Should I have a Disability Panel in my Estate Plan?

December 17, 2021
Bill O’Leary, Esq.
Estate Planning

The Significance of the Disability Panel Although you may not use it very often, it is extremely helpful to have a disability panel in place if you should you ever need it. Your family members will be happy to avoid…

October 21, 2021
Bill O’Leary, Esq.
Elder Care, Elder Law, Estate Planning

By Jill Roamer, J.D., CIPP/US Special Needs Planning What is a Qualified Disability Trust? The legal authority to create a Qualified Disability Trust (QDisT) falls under §642(b)(2)(C) of the Internal Revenue Code. To qualify as a QDisT, the trust must meet the…