"Planning for a Loved One with Special Needs," Fidelity Wealth Management Webinar

Day Pitney Special Needs Planning attorneys Meredith Greene and Ken Shulman presented at the Fidelity Wealth Management webinar, "Planning for a Loved One with Special Needs," on November 30. The webinar was for Fidelity's high net worth clients with special needs estate planning concerns, including: designated beneficiaries in a special needs trust; how IRA and retirement accounts come into play when developing a plan for a special needs child; and the differences between special needs trusts versus ABLE accounts.