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LONICH PATTON EHRLICH POLICASTRI
1871 The Alameda, Suite 400, San Jose, CA 95126
Phone: (408) 553-0801 | Fax: (408) 553-0807 | Email: contact@lpeplaw.com
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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This web site is intended for informational purposes only and is not legal advice. Nothing in the site is to be considered as either creating an attorney-client relationship between the reader and Lonich Patton Ehrlich Policastri or as rendering of legal advice for any specific matter. Readers are responsible for obtaining such advice from their own legal counsel. No client or other reader should act or refrain from acting on the basis of any information contained in Lonich Patton Ehrlich Policastri Web site without seeking appropriate legal or other professional advice on the particular facts and circumstances at issue.
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Unsettled Law Makes Estate Planning for Same-Sex Couples Challenging
/in Estate Planning /by Michael LonichNot all states recognize the rights of lesbian, gay, transgender, or bisexual (LGTB) partners to make end-of-life care decisions for their significant others. This can lead to distressing situations where a loved one’s wishes are ultimately disregarded. However, in California, most of the rights and responsibilities that apply to married couples also apply to same-sex registered domestic partners. Estate planning for same-sex couples remains complicated because there are many areas of unsettled law. For example, it is not clear if a certain provision of the California Family Law code imposing the same rights and responsibilities of marriage on domestic partnerships will be validly applied retroactively. This particular legal question makes it difficult for estate planning attorneys to properly characterize same-sex couples’ assets. In addition, there are legal distinctions for validly married same sex couples and registered domestic partners. [To date, same sex couples married in California between June 16, 2008 and November 4, 2008 as a result of the ruling in In re Marriage Cases, remain validly married.] An example of one such distinction is that the law is not clear on whether same-sex married spouses will be able to report their earnings as community property income on federal income tax returns. Currently, domestic partners are not allowed to report income as community property when filing federal returns.
An out-of-state example of a same-sex couple’s wishes not being honored arise from a case involving Janet Park. Park wanted to be cremated after she passed. However, instead of following the direction of Park’s partner of 22 years, the funeral home followed the instruction of Park’s aunt. Loss of a partner can be especially devastating to lesbian and gay partners who are not officially recognized as “widows” or “widowers.” In addition, many LGTB individuals are ostracized from their deceased partners’ family and left to grieve alone.
If you are a lesbian, gay, transgender, or bisexual individual, it is very important to have a strong estate and end-of-life plan in order to ensure that your wishes are followed upon your death. Don’t leave your partner powerless in making key financial and health care decisions for you when you are unable to make them for yourself.
For more information about securing your future, please contact us, Santa Clara, California Wills & Trust attorneys, at Lonich Patton Erlich Policastri. Please remember that each individual situation is unique and results discussed in this post are not a guarantee of future results. While this post may include legal issues, it is not legal advice. Use of this site does not create an attorney-client relationship.
Please click here to read the full article.
Lifetime Gifts May Have Significant Tax Advantages
/in Estate Planning /by Michael LonichAn estate planning attorney can help you develop a plan that maximizes your assets and helps you take advantage of the estate and gift tax system. If you are considering leaving an asset to someone upon your death, you may be interested in learning about the tax benefits of an “inter vivos” gift. An inter vivos gift is a gift that is transferred during the giver’s lifetime.
Lifetime gifts have several tax advantages. These advantages are particularly helpful to individuals whose estate will likely be subject to federal estate taxation. Also, lifetime gift plans are particularly important for people whose estates will exceed the applicable estate tax exclusion ($3.5 million for decedents dying in 2009).
The main advantage of an inter vivos gift is that some, or all, of the gift may not be subject to transfer tax. The Internal Revenue Code provides that individuals may make gifts of $13,000 per year per donee without incurring gift tax liability and without having to file a gift tax return.
In addition, interspousal gifts provide the donee spouse with an adequate estate and also allow the donee spouse to use his or her annual exclusions and estate and gift tax exclusion amounts. The gift tax marital deduction is unlimited for a donee spouse who is a United States citizen. For non-citizen spouses, there is an inflation adjusted annual gift tax exclusion that totaled $128,000 in 2008.
For more information about lifetime gifts, please contact us. Please remember that each individual situation is unique and results discussed in this post are not a guarantee of future results. While this post may include legal issues, it is not legal advice. Use of this site does not create an attorney-client relationship.
Are You Divorcing? Here is What Not to Do Online
/in Family Law /by Mitchell EhrlichDivorces are difficult and trying events. Don’t add to the stress of the experience by making some common mistakes with your social networking. Recently, a Time magazine article discussed the implications that social networking can have on a person’s divorce case. The article noted that it is now commonplace for divorce attorneys to use information gathered on social networking websites to bolster their case against their client’s ex-spouse. Information gleaned from social networking sites can be used to catch spouses in lies and improper behavior. This information can affect the outcome of asset distribution, child custody, child support, spousal support, and other important divorce issues. For the full Time article, please click here.
If you are a member of Facebook, MySpace, Twitter, or other social networking websites, you should be very careful about what you post online. Do not post information relating to marital property, spousal support, child custody/care, or other personal information that may be relevant to your divorce case.
For more information about California divorces, please contact the divorce attorneys at Lonich Patton Erlich Policastri. Please remember that each individual situation is unique and results discussed in this post are not a guarantee of future results. While this post may include legal issues, it is not legal advice. Use of this site does not create an attorney-client relationship.
The Proper Estate Plan May Help You Avoid the Expense and Hassle of Probate
/in Estate Planning /by Michael LonichIf you are trying to decide what estate planning instruments you need in order to meet your goals and to avoid the cost of probate, you might want to look into the revocable trust. A revocable trust is the primary testamentary transfer device used by professional estate planners in California. A revocable trust can be used not only to manage your property during your lifetime, but it also serves to distribute your assets upon your passing.
There are several key advantages of a trust. First, it avoids probate. Probate is the court-supervised process of distributing a deceased person’s assets according to their will or California intestacy law. This process can sometimes take over 6 months to complete and can be expensive. For example, the estate of a person with only a will operating to distribute their assets after death would have to carry the costs associated with providing and preparing the initial petition, petitions for instructions, and the petition for final distribution. In addition, costly court hearings to discuss creditor (and other) issues may be required.
Second, a trust can help to maintain confidentiality regarding your assets. Probate proceedings are a part of the public record. This means that anyone is able to access the information in the record regarding your assets and their distribution. If privacy is important to you, a trust can help you achieve greater (but not necessarily complete) confidentiality.
Third, a trust also serves property management functions during your lifetime. With a trust in place, there is no need to incur the costs and inefficiency associated with a formal conservatorship in the event of your lifetime disability or incapacity. In addition, a trust is useful as it provides for long-term continuity for handling your assets.
For more information about wills and trusts, please contact our San Jose estate planning lawyers at Lonich Patton Erlich Policastri for more information. Please remember that each individual situation is unique and results discussed in this post are not a guarantee of future results. While this post may include legal issues, it is not legal advice. Use of this site does not create an attorney-client relationship.
There are Several Different Avenues for Pursuing a Child Support Order in California
/in Family Law /by Mitchell EhrlichChild support is a certain amount of money that a court instructs one parent of a child to pay the other parent. The court’s instruction is detailed in a document called a child support “order.” The child support money is used to financially support the child. If you are having difficulties supporting your child after a divorce, or if the other parent is not pulling his/her weight, you may want to contact a family law attorney for advice.
First of all, if you have been the victim of domestic violence by the other parent you may ask for child support when you are seeking a domestic violence restraining order. If you are married or in a registered domestic partnership and have a child from that union, you can also seek child support as part of a dissolution of that marriage or domestic partnership. The legal procedures differ slightly depending on whether or not you are married or in a domestic partnership with the other parent of the child. Regardless, the procedures all lead to the same result, a child support order. In order to begin this process, you must file a court case. After you file the case, the court may then decide to grant you the order for child support. In addition, if you do not want to file for divorce or legal separation, you can file a Petition for Custody and Support of Minor Children and Summons. This also allows you to seek child support from your spouse.
If you are not married to, or a domestic partner of, the other parent, you may ask for child support in different instances. First, you may ask for child support if you file a parentage case to determine who the legal parents of the child are. Second, if you have signed a voluntary Declaration of Paternity, you may choose to file a petition for Custody and Support of Minor Children as well.
If you are confused about what is your best option for successfully obtaining child support from your ex-spouse, you may need professional guidance. Please contact us for more information. Please remember that each individual situation is unique and results discussed in this post are not a guarantee of future results. While this post may include legal issues, it is not legal advice. Use of this site does not create an attorney-client relationship.