Articles

Estate Planning for Unmarried Partners

Published in New York University 66th Institute on Federal Taxation
2008
Download PDF

From an estate planning perspective, many estate planning devices favor married couples—particularly those that involve the marital deduction. There are any number of loopholes to favored estate planning devices over the years that have been “plugged” for spouses but not for unmarried partners. This chapter provides a basic estate planning review for unmarried partners.

Related Practices