Morris Klein

Compassionate Bethesda, Maryland Attorney Committed to Excellence

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Firm Overview

Attorney Morris Klein is licensed in Maryland and D.C. and is well known for his outstanding legal service in the following areas:
-Elder law
-Medicaid
-Long term care
-Special needs trusts
-Wills and probate
-Guardianship
-Nursing home and assisted living
-Estate planning
-Disability planning
-Medicare

Maryland and D.C. elder law and special needs attorney is lauded for exceptional legal service

Morris Klein's practice focuses on legal issues faced by persons who are aging or incapacitated. This includes Medicaid eligibility, special needs planning for the disabled, guardianships, and drafting planning documents such as powers of attorney, health care advance directives, trusts and wills. The practice also includes probate and the administration of decedent's estates. He can help clients who are facing a crisis (e.g., imminent admission to a nursing home) as well as clients interested in planning for long-term care and estate planning.

Morris Klein is a leader in the practice of elder law. He is certified as an elder law attorney (CELA) by the National Elder Law Foundation and is featured in Washingtonian Magazine as One of the Best Elder Law Attorneys in the Washington, D.C. area. He is also a Super Lawyer in Maryland and the District of Columbia. He is a NAELA Fellow and is a member of the NAELA Council of Advanced Practitioners. Known to his clients and peers for outstanding legal service, Morris Klein is AV Preeminent Peer Review Rated by Martindale-Hubbell for his professionalism and ethics. He also teaches continuing education classes on elder law topics to attorneys and other professionals.

Attorney Klein is the current chair of the Montgomery County Bar Association Elder Law Section. He is also a member of the Special Needs Alliance and on the Board of the Directors for the First Maryland Disability Trust.

Attorney Klein is a past chair of the Maryland State Bar Association Elder Law Section and a past co-chair of the D.C. Bar Estates, Trusts and Probate Section Steering Committee. He is a co-founder and former president of the NAELA Maryland/DC Chapter, and he has served on the NAELA national board of directors. He also served as a board member of the National Capital Chapter of the Alzheimer's Association.
Main Office

Main Office
4520 East-West Highway
Suite 700
Bethesda  MD  20814

Phone
  • 3016524462
Estate Planning
Maryland and D.C. Trusts and Estates Attorney Helping You With Wills, Trusts and Estates
Attorney Morris Klein can help with all aspects of trusts and estates issues, including:
-Estate planning
-Special needs trusts and planning
-Will drafting and execution
-Revocable ("Living") trusts
-Irrevocable trusts
-Estate tax issues
-Estate administration
-Probate

Personal representative's and trustee's responsibilities
Estate Planning

When devising an estate plan, Attorney Klein considers how best to protect your children, support your loved ones and contribute to the charitable causes that are special to you.

He thoroughly analyzes your estate and suggests the best options for bequeathing your assets, addressing tax issues, caring for your children and other family members, supporting personal philanthropic causes and protecting your pets. He will draft a will that reflects your desires, and establish trusts if they advance your individual needs and your estate planning goals.

Special Needs Trusts and Special Needs Planning

Morris Klein can draft a trust for persons with disabilities ("self-settled trust") and for individuals who want to set aside funds for someone who has a disability ("third party trust"). Such trust will preserve assets for the disabled person without disqualifying the disabled person's eligibility for public benefits.

Probate

Morris Klein can ease the stress of probating the estate.

He assists executors in all steps of the complex process of probating a will in both Maryland and the District of Columbia probate courts, including:

-Creating a plan of action to probate the estate properly and expeditiously
-Filing the will with the probate court
-Closing and opening bank accounts
-Transferring assets from the deceased to the estate
-Paying taxes and other debts

Morris Klein

Practice areas
-Elder law
-Medicaid
-Special needs trusts
-Medicare
-Nursing home
-Long-term care
-Guardianship
-Disability planning
-Estate planning
-Wills
-Probate
-Public policy

Admitted
-District of Columbia, 1978
-Maryland and U.S. Supreme Court, 1987

Education
-University of Michigan, J.D., 1977
-University of Michigan B.A., 1972, Phi Beta Kappa; M.P.P., 1976

Associations and memberships
-Maryland State Bar Association (Elder Law Section Council, 1997 -; Chair 2001 - 2002 and 2009 - 2010)
-Montgomery County Bar Association (Elder Law Section, 2008 inception -; Chair 2011 - 2012)
-District of Columbia Bar Association (Estates, Trusts and Probate Law Section Steering Committee, 2004 - 2010; Co-chair, 2007 - 2009)
-National Academy of Elder Law Attorneys (National Board of Directors, 2002 - 2004; Founding Member, Maryland/D.C. Chapter and President, 2004 - 2009; Council of Advanced Practitioners, 2005-; Chair, Benefits and Financing Section, 2008 - 2011)
-First Maryland Disability Trust, Board of Directors, 2009 --
-Special Needs Alliance, 2011--

Biographical details

Attorney, U.S. Federal Trade Commission, 1978 - 1984; Trial Attorney, Civil Division, U.S. Department of Justice, 1984 - 1986; Board of Directors, Alzheimer's Association - National Capital Area Chapter, 1995 - 2002, Public Policy Committee Chair, Alzheimer's Association - Maryland State Chapters, 1996 - 1999; Named a "Best Lawyer" in Elder Law, Washingtonian Magazine; "Super Lawyer" in Elder Law, Maryland and the District of Columbia.

Publications: "The New CLASS Act" 6-1 NAELA Journal 35 (Spring 2011); "Medicaid Eligibility After the 2005 Deficit Reduction Act" 41-2 Maryland State Bar Journal 32 (March/April 2008); "Top Ten Elder Law Myths" 38-4 Maryland State Bar Journal 26 (July/August 2005); "By Ethically Advising Your Client Could You Be Committing a Crime?" 31-2 Maryland State Bar Journal 36 (March/April 1998); "The Criminalization of Transfers for Medicaid Eligibility," 2 Journal of Asset Protection 10-19, 52-63 (1997). Faculty, Maryland Institute for Continuing Professional Education of Lawyers, National Academy of Elder Law Attorneys Symposia and Institutes, and National Aging and Law Conference.

Member and Fellow: National Academy of Elder Law Attorneys.
Education
  • University of Michigan
    Juris Doctorate
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