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Estate Planning for Domestic Partnerships

November 26, 2025/in Estate Planning /by Michael Lonich

Committed relationships can take different forms. Whether it’s a marriage or a domestic partnership, the couple intends to spend their lives together. 

However, the law sees relationships in terms of legal responsibilities and protections. There are key differences between marriage and domestic partnership that can affect your rights if one partner becomes incapacitated or passes away. Ensuring that your partner is legally protected and your wishes are honored requires careful estate planning.

Understanding Domestic Partnership Rights

To be recognized as domestic partners, a couple must complete a Declaration of Domestic Partnership with California’s Secretary of State. To register, both parties must be unencumbered by marriage or another domestic partnership and capable of consent.

Registered domestic partners have many of the same rights as legally married spouses, including community property rules, health insurance coverage, and inheritance rights. Domestic partners can also make financial and medical decisions for each other in some circumstances. Still, these protections aren’t necessarily automatic, and without clear legal documents in place, you risk family members or the state controlling your health, finances, and estate.

Domestic Partners Need a Strong Estate Plan

While domestic partners have several rights under California law, those rights can be challenged. While you may intend for all of your assets to transfer to your partner, there is the risk of complications. There may be a disagreement within the family, or the laws may change. An estate plan provides clarity and reduces the risk of conflict.

With an estate plan, you can ensure that your partner inherits the assets as you intended. Furthermore, you can appoint the person you want to make all the financial and medical decisions if you become incapacitated

Essential Estate Planning Documents

An estate plan should be crafted to fit your objectives, but certain components should be included in a comprehensive plan.

1. Last Will and Testament

Your will allows you to name who will inherit your assets and name an executor to oversee the settling of your estate. If you have minor children, you can name who you want to be their legal guardian if you were to pass away.

Without a will, your property will be distributed according to California’s intestacy laws, which may not align with your wishes.

2. Power of Attorney

This legal document grants your partner the authority to handle your financial matters on your behalf if you can’t do so yourself.

3. Advance Directives

An advance directive authorizes your partner to make medical decisions for you if you are incapacitated. You can also state your wishes for end-of-life care, such as “Do Not Resuscitate” or “Do Not Intubate” orders.

4. Beneficiary Designations

Life insurance policies, pensions, and retirement plans allow you to name beneficiaries to receive the proceeds if you die. 

5. Living Trust

By placing your assets in a living trust, they can avoid probate and transfer directly to your partner.

Unique Concerns for Domestic Partners

While California recognizes registered domestic partners, the United States government does not. This could impact federal benefits and certain tax advantages, which makes careful planning even more essential.

Hands holding a paper cutout of a family, symbolizing legal protection and support in a domestic partnership.

Let LPEP Law Help with your Estate Plan

A well-drafted estate plan tailored to your domestic partnership can ensure your loved one is protected and your wishes are honored. Our attorneys at Lonich Patton Ehrlich Policastri are estate planning experts and can help you navigate the process. 

Contact us at (408) 553-0801 to schedule your free consultation. You will have peace of mind knowing that everything is legally compliant.

 

Disclaimer: this article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

https://www.lpeplaw.com/wp-content/uploads/2025/11/bigstock-Cheerful-Senior-Woman-Holding-471352509.jpg 605 900 Michael Lonich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Michael Lonich2025-11-26 12:47:292025-11-28 12:47:48Estate Planning for Domestic Partnerships

Climate Change and Family Law: Relocation Disputes Due to Environmental Factors

November 19, 2025/in Family Law /by Gretchen Boger

Relocation and custody disputes are nothing new. Family courts have been adjudicating these types of cases for years. Parents need (or want) to move for a variety of reasons such as pursuing new job opportunities or wanting to be closer to their family. But what happens if the relocation request is due to environmental factors stemming from climate change?

Climate change is no longer relegated to melting ice caps far away and air pollution in big cities. Extreme weather events, flooding, wildfires, and heat waves, among other things, are affecting more and more families, forcing parents to make life-altering decisions about how to deal with evacuations, where to live, and how to keep their children healthy and safe. 

If one parent wants to move to another city or even another country to escape the effects of climate change but the other wants to stay, they should first try to reach a mutual agreement to revise their child custody agreement. However, if they cannot agree, the parent who wants to move will likely need to file a relocation or move-away case in family court.

Factors the Court Considers

In most relocation disputes, a judge will consider several factors, including: 

  • The reason for the requested move
  • The child’s relationship with both parents
  • The impact on the child’s wellbeing (i.e., what’s in the child’s best interests?)
  • Practical implications on the custody arrangement (i.e., will the child be able to maintain a relationship with both parents?)

How Climate Change Affects Relocation Disputes

Relocation due to environmental factors is not a preference but a matter of survival for some parents. For instance, California residents struggling in the wake of wildfires or families living in coastal areas that are being threatened by sea-level rise might feel like environmental risks outweigh the benefits of their current living situation. Safety and stability for their family, rather than a lifestyle choice or convenience, is at the root of these types of climate-driven relocation decisions.

A damaged house after a climate catastrophe, illustrating the impact of climate change with debris and destruction surrounding the property.

Legal Questions to Be Answered

If the relocation and custody dispute ends up in family court, judges will likely need to answer some difficult legal questions. How real is the risk? When does a move actually become necessary as opposed to preferred? What if one parent can’t move away from the area of concern? Does that mean the child will not maintain contact with that parent? As with other relocation disputes, the court will always prioritize the best interests of the child; however, in cases where climate change is the driving factor, lawmakers will likely need to present scientific evidence such as climate risk assessments.

Get Help With Your Relocation and Custody Dispute

Are you considering a relocation due to environmental factors such as the threat of natural disasters, storms, pollution, or flooding and having trouble agreeing on changes to your custody agreement? Don’t hesitate to put your family’s health, safety, and security first. Schedule a free consultation with the family law experts at Lonich Patton Ehrlich Policastri (LPEP Law). We have years of experience in helping parents navigate difficult child custody issues. Get the help you need with your relocation and custody dispute today.

 

Disclaimer: this article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

https://www.lpeplaw.com/wp-content/uploads/2025/11/bigstock-152160218.jpg 658 900 Gretchen Boger https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Gretchen Boger2025-11-19 14:30:492025-11-21 14:43:10Climate Change and Family Law: Relocation Disputes Due to Environmental Factors

The Dos and Don’ts of Creating a Last Will and Testament

November 12, 2025/in Estate Planning /by Michael Lonich

Creating a last will and testament may not be at the top of your to-do list, but it’s one of the most important steps you can take to protect your family and your assets. A will ensures that your wishes are carried out after you pass away, helping to avoid confusion, disputes, and unnecessary stress for your loved ones. 

But writing a will isn’t as simple as jotting down who gets what on a piece of paper. There are important rules to follow, and mistakes can have serious consequences. Below are some key dos and don’ts to keep in mind.

The Dos

  • Make your wishes clear: Your will should outline exactly how you want your assets, such as your home, savings, and personal belongings, distributed. Being clear prevents misunderstandings later.
  • Name an executor you trust: This person will be responsible for carrying out the instructions in your will. Choose someone dependable and organized, and let them know in advance.
  • Consider guardianship if you have children: If you have minor children, you can use your will to name a guardian who would care for them. This decision is too important to leave up to the courts.
  • Update your will after major life events: Marriage, divorce, the birth of a child, or buying property are all good reasons to review and update your will. Life changes, and your will should reflect that.
  • Work with an attorney or estate planner: While online forms may seem tempting, California has strict requirements for a valid will. An attorney can make sure your document meets all legal standards and truly reflects your wishes.

The Don’ts

  • Don’t put it off: Many people delay writing a will because it feels uncomfortable, but the truth is, waiting only increases the risk of leaving your family without guidance if something unexpected happens. 
  • Don’t assume everything will “just work out.”: Without a valid will, California law is responsible for determining who inherits your property and assets. That may not match what you want.
  • Don’t forget about debts and taxes: As well as assets, your will should also address how your debts, taxes, or other obligations will be handled to avoid surprises for your family.
  • Don’t rely on handwritten notes: While handwritten (holographic) wills can be valid in California under certain conditions, they’re often challenged in court. A properly prepared will is much stronger.
  • Don’t go it alone: Even a small mistake, such as missing signatures or unclear wording, can render a will invalid. Professional guidance can save your loved ones from lengthy legal battles.

Woman assisting an elderly man at home as he fills out his last will and testament, symbolizing planning and family support.

Create a Last Will and Testament With Support From LPEP

A last will and testament gives you peace of mind knowing your family is cared for and your assets are distributed the way you intend. It’s essential that your will is accurate, comprehensive, and legally valid.

At Lonich Patton Ehrlich Policastri, we help clients create clear, legally sound wills tailored to their unique needs. Our estate planning team makes the process simple and ensures your wishes are protected.

Contact us today to schedule a free consultation and take the first step in securing your family’s future.

 

Disclaimer: This article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

https://www.lpeplaw.com/wp-content/uploads/2025/11/bigstock-Last-Will-and-Testament-44111440.jpg 600 900 Michael Lonich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Michael Lonich2025-11-12 13:00:432025-11-12 12:28:15The Dos and Don’ts of Creating a Last Will and Testament

Can Child Custody Be in a Prenuptial Agreement?

November 5, 2025/in Family Law /by Gina Policastri

Child custody and prenuptial agreements are becoming increasingly popular these days. More people are realizing that a prenup isn’t just for rich people to safeguard their wealth during a divorce. Instead, they can be valuable tools for setting expectations about assets, businesses, and debts. 

However, one question is often asked: can you use a prenup to decide child custody arrangements if the marriage ends?

The short answer is no. While prenups are excellent tools for financial planning, custody decisions are based on the child’s best interests. Understanding the limits of a prenuptial agreement is essential to protecting your rights and your family’s future.

What Prenuptial Agreements Can Cover

Prenuptial agreements are legal contracts that enable couples to establish rules regarding financial matters before they get married. When you consider that money arguments are a leading cause of divorce, a prenup can encourage open and honest conversations.

If one spouse enters the marriage already owning a significant amount of assets, a prenuptial agreement ensures that these assets won’t be lost if the couple divorces. Conversely, if the spouse has a considerable amount of debt, the other partner won’t be responsible for paying it. A prenuptial agreement can also protect a family business from being divided or gifts intended for children from prior relationships.

A prenup can also dictate whether either spouse will receive support and in what amount. These agreements provide financial clarity and peace of mind.

Why Child Custody is Different

The courts base their custody decision on the best interests of the child, not a prenuptial agreement between parents. When making their determination, they look at factors such as:

  • The child’s age and health
  • The child’s relationship with each parent
  • Each parent’s ability to provide a stable and loving environment
  • The educational needs of the child
  • The child’s preference, depending on their age

Circumstances change over time; therefore, custody can’t be predetermined years in advance with a prenuptial agreement. 

If you attempt to include custody terms in a prenuptial agreement, the court will likely disregard them and other unenforceable clauses, while upholding the remainder of the contract. However, if the judge believes the agreement is extremely one-sided or overly restrictive, it could raise questions about its fairness, thereby putting the entire prenup’s validity at risk.

While you can’t address custody arrangements in a prenup, couples can include other provisions related to children, such as:

  • Setting up college funds or trusts
  • Nonbinding statements regarding education and religion
  • Agreements on funding major expenses like extracurricular activities

Alternatives for Addressing Child Custody Concerns

Rather than relying on a prenup, parents separating or divorcing typically determine custody through parenting plans, which are detailed agreements about co-parenting responsibilities, decision-making, and schedules.

Courts prefer that parents draft their own parenting plans or work with a mediator (a neutral third party) to create a plan that works for the entire family. In situations where mediation is unsuccessful or the parents can’t agree, the court will intervene to determine custody. As the children grow and circumstances change, arrangements can be adjusted to meet the family’s evolving needs.

Mother holding her child during divorce discussion, symbolizing child custody decisions and family separation.

How LPEP Law Can Help

Prenuptial agreements are powerful tools for financial planning, but they can’t be used to dictate child custody. If you’re considering a prenuptial agreement, our attorneys at Lonich Patton Ehrlich Policastri can help. We will draft a prenuptial agreement tailored to your specific financial circumstances, ensuring it’s fair and in the best interest of you and your children.

Contact us at 408-553-0801 or visit our website to schedule your free consultation. You will have peace of mind knowing that your financial future is protected.

 

Disclaimer: this article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

https://www.lpeplaw.com/wp-content/uploads/2025/11/bigstock-A-Man-Shares-A-House-With-His-302538058.jpg 596 900 Gina Policastri https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Gina Policastri2025-11-05 08:36:572025-11-05 08:39:06Can Child Custody Be in a Prenuptial Agreement?

November 2025 LPEP Spotlight: Juan Medina

November 4, 2025/in 2025, Spotlight /by Lonich Patton Ehrlich Policastri
Read more
https://www.lpeplaw.com/wp-content/uploads/2025/11/Juan-Medina.jpg 490 718 Lonich Patton Ehrlich Policastri https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Lonich Patton Ehrlich Policastri2025-11-04 08:03:042025-11-04 08:07:12November 2025 LPEP Spotlight: Juan Medina
Learn more about estate planning with a free resource
Read all about family law and child custody
Learn more about family law matters such as private divorce counseling.

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LONICH PATTON EHRLICH POLICASTRI

Phone: (408) 553-0801
Fax: (408) 553-0807
Email: contact@lpeplaw.com

1871 The Alameda, Suite 400
San Jose, CA 95126

Located in San Jose, Lonich Patton Ehrlich Policastri handles matters for clients in northern California, specifically San Jose and Silicon Valley. Our services are available to anyone within the following counties: Santa Clara, San Mateo, Contra Costa, Santa Cruz, Monterey, San Benito, and San Francisco. For a full listing of areas where we practice, please click here.

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