Fundamentals of a Qualified Disability Trust (QDT)

Understanding How These Trusts Provide Tax Relief and Protection for Individuals with Disabilities Estate planning for individuals with disabilities often requires balancing two goals: protecting public benefit eligibility and minimizing tax burdens. A Qualified Disability Trust (QDT) is a unique tool that can achieve both. It provides special tax advantages under federal law while ensuring the trust’s assets continue to support the beneficiary’s long-term needs.

Faith Otutu

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