Find Financial & Legal Providers
Medically Complex Caregivers and their families have unique circumstances when finances and legal matters are involved that most providers may not fully understand. Conventional guidance in these areas may not apply or be detrimental to the long-term support, care, and financial wellness of the family.
We have collected recommendations of financial and legal professionals experienced working with medically complex caregivers and their families. It is important to consult a knowledgeable professional regarding taxes, estates, and more. Care is expensive, and there are ways to help.
If you are looking for a provider that could meet your needs, please search out database. NOTE: financial and legal professionals do not have to be local, only licensed to provide services in your state. Most providers listed for Special Needs also practice Elder Law and Elder Planning. Our databases are always growing. If there are professionals you recommend, please share their information and why the provider(s) should be on our list.
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Financial & Legal Providers
Special Needs Legal Planning
DC
Morris Klein, CELA
Morris Klein, Attorney at Law
301.652.4462
Office in Bethesda, MD Serves: All of Suburban Maryland and the District of Columbia, including the cities of Washington, Bethesda, Bowie, Chevy Chase, Clarksburg, College Park, Columbia, Frederick, Gaithersburg, Germantown, Greenbelt, Hyattsville, Ijamsville, Largo, Laurel, New Carrolton, Olney, Oxon Hill, Poolsville, Potomac, Rockville, Silver Spring, Takoma Park, Upper Marlboro, and Waldorf
Special Needs Legal Planning
MD
Bethesda
Morris Klein, CELA
Morris Klein, Attorney at Law
301.652.4462
Serves: All of Suburban Maryland and the District of Columbia, including the cities of Washington, Bethesda, Bowie, Chevy Chase, Clarksburg, College Park, Columbia, Frederick, Gaithersburg, Germantown, Greenbelt, Hyattsville, Ijamsville, Largo, Laurel, New Carrolton, Olney, Oxon Hill, Poolsville, Potomac, Rockville, Silver Spring, Takoma Park, Upper Marlboro, and Waldorf