Prenuptial Agreements: Lessons from the David Geffen Divorce in California

The recent David Geffen divorce has drawn international attention—not only because of the billionaire media mogul’s fame, but also because of what was missing: a prenuptial agreement. As People Magazine reported, Geffen, 82, and his husband David Armstrong, 32, are divorcing after less than two years of marriage, and the couple had no prenup in place. With Geffen’s estimated fortune of $7.7 billion, this case highlights the enormous financial and legal consequences that can come when high-net-worth couples marry without an agreement.

The case has also stirred cultural debate. The New York Times noted that the split reignited discussions about “hypergamy”—relationships between older, wealthier individuals and younger partners—underscoring the importance of financial clarity in marriages with large wealth disparities (New York Times). For Californians, the lesson is clear: prenuptial agreements are not just for celebrities, they are practical tools that can protect both partners.

What Is a Prenuptial Agreement?

A prenuptial agreement, or “prenup,” is a written contract entered into by two people before they marry. It typically sets out how property, assets, and debts will be divided if the marriage ends in divorce or death. According to the American Bar Association, prenups can also address issues such as spousal support, inheritance rights, and business ownership.

In California, prenups are governed by the Uniform Premarital Agreement Act (UPAA). To be valid, they must be in writing, signed voluntarily, and include full financial disclosure. Both parties must also have the opportunity to consult independent legal counsel.

Why Prenups Matter in California

California’s community property laws provide that, without a prenup, most property and debts acquired during marriage are presumed to be split equally in a divorce. This can include wages, real estate, retirement accounts, and even businesses started during the marriage. Spousal support may also be awarded based on income differences and the length of the marriage. Couples can override these default rules through a valid premarital agreement governed by the Uniform Premarital Agreement Act (Family Code §§ 1610–1617). In the David Geffen divorce, the absence of a prenup means California’s default rules will apply—rules that may not reflect the couple’s individual intentions.

Prenups are especially useful for:

  • High-net-worth individuals who want to protect premarital assets.

  • Second marriages, where spouses may want to preserve inheritances for children.

  • Business owners, who want to shield a company from being divided or sold.

  • Couples with financial imbalance, who want clarity about spousal support.

Common Misconceptions About Prenups

Many assume prenups are only for the wealthy or a sign of distrust, but they are really tools for clarity and fairness. They can prevent conflict by setting expectations upfront. In California, however, spousal support terms are not absolute—courts may reject them if they are unfair or signed without proper legal advice.

Conclusion

The David Geffen divorce illustrates that even billionaires face uncertainty without a prenup. For Californians, the takeaway is simple: a prenuptial agreement provides peace of mind, ensures fairness, and helps protect both partners from costly disputes. Whether you are planning to marry for the first time, entering a second marriage, or simply want to safeguard your assets, a prenup can be an invaluable planning tool.

At the Law Offices of David Knecht, we help clients draft and review prenuptial agreements tailored to your circumstances. If you are preparing for marriage and want to explore your options, call us at (707) 451-4502 to schedule a consultation.

Understanding Power of Attorney in California: A Quick Guide

When life throws unexpected challenges your way—like illness, travel, or aging—having a Power of Attorney in California in place can provide peace of mind and legal protection. If you become temporarily or permanently unable to handle your affairs, a POA ensures someone you trust is legally empowered to act on your behalf.

What Is a Power of Attorney?

A Power of Attorney is a legal document that allows one person (the “principal”) to authorize another person (the “agent” or “attorney-in-fact”) to act on their behalf. In California, POAs can be used for many purposes, including:

  • Managing bank accounts and paying bills

  • Handling real estate transactions

  • Making healthcare or end-of-life decisions

  • Filing taxes or applying for government benefits

Types of Power of Attorney in California

  • General Power of Attorney – Grants broad authority over financial and legal matters. It becomes void if the principal becomes incapacitated.

  • Durable Power of Attorney – Remains in effect even if the principal becomes incapacitated. This is commonly used for long-term planning.

  • Limited (or Special) Power of Attorney – Grants authority only for specific tasks or for a limited time.

  • Medical Power of Attorney – Also called a health care power of attorney; this is usually included in an Advance Healthcare Directive to name a trusted person to make medical decisions.

  • Springing Power of Attorney – Only goes into effect when a specific condition is met (e.g., a doctor certifies incapacity).

Why Is Power of Attorney Important?

Without a valid POA, your loved ones might have to go to court to gain conservatorship or guardianship just to manage your affairs—a time-consuming and expensive process. A well-drafted POA:

  • Gives you control over who handles your affairs

  • Prevents unnecessary delays and legal fees

  • Ensures continuity in financial or medical decision-making

How to Create a Valid Power of Attorney in California

To be legally valid, a California POA must be:

  • Signed by the principal while they are mentally competent

  • Notarized (for most financial POAs) or witnessed by two adults (for healthcare POAs)

  • Clearly state the powers granted and any limitations

  • Dated and preferably drafted in compliance with the California Probate Code

You can find California’s statutory POA form here (Probate Code Section 4401).

Choose the Right Agent

Selecting the right person to act on your behalf is crucial—your agent will have significant control over your financial, legal, or medical matters. To illustrate the importance:

  • In one case, a financial advisor was sentenced to 10 years in federal prison for stealing $2 million from elderly clients after convincing them to give her power of attorney. Read the story on ThinkAdvisor

  • In another example, a Missouri woman used her brother’s POA to divert over $157,000 in disability benefits while he was incarcerated. Read the DOJ press release

These stories highlight the need to:

  • Choose someone with integrity and responsibility

  • Understand that POA is a serious legal role—not just a convenience

  • Regularly review the arrangement and revoke powers if trust is lost

Why This Matters: The Brian Wilson Conservatorship Case

Many people assume that naming someone in a Power of Attorney is enough—but what if your agent isn’t available or passes away? The case of Brian Wilson, the Beach Boys co-founder, highlights this risk. In May 2024, Wilson—who had struggled with neurocognitive decline—ended up under a court-appointed conservatorship when no trusted successor was in place. Read more on InvestmentNews

This situation illustrates why it’s important to:

  • Name multiple agents or successors in your POA

  • Ensure agents understand and are willing to act if the need arises

  • Include clear instructions on how and when an agent’s authority begins

Let the Law Offices of David Knecht Help You Plan Ahead

At the Law Offices of David Knecht, we help clients understand Power of Attorney in California and we can create documents that achieve their unique needs. Whether you’re planning for the future or updating outdated documents, we can ensure your wishes are respected.

Contact us today at (707) 451-4502 to protect your future with the right legal tools in place.

Smart Trust Strategies for High Net Worth Families

Estate planning isn’t a one-size-fits-all process. A recent Kiplinger article outlines smart trust strategies for high net worth families that should be considered—especially when looking to maximize asset protection and tax benefits at once. By tying together core strategies like bypass trusts, SLATs, and tailored estate vehicles, you can create a plan that supports both your family’s current needs and long-term legacy goals.

Here are key takeaways adapted for California residents.

Bypass Trusts Help Preserve the Estate Tax Exemption

A bypass trust—also called a credit shelter trust—is one of the most effective ways to use both spouses’ federal estate tax exemptions. It allows the first spouse’s exemption to pass in trust while avoiding estate tax when the second spouse dies. Even though California has no state estate tax, federal thresholds matter for high-net-worth couples. This strategy can reduce the total estate tax burden while also keeping assets protected and outside probate.

SLATs Offer Flexibility and Protection

A Spousal Lifetime Access Trust (SLAT) is a type of irrevocable trust that allows one spouse to gift assets for the other spouse’s benefit while reducing the size of the taxable estate. SLATs are useful for high-asset couples and can provide creditor protection, too. They allow some indirect benefit from gifted assets without leaving them exposed to estate taxes or lawsuits. Charles Schwab explains how SLATs work here.

Avoid the Common Mistake: Unfunded Trusts

Kiplinger emphasizes a major pitfall—setting up a trust but never funding it. In California, your home, bank accounts, and brokerage assets must actually be titled in the trust or designated through a beneficiary form. Otherwise, they may still go through probate, defeating your goal. A solid estate plan includes both the right documents and the right follow-through.

Update Your Plan as the Laws and Your Life Change

Tax thresholds and laws are always shifting. Families grow, assets change, and needs evolve. That’s why it’s critical to regularly review your estate plan—especially after major life events like marriage, divorce, the birth of a child, or retirement. Advanced strategies like bypass trusts and SLATs need periodic updates to remain effective and relevant.

Work With a Firm That Knows the Landscape

At the Law Offices of David Knecht, we help families implement the best estate planning strategies for their situation– whether that trust strategies for high net worth families or more basic estate planning tools for clients in all income categories. We’ll guide you through trust selection, drafting, and funding, ensuring every document works for your goals.

Contact us today at (707) 451-4502 to protect your legacy and gain peace of mind.

Legal Issues for Couples Ending a Short Marriage

Celebrity divorces often grab headlines, but they can also highlight real legal principles that affect everyday people. The recently finalized divorce of HGTV star Christina Haack and her ex-husband Josh Hall is a case in point. Their split illustrates how California courts handle property, spousal support, and personal property when a couple is ending a short marriage, and it offers important lessons for California residents navigating similar situations.

According to People, Hall declared himself a “free man” on social media after the court’s ruling, posting what some described as a “scathing message.” Shortly after, MSN reported that Haack posted a cryptic warning of her own, suggesting that “multiple people” wanted to “play.” While the headlines focused on drama, the legal settlement tells us far more about how California divorce law operates.

Who Got What in the Haack-Hall Divorce

  • Christina Haack kept her homes – including her Newport Beach property and a Tennessee farmhouse. In California, property acquired before marriage or with separate funds is typically separate property, but community property acquired during the marriage is divided. Careful tracing of funds is often critical.

  • Josh Hall retained his business and vehicles – including his real estate media company, a Bentley, a DeLorean, and a motorcycle. California allows spouses to keep businesses they owned before marriage, but if the business increased in value during the marriage, that increase may be partly community property.

  • No spousal support was awarded – because this was a short marriage, neither party received ongoing support. The California Courts Self-Help Center explains that for marriages under 10 years, support is generally limited to about half the length of the marriage. By contrast, marriages of 10 years or more are considered “long duration,” and courts may retain jurisdiction indefinitely. The legal framework comes from Family Code § 4320 (factors for support) and § 4336 (10-year threshold for long-duration marriages).

  • Custody was not an issue – the couple had no children together, eliminating one of the most contested aspects of many divorces.

  • Vehicles and recreational items — were part of the settlement. According to E! News, Hall kept a 2021 Bentley, a 1970 Chevelle, and a 1982 DeLorean, while Haack retained a 2022 Bentley Continental GTC V8, two 2021 GMC Yukons (one for California and one for Tennessee), and quads that were gifts for her children.

  • Pets – Although Josh Hall reportedly had a dog, there were no media reports that the pet was in dispute in the divorce. California law now allows courts to consider the well-being of pets, rather than treating them as simple property, so they can become part of meaningful negotiations.

Lessons for California Couples

The Haack-Hall divorce highlights some core lessons that apply to anyone ending a marriage in California:

  • Document property ownership. If you want to preserve assets as separate property, clear documentation is essential.

  • Expect businesses to be scrutinized. Even if you started a business before marriage, its increased value during the marriage may be subject to division.

  • Understand spousal support rules. In a short marriage, ongoing support is not guaranteed and is usually limited in duration. Courts weigh many factors under Family Code § 4320, but length of marriage is a key consideration.

Final Thoughts

Christina Haack and Josh Hall’s divorce may have been splashed across social media, but the underlying settlement reflects principles that apply to every Californian facing divorce. For couples ending a short marriage, property division and spousal support are often simpler and more limited than in long-term marriages, though disputes can still be significant.

The Law Offices of David Knecht can help you protect your rights and make informed decisions about property, businesses, or support during divorce. Call us today at (707) 451-4502 to schedule a consultation.

What If You Want to Move After Your Divorce with Children Is Final?

After a divorce is finalized, life continues to change. You may get a new job, want to be closer to family, or simply feel the need for a fresh start. But if you have children and share custody in California, deciding to move after divorce isn’t as simple as packing boxes and hitting the road. California courts take relocation seriously and understanding the rules around a move after divorce can help you avoid legal setbacks.

Can You Move with Your Child After Divorce?

  • The distance of the proposed move can affect how the court evaluates your request. A move within the same city is likely to be treated differently than a move across the state or out of state.

  •  There is no specific mileage rule under California law that automatically triggers court involvement. However, many custody orders or stipulated divorce agreements include a clause that restricts moves beyond a certain distance—often something like 50 or 150 miles—without court permission or mutual consent. Regardless of distance, what matters most is whether the move significantly affects the current custody arrangement and the child’s ongoing relationship with the other parent.

  • If you have sole physical custody, you may have the right to relocate with the child beyond the limits in a custody order or stipulated agreement, but your ex can object, and the court may review the move.
  • If you share joint physical custody, you usually must either get the other parent’s consent or file a request with the court to modify the custody order before moving beyond the distance in the custody order.

California Family Code § 3020 sets the legal framework for modifying custody orders and requires courts to examine the full picture—including stability, schooling, and relationships.

What the Court Considers in Move-Away Cases

When one parent wants to move with a child and the other objects, the court holds a hearing to evaluate whether the move is in the child’s best interest. Factors include:

  • The reason for the move (job, support system, remarriage, etc.)
  • The impact on the child’s relationship with the non-moving parent
  • Educational, emotional, and social stability for the child
  • How well the parents communicate and co-parent
  • Whether the parenting plan can be modified to maintain relationships

The California Supreme Court in In re Marriage of LaMusga, 32 Cal.4th 1072 (2004), emphasized that a court must consider a wide range of factors to determine whether a move-away is in the best interest of the child. These include the child’s need for stability, the reason for the move, the relationships between the child and both parents, and whether the relocating parent is likely to support ongoing contact with the other parent. The court does not presume that a custodial parent has an automatic right to move if the relocation would significantly harm the child’s relationship with the non-custodial parent.

Each case is highly fact-specific, and there is no one-size-fits-all answer. Courts focus on minimizing disruption while protecting parental rights. For more, see the California Courts Move-Away Orders guide.

How to Request a Move with Your Child

  • Start with your parenting plan: Many California custody orders include move-away clauses or procedures for notice.
  • Give written notice: Courts typically expect at least 45 days’ written notice before a proposed move, as per California law. See California Family Code § 3020.
  • File a Request for Order: If the other parent objects or you share joint custody, file a formal motion with the court to request permission to relocate. Use the FL-303 Request for Order form.
  • Prepare to show it’s in your child’s best interest: Bring evidence about schools, housing, job stability, extended family, and continuity of care.

What Happens If You Move Without Permission?

Trying to move after divorce without court approval can seriously backfire. The other parent can file for contempt or emergency custody orders. Courts may even order the child returned or modify custody in favor of the non-moving parent. Always follow the legal process first.

Tips for Parents Navigating Relocation

  • Talk to a family law attorney early
  • Stay child-focused in your reasoning and presentation
  • Be proactive with notice and communication
  • Document your efforts to include the other parent in planning
  • Avoid unilateral decisions that look like bad faith

Need Help with a Move-Away Case?

Whether you’re hoping to move or trying to stop a relocation, the attorneys at the Law Offices of David Knecht can guide you through California’s family law system. Call us at (707) 451-4502 to schedule a consultation and protect your parenting rights.

Why Every Californian Needs an Advance Healthcare Directive

In June 2025, headlines told the heartbreaking story of a brain-dead Atlanta nurse who was kept on life support for weeks so her baby could continue developing in the womb. Read the article here. While the baby survived, the case raises difficult questions about medical autonomy, end-of-life care, and the legal limits of a person’s wishes when pregnancy is involved.

Would an Advance Healthcare Directive Have Helped Her?

Laws relating to end-of-life care varies by states. For example, in Georgia, the laws in effect at that time restricted the withdrawl of life-sustaining treatments for pregnant patients.

However, California law has different presumptions and requirements. In California, your healthcare choices—including decisions about life support—are legally binding through an Advance Healthcare Directive (AHCD). Unlike Georgia, California does not have laws that automatically override your directive due to pregnancy. This makes it all the more important to plan ahead and document your wishes clearly.

What Is an Advance Healthcare Directive (AHCD)?

An Advance Healthcare Directive is California’s legally recognized form that allows you to:

  • Appoint a healthcare agent – a person you trust to make medical decisions if you cannot

  • Express your wishes about life support, resuscitation, organ donation, and end-of-life care

It replaces outdated terms like “living will” and combines them with power of attorney authority into one unified form.

You can view the official California Advance Health Care Directive form and instructions here (CDSS Form PUB 325).

Why an AHCD Is Essential in California

Without an Advance Healthcare Directive:

  • Your family might disagree about your care

  • Hospitals may rely on default life-sustaining measures

  • A court could appoint someone to make decisions for you

An AHCD puts you in control of your medical future and avoids unnecessary confusion or conflict.

How to Make Your AHCD Effective

  • Choose the right agent – Someone who will respect and advocate for your wishes

  • Communicate clearly – Talk about your values and care preferences before a crisis

  • Share your directive – Give copies to your doctor, hospital, and trusted family

  • Review regularly – Update after any major life event like marriage, divorce, or illness

Get Legal Help to Do It Right

California provides free forms, but they don’t always account for your unique situation or integrate well with your larger estate plan. An attorney can help ensure:

  • Your directive is clear and enforceable

  • Your choices are legally sound and aligned with your goals

  • All documents—from trusts to powers of attorney—work together smoothly

Work With a Trusted California Estate Planning Team

At the Law Offices of David Knecht, we help clients prepare Advance Healthcare Directives as part of a comprehensive estate plan. Whether you’re planning ahead for peace of mind or updating an older directive, we’re here to help.

Contact us today at (707) 451-4502 to take control of your future healthcare decisions with confidence.

Estate Planning for Uncertain Times

This article summarizes insights from Kiplinger’s “Eight Ways to Financially Plan Your Way Through Challenging Times” and shows how these strategies support estate planning for uncertain times. Whether you’re concerned about market swings, upcoming changes to the tax code, or simply protecting your legacy, these tips can help you act with clarity and purpose.

The economic landscape in 2025 is anything but predictable. Tax laws are in flux, investment markets are volatile, and inflation remains a concern. The good news? With the right planning, you can turn instability into opportunity—especially when it comes to preserving and transferring wealth.

Gift depreciated assets to shrink taxable estate

One smart move during uncertain markets is to gift or donate assets that have temporarily lost value. As Kiplinger points out, this can allow appreciation to happen outside your estate and maximize use of your gift tax exemption. This article on the 2025 gift tax exclusion explains how you can give up to $19,000 per person this year without tapping your lifetime exemption. Larger gifts can also be placed into trusts for added control and protection.

Lock in today’s estate and gift tax exemption

The federal exemption is still historically high—$13.99 million per person in 2025—but it’s expected to shrink dramatically in 2026. That’s why it’s smart to act now. Forbes’ 2025 estate planning strategies emphasize the urgency of using irrevocable trusts and discounted asset transfers before the exemption drops.

Use Roth conversions and trusts while valuations are low

Market downturns present excellent opportunities to shift future growth out of your estate. Roth conversions of traditional IRAs—when account values are temporarily lower—can set your heirs up with tax-free income. Trusts like GRATs and charitable remainder trusts can also freeze low values for estate tax purposes. This guide to estate tax exemptions in 2025 highlights why acting in a low-valuation environment makes financial and estate planning sense.

Why estate planning for uncertain times requires flexibility

Unpredictable markets and tax law changes reveal just how important flexibility is in your estate plan. You may need to:

  • Reallocate assets or update valuations

  • Revisit trust provisions and gifting strategies

  • Protect heirs from reassessment or tax liability

  • Ensure your plan still meets your financial and legacy goals

In short, estate planning for uncertain times means building a structure that can pivot as needed—without triggering unintended taxes or delays.

In summary

Kiplinger’s timely financial advice—paired with strategic estate planning—can help you turn economic uncertainty into long-term security. Gifting undervalued assets, locking in high exemptions, and converting to Roth IRAs are just a few tools you can use in 2025.

The Law Offices of David Knecht can help you implement these strategies in a customized estate plan. Whether you’re planning for growth, protection, or transfer, we’re here to guide you through every twist and turn of the financial landscape. Contact us today at (707) 451-4502.

Divorce Coaches Are the New Trend, but Are They Necessary?

Divorce can feel overwhelming. Legal paperwork, emotional upheaval, and major life changes all hit at once. In recent years, the divorce coach has emerged as a trendy way to manage the stress and logistics of separation. While they can offer valuable support, the most important resource during divorce is experienced, competent legal counsel. At the Law Offices of David Knecht, we focus on helping our clients approach divorce with clarity, preparation, and confidence.

What Is a Divorce Coach?

A divorce coach is not a therapist or a lawyer, but rather a trained professional who helps you manage the emotional and organizational aspects of divorce. Their role may include:

  • Helping you prepare emotionally for court, mediation, or negotiation
  • Organizing your thoughts and priorities
  • Guiding you through parenting plans and co-parenting strategies
  • Offering tools to stay calm and focused during legal meetings
  • Acting as a sounding board to help avoid reactive or impulsive decisions

The Growing Trend of Divorce Coaches

According to a recent New York Times article, divorce coaching is gaining traction among those looking for emotional and logistical guidance, and a follow up New York Post article even refers to them as the “new must-have” for splitting couples—comparing their role to wedding planners for breakups.

While this trend highlights a growing awareness of the emotional strain of divorce, many of the same benefits can often be provided by a trusted friend or family member. Sometimes, the most valuable support simply comes from having someone who will listen and help you process your thoughts. As NBC News points out, simply having someone to talk to can make a big difference.

What Matters Most: Strong Legal Representation

A divorce coach may help you stay calm and focused, but they do not replace the essential guidance of a qualified attorney. At the Law Offices of David Knecht, we provide:

  • Strategic legal advice tailored to your situation
  • Protection of your rights in mediation and court
  • Guidance through custody, property division, and support issues
  • Help in reaching a fair and enforceable settlement

If you choose to work with a coach, they should supplement, not substitute, legal counsel. With the right attorney and a strong support system, most people can navigate divorce successfully—even without a coach.

Should You Hire a Divorce Coach?

Divorce coaching may be helpful if you:

  • Are highly emotional and need help preparing for meetings
  • Want support staying organized and focused
  • Don’t have a strong support system of friends or family

But if you already have a thoughtful, calm person you trust—and a skilled attorney on your side—you may not need a coach at all.

Work With the Law Offices of David Knecht

Our team is committed to helping you move forward with strength and confidence. While hiring a divorce coach is becoming more common, the most important key to success is having a knowledgeable attorney in your corner. Whether or not you hire a divorce coach, we’ll help you make informed decisions and protect your future. Call (707) 451-4502 today.

Legal Separation in California

Couples in California who are struggling in their marriage sometimes ask, “Do we have to get divorced, or can we separate instead?” The answer depends on your goals—financial, personal, or legal. Understanding the differences between legal separation in California and divorce can help you make the best decision for your future.

At the Law Offices of David Knecht, we help clients weigh their options and choose the legal path that aligns with their needs, values, and long-term plans.

Key Differences Between Legal Separation and Divorce

  • Marital status
    A divorce legally ends your marriage. You are free to remarry once your divorce is final. A legal separation, on the other hand, does not dissolve your marriage—you remain legally married, even if you live apart.
  • Religious or personal reasons
    Some couples choose legal separation instead of divorce because of religious beliefs, moral concerns, or a desire to keep the family legally intact while living separate lives.
  • Timing of benefits
    Staying legally married may help one spouse remain eligible for important benefits that could otherwise end with divorce.
  • Health insurance eligibility
    Most employer-sponsored health plans end spousal coverage at divorce, and many now treat legal separation the same way. Whether coverage continues depends entirely on the employer’s rules. While some plans allow a legally separated spouse to stay on the policy, others do not. If coverage ends, your ex-spouse may qualify for COBRA continuation for up to 36 months, but they must elect it within 60 days and pay the full premium, as noted by Insurance Informant.
  • Residency requirements
    To file for divorce in California, one spouse must have lived in the state for at least 6 months and in the county of filing for at least 3 months. There is no residency requirement for filing for legal separation in California. This makes legal separation a useful option for newly relocated spouses or for those who want immediate legal relief while waiting to qualify for divorce.
  • Social Security spousal benefits
    • Remaining married for at least 10 years may preserve your eligibility to receive Social Security benefits based on your spouse’s earnings record. According to the Social Security Administration divorced individuals who meet this 10-year marriage requirement and are at least 62 years old may qualify for benefits—even if their ex-spouse hasn’t begun collecting yet
    • You can collect benefits on your ex-spouse’s record as long as your ex is eligible and you also meet all other requirements: you are currently unmarried, and the benefit you would receive on your own work record is less than what you’d receive based on your ex’s. (AARP)

What Legal Separation and Divorce Have in Common

  • Property division
    Whether you legally separate or divorce, California law requires fair and equitable division of community property and debts.
  • Spousal support
    Courts can award spousal support (alimony) in both divorce and legal separation proceedings, based on the same factors—like income, length of marriage, and financial need.
  • Child custody and support
    Both processes allow the court to issue enforceable orders for child custody, visitation, and support. These can be just as detailed and binding in a legal separation as in a divorce.
  • Court involvement
    Legal separation is not just “taking a break.” It requires filing legal paperwork, serving your spouse, and going through a legal process that results in court orders. It’s a formal status change under California law. For example, under California Family Code § 2310, a spouse must cite irreconcilable differences or incurable insanity as grounds—just like in divorce.

Why Choose Legal Separation in California?

  • To stay on a spouse’s insurance plan if allowed by the plan
    In limited cases, some employer-provided plans allow a legally separated spouse to remain on insurance, but this is becoming less common. Divorce almost always ends eligibility.
  • To preserve eligibility for military or Social Security benefits
    If you’re close to the 10-year mark for military retirement benefits or the 10-year requirement for Social Security spousal benefits, remaining married while separated can help preserve rights. See Social Security’s rules for divorced spouses and AARP’s breakdown for more detail.
  • To give space without finality
    Legal separation offers couples time and structure to work through issues—financially and emotionally—without committing to permanent divorce. In some cases, it becomes a stepping stone to reconciliation. In others, it leads to divorce later.
  • To protect finances during separation
    Filing for legal separation allows the court to issue temporary orders for support, property use, and parenting—even if you’re not ready to divorce.

If you’re exploring legal separation in California, it’s important to understand that this is a serious legal status—not just a casual agreement. Your rights and obligations will be defined by court orders, just like in divorce.

Need Help? Contact the Law Offices of David Knecht
Whether you’re considering separation or divorce, we can help you understand the legal implications and make a plan that protects your future. Call us at (707) 451-4502 to schedule a consultation.

What Is a Living Trust in California and Why Do Many Californians Use One?

Estate planning can feel overwhelming, especially with so many legal tools to choose from. One of the most common and effective strategies is creating a living trust in California. This flexible legal document allows you to retain control over your assets during your lifetime and avoid probate when you pass away.

Here’s a clear explanation of what a living trust is, why it’s so popular in California, and how it might fit into your estate plan.

What Is a Living Trust?

A living trust is a legal arrangement that allows you (the “grantor” or “settlor”) to transfer ownership of your assets into a trust while you’re alive. You typically act as your own trustee during your lifetime, meaning you maintain full control over the assets. Upon your death or incapacity, a successor trustee you’ve named steps in to manage and distribute the assets according to your instructions—without court involvement.

Living trusts are often created as “revocable” trusts, meaning you can change or cancel them at any time while you’re alive and mentally competent.

Why Do Californians Choose Living Trusts?

There are several compelling reasons people often create a living trust in California:

  • Avoiding probate: Probate can be expensive, slow, and public. A living trust helps your estate bypass this process.

  • Maintaining control during incapacity: If you become incapacitated, your successor trustee can manage your affairs without court involvement.

  • Privacy: Wills are public; trusts remain private.

  • Flexibility: You can update or revoke your trust as your needs change.

  • Efficient transfer of property: Especially useful for real estate owners or those with property in multiple states.

AARP outlines the benefits of living trusts—especially for avoiding probate and maintaining flexibility—in this helpful article. Investopedia also explains how living trusts can streamline estate administration and avoid probate in their comprehensive overview.

What Goes Into a Living Trust?

A complete living trust package generally includes:

  • The trust agreement

  • A “pour-over” will

  • A schedule of assets

  • Assignments of personal property

  • Powers of attorney and health care directives

Once signed, the trust must be funded—meaning you transfer ownership of assets (like bank accounts or real estate) into the trust’s name. Without proper funding, the trust won’t accomplish its purpose, and your assets could still end up in probate.

Who Should Consider a Living Trust?

You may benefit from a living trust in California if:

  • You own real estate

  • You want to avoid probate

  • You have minor children or dependents

  • You’re in a blended family

  • You care about privacy

  • You want a smooth transition if you become incapacitated

As Investopedia explains, living trusts help reduce legal complications for heirs and allow for more streamlined management of your estate.

Planning for the Unexpected

A well-drafted trust includes not only your assets but also a plan for what happens if you can no longer serve as trustee. If no successor trustee is named, even a revocable trust can create complications. As financial expert Suze Orman explains in this MSN article, failure to plan for the successor trustee can result in delays, legal costs, and family disputes. It’s critical to ensure your trust is not only established but also equipped for long-term continuity.

Need Help Setting Up a Living Trust in California?

At the Law Offices of David Knecht, we guide individuals and families through every step of creating and funding a living trust in California. Our objective is to create an estate plan that is thorough, legally sound, and tailored to your needs.

Contact us today at (707) 451-4502 to schedule a personalized consultation and take the first step toward protecting your legacy.