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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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Proactive Steps to Take if You Are Contemplating Divorce
/1 Comment/in Family Law /by Julia LemonIn California, both spouses have fiduciary duties towards one another that require them to act in good faith in their dealings with each other and to disclose all material facts and information regarding community assets and debts. While there are several formal and informal methods of obtaining necessary information from the other party during a divorce, being proactive can cut down on the amount of time and expense needed to evaluate and prepare your case. The Minnesota Divorce and Family Law Blog has a helpful list of documents to gather upon deciding to file for divorce. Specifically, it suggests gathering:
1.Copies of financial statements;
2.Copies of tax returns;
3.Copies of computer hard drives;
4.Copies of insurance policies;
5.Copies of wills and/or trusts;
6.Inventory of safety deposit boxes, with a witness;
7.Copies of deeds and/or titles to real property;
8.Copies of small business ledgers, financial journals, payroll, sales tax returns and expense account records;
9.Copies of appraisals for art, antiques, jewelry and collectibles;
10.Record the contents of each room in your home through video;
11.Copies of retirement account statements; and
12.Copies of your spouse’s pay stubs for the last few months.
http://www.mnfamilylawblog.com/2009/12/articles/contested-divorce/staying-ahead-of-the-curve-12-proactive-steps-to-take-if-you-are-contemplating-divorce/
North Carolina Woman Awarded $9 Million from Husband’s Mistress
/in Family Law /by Mitchell EhrlichSuspecting her husband of 32 years was having an affair, Cynthia Shackelford of North Carolina hired a private investigator who confirmed her fear: her husband was involved in a longstanding liaison with a woman whom he’d met at a local college. Shackelford took legal action, suing her husband’s mistress for “alienation of affection.” She won, and was awarded $ 9 million in damages. Shackelford says the lawsuit wasn’t about the money; it was about sending a message.
The little-known law, which doesn’t exist in California or 42 other states, allows for aggrieved spouses to bring a claim in civil court – separate from family law proceedings – against third parties who knowingly have an affair with a married person. Generally, the plaintiff in such actions must show: 1) the marriage entailed love between the spouses in some degree; 2) the spousal love was alienated and destroyed; and 3) the defendant’s malicious conduct contributed to or caused the loss of affection.
Critics of “alienation of affection” and similar laws consider them to be archaic relics of a bygone era. Jacob Appel of Huffington Post describes them as “vestiges of legal codes that also prohibited divorce and criminalized premarital sex, … a consummate example of the sort of private controversies in which the government has no business meddling.” Likewise, some attorneys feel that such laws unnecessarily escalate family law proceedings and are inconsistent with the policies behind “no fault” divorce, which seek to minimize inquiry into the he-said-she-said interpersonal drama that is often behind the breakdown of marriage. Nevertheless, a handful of states still have “alienation of affection” laws on the books, something to make would-be-marriage-meddlers think twice.
Sources: People Magazine, Huffington Post
David Patton Secures Primary Custody & Move Away Order in Hotly Contested Child Custody Case
/in Family Law, Firm News /by Lonich Patton Ehrlich PolicastriFollowing a lengthy trial, the Santa Clara County Family Court ruled in favor of Mr. Patton’s client, awarding full custody of the children to the mother and giving her the right to move to another state with the children.
Father in this case sought 100% custody of the children and wanted to prevent Mother from taking the children to another state.
The court found that using the “best interests” standard followed in California for initial custody determinations, Mother should be awarded full custody and be permitted to move out of state with the children. The custody battle included allegations of domestic violence and inappropriate physical punishment of one of the children. The court took testimony from a court appointed expert, who had completed a custody evaluation involving both parents and the children, as well as testimony from experts hired by Father.
Upon considering all the evidence presented, the court found Mr. Patton’s evidence and arguments to be persuasive and granted Mother the right to move away with the children to another state.
Mr. Patton is a Certified Family Law Specialist as certified by The State Bar of California Board of Legal Specialization and limits his practice exclusively to family law (divorce, child custody, domestic violence, restraining orders, spousal support, etc.). His certification is provided by the State Bar of California Board of Legal Specialization.
Making Your Wishes Known at the End of Life
/in Estate Planning /by Michael LonichApril 16, 2010 is Health Care Decisions Day, a national campaign to encourage Americans to complete their advance directives, living wills, and basically document their preferences regarding medical treatment at the end of life.
Researchers at the University of Michigan in Ann Arbor have discovered that almost a third of patients over the age of 60 would eventually become so incapacitated that they would be unable to express their preferences regarding end of life treatment. Patients who specified all care possible in their living wills were far more likely to receive aggressive care as opposed to those who didn’t.
The number of individuals who possess living wills has increased over the years. Without these documents, they patient remains vulnerable despite whether or not they had end of life discussions with their doctors. With 40 million new patients in the healthcare system and the decreasing number of physicians , end of life discussions are becoming nearly impossible.
An attorney is not needed to obtain these documents. Patients can designate a healthcare proxy. A healthcare proxy is a trusted friend or relative who can make decisions for a patient. Proxies won’t have as much of an effect as a documented living will, but it’s a good backup.
For Full Article: http://www.nytimes.com/2010/04/16/health/15chen.html
Estate Planning Red Flag
/in Estate Planning /by Michael LonichIf you’ve recently divorced and haven’t yet revisited your estate plan, or don’t have one, you may be in for some surprises. It is important to review your estate plan to be sure that it does not confer any unintended benefits or rights on your former spouse. Here are some questions to consider:
1. Does your former spouse have access to any jointly owned assets, such as bank accounts, investments or real estate?
2. Is your former spouse still the designated beneficiary of any life insurance policies, IRAs or other retirement plans?
3. If an ERISA plan, was an appropriate ERISA waiver obtained at the time you negotiated your divorce settlement?
4. Did you give your former spouse any powers of attorney or designate him or her as your agent for health care decisions?
5. Did you name your former spouse as a beneficiary of any trusts? Are they irrevocable? If so, do they provide for your spouses’ interest to terminate automatically in the event of divorce? If not, do the trust documents and applicable state law allow you to change beneficiaries or modify the disposition of the trust assets?
6. Does your divorce settlement or judgment address any of these issues?
After a divorce, or any other major life change, such as marriage, birth of a child or death of a family member, you should meet with your estate planning advisor as soon as possible to review your plan. Failure to modify your plan to reflect these changes can lead to unexpected and, in many cases, undesirable results.