Contact Us
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.
MAKE A PAYMENT BY SCANNING THE QR CODE BELOW:
DISCLAIMER
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.
About | Why LPEP | Contact | Blog | Data Breach Information
© 2024 Lonich Patton Ehrlich Policastri. All rights reserved. Privacy Policy
Expatriate Estate Planning: What Are the Unique Challenges?
/in Estate Planning /by Michael LonichUnderstanding some of the unique challenges that expatriate estate planning presents can be an important step toward protecting your family’s future.
Living or working abroad offers exciting opportunities for families, but you should also be aware of how it can affect your estate plan. Owning property or other assets, investing in financial accounts, or having family members residing in more than one country, means that a simple will might not be enough to protect your family from unexpected tax exposure or delayed asset distribution through multiple probate processes.
Conflicting Inheritance Laws
Inheritance laws can vary dramatically by country. While some countries (e.g., the United States, Canada, Australia) prioritize individual freedom to distribute assets however you choose, many European, South American, and Middle Eastern countries abide by forced heirship regulations that require a set portion of your estate to be set aside for specific family members such as spouses or children.
Domicile vs Residence
Expatriate estate planning often hinges on your domicile rather than just where you reside. In legal terms, your domicile is the location you consider your primary, permanent residence (the place you intend to return to eventually), regardless of where you actually live. Simply moving and living in a new country does not automatically change your legal status when it comes to your estate, which can affect inheritance rights and tax exposure.
Exposure to Multiple Tax Systems
One of the many benefits of estate planning is the opportunity to minimize estate and inheritance taxes, freeing up more of your assets for your beneficiaries. Without careful planning, the estates of expatriate families could be subject to different taxes in multiple jurisdictions, including:
Protecting Minor Children
For expatriate families living in another country with minor children, clear, coordinated cross-border estate planning is even more critical. Without it, there could be questions about which country decides guardianship if both parents die while living overseas. Clear directives outlining your wishes for who should act as your children’s legal guardian are vital to ensure stability for your family during a very stressful and emotional situation. Otherwise, your minor children could be vulnerable to cross-border custody conflicts, especially if close family members reside in more than one country and want to compete for guardianship rights.
Expatriate Estate Planning Requires Specialized Guidance and Coordination
While it’s always a good idea to work with estate planning experts, even for domestic estate planning, expatriate estate planning absolutely requires specialized guidance due to its unique legal challenges.
The estate planning group at Lonich Patton Ehrlich Policastri (LPEP Law) can help you:
Expatriate estate planning is about more than a will. LPEP Law can help you create a comprehensive, cross-border estate plan that reflects the global reality of your life and helps make sure that your wishes are honored and your family is adequately protected no matter where you end up.
Take the first step and schedule your free, no-obligation consultation today.
Disclaimer: this article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.
What are the Requirements to Have an Annulment?
/in Family Law /by Gretchen BogerIt seemed like the right decision at the time. The wedding happened quickly, and before you knew it, you and your spouse tied the knot. Now you may be wondering if you made a mistake and if seeking an annulment is an option.
You’ve heard of celebrities getting their impromptu, short-term marriages annulled. It seems like a quick way to erase a marriage and make it seem like it never happened. However, annulments aren’t about regret, and in California, they have strict legal requirements.
What Does it Mean When a Marriage is Annulled?
Getting a marriage annulled is not just another way of ending a marriage. Instead, the court is declaring that the marriage was never legally valid to begin with. Legally, it’s as if the marriage never existed.
That doesn’t mean the relationship didn’t happen or that there are no legal consequences. An annulment simply means that the marriage didn’t meet the legal requirements for a valid union.
What is the Difference Between Annulment and Divorce?
The main difference between annulment and divorce is how the law views the marriage itself. A divorce legally ends a marriage. There’s an acknowledgement that a valid union existed and was formally dissolved. An annulment states that there was no marriage.
Additionally, California divorces are “no-fault”, which means you don’t need to prove wrongdoing; irreconcilable differences are enough to begin the divorce process. Annulments have very specific legal requirements.
What are Legal Grounds for Annulment?
An annulment in California is available only in limited circumstances. Furthermore, there are two types:
California law prohibits incest (marriage between close blood relatives) and bigamy (one spouse was already married to someone else). Therefore, these “void marriages” are automatically invalid.
For voidable marriages, the person seeking the annulment must prove one of the following grounds:
Are There Statutes of Limitations on Annulment?
There are no time restrictions for filing for annulment in void marriages. Additionally, if either spouse was of unsound mind at the time of the marriage, an annulment can take place at any time before either spouse dies.
However, voidable marriages do have strict deadlines. In situations of forced marriages or physical incapacity, the claim must be filed within four years of the marriage. Fraud cases must generally be filed within four years of discovering the deceit. If one spouse was a minor when they married, the annulment must be filed before they turn 22.
Failing to meet the deadline could mean you no longer qualify for an annulment and instead must file for divorce.
Let LPEP Law Help
Are you considering an annulment? The first step is understanding your options. Choosing the wrong path could affect your rights and your future. Our experienced attorneys at Lonich Patton Ehrlich Policastri can review your situation, explain whether you qualify for an annulment, and help you move forward.
Call us at (408) 553-0801 to schedule your free consultation. We’re here to answer your questions, protect your interests, and guide you through the process.
Disclaimer: this article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.
Cryptocurrency and Estate Planning: Addressing the Challenges of Passing Down Digital Wealth
/in Estate Planning /by Michael LonichTechnology has changed the way we communicate, work, and invest. Approximately 27% of Californian adults own cryptocurrency, which provides both unique opportunities and challenges.
If you’re considering adding digital wealth to your portfolio, it’s crucial to understand how cryptocurrency will affect your estate plan.
Cryptocurrency Simplified
Cryptocurrency, such as Bitcoin, is a form of digital money that exists only online and uses secure technology called blockchain to record transactions. It is decentralized, meaning it isn’t controlled by any institution. People use cryptocurrency to invest, make payments, or store value.
The Complexities of Cryptocurrency in Estate Planning
Since cryptocurrency is intangible, you need to prove ownership through private digital keys rather than bank records or paper statements. Access depends entirely on these digital keys and requires careful planning to ensure it can be accessed and transferred when needed. If these digital keys are lost, there is no authority you can call to gain access.
Additionally, if your heirs don’t have access to your private keys or recovery phrases after you pass away, your digital wealth, which could be substantial, can be lost forever.
California Recognizes Cryptocurrency in Estate Planning
California’s Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) provides fiduciaries, such as executors, trustees, and POAs, with a legal framework for accessing and managing a person’s cryptocurrency upon death or incapacity.
However, your estate planning documents must explicitly authorize access under RUFADAA. Without that authority, the cryptocurrency exchange or wallet provider may deny your appointed fiduciary access.
Your Digital Estate Plan
You can help ensure your digital wealth is passed on to your heirs by taking the following steps:
1. Inventory Your Digital Assets
Document all of your digital holdings, including cryptocurrency wallets, NFTs, and DeFi investments. Include where they are stored and any technical details you believe your fiduciary will need.
2. Document access instructions
Use a secure, offline method for storing your private keys or seed phrases. Never write them directly into your will, as it will become public record during the probate process. Make sure your fiduciary knows how to retrieve them.
3. Use Specific Digital Asset Language
Using generic terms, such as “my digital assets,” is insufficient. Your estate plan should distinctly identify cryptocurrency, NFTs, and other digital assets by name. Explain how you want them distributed and ensure your executor has the explicit authority to access them.
4. Name a Digital Executor
Managing digital wealth requires technical skills that your estate’s executor may lack. Consider appointing a separate executor who’s solely responsible for accessing, managing, and distributing your digital estate.
LPEP Law Can Help with Your Digital Estate Planning
If cryptocurrency and other digital assets are an integral part of your investment portfolio, it’s essential to plan ahead. Failing to do so could result in:
Our attorneys at Lonich Patton Ehrlich Policastri can help you craft an estate plan that includes your digital assets. We understand the challenges of passing down digital wealth and will work with you to protect, organize, and legally transfer it so your loved ones aren’t locked out when it matters most.
Contact us at (408) 553-0801 for a free consultation on safeguarding your digital assets and preserving your legacy.
Disclaimer: This article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.
The Legal Complexities of IVF and Embryo Disputes in Divorce
/in Family Law /by Virginia LivelyAssisted reproductive technology, such as in vitro fertilization (IVF), has become increasingly accessible and common over the last two decades, helping millions of people worldwide build their families. While these scientific advances have been largely beneficial for couples struggling with infertility, IVF and the resulting frozen embryos present some challenging legal issues when it comes to divorce, straddling the intersection of contract law, family law, and reproductive rights.
Most divorce cases center around the distribution of shared assets (e.g., real estate or investments, etc.) and custody issues, when children are involved. Embryos do not legally fit comfortably into either category, which leaves family courts to make difficult and emotionally-charged decisions. There is no standardized answer and no federal law regarding the disposition of embryos, so states differ in their approaches, but the following are the most common legal approaches and considerations:
Contractual Approach
Before a couple begins the IVF process, most fertility clinics require a signed contract or Disposition of Embryos Agreement that outlines the couple’s wishes regarding what happens to any frozen embryos that they cannot use as originally intended (e.g., if one or both parents die or their relationship is dissolved, etc.). Possible choices include that the embryos be:
Where a signed contract or agreement exists, and clearly states the intent of both partners, family courts will often rely heavily on these contracts and uphold them, even if one partner has changed their mind. However, the approach varies by state as well, with some states more strictly adhering to a contractual approach than others.
Balancing of Interests
In cases where there is no signed agreement, the agreement was vague or outdated, or the state focuses more on reproductive and/or constitutional rights, the family court will most likely weigh each party’s competing interests.
Disputes about frozen embryos often come down to competing, deeply personal, constitutionally protected interests: the right to procreate and have a biological child and the right to avoid becoming a genetic parent. Depending on the public policy of the state of residence, family courts often prioritize the latter since forcing parenthood on a person results in lifelong consequences.
However, if the partner who wants to have a biological child does not have other avenues open to them to have children, the court must also consider their interests fairly.
The Importance of Legal Guidance
Although working with experienced family law attorneys can always be helpful in divorce, when cases are complicated by emotional issues that are not clear-cut, such as IVF and embryo disputes, it can be even more important to consult with legal experts. The Family Law Group at Lonich Patton Ehrlich Policastri (LPEP Law) has years of experience helping clients navigate through complex divorce and family law matters.
If you are considering divorce but are worried about the disposition of frozen embryos or other issues related to distribution of assets or custody, please schedule a free consultation to discuss your case with LPEP Law today.
Disclaimer: This article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.
Navigating Estate Planning for Blended Families: Ensuring Fair Distribution Among All Heirs
/in Estate Planning /by Michael LonichEstate planning can be emotional for any family, but it can be especially complex for blended families. When spouses bring children from previous relationships into a new marriage, questions about fairness, security, and long-term planning often arise. With the right approach, estate planning can help protect everyone involved and reduce the risk of conflict down the road.
Why Estate Planning Is More Complicated for Blended Families
Blended families often include stepparents, stepchildren, biological children, and sometimes former spouses. Without a clear estate plan, California’s default inheritance laws may not reflect your wishes.
For example, stepchildren are not automatically entitled to inherit unless they are legally adopted or specifically named in an estate plan. This can lead to unintended outcomes, such as one spouse’s children receiving less than expected, or even nothing at all.
Common Concerns Blended Families Face
Key Estate Planning Tools for Blended Families
A thoughtful estate plan uses legal tools designed to balance the needs of all heirs.
Wills and Trusts
A will allows you to clearly state who should receive your assets. However, many blended families benefit from trusts, which offer more control over how and when assets are distributed.
Trusts can:
Beneficiary Designations
Some assets, such as retirement accounts and life insurance policies, pass directly to named beneficiaries, regardless of what a will says. Reviewing and updating these designations is critical, especially after marriage, divorce, or remarriage.
Failing to update beneficiaries can result in assets going to an ex-spouse or excluding intended heirs.
Planning for Fair (Not Always Equal) Distribution
Fair distribution does not always mean dividing everything equally. In blended families, fairness often depends on individual circumstances.
Consider Each Family Member’s Needs
Questions to think about include:
Clear planning allows you to explain these decisions and reduce misunderstandings later.
Why Working with an Estate Planning Attorney Matters
Blended family estate planning involves legal, financial, and emotional considerations. At Lonich Patton Ehrlich Policastri, our experienced attorneys can help you:
The best estate plans begin with open conversations and careful planning. By addressing these issues now, blended families can gain peace of mind knowing that all heirs are protected and their wishes will be honored. Contact our team today to schedule your free consultation.
Disclaimer: This article does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.