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An image of an estate planning chart. incapacity
Michael Lonich

How to Plan for Incapacity in Your Estate Plan: Choosing a Power of Attorney and Health Care Proxy

March 8, 2024/in Estate Planning /by Michael Lonich

There is no escaping death. We understand that, so we make sure to prepare a will and name beneficiaries to ensure our assets are distributed according to our wishes and that our loved ones will be taken care of financially. But what many people don’t plan for is the possibility that something will occur that will leave them incapacitated. Incapacity can result from a variety of situations, such as severe illness, injury, or cognitive decline. When a person becomes incapacitated, they may not be able to make important financial or health care decisions.

Therefore, it’s crucial that you name a power of attorney and a health care proxy to make decisions on your behalf when you cannot do so. And while they both have decision-making authority, they each serve very different functions.

Power of Attorney

A power of attorney (POA) is a legal document that authorizes another person (agent) to handle certain matters on your behalf (principal). In California, there are different types of POAs.

  • A durable power of attorney can be general or limited but remains in effect if you become incapacitated.
  • A general power of attorney gives the agent broad powers to act on your behalf. It allows the agent to take a wide range of actions, such as managing financial and business transactions and handling legal affairs. However, without the durability clause, the agent’s power ends if you become incapacitated.
  • A limited power of attorney is used when you want to give only specific powers to the agent.

Considering the responsibility placed upon the POA, you should consider the following factors when making a selection:

  • Choose someone you trust implicitly to act in your best interests
  • Ensure the person is capable of handling complex financial matters and understands your assets and obligations.
  • You will want someone who communicates effectively and can make your preferences known regarding financial decisions.

Health Care Proxy

A health care proxy is a legal document that designates an individual to make medical decisions for you if you cannot do so. Here are some things to consider when making your choice:

  • Select someone who understands your values and preferences regarding medical treatment to ensure they will make decisions that align with your beliefs.
  • The person you choose should be geographically accessible
  • Your health care proxy will need to be able to communicate with medical professionals and should be capable of explaining your wishes and making informed decisions.

After you appoint your agents, it’s crucial to communicate your wishes clearly. Provide your POA with information about your assets, liabilities, income, and expenses. Discuss your values, beliefs, and preferences regarding medical treatments and interventions with your healthcare proxy.

It’s essential to seek legal advice when creating your documents to ensure their validity. Our lawyers at Lonich Patton Ehrlich Policastri can guide you through the process. We are experienced in all estate planning matters and can help you tailor your documents to meet your specific needs.

Contact us for a free consultation by calling 408-553-0801.

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/2024/03/bigstock-An-image-of-an-estate-planning-82590149.jpg 1000 1000 Michael Lonich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Michael Lonich2024-03-08 23:25:052024-03-08 23:25:05How to Plan for Incapacity in Your Estate Plan: Choosing a Power of Attorney and Health Care Proxy
Form with box checked for unmarried rather than married. unwed parents
Virginia Lively

What Rights Do Unwed Parents Have?

March 1, 2024/in Family Law /by Virginia Lively

According to recent statistics, the percentage of births to unmarried women in the United States is currently around 41 percent. Given this rise in nontraditional families, it’s important to understand what each parent’s legal rights and responsibilities are when it comes to issues like custody and visitation, child support, making decisions on the child’s behalf, and inheritance rights. The following is an overview of how the law views the rights of unwed parents.

Child Custody and Visitation

When a child is born out of wedlock, the mother automatically gets custody. If the mother does not wish the alleged father to see the child, he does not have any legal rights to visit or be part of the child’s life until his paternity has been proven. However, if the father can establish paternity, he has equal rights when developing a joint custody plan, visitation rights, fighting for sole custody, and making important decisions about the child’s housing, school, healthcare, etc.

Child Support

In the same way that a reputed father does not have legal rights to custody and visitation without proven paternity, he also does not have the legal responsibility to provide child support. If the couple never married, the mother must prove the biological paternity of the alleged father, either through admission (where both parents agree) or testing, in order to be legally awarded child support payments, which help cover various costs for the child like food, clothing, medical costs, school supplies, housing, etc. Paternity must be legally established in order for the child to be included under the father’s healthcare insurance coverage as well.

Inheritance Rights

Although inheritance laws vary across the country, in general, a child is only eligible to receive an inheritance if the child’s parentage has been legally established. It is usually in the child’s best interests to go through the process of establishing paternity before this becomes an issue.

How to Establish Paternity

There are a few avenues you can take if you need to establish paternity. 

Voluntary Declaration of Paternity

The unmarried parents of a child can sign a form when the child is born that designates both signees as the legal parents. Forms are available from child support agencies (more on that below), a family law attorney (like the group at Lonich Patton Ehrlich Policastri, or LPEP Law), a welfare office, or the registrar of births. Official voluntary declarations of paternity hold the same weight as a court-ordered form.

The Family Court System

In cases where paternity is disputed, some unwed parents choose to go through the court system. The child’s mother, father, their representatives, a custody agency, or other family members can file the various forms necessary to request to establish paternity. Once the forms are filed, a judge will hold a trial to help decide issues of child support and custody and visitation rights. Since this process can be somewhat complicated, it’s best to work with an experienced attorney. 

Child Support Agency

Every state has what is known as child support agencies that provide services at the county and regional level for families who might not have the money to pursue a court case. Either the mother or the father can request action. If genetic testing is required to prove paternity, the child support agency will help in this process free of charge.

Talk to LPEP’s Family Law Experts Today

When establishing paternity is essential to protecting your child or your rights, it helps to have a team on your side. LPEP Law specializes in family law, including paternity cases. We can guide you through the process and make sure you get the help you need. Call us today at 408-553-0801 to schedule a free, 30-minute consultation. 

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/2024/03/shutterstock_1928061344.jpg 750 1000 Virginia Lively https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Virginia Lively2024-03-01 18:56:022024-03-01 18:58:33What Rights Do Unwed Parents Have?
financial planning. immigrants
Michael Lonich

Estate Planning for Immigrants: Navigating Legal and Tax Issues

February 22, 2024/in Estate Planning /by Michael Lonich

Planning for the future is a significant step, and when it comes to safeguarding your assets, navigating the complexities of estate planning is crucial. For immigrants, this journey often involves unique challenges tied to diverse cultural backgrounds, legal intricacies, and various tax considerations. 

Here, we’ll unravel the intricacies of estate planning for immigrants, shedding light on the legal and tax aspects that might come your way. By understanding these nuances, immigrants can embark on the path to securing their family’s financial future with confidence. 

Understanding Estate Planning for Immigrants

Estate planning is all about making sure your assets are in good hands and your family is taken care of down the road. For immigrants, this means facing some special considerations. 

Firstly, cultural background plays a role. Different communities might have specific ways of handling inheritances, and it’s crucial to address these nuances when planning your estate. Clear communication within families becomes even more vital to ensure everyone is on the same page.

Then comes the paperwork. Immigration and identification documents aren’t just important for your daily life; they play a crucial role in estate planning too. And, depending on where you’re from and where you are now, estate planning can get a bit tricky with different legal rules in play. 

Legal Considerations for Immigrants in Estate Planning 

When it comes to estate planning, immigrants face a set of legal considerations that differ from those of native-born individuals. Here’s just an example of some of the considerations immigrants must keep in mind when it comes to estate planning. 

Documentation Challenges

Immigration status and documentation play a significant role in estate planning for immigrants. Having the proper immigration and identification documents is essential for establishing legal ownership of assets and ensuring a smooth transfer to beneficiaries. We’ll discuss the importance of obtaining and maintaining these documents to avoid complications in the estate planning process.

Jurisdictional Issues

Immigrants may have connections to multiple countries or states, each with its own set of laws governing estates and inheritances. Dual citizens, permanent residents, and non-resident aliens are subject to US laws as well as the laws in their country of citizenship when constructing a will. This can become very complex and is a key reason why professional legal advice is so important for immigrants. 

Tax Implications for Immigrants in Estate Planning

Estate taxes are charges imposed on the value of a deceased person’s estate before it’s passed on to beneficiaries. For immigrants, understanding how these taxes work and whether they apply to your situation is vital. 

If you’ve lived in more than one country, or if you have assets in different nations, you might face international tax complexities. Dual residency and overseas assets can trigger tax implications both in your current country of residence and in your home country. 

Trust Your Estate Planning to the Experts

Estate planning involves many different legal, cultural, and tax considerations, especially for immigrants. At Lonich Patton Ehrlich Policastri, our skilled estate planning attorneys will help you navigate the legal complexities of estate planning for immigrants and protect your family’s future. Contact us here to set up your free consultation. 

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/2024/02/bigstock-financial-planning-74583640.jpg 635 900 Michael Lonich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Michael Lonich2024-02-22 18:48:282024-02-22 18:48:28Estate Planning for Immigrants: Navigating Legal and Tax Issues
Separation of property of a mature couple. Senior husband and wife sign a divorce agreement. Relationship crisis, breakup. no-fault
Mitchell Ehrlich

How Does a No-Fault Divorce Work?

February 15, 2024/in Family Law /by Mitchell Ehrlich

Divorce, a legal journey that often accompanies emotional upheaval, has evolved significantly over the years. The emergence of “no-fault divorce” has reshaped the landscape of separation proceedings in recent years. 

In this article, we’ll explain how no-fault divorce works. From its fundamental principles to the practical steps involved, understanding the nuances of no-fault divorce can help to streamline the often complex and emotionally charged arena of separation.

Understanding No-Fault Divorce

Unlike its fault-based predecessor, no-fault divorce doesn’t assign blame or wrongdoing, instead focusing on the dissolution of a marriage due to irreconcilable differences. No-fault divorce removes the requirement of assigning blame to one party. 

Neither spouse needs to prove misconduct, infidelity, or other grounds typically associated with fault-based divorce. Instead, the focus remains on acknowledging that the marriage has broken down beyond repair, making reconciliation unfeasible.

Advantages of No-Fault Divorce

There are a few key advantages of no-fault divorce, including:

Reduced Conflict and Emotional Strain

By eliminating the need to assign blame, this approach often leads to reduced hostility and emotional strain during the divorce process. Couples can focus on practicalities rather than engaging in contentious battles over fault, making negotiations more amicable.

Faster Resolution and Cost Efficiency

No-fault divorce tends to speed up legal proceedings. Without the requirement to prove fault or misconduct, the process becomes more straightforward and less time-consuming. This often leads to quicker resolutions, saving both time and legal expenses for both parties.

Emphasis on Privacy and Dignity

By circumventing the need to air private grievances or personal shortcomings in a public legal setting, no-fault divorce preserves the privacy and dignity of both spouses. It allows them to navigate the end of their marriage with a degree of confidentiality.

Cooperative Co-Parenting Opportunities

In cases involving children, no-fault divorce can facilitate a more cooperative co-parenting dynamic. By reducing conflict and animosity, parents can often maintain a healthier relationship post-divorce, benefiting the well-being of their children.

Process of Filing for No-Fault Divorce

While it may differ depending on your state’s laws, here’s an overview of the process of filing for no-fault divorce.

Eligibility Criteria

To initiate a no-fault divorce, couples must meet specific eligibility criteria, which may include residency requirements and a mandatory separation period. While these criteria vary by state, most jurisdictions offer the option of a no-fault divorce.

Initiating the Divorce Process

The process commences with one spouse filing a petition for divorce. The petitioner may cite irreconcilable differences as the grounds for divorce. Both parties are required to complete and submit documentation, including a marital settlement agreement outlining terms for property division, child custody, and support arrangements.

Negotiation and Settlement

Following the filing, the divorce typically moves into a negotiation or mediation phase. Both spouses, often with the assistance of legal counsel, work towards a settlement agreement. This stage involves discussions on asset division, spousal support, and child custody arrangements.

Court Approval and Finalization

Once an agreement is reached, the court reviews and approves the settlement. If satisfied, the court issues a final decree, officially ending the marriage. The terms outlined in the settlement agreement become legally binding for both parties.

Consult the Experts at Lonich Patton Ehrlich Policastri

At Lonich Patton Ehrlich Policastri, our experienced divorce attorneys can help you navigate the complexities of a no-fault divorce, offering comprehensive support throughout the divorce process. 

Contact us today to schedule a free 30-minute consultation. 

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/2024/02/bigstock-Separation-Of-Property-Of-A-Ma-438031364.jpg 600 900 Mitchell Ehrlich https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Mitchell Ehrlich2024-02-15 19:44:482024-02-15 19:44:48How Does a No-Fault Divorce Work?
My father is my world. Parental support. Help kid explore world. Dad hold hand of little boy. Manly father upbringing little child. Family time. Trust and support. Feeling support from parent. gender
Gina Policastri

Can California Parents Who Don’t Affirm a Child’s ‘Gender Identity’ Lose Custody Disputes?

February 8, 2024/in Family Law /by Gina Policastri

Amidst heated debate, California’s recent legislation, AB-957, has sparked controversy and concerns regarding parental rights and custody disputes involving a child’s gender identity. The bill, touted by some as groundbreaking, has raised fears that parents unsupportive of their child’s gender identity might risk losing custody. 

Let’s delve into the nuances of AB-957 and unravel whether non-affirming parents truly face the threat of losing custody over disagreements about their child’s gender identity.

Is Gender Affirmation a Factor in Custody Disputes?

In California, the question of whether a parent’s affirmation of a child’s gender identity holds weight in custody disputes has become a focal point. AB-957 introduces the consideration of a parent’s support for their child’s gender identity as one among several factors in custody determinations. 

Legal experts emphasize that while the bill states the importance of acknowledging a child’s gender identity, it does not mandate a specific outcome solely based on a parent’s stance. Instead, it directs courts to factor in this element alongside numerous other considerations, such as the child’s safety, parental relationships, and history of abuse. 

Thus, while affirming a child’s gender identity is noted as significant, it does not serve as a decisive factor in custody determinations.

What is California’s New Law on Gender Identity and Child Custody?

In essence, AB-957 does not mandate a particular custody outcome solely based on a parent’s stance towards their child’s gender identity. Rather, it expands the factors that courts consider when determining the best interests of the child during custody disputes. 

By including a parent’s support or lack thereof for a child’s gender identity as part of a comprehensive assessment, the law aims to ensure a more holistic evaluation of the child’s well-being.

The bill does not establish rigid guidelines or automatic outcomes in custody cases. Instead, it advises judges to weigh this factor among many others, such as the child’s safety, relationships with parents, and any history of abuse, in determining custody arrangements.

What Does This Mean for Californian Parents?

This new law does not strip parental rights or impose a blanket requirement for gender affirmation. Rather, it seeks to better address the complexities of gender identity within child custody, aiming to prioritize the best interests and well-being of the child in these legal proceedings.

For Californian parents, this new legislation underscores the importance of understanding the evolving landscape of family law, particularly in cases involving a child’s gender identity. The law prompts courts to consider a wider range of factors, including a parent’s support or lack thereof for a child’s gender identity, in determining what serves the child’s best interests.

Judges will continue to assess custody cases comprehensively, considering various aspects like the child’s safety, relationships with parents, and the overall well-being of the child.

Seek Expert Legal Counsel from LPEP

For Californian parents, understanding the nuanced nature of this legislation is crucial. Seeking legal counsel and staying informed about the actual implications of this law can be instrumental in navigating custody disputes in a way that safeguards both parental rights and the child’s welfare.

At Lonich Patton Ehrlich Policastri, our experienced child custody attorneys are well-versed in intricate child custody matters. You can trust us to listen to your needs and fight for the best possible outcome for you and your family. 

Contact LPEP today for a free consultation. 

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/2024/02/bigstock-My-Father-Is-My-World-Parenta-474903021.jpg 601 900 Gina Policastri https://www.lpeplaw.com/wp-content/uploads/2021/05/LPEP_PC.png Gina Policastri2024-02-08 16:17:472024-02-08 16:17:47Can California Parents Who Don’t Affirm a Child’s ‘Gender Identity’ Lose Custody Disputes?
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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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