Photo of Joseph F. D'Antonio III

LEGAL ASSISTANT

Patricia Francazio

Joseph D’Antonio III makes sure his clients never have to face the realities of end-of-life planning unprepared. He works with individuals and families on some of their most personal and consequential decisions, such as what happens to the home they’ve built, who steps in if they can no longer speak for themselves, and how to protect loved ones from financial ruin when long-term care becomes a reality.

Joe’s practice spans the full arc of estate and elder law planning. He prepares and reviews wills, trusts, durable powers of attorney, and health care proxies, and advises clients on probate proceedings, gifting strategies, tax planning, and the proper titling of real estate. He works closely with the firm’s Elder Law team on long-term care planning and asset protection matters.

In recent years, Joe has developed a specialty in MassHealth planning—an area he came to not only through professional practice but through personal experience watching families navigate nursing home care without a plan in place. He understands the anxiety behind the questions his clients bring to him: What happens to my house? What does the five-year look-back period mean for us? How do we avoid probate? These aren’t abstract legal questions. For most families, they are urgent, emotional, and financially consequential. Joe is a compassionate and diligent attorney who takes the weight of these conversations seriously and brings clarity to a process that can feel overwhelming.

SOLUTIONS

Complex Multi-State Probate Administration

Guided a family through the administration and closure of a long-running formal probate estate involving real property across three states. Joe managed all aspects of the proceeding, including marshaling assets, accounting for the estate, and coordinating the resolution of outstanding issues that had kept the matter open for years. Working closely with the client throughout, he brought structure and clarity to a process that had grown increasingly difficult to navigate, ultimately navigating the estate toward a successful close.

Comprehensive Estate Plan with Marital Deduction Trust

Advised a married couple on the design and implementation of a complete estate plan structured to address Massachusetts’ $2 million estate tax threshold. Joe drafted durable powers of attorney, health care proxies, and wills, and established a marital deduction trust as the centerpiece of the couple’s long-term tax strategy. This included retitling real property into the trust—ensuring the plan was properly documented and positioned to minimize estate tax exposure for the family’s next generation.

MassHealth Trust Interpretation and Real Estate Planning

Advised an adult family navigating the sale of their parent’s home while preserving MassHealth eligibility. Joe analyzed the existing MassHealth Irrevocable Trust—interpreting its terms and structure to determine how a potential sale could proceed without jeopardizing the parent’s benefits.

Ongoing Guardianship and Special Needs Trust Administration

Supported the court-appointed guardianship of a young man with a traumatic brain injury who had no remaining family. Working alongside the lead attorney, Joe assisted with the preparation of annual Guardian Care Plan Reports, interpreted the terms of the governing Special Needs Trust to ensure the trust’s assets did not disqualify the young man from state benefits, and performed ongoing accounting of trust assets.

CREDENTIALS

Education

  • JD, New England Law
  • BA, cum laude, Villanova University

Bar Admissions

  • Massachusetts