needs.

 

Joe also assists families with: Estate Planning, Trust Administration,  Long Term Care Planning, Government Benefits, Guardianships, Probate Litigation, Gift and Estate Tax, and Asset Protection.

 

Using his Elder Law experience, Joe represents clients facing long-term care issues. He works with family members to develop asset protection strategies, and advises them on government benefits that might pay for long-term care costs, such as Medicaid and Veteran’s Administration benefits.

 

Joe also has experience working with families facing disability issues.  He creates various Trusts for disabled clients to help preserve family assets from exorbitant medical bills, while allowing the family assets to remain available for the benefit of the disabled person.

 

When families are faced with the need to appoint a guardian for a loved one, Joe assists in administering the guardianship proceeding in Probate Court.  He also advises the guardian about compliance issues on an ongoing basis.

 

With his estate planning experience, Joe works with clients of all ages to assure the clients’ intentions are carried out in their estate plans.  This includes advice on issues that have to do with tax, business, legal, and long term care.  Joe also effectively and efficiently administers probate estates for families, easing their stress during highly emotional times.

 

Joe has had several articles about Elder Law, Estate Planning, and Probate concerns published in many local papers such as The Dayton Daily News, Dayton Business Journal and Local Community newspapers.  In addition, Joe has made numerous presentations on the subjects of elder law, estate planning, probate and trust law at local retirement facilities and for other community groups throughout the Greater Dayton area.

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Latest Posts

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    STABLE Accounts and Special Needs Trusts

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    Secure Act

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Professional &

Community Activities

Dayton Bar Association Estate Planning, Trust and Probate Committee
Ohio State Bar Association Elder Law and Special Needs Trust Committee
Ohio State Bar Association Estate Planning, Trust and Probate Committee
Dorothy Lane Market Consumer Advisory Board, 2017 – 2019
National Academy of Elder Law Attorneys
Referral Attorney for Alzheimer’s Association Miami Valley Chapter
Member, The Order of the Sons of Italy in America, John Pirelli Lodge #1633
Member, Knights of Columbus council, #10215
Past Moderator, University of Dayton Osher Lifelong Learning Institute
Past Adjunct Professor Urbana University, Business Law

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