The Listen to Lawrence Letter: is a domestic partner considered a spouse?

June 12, 2023
March 9, 2023 • Volume 4 Issue 121
Today’s LISTEN TO LAWRENCE LETTER contains a follow-up to one of last week’s letters. In that prior letter, we established that a spouse can transfer assets to another spouse without any gift/estate tax…and no MEDICAID penalty.

CLIENT QUESTION:

Is a domestic partner considered a spouse?

MY RESPONSE:

NO!

 

I hope this helps! Please forward this information to your friends and relatives to share these informative answers to some very commonly asked questions.

And, if anyone you know would like to receive this

Listen to Lawrence Letter, just have them email me at

info@davidowlaw.com and I’ll add them to the list!

 

As always, please send me your questions. If you are thinking about it, others are probably too, so my answers will no doubt help you and many others.

Let’s stay connected.

Stay safe!