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Blog

Blog

Julia Lemon

Text Messaging During a Divorce

December 11, 2009/in Family Law /by Julia Lemon

As a recent article points out, text messages, along with other types of electronic media, are frequently coming into play and presenting new concerns for those in the midst of a divorce proceeding.  Text messages sent to a spouse, friend, or new partner during a divorce proceeding often “reveal intentions, intimate details and negotiation strategies” and may be subpoenaed and recovered during the proceeding, even if deleted from your phone after sending.  Accordingly, take care when text messaging, emailing, or using other social networking sites during a divorce proceeding to avoid unintended consequences.

http://www.reuters.com/article/idUS187839+03-Nov-2009+PRN20091103

https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png 0 0 Julia Lemon https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Julia Lemon2009-12-11 12:31:452021-12-22 22:05:00Text Messaging During a Divorce
Michael Lonich

What is involved in estate planning?

December 4, 2009/in Estate Planning /by Michael Lonich

There are many issues to consider in creating an estate plan. To begin with you should, ask yourself the following questions:

  • What are my assets and what is their approximate value?
  • Whom do I want to receive those assets and when?
  • Who should manage those assets if I cannot, either during my lifetime or after my death?
  • Who should be responsible for taking care of my minor children if I become unable to care for them myself?
  • Who should make decisions on my behalf concerning my care and welfare if I become unable to care for myself?
  • What do I want done with my remains after I die and where would I want them buried, scattered or otherwise laid to rest?

Once you have some answers to these questions, you are ready to seek the advice and services of a qualified lawyer. The attorneys at Lonich Patton Erlich Policastri can help you create an estate plan, and advise you on such issues as title to assets and the management of your estate.

Courtesy of the State Bar of California

https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png 0 0 Michael Lonich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Michael Lonich2009-12-04 13:54:422021-12-22 22:05:08What is involved in estate planning?
Lonich Patton Ehrlich Policastri

Happy Holidays!

December 1, 2009/in Firm News /by Lonich Patton Ehrlich Policastri

Happy Holidays from everyone here at Lonich Patton Erlich Policastri, LLP!

We hope all is well and wanted to invite you in for a free 30 minute consultation! Just reference our blog when you call (408) 553-0801.

Also let us know what you think about our blog or what you would like to see on it by e-mailing Lonich Patton Erlich Policastri, LLP at mlonich@lpeplaw.com

Thank you and have a good holiday!

https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png 0 0 Lonich Patton Ehrlich Policastri https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Lonich Patton Ehrlich Policastri2009-12-01 15:06:002021-12-22 22:05:15Happy Holidays!
Mitchell Ehrlich

Child Custody Mediation: An Invaluable Process

November 16, 2009/in Family Law /by Mitchell Ehrlich

If you have minor children and you separate or seek a divorce from your child’s parent, you will need to decide who will have custody of your children and how they will be taken care of. Although there are specific legal definitions, in short “Custody” means:

Who your child will live with and where (“physical custody”)

Who will make important “legal custody” decisions for your children (health care, education, other important decisions) and how.

All together, this is often called a “parenting plan.”

Your Parenting Plan

You need a parenting plan that is in the best interest of your child.

For “Physical custody,” which means time with the children, think about activities, overnights, and day-to-day care:

Where should my child be during the week? On weekends?

Where should my child be for holidays, summer vacations, and special days?

Which parent will be in charge of which activities (sports, music, homework)?

Which parent is in charge at which times?

How will my child get from one parent to the other (Transportation/pick ups   and drop offs)?  Who will pay the costs?

For “Legal custody,” which means making decisions about the children, be clear and specific about which decisions each parent can make on their own and which decisions you will make together:

Things such as Schools, Daycare, Religion, Medical and dental care

When and Why Mediation?

If you and the other parent are not able to informally reach a parenting plan, per California Family Code Section 3170, the court will order you and the other parent to meet with a professional child mediator before you can appear before a judge and have the court render a decision regarding custody.

The goals of mediation are to:

Help you and the other parent make a parenting plan that’s in the best interest of your children;

Help you and the other parent make a parenting plan that lets your children spend time with both parents, assuming it is safe and healthy to do so;

Avoid expensive, lengthy and emotionally taxing custody litigation.

What Happens in Mediation

Mediation involves both parents and a professional mediator. Attorneys rarely attend.  Mediation is a way to make decisions about your children without the time, expense and emotional cost of contested, litigated custody “battle” in court. You and the other parent keep control over the outcome by making your own agreement for how you will take care of your children, instead of leaving it up to a judge to make the decision for you. The legal term for this agreement is “stipulation.” It is also called a “parenting plan” or a “parenting agreement.”

What do mediators do?

Although most child custody mediators are experienced in family and marriage counseling, mediation is not counseling. A mediator meets with both parents and works with them to try to agree on a plan that is best for their child. In fact they are duty bound per Family Code Section 3180 which provides that the mediator has the duty to assess the needs and interests of the child involved in the controversy, and shall use his or her best efforts to effect a settlement of the custody or visitation dispute that is in the best interest of the child.

Guidelines for mediation:

Treat each other with respect. You will both get a chance to explain your ideas.

Listen to each other and try to find real solutions.

Put the children first. Think about what they need and can handle.

Frequently Asked Questions

Is what I say in mediation confidential?

In some counties such as Santa Clara County, Lonich Patton Erlich Policastri’s main county of practice, what you say is completely confidential. The other party can’t use it in court in any way. This is pursuant to Family Code Section 3177 which provides that Mediation proceedings pursuant to this chapter shall be held in private and shall be confidential.  All communications, verbal or written, from the parties to the mediator made in the proceeding are official information within the meaning of Section 1040 of the Evidence Code.

In other counties, such as Santa Cruz and Alameda Counties, mediators make “recommendations” to the judge when the parents don’t reach an agreement in mediation. What you say in mediation can be reported to the judge and to the other parent and his or her attorney – but it’s confidential as far as anyone else goes.

What happens if we can’t agree on everything in mediation?

The failure to reach an agreement on every single issue does not mean that the mediation was unsuccessful. Even if you can only agree on vacations and holidays, or perhaps a temporary schedule for the next six months, you still have achieved success. In these instances, though, what happens after mediation (if there is not a full agreement) depends on the court.

What if the other parent and I cannot agree on anything?

Mediation can still be a valuable tool. For example, even if you can’t agree on a parenting plan, you may be able to narrow the scope of the dispute with an idea of what the other parent’s main areas of concerns are. For example, if you are a working parent and the other is not, they may be concerned about your parenting ability or experience. Or perhaps you have concerns about the other parent’s ability to control their anger.

By learning of these concerns in mediation, even in the absence of an agreement, perhaps the parties can take parenting classes or anger management counseling that will placate the others parent’s concerns.

Should I meet with my lawyer prior to Mediation:  Yes.

While mediation is not intended to be an adversarial process, preparation with your attorney is invaluable and will lead to greater success. Your lawyer can help explain the process and educate you on the issues that should be addressed during the mediation. A good attorney can also assist you in how to communicate your concerns and how to ensure that you have sufficient time.

Will my lawyer look at my parenting plan before I go to court?

Yes. Your lawyer should go over this agreement (also called a “custody and visitation agreement”) before it becomes a permanent child custody order.

Good luck with your parenting plan.

https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png 0 0 Mitchell Ehrlich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Mitchell Ehrlich2009-11-16 14:27:522021-12-22 22:05:22Child Custody Mediation: An Invaluable Process
Michael Lonich

Transmutation of Community Property for Estate Planning Purposes

November 13, 2009/in Estate Planning /by Michael Lonich

Two recent California court decisions have held that once a spouse has transmuted his or her separate property into community property, then that property is permanently considered community property, regardless of explicit language in the transmutation agreement to the contrary.

In both Marriage of Holtemann and Marriage of Lund, a husband agreed to transmute his separate property into community property because he wanted his wife to have access to it in the event that he died before she did.  However when the parties divorced, the wife claimed that the husband’s separate property, pursuant to the agreement, was now community property.  In turn, the husband argued that the agreement effected a valid transmutation only for estate planning purposes, and therefore was not effective for dissolution purposes.

Both courts held that there is no such thing as a transmutation of property for estate planning purposes only, regardless of language in the agreement that purported to condition the transfer upon the death of either spouse.  Therefore, California courts have held that once separate property has been transmuted into community property, it is considered community property for all purposes, including dissolution.

Marriage of Holtemann (2008) 166 Cal. App. 4th 1166

A husband and wife entered into an agreement for the purpose of designating how their property was to be disposed of when they died.  Specifically, the agreement stated that the husband was transmuting his separate property into community property.  Although there was language in the agreement that alleged to have qualified or limited the transfer upon the death of either spouse, the appellant court held that the agreement effected a present transmutation of the husband’s separate property into community property.  However, the court did note that the husband still retained his right to seek reimbursement for his contribution of separate property to the community estate pursuant to California Family Code §2640(b).

Marriage of Lund (2009) 174 Cal. App. 4th 40

A husband and wife signed a written agreement that transmuted the husband’s separate real properties into community property.  The agreement further provided that it was a transfer of property only for estate planning purposes.  The appellate court held that a valid transmutation of the husband’s separate property had occurred.  The court reasoned that the husband had made an express declaration in writing of his unambiguous intention to transmute all of his separate property and therefore a valid transmutation had taken place notwithstanding the fact that the agreement did not use the word “transmutation.”  Thus, the court effectively held that there is no such thing as a transmutation for estate planning purposes only.

https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png 0 0 Michael Lonich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Michael Lonich2009-11-13 12:54:452021-12-22 22:05:33Transmutation of Community Property for Estate Planning Purposes
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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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