What is an Executor for Estate Planning in California

With the recent passing of O.J. Simpson, the executor of his estate has been in the news. This article will explain some basics about what an executor is and what duties they perform, with examples from the O.J. Simpson estate. (Note: O.J.’s will was filed in Nevada, but for the basic principles relating to executors, this article does not differentiate between California and Nevada law.)

What is the definition of an executor?

  • An executor is a person named in a Will and appointed by the court to carry out the dead person’s wishes. The executor is also called the personal representative of the estate.

Who is the executor in the O.J. Simpson case?

  • J. Simpson’s final will was filed in Nevada, following his death after a battle with cancer.
  • Simpson’s longtime Las Vegas attorney Malcolm LaVergne was named as Simpson’s personal representative and executor of the will and testament, according to court records.
  • His property was placed in The Orenthal Simpson Revocable Living Trust.

One of the general duties of an executor is to handle creditor claims.

What debts are at issue with the O.J. Simpson case and how are they being managed?

  • LaVergne, the executor in the Simpson case, addressed the $33.5 million civil judgment awarded to the families of Simpson’s ex-wife, Nicole Brown Simpson and her friend Ronald Goldman by a California jury in 1997. He was sued by their families for wrongful death and found liable by a civil jury, which puts them in the position of creditors to Simpson’s estate.
  • LaVergne said that the families would be put in the “pecking order” of creditors behind the IRS.
  • In a phone interview, he said he would fight any payout from the estate to the Golman family.
  • As per the CNN article, he told reporters: “It’s my hope that the Goldmans get zero, nothing,” LaVergne told the outlet. “Them specifically. And I will do everything in my capacity as the executor or personal representative to try and ensure that they get nothing,” he said.
  • In a follow up interview he backtracked, saying that perhaps he had been too harsh against the Goldmans: “Now that I understand my role as the executor and the personal representative, it’s time to tone down the rhetoric and really get down to what my role is as a personal representative.”
    • See https://www.yahoo.com/news/o-j-simpson-cremated-estate-192531874.html

What other executor-related issues that have arisen in the O.J. Simpson case?

  • According to an NBC News article, republished at yahoo.com, O.J.’s executor has made statements about a few other estate matters.
  • LaVergne has been contacted by scientists requesting access to O.J.’s brain to study CTE, which is chronic traumatic encephalopathy, a degenerative brain disease that has been studied in former football players.
  • LaVergne is refusing these requests and O.J. will be cremated.
  • Simpson’s will asked for money to be retained to create a suitable monument at his gravesite, so this will be a responsibility for his executor.
  • His will also indicated that his wishes were that there should be no litigation or dispute, and any beneficiary or heir who did not follow that dictate would receive only $1.00 in lieu of any other interest to which they were due.

Contact an Experienced Estate Planning Attorney

At the Law Office of David Knecht, we have extensive experience in all aspects of family law and can help you complete your own estate plan or assist you with properly administering the estate of a loved one who has passed. Contact us today at 707-451-4502.

California Prenuptial Agreements: Lessons from the Golden Bachelor Divorce

For fans of reality television, the announcement of the divorce of Gerry Turner and Theresa Nist from the popular ABC show, the Golden Bachelor, highlights the importance of prenuptial agreements.  This article will discuss the importance of prenuptial agreements and highlight lessons learned from this high-profile divorce with facts sourced from this New York Times article: https://www.nytimes.com/2024/04/12/style/golden-bachelor-divorce-gerry-turner-theresa-nist.html

Use Prenuptial Agreement Discussions to Sort Out Important Life Choices

  • In the case of this Golden Bachelor couple, they seemingly had life experience, financial incentives and an inspiring television love story to help glue the marriage together.
  • So where did they go wrong?
  • Interestingly, Theresa and Gerry did have prenuptial agreements in place prior to the marriage, but apparently, they did not fully utilize the opportunity to come to a consensus on their life plan.

Prenuptial Agreements Can Be A Marriage Plan, and Not Just a Divorce Plan

  • This article advocates for greater communication prior to marriage, “When couples discuss and memorialize their intentions, whether it be to leave the workforce to raise children or grow an investment portfolio, there is less uncertainty and greater transparency.”
  • This perspective sheds new light on a prenup: Marriage is not just a romantic union, but an economic union, and in the absence of a prenup, the couple’s property will be governed by the California Family Code, which takes a community property approach to property division.

How Can I Benefit the Most From the Prenup Process?

  • One approach is to ask questions to yourself and your partner to understand where you are and where you want to go:
    • What do I want to accomplish from a prenup?
    • Have my spouse and I discussed and agreed on important life decisions?
    • Do I want to do something different than the default?
    • Does my spouse want to do something different?
    • What is motivating our decisions?
  • Some couples engage with a therapist prior to seeking legal advice, so that the therapist can facilitate a safe space for honest discussion.
  • Although each party should be represented by independent legal counsel, a benefit may be obtained by considering the process to be one of collaboration to find solutions rather than a negotiation with winners and losers.

Contact an Experienced Family Law Attorney for Your Prenuptial Agreement Needs

At the Law Office of David Knecht, we have extensive experience in all aspects of family law, and can help you plan, understand and finalize a prenuptial agreement. We all have many years of practice in divorce, custody issues, and all family law matters. Contact us today at 707-451-4502.

Divorce Statistics in 2024

You may have heard from friends or family that half of marriages end in divorce, but is it true? This article digs a little deeper into the divorce statistics in the United States with data and conclusions sourced from a Forbes article, which can be found here: https://www.forbes.com/advisor/legal/divorce/divorce-statistics/

What is the marriage rate in the U.S.?

  • According to the Forbes article, the stats show that the marriage rate is about 6 in every thousand people, and about twice as many people get married each year as get divorced.

So what about that “common sense” stat, that 50% of marriages end in divorce?

  • Yes, it is true that about half of first marriages end in divorce.
  • Unfortunately, the stats show a twist: with second and third marriages, the divorce rate is even higher than half. While this data does not indicate why, many attribute the higher divorce rate in subsequent marriages to pressures of blending families, family pressures, a selection bias of people who find marriage challenging, etc.

How quickly do couples divorce?

  • The average time is about eight years into the marriage.

Do divorced couples still believe in marriage?

  • The statistics show that about half of divorced individuals retain their hope or belief in marriage as an institution.
  • About 64% of men and 52% of women get married again.

Contact an Experienced Attorney for Your Family Law Needs

At the Law Office of David Knecht, we have extensive experience in all aspects of family law. We can help you with divorce, prenuptial agreements, postnuptial agreements, custody issues, and any other family law matter. We all have many years of practice in family law and can help you succeed. Contact us today at 707-451-4502.

What Is the Seven Day Rule for California Prenuptial Agreements

 

               A California law that has been in effect for several years, commonly known as the “Seven Day Rule,” mandates at least seven full calendar days between when a party receives the final prenup draft and when it is signed. The purpose of the law is to allow both parties to carefully read and understand the contract and to consult with legal counsel. For the text of the law, click here: https://law.justia.com/codes/california/2022/code-fam/division-4/part-5/chapter-2/article-2/section-1615/

Does this Law Change the Requirements of a Valid Prenuptial Agreement?

  • Yes, this law added a fifth general element to the previous four.
  • The agreement must be in writing and signed by both parties.
  • The parties signed the agreement voluntarily.
  • Each party disclosed enough facts so that the other party has made a fair and informed decision.
  • Each party is represented by an attorney or they waived their right to legal counsel clearly in writing that was signed,
  • And each party has reviewed the final version seven days prior to signing.

What is the reasons for the seven day rule and when does it apply?

  • The underlying purpose of the rule is to give enough time for the parties to review and consider the prenuptial agreement and to seek legal advice if desired.
  • It applies to prenups executed after January 1, 2020.

What is the history of prenups in California?

  • In 2000, the Supreme Court of California decided a prenuptial case involving the baseball player, Barry Bonds, and his wife, Susann “Sun.”
  • The day before they were married, each signed a prenuptial agreement that was prepared by Bonds’ lawyers and Sun was not represented by an attorney.
  • Six years and two children later, Bonds petitioned for legal separation and Sun contested the validity of the prenup.
  • The Supreme Court ruled in favor of Bonds, but it was a high publicity case with public sentiment on the side of Sun, so legislation was subsequently passed, which is now codified in Fam. Code §1615.

Contact an Experienced Family Law Attorney for Your Prenuptial Agreement Needs

At the Law Office of David Knecht, we have extensive experience in all aspects of family law and can help you understand and negotiate a prenuptial agreement. We all have many years of experience in divorce, custody issues, and all family law matters. Contact us today at 707-451-4502.

Estate Planning Lessons to be Learned from the Matthew Perry Trust

Matthew Perry, the beloved Friends actor who played Chandler Bing, passed away more than four months ago, and now details about his estate are emerging. This article will highlight some of the interesting aspects of the late actor’s estate, and suggest helpful takeaways that can be learned from this high profile trust example. See for more details: https://people.com/matthew-perry-will-names-executors-estate-1-million-trust-named-after-woody-allen-character-8607717

You can personalize your trust.

  • One lesson that can be learned from the Perry Trust is that you can personalize your trust to send a message to loved ones.
  • People reports that his wishes were that his trust be called the “Alvy Singer Living Trust.”
  • He named his trust after Allen’s alter ego in “Annie Hall,” which had special meaning for Perry because he once recalled that watching “Annie Hall was one of his favorite memories with his mother.

 A trust can be used to protect the privacy of the value of the estate.

  • One of the advantages of a trust is the privacy that it affords the deceased and the family of the deceased.
  • Documents valued Perry’s personal property at about $1 million dollars, but that figure excludes the assess that were already in the trust.
  • This means that his true wealth was kept private from the public, which can be important for anyone who wants to protect their privacy.

 Estate planning can include “obvious” provisions just to be sure.

  • Perry’s estate plan has an example of including a provision that is somewhat obvious just to be sure.
  • He did not have any biological children.
  • However, his will reportedly included a provision that any biological children would not be entitled to anything. We can only speculate why he included that in there, but one might guess it would be to shut down the incentive for any false claims from someone claiming to be a child.

Even though a trust is typically more convenient to administer than a will, it may still require some processing.

  • A trust is often used because it avoids probate proceedings, so it can be faster and less hassle than a will. However, as the Perry case shows, there may be some time and administration involved.
  • Perry died on October 28, 2023 in his Los Angelous home, and detailsa re just emerging in March of 2024.
  • Perry’s executors are reportedly Lisa Ferguson and Robin Ruzan, and they have had to roll over $1 million dollars of personal property into the living trust. 

Contact an Experienced Estate Planning Attorney

For Matthew Perry friends and fans, his early death was a great loss, but from all appearances he successfully planned a smooth transition of his assets to loved ones so that his wishes could be carried out now that he is gone. At the Law Office of David Knecht, we want to help you prepare for the unexpected. We have extensive experience in estate planning and can help you create a plan that is right for you and your loved ones.  Contact us today at 707-451-4502.

Recent Celebrity Divorces Part 2

If you are splitting up with a significant other, you are probably going through a range of emotions, and learning about others going through the same challenges can help you navigate and deal with your divorce or break up. This article is Part 2 of a list of famous couples who have split up in the last year. See https://www.cosmopolitan.com/uk/entertainment/g44441257/celebrity-break-ups-divorces/.

Hugh Jackman and Deborra-lee Jackman.

  • The divorce announcement shocked many Hugh Jackman fans because they were separating after 27 years of marriage.
  • They met in 1995 and got married a year later. They share two children.
  • Hugh is 13 years younger than Deborrah-lee.
  • In a joint statement they attributed the split to a journey now “shifting” and said they wanted to pursue their individual growth.

Natalie Portman and Benjamin Millepied.

  • Reports of their split surfaced in August 2023 when Natalie was spotted without her wedding ring.
  • They met in 2009 while working on the movie Black Swan, and were married 11 years.
  • They share two children: son, Aleph 12, and daughter Amalia, 6.

Sofia Vergara and Joe Manganiello.

Ariana Grande and Dalton Gomez.

  • TMZ reported that they have been separated since January 2024.
  • They married in secret in 2021.

Kevin Costner and Christine Baumgartner.

  • News broke in May of 2023 that Christing had filed for divorce.
  • They had been married for almost 19 years, so the divorce was highly publicized.
  • They have two sons and a daughter.
  • Kevin is reportedly staying positive in spite of the messy split. See https://www.yahoo.com/entertainment/kevin-costner-kept-positive-outlook-143455880.html

Contact an Experienced Divorce Attorney

Divorce is never easy for anyone, but we are experienced family law attorneys ready to take away the stress and fear you may feel when facing the divorce process. At the Law Office of David Knecht, we have extensive experience in family law and can help you understand and litigate your California divorce. Contact us today at 707-451-4502.

Recent Celebrity Divorces Part 1

If you are considering divorce or currently in the process, you may be wondering what famous couples are also in your same boat. This article will list five famous couples who have split up in the last year, and some of them may surprise you. See https://www.cosmopolitan.com/uk/entertainment/g44441257/celebrity-break-ups-divorces/.

Mariah Carey and Bryan Tanaka.

  • They were together seven years.
  • Mariah is 54 and Bryan is 40, and they are said to have attributed the divorce to their different stages in life, where he wants to start a family, and she is in a different place.
  • Mariah shares twelve year old twins with her ex-husband Nick Cannon, and Bryan does not have his own children.

Cardi B and Offset.

  • The couple got together in 2017 and were secretly married thereafter.
  • Both 31 years old.
  • They share two children, ages 5 and 2.
  • Cardi confirmed in an Instagram story that she has been single “for a minute now” after fans noticed that the couple had unfollowed each other.

Meryl Streep and Don Gummer.

  • Meryl and Don were married in 1978.
  • They share four children, with the youngest age 32.
  • They have reportedly been separated for more than six years, but the long separation was only recently announced by a spokesperson in October of 2023.

Jada Pinkett Smith and Will Smith.

Sophie Turner and Joe Jonas.

  • They were married in 2019.
  • They released a joint statement in September 2023 confirming that they had mutually decided to amicably end their marriage.
  • They share two daughters.

Contact an Experienced Divorce Attorney

If you are considering divorce or if you need representation, we are here for you. At the Law Office of David Knecht, we have extensive experience in family law and can help you understand and litigate your California divorce. Contact us today at 707-451-4502.

Family Law Legislative Updates

Family law is ever changing as new laws are proposed or passed that impact how these challenging cases are decided. This article will provide an update on legislative changes that impact family law.

Piqui’s Law, educating judges to reduce risk of children from dangerous parents.

  • Piqui was the nickname of a child who was murdered by his father in 2017 soon after his father had won partial custody rights.
  • The Law requiresjudges to go through training to better assess family custody cases where the child could be at risk if allowed to be with a dangerous parent.
  • The law also prohibits family court judges from ordering what’s called “family reunification treatments” such as camps, particularly when it involves reconnecting a child with a parent suspected of being abusive.
  • For more information, see: https://abc7.com/piquis-law-gavin-newsom-bill-signed-aramazd-piqui-andressian-jr/13911339/

 AB 665, equalizing mental health care for youth.

  • The purpose of this law was to make mental health care equally available to low income youth.
  • The existing California law allowed youth ages 12 and older to consent to outpatient mental health counseling, but previously teens using Medi-Cal had to meet a higher acuity than peers who had private insurance coverage.
  • This law corrects that problem to eliminate the inequity between those covered by Medi-Cal and those with private insurance.
  • For more information, see: https://healthlaw.org/news/governor-signs-ab-665-into-law-increasing-mental-health-care-access-for-low-income-youth/

 AB 1148, the Stable Parents Stable Children Act extending grace period from incarceration to child support payments due.

SB 343, Child Support Federal Rule Compliance.

Contact an Experienced Family Law Attorney

If you need an experienced family law attorney, we are here TO HELP YOU. At the Law Office of David Knecht, we have extensive experience in family law and can help you understand and litigate your California divorce. We are ready to listen and help you achieve your goals. Contact us today at 707-451-4502.

 Psychological Evaluation in a California Divorce, Part 2

If a divorce involves children, then a court or a parent may request a Child Custody Evaluation, which is also known as a 730 Evaluation. In our previous article, we explain more about the custody evaluation process and the various data collection methods. This article will focus on the psychological testing portion, in particular the commonly used test, the MMPI-2. Today we will identify some of the red flags that the MMPI-2 is seeking to test for, but with the caveat that one of the flags that the test is supposed to identify is honesty in answers. 

Thus, this article gives information on some of the factors that are tested, but for most people, the best practice is to answer all questions as honestly as possible and not try to “beat the test,” since the test is trying to measure for people who are gaming it. This article is a very generalized summary of a complex test, so the information is intended only for general educational purposes and not as a guide on how to take the test. The source for this article can be found here: https://psychtest.net/mmpi-test-result/.  

What is the MMPI-2?

  • MMPI-2 stands for Minnesota Multiphasic Personality Inventory-2. 
  • It is a 500+ questionnaire of true and false questions that individuals answer for themselves, and the responses help mental health professionals evaluate symptoms of mental illness or personality disorders. 

What were the recommendations explained in more detail in the first article?

  • Answer all of the questions, do not be surprised to see health related questions as this test is not used exclusively for divorce cases. Do not try to trick the test by answering all true or all false. Be aware that the test may have the same or similar questions early and later in the test to try to flag people who are answering inconsistently. 

 Psychopathic Deviate Testing. 

  • Some questions are designed to identify people who are impulsive, strive for immediate gratification, are impatient, easily frustrated, have poor judgment, high risk-taking, are self-centered and selfish. The psychopathic deviate has a paradigm of using others for their own purposes.  

 Paranoia. 

  • Some of the questions are designed to flag people who show psychotic behavior, disturbed thinking, delusions of persecution, or ideas of grandeur. They look for people who are impulsive, impatient, have poor judgment and risk taking and who feel mistreated and picked on, angry and resentful, who harbor grudges and use projection as a defense. 

 Other flags to watch for:

  • Anxiety – sleep difficulties, worries, poor concentration.
  • Fears – many specific fears such as blood, germs, high places animals, natural disasters, etc. 
  • Obsessiveness – difficulty making decisions, counting a lot, saving unimportant things, worrying a lot, being overwhelmed easily. 
  • Depression – depressive thoughts, feeling sad, being uninterested and uncertain in the future, being unhappy, crying easily, feeling hopeless and empty. Thoughts of suicide or wishing they were dead. Thinking people have unpardonable sins. 
  • Health concerns – many physical systems across several body systems.
  • Bizarre Mentation – any type of hallucination, feeling plotted against, thinking someone is trying to poison them. Thinking they have special powers or a special mission.
  • Anger – hothead, impatient, grouchy, feeling like being violent. 
  • Cynicism – expecting the worst of others, thinking people are not trustworthy, generally negative attitudes about people.
  • Antisocial practices – behavior problems in the past, trouble with the law, belief that it is ok to break the law. 

Contact an Experienced Divorce Attorney

At the Law Office of David Knecht, we are very familiar with the custody evaluation process and the psychological testing aspect of the 730 Evaluation. We have extensive experience in family law. We can help you feel confident in achieving your goals in a California divorce. Contact us today at 707-451-4502. 

How to Beat the Mind Games Narcissists Play in a California Divorce, Part 2

Does this sound familiar? You thought being married to a narcissist was all mind games, until only to sadly realize that divorce they are worse in a divorce! The process only amps up your ex’s fervor to gaslight you, blame you and play the victim!  In a previous article, we discussed strategies to combat those tactics, and this article is part two of this exploration on how to identify the mind games narcissists play and how to fight back.

Manipulative Bargaining.

  • Narcissists use manipulative tactics such as threats or emotional blackmail to gain advantage in divorce negotiations. 
  • Combat this tactic by consulting with an experienced family attorney before making any decisions relating to finances, custody arrangements or settlement. Your attorney can analyze your specific circumstances to help you assess what is reasonable and what is ridiculous, and the knowledge can be very powerful in helping you avoid being manipulated. 

 Financial Abuse.

  • Narcissists use money as a weapon to exert control and gain power over the other person, which can include hiding assets, depleting joint accounts, or otherwise using money against you. 
  • Combat this tactic with evidence and organization. As soon as possible, and before filing if you are still contemplating a divorce, document everything. Know where every asset is. Screenshot or save evidence of where the money is located and how much is there. Consult your attorney about any specific strategies that may be used to prevent financial abuse in your situation.

  Parental alienation. 

  • This game is one of the hardest to cope with, as the narcist attempts to undermine the relationship between you and your child, perhaps with lies, false accusations, or subtle behaviors to manipulate your children’s perception. 
  • Combat this tactic by focusing only on you are your children, which is very, very difficult. The more you love your children, and give them your time, attention and devotion, the stronger your bond with them will be. Have confidence that will days, months and years, your love and kindness to your children will be recognized and the manipulations of your ex will be revealed to them. 

 Legal bullying and Smear Campaigns.  

  • Narcissists commonly engage in legal bullying with excessive litigation for control and intimidation to harass you, drain your financial and emotional resources, and prolong the divorce. They engage in smear campaigns of false information or rumors to try to get people to turn against you or to gain advantage in the divorce. Their goal is to exhaust you into giving up. 
    • Combat this tactic with an experienced divorce attorney. If you find someone who regularly practices family law, then they will likely have forms and experience to leverage to reduce the cost and help you stay strong and fight back against legal bullying. 

 Boundary violations.

  • Narcissists tend to ignore boundaries by invading your space, accessing your confidential information or attempting to control you in other ways. 
  • Combat this technique with effective planning, deciding ahead of time what your boundaries are, and enforcing them. Protect your personal information with new passwords or other safeguards. Put communications in writing to create a paper trail. You may even need to arrange for third parties to be present as witnesses or protection if you anticipate that an event or an exchange will be highly confrontational.  

Contact an Experienced Divorce Attorney

Dealing with a narcissist is typically challenging, but at the Law Office of David Knecht, we have extensive experience in family and understand the tactics used by narcists to manipulate you and to try to manipulate the legal system. We will help you fight these tactics and successfully navigate the challenges of your California divorce. Contact us today at 707-451-4502.