@SteveJ57 wrote:
We will be getting a TIN/EIN for the Trust account so that we can separate its earnings from our own.
That is fine, except you probably need to consult with your attorney because if the trust is a grantor trust, the grantor will be responsible for paying tax on any income the trust earns.
A QDisT is advantageous because that type of trust gets a rather large exemption, but that becomes immaterial if the disabled party is not qualified.
