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LONICH PATTON EHRLICH POLICASTRI
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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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Modification of Spousal Support: The Duty to Become Self-Supporting
/in Family Law /by Mitchell EhrlichTo modify a spousal support order, the moving party must show a material change of circumstances since the last order, even if the parties stipulated to the prior order. A recent case, In re Marriage of Khera and Sameer, addressed if a party’s unrealized expectation that she would become self-supporting as of the spousal support order’s specified termination date could be a basis to modify the order and extend the term of spousal support.
In Khera and Sameer, the parties’ spousal support order provided for termination of spousal support on a specific date unless, before that time, the ex-wife brought a motion to modify for good cause. At the time that the parties entered into the agreement, Wife was not working but the parties anticipated that she would be working as a social worker and able to support herself by the termination date.
Wife filed a post-judgment motion to modify the spousal support order and extend the duration of support. She argued that there was a change of circumstances in the form of “unrealized expectations” regarding her ability to support herself. She alleged that the parties’ expectation that she would be employed as a social worker making $42,000 annually was not realized as she was making approximately $700 per month at the time she filed for modification.
On appeal, the court noted that a material change of circumstances could be in the form of unrealized expectations, but circumstances accounted for in the prior order cannot constitute a change of circumstances.
The court stated that so long as the supported spouse has made reasonable efforts to become self-supporting, a change of circumstances may be in the form of unrealized expectations in the ability of the supported spouse to become self-supporting within a reasonable period of time. Ex-wife needed to make a showing that, “despite her reasonable efforts, she was unable to support herself” in order for her unrealized expectation of self-support to constitute a change of circumstances. Wife’s declaration did not show that she diligently acted to achieve financial self-sufficiency or that despite her reasonable efforts, she was unable to obtain to obtain full time work. Rather, Wife made a voluntary decision to pursue a doctoral degree rather than finishing her MSW degree and going to work full-time. The court found no abuse of discretion in the trial court’s finding that the evidence was insufficient to show a material change in circumstances and refusal to modify the judgment to extend spousal support.**
The certified Family Law Specialists as certified by The State Bar of California Board of Legal Specialization at Lonich Patton Erlich Policastri have decades of experience handling complex family law matters. If you find yourself on either side of a spousal support modification, contact Lonich Patton Erlich Policastri for further 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 detail general legal issues, it is not legal advice. Use of this site does not create an attorney-client relationship.
*In re Marriage of Khera and Sameer (2012) 206 Cal.App.4th 1467.
**The court considered other issues in determining whether there was a material change in circumstances since the last order, such as Wife’s debt and disparity in income between the ex-spouses, and the marital standard of living; however, we are focusing on the duty to become self-supporting. Please read the case to understand the breadth of the issues and reasoning of the court’s decision.
Allotting Trust Funds for Travel
/in Estate Planning /by Michael LonichConcerned that your loved one will not be able to see the Seven Wonders of the World? Fortunately, with the flexibility of creating a customized estate plan, travel can become a part of your legacy. As reported by the San Jose Mercury News in Inheriting Travel: Trusts Can Fund Trips for Heirs,* there are many people thinking about how to influence the behavior of their descendants in a positive way.
Some people choose to specify a particular country or city in their trust, while others choose to bequeath money for the purpose of their offspring connecting with their heritage or for a philanthropic purpose. In one case, a father wanted to encourage family visits where his children lived far away from each other, so he included a yearly air travel budget in his estate plan.
There are many creative clauses that can be included in a trust to create an estate plan tailored to your needs. Additionally, including such provisions can work to shield the beneficiaries from creditors. The attorneys at Lonich Patton Erlich Policastri have decades of experience handling complex estate planning matters. If you are interested in developing an estate plan or modifying your current estate plan, contact the experienced estate planning attorneys at Lonich Patton Erlich Policastri for further 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 detail general legal issues, it is not legal advice. Use of this site does not create an attorney-client relationship.
* Read article here: http://bit.ly/P0VTAN
Settling Your Divorce Amicably
/in Family Law /by Gina PolicastriPart Three of a blogging series covering the Cruise and Holmes divorce.
Statements issued by Tom Cruise and Katie Holmes confirm that they have settled their divorce amicably. Cruise and Holmes had a prenup, which allegedly provided that Holmes could be awarded up to $3 million for each year of marriage. The prenup was not all-inclusive of their rights and obligations, however, as it likely did not account for their daughter, Suri. What does a divorce settlement entail?
Through a marital settlement agreement (MSA), parties seeking a legal separation, dissolution or judgment of nullity attempt to resolve their contested disputes and claims. An MSA typically addresses the characterization of assets, payment of child support and spousal support, child custody and visitation, attorney fees and costs, and other rights and obligations. Usually, an MSA is incorporated into a judgment of dissolution, and the rights and obligations of the ex-spouses are governed by the terms of the final judgment.
Mediation is an efficient, collaborative, and amicable way to create an MSA. Managing Partner Michael E. Lonich is a highly experienced litigator who specializes in mediating divorces and complex family issues. Spouses can utilize mediation whether represented by an attorney or not, and it can be a cost and time effective alternative to advocate based litigation. By amicably and collaboratively reaching a divorce settlement, Cruise and Holmes were able to determine their rights and obligations without excessive court intervention.
If you find yourself on either side of a divorce or are interested in our mediation services, contact the Family Law group at Lonich & Patton for further 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 detail general legal issues, it is not legal advice. Use of this site does not create an attorney-client relationship.
Costs of a Conservatorship
/in Estate Planning, Probate /by Michael LonichThere are approximately 1,500 elderly and incapacitated adults whose lives and finances are overseen by Santa Clara County’s probate court. A recently concluded six-month Mercury News investigation found a small group of the county’s court-appointed personal and estate managers are handing out costly and questionable bills — and charging even more if they are challenged. (Full article: http://bit.ly/QJIURm)
Reportedly, Santa Clara County judges are taking this investigation seriously, and will be making changes within a matter of weeks. To help you understand how a conservatorship can get costly, we included a chart below, which was graciously provided to us by Karen de Sá and Doug Griswold at the Mercury News. You can click on the chart to make it larger.
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 detail general legal issues, it is not legal advice. Use of this site does not create an attorney-client relationship.
Residency Requirement for Divorce
/1 Comment/in Family Law /by David PattonPart Two of a blogging series covering legal issues presented in the Cruise and Holmes divorce.
Katie Holmes filed for divorce in New York, but could she have filed in California instead? At the heart of this issue is if Holmes has met the New York residency requirement. Though a divorce settlement has reportedly been reached between Cruise and Holmes, just last week there was a dispute surrounding the simple filing of the action.
To file for divorce in California, one of the spouses must be a resident of California for six months and a resident of the county for the three months immediately preceding the filing. New York has a longer residency requirement. Holmes has allegedly been secretly renting an apartment in New York on her own for the past year, so she may be able to establish residency.
Residency requirements can be complicated, but the Certified Family Law Specialists* at Lonich Patton Erlich Policastri have decades of experience handling complex family law matters. If you find yourself on either side of a divorce, contact the Certified Family Law Specialists* at Lonich Patton Erlich Policastri for further 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 detail general legal issues, it is not legal advice. Use of this site does not create an attorney-client relationship.
*Certified Family Law Specialist, The State Bar of California Board of Legal Specialization