Day Pitney remains committed to providing quality legal counsel, while protecting our clients and employees, and transforming our communities into more just, equal and equitable spaces. For more information, please visit our COVID-19 Resource Center | Racial Justice and Equity Task Force.

Insights

Publications Events

"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.

Related Professionals
Boston, MA
T: (617) 345 4622
Boston, MA
T: (617) 345 4789