Webinar, November 3, 2026, with the Charles River Center in Needham, MA. Part of the Charles River Center’s Family Training Series.Thoughtful special needs planning can help provide long-term financial security while preserving access to essential government benefits. This training will provide an overview of the core components of a comprehensive special needs plan, including Special Needs Trusts, public benefits, ABLE accounts, and other planning strategies designed to enhance and protect your loved one’s quality of life.
* Presented by Attorney Meredith H. Greene. Meredith is the mother to a young adult with intellectual disabilities. Her practice focuses on Special Needs Planning that includes estate planning with special needs trusts, guardianship and conservatorship, adult services, and government benefits advocacy. She is a member of the Special Needs Alliance, NAELA, and numerous other professional organizations.
Participants will learn:
- Differences between first-party and third-party Special Needs Trusts
- Eligibility considerations for government benefit programs
- Trustee selection
- Letters of intent
- Coordinated estate planning documents
- Common planning issues involving housing, child support, and family decision-making
Registration is required.
