Insights
"Planning for a Loved One with Special Needs," Fidelity Wealth Management Webinar
November 30, 2021
Fidelity Wealth Management
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.
