Preparation for Mediation in a Divorce Case

This article follows our previous introduction to mediation. This is part 2, which will provide information on how to prepare for mediation in a divorce case, with information derived from the California Court website.

 

Choosing the mediator

  • Selecting the mediator is an important decision in preparing for a successful mediation, and the right mediator is a very personal decision.
  • For some parties, an excellent mediator might be a former judge to provide experience and information on legal issues. 
  • For other parties, an excellent mediator might be one with the right temperament to fit the parties. Some mediators are more sensitive and collaborative and others tend to be more formal and commanding. 
  • The differences in mediators are as numerous as the differences in attorneys, judges and experts, so no two are alike, and you want to find one that you believe best fits your personality and the opposing party.

 

Understanding the process

  • Mediation can take different forms. In some cases, the mediator meets with each party separately. In other instances, the mediator might lead a discussion of both parties and counsel. In some instances attorneys will be present an in other instances, unrepresented parties seek to use the mediator without retaining and attorney. 

 

  • Find out ahead the time constraints of the parties and the mediator, so that you can properly pace yourself during the process. 

Ask yourself difficult and probing questions prior to the mediation

 

  • Seek to see the strengths and weaknesses of your own case. Be realistic in assessing your position. 

 

  • Try to understand.  Strive to analyze the arguments of the other party and contemplate how to address them. Are there solutions you can think of where all parties win?

 

  • Learn from the past but focus on the future. You cannot change the past, but you can learn from it. What do you know about your former spouse that will influence your decisions? How can you predict their behavior to foresee problems and challenges that may arise and how can those be addressed ahead of time in the mediation process?
  • Let go of emotion. This is one of the most difficult steps of mediation. A court case can never resolve the anger and hurt that is involved in most divorces, so expecting vindication is a barrier to an effective settlement. To the extent that you can view the case logically and impartially, this will help you understand and accept a result that may be in your best interest. 

CONSULT THE LAW OFFICE OF DAVID KNECHT

Mediation can be an emotional and challenging process, but it is an extremely important step in the divorce process where the right attorney can add tremendous value. At the Law Office of David Knecht, we have years of experience with divorce and specifically with divorce mediation. Call us today at 707-451-4502. 

 

Filed Under: Divorce Advice, Divorce Attorney, Divorce Lawyer

Celebrating National Estate Planning Awareness Week!

Did you know that the third week in October is National Estate Planning Awareness Week? This commemoration was set up back in 2008 to encourage all Americans to protect themselves or their families in the event of sickness, accidents and untimely death.  

This article will summarize the text of the bill creating National Estate Planning Awareness Week to explain why this special week was created and help you understand why Americans commemorate estate planning awareness annually. 

What were the reasons why National Estate Planning Awareness Week was created?

  • A poll referenced in the text of the bill related to this holiday revealed that a large number of Americans believe they lack the knowledge necessary to adequately plan for retirement and that they are unfamiliar with basic retirement tools, such as a 401(k) plan. 
  • What are the benefits of estate planning?
  • Careful estate planning can greatly assist Americans in preserving assets built over a lifetime for the benefit of family, heirs or charities. 

 What are some of the important considerations relating to estate planning?

  • Safekeeping important documents
  • Documentation of assets
  • Preparation of legal instruments
  • Insurance
  • Availability of trust arragements
  • Charitable giving
  • Care of the benefactor during life

 What are some of the decisions that can be involved in estate planning?

  • Decisions about the method of holding title to certain assets
  • Decisions about the designation of beneficiaries
  • Decisions about possible transfer of assets during the life of the benefactor

What were some of the concerns that prompted the bill creating this estate planning holiday?

  • Many Americans are unaware that lack of estate planning and “financial illiteracy may cause their assets to be disposed of to unintended parties
  • Lack of careful planning may lead family members or other beneficiaries to being subjected to complex legal and administrative processes requiring significant expenditure of time
  • Lack of planning can lead to confusion and even animosity among family members upon the death of a loved one
  • Failure to prepare may lead to favorite charities being overlooked and benefactor’s gift-giving goals frustrated. 
  • Many Americans may want to have a plan for organ donation and use of life support functions, which intentions may be unclear without proper estate planning

Where does implementation of an estate plan start?

  • The first steps are education and planning and then the proper drafting and execution of appropriate legal documents, which may include will, trusts and durable power of attorney for health care. 

CONSULT THE LAW OFFICE OF DAVID KNECHT

Estate planning does not have to be a chore you dread or procrastinate. At the Law Office of David Knecht, we have years of experience with estate planning and can help make the process easy for you. In honor of Estate Planning Awareness Week, take a step today for the good of yourself and your loved ones, and call us today at 707-451-4502. 

 

Filed Under: Estate Planning, Estates, General

More Drama in the Anne Heche Estate Saga

Last month, we wrote an article about the insightful estate planning lessons that could be derived from the Anne Heche case, and this article will provide updates on the saga of her estate and the custody of her minor son. The take home lesson is PLAN AHEAD. Many people do not want to prioritize estate planning, but this celebrity saga is one that shows the importance of proper planning and follow through when it comes to estate planning and guardianship. This article references information reported by usa.com at the article.

Who was Anne Heche and what happened?

  • Anne was an actress known for various movie roles including starring in the movie “Seven Days Seven Nights” along with Harrison Ford.
  • As reported by Fox News, the actress died in August in a car crash, leaving behind two sons, one an adult and one a minor.
  • The family indicated that she was “peacefully taken off life support” on Sunday August 14, 2022, after being declared brain-dead.  

Who is involved in the dispute?

  • As of October 15, 2022, a family legal battle is still underway. The players are Homer Laffoon, Anne’s adult son and her ex-husband, James Tupper, who is the father of her minor son, Atlas. 
  • Laffoon, the adult son, made a claim to his mother’s estate as the oldest heir. Tupper, the ex-husband, filed an objection declaring the Laffoon was not suitable for appointment over the estate. 

Did Anne have a will?

  • Did Anne have a will? That is the “Million Dollar Question” so to speak. Laffoon believes there was no valid will, but Tupper has claimed there is a will based on an email from 2011 establishing Tupper as the person in “control” of her assets and an email to her attorneys at the time with that the message should “go into my records as my word until further papers are drawn up.” 

 What are the latest developments? 

  • As of October 15, 2022, as reported on Yahoo.com, Tupper and his son Atlas, appeared in court to determine the next steps in their ongoing dispute with Laffoon. According to the article Court found that Tupper did not present enough evidence to halt Laffoon from becoming his half-brother’s guardian ad litem. When Tupper shook his head in disapproval of the judge’s decision, the judge reprimanded him with the statement: “We’re not here to pick the best person. I’m here to decide if he’s qualified, or disqualified.”

Consult the Law Office of David Knecht

While celebrity estate disputes can be fascinating to the public, they also provide a cautionary tale to all of us that death can come unexpectedly to anyone at any age. They are a beacon of warning telling us to prepare early to avoid the messes that can ensue when proper planning is not undertaken and documents are not finalized appropriately and lawfully. Contact the Law Office of David Knecht at 707-451-4502. We have extensive experience in estate planning and can help you prepare to avoid heartbreaking disputes. 

 

Filed Under: Estate Planning, Estates

What is Mediation for a Divorce Case?

This article will provide introductory information about the purpose of mediation, how it works and what to do to prepare for a divorce mediation with information derived from the California Court website.

What is divorce mediation?

  • It is a flexible dispute resolution process with an independent third party who helps to facilitate communication and solution-finding between parties to resolve their own dispute outside of the court system. 

Does the mediator take sides?

  • The mediator is intended to be a neutral party who does not take sides, make decisions, offer legal advice or reveal confidential information. 
  • However, an effective mediator may offer an opinion or share references to legal authority that may be on point for the question at hand. A mediator may provide context with information on how issues have been previously decided by the court.  

What if I have concerns about the process? 

  • If you have any concerns about the mediation process, you should raise those and make sure they are resolved to your satisfaction prior to proceeding. 
  • Some common concerns can include practical considerations like the billing rate of the mediator and your responsibility to pay, or legal concerns such as whether  a judge can make negative inferences against you if you do not settle or whether the information shared in mediation is confidential.
  • It is the mediator’s job to resolve any concerns that you may have prior to the process, and you should not be afraid to ask questions throughout the mediation process. 

 What are some best practices to ensure a successful mediation? 

  • Ask the mediator how to best utilize their services. The mediator often has experience and can guide you as to how to maximize their time and experience. 
  • Come ready to participate fully, honestly and courteously. 
  • Be willing to understand the other party’s arguments. This does not mean you need to agree with them, but understanding your opponent is a good step in finding out of the box solutions. 
  • Assess litigation costs and prospects realistically to yourself. You typically will not get everything you want in a mediation, so assessing the strengths and weaknesses of your case will help you focus on the wins that are most important to you. 

CONSULT THE LAW OFFICE OF DAVID KNECHT

There are many divorce lawyers, but not all family law attorneys have extensive experience. At the Law Office of David Knecht, we have years of experience with divorce and other family law issues. Additionally, we have a commitment to customize our approach to your specific needs and seek to understand your goals and help you achieve them. Call us at 707-451-4502. 

 

Filed Under: Divorce Advice, Divorce Attorney, Divorce Lawyer

Anne Heche, Another Celebrity Estate Planning Lesson, Dies Without a Will

A recent celebrity death can provide insightful estate planning lessons. Anne Heche, who is often known for starring in the movie “Seven Days Seven Nights” along with Harrison Ford, died without a will. As reported by Fox News, the actress died in August in a car crash, leaving behind two sons, one an adult and one a minor. Homer Lafoon, the 20 year old son, has filed in the Los Angeles Superior Court to be named as administrator to her estate. News reports indicated that the crash resulted in severe anoxic brain injury before receiving medical care as she waited for the opportunity to donate her organs. The family indicated that she was “peacefully taken off life support” on Sunday August 14, 2022, after being declared brain-dead.

Estate Planning Lessons to Be Learned from this Untimely Celebrity Passing

It’s never too early to start working on your estate plan.

  • Anne was just 53 year old and likely assumed she had many years ahead.
  • Since Anne did not have a will, her son, who is only 20, has been asked to be named as administrator of her estate. This responsibility may be burdensome for him at his age. Lafoon has also requested to be named guardian ad litem over his thirteen year old half brother.

Dying without an estate plan can lead to uncertainty.

  • For Anne Heche’s estate, the lack of a will may result in an opportunity for controversy, and it may take extra time to identify an executor. Identify the heirs-at-law can also be challenging.
  • For example, Homer Lafoon, her son, has requested to be named as administrator, but it may be that another relative, such as Heche’s mother, may request to step in.

If you have a minor child, you can request a guardian.  

  • The self-help resources at courts.ca.gov provide detailed information about guardianship.
  • You can name a guardian for your children to guide the court as to your wishes, and if both parents are dead, then the court will consider what is best for your children and ask what they want.
  • If you have an incurable illness, you can ask the court to appoint a join guardian for your child, which will give you the peace of mind to know that when you die, the joint guardian will have full custody of your child without additional hearings.

Consult the Law Office of David Knecht

Celebrity deaths provide a wake-up call for all of us that we never know when our time will come. It’s rarely an easy or convenient time to consider estate planning, but making a priority of planning for the future can lead to a greater peace of mind for yourself and your loved ones.  Contact Law Office of David Knecht at 707-451-4502. We have extensive experience in estate planning and can help you make decisions that are right for your family.

Filed Under: Legal Advice, Living Trust , Living Will

What is a Survivorship Life Insurance Policy?

There are many kinds of life insurance that can be used in an estate plan. One type, survivorship life insurance, covers two people on a single policy. Another name for survivorship life insurance is second-to-die joint life insurance. It pays out a death benefit once both policyholders have died. This article will examine the benefits of this type of policy and how survivorship life insurance works.

What triggers the payout?

  • This policy pays out only after both people have passed away.

Do you have to be a married couple to purchase survivorship life insurance?

  • No, although married couples are often the ones who do purchase this type of coverage, the joint policyholders are not required to be married.

 What are some of the situations where survivorship life insurance is typically used? 

  • High net worth household – after the second spouse dies, the benefit from this policy can be used to pay estate taxes so that the heirs do not have to worry about selling assets to pay the estate taxes.
  • Business succession – this policy can be used to transfer business ownership if both partners die.
  • Special needs child – This policy can be used to fund a trust to provide care for a special needs child.
  • Leaving a legacy –  The death benefit from the policy can help any beneficiary you select, which can include a charity.

 Is survivorship life insurance different from joint life insurance? 

  • First to die vs. second to die – Joint life insurance can refer two any policy that covers two people under one policy. There are two types of joint insurance, first to die and second to die (survivorship life insurance). So, survivorship life insurance is really a subset under the general umbrella of joint life where the trigger is the second death.
  • Different goals – The main goal of the first-to-die joint life insurance policy is to cover the surviving spouse to provide that person with enough funds to replace the lost income from the spouse that passed away. The second-to-die policy has a goal to provide heirs or a charity with the benefit rather than the spouse.

CONSULT THE LAW OFFICE OF DAVID KNECHT

There are many estate planning tools to choose from, so it is vital to create a customized plan that is right for your goals, assets and loved ones. If you want to get started on an estate plan, contact the Law Office of David Knecht. Call us at 707-451-4502. We have extensive experience in estate planning.

Filed Under: Estate Planning, Estates

What are the Main Steps of a California Divorce?

This article will provide an overview of the divorce process with a summary of the information provided by the California Courts.

Getting a divorce in California takes at least six months. There are four main steps to getting divorced and they are the same whether you are married or in a domestic partnership. If you want a legal separation, the steps are the same, but there isn’t a required six month waiting period.

Start the divorce case.

  • One spouse files the papers and lets the other person know that the case has been started by serving the papers on that person.
  • Then the other spouse has a chance to file a response.

Share financial information.

  • The party that filed the papers must share financial information and the other party must also, if they are participating in the divorce process.
  • The documents are shared with the other party and then you file a form so that the judge knows you met this requirement.

Make decisions.  

  • You will need to decide how to divide property and debts, whether spousal support will be paid, and how to care for and support children (if appliable).
  • You can work together with your spouse to come to an agreement on these issues or you can ask the court to decide.

 Finalize the divorce. 

  • This last step involves filing a set of final paperwork. The court will review the forms to make sure that nothing is missing and there are not mistakes and the judge will sign the final form.
  • Visit this site for more information about finalizing a California divorce.

CONSULT THE LAW OFFICE OF DAVID KNECHT

If you need help with a divorce, contact the Law Office of David Knecht. Call us at 707-451-4502. We have extensive experience in family law and can help you feel confident and comfortable navigating a California divorce.

Filed Under: Divorce Advice, Divorce Attorney, Divorce Lawyer, Divorce Planning

Five Ways Life Insurance Can Help With Estate Planning

When you pass your loved ones can face many expenses, which may include funeral expenses, debts that may reduce the assets for your heirs and final taxes, which can include back taxes and taxes for the year in which you die. Life insurance can help your loved ones cover these expenses, which can be very advantageous if the estate holds real estate or other assets that take time to be liquidated to cash. As reported by moneygeek.com, even though over 70% of Americans surveyed think life insurance is a necessity, only about half of Americans actually have some kind of life insurance. As with other types of estate planning, the statistics often show that there is more commitment to the idea that it needs to get done than to the effort to follow through, but in the case of life insurance, the work to get it is often fairly minimal, with some sites offering instant policies . This article will highlight some of the ways life insurance can be part of an estate plan.

  • Payment of Estate Taxes

Federal estate tax applies to the gross estate of the person who has died and must be paid within 9 months after the death of an owner. Proceeds of a life insurance policy can pay these taxes. Life insurance policies are generally not subject to income taxes.

  • Estate Equalization

A life insurance policy can help fill in the gap where there are assets that are not liquid but you want each child to get an equal share. For example, if one child received a farm or a home, where the child receiving that asset does not want to sell it or break it up, then the life insurance policy can help the other child or children get an equal share, where liquidating the asset would have a negative consequence to its value.

  •  Business Asset Coverage

If you die, the surviving business owners will receive death benefits and your family will get the payment for your interest in the company.

  •  Quicker Payouts.  

The death benefit of a life insurance policy can be claimed immediately, which makes is helpful for paying out expenses and lessening the financial burden on your family.

  •  Special purposes

Life insurance proceeds can be dedicated for a special purpose, like divorce obligations for spousal or child support or to providing continuing support for a minor, a child with special needs or an aging adult.

CONSULT THE LAW OFFICE OF DAVID KNECHT

Life insurance is one of many estate planning tools to choose from, so it is important to create a customized plan that is right for your goals, assets and loved ones. If you want to get started on an estate plan, contact the Law Office of David Knecht. Call us at 707-451-4502. We have extensive experience in estate planning.

 

Filed Under: Estate Planning, Estates

How to Get Your Separate Property Down Payment Back

A situation that arises fairly often in a California divorce is when separate property is used for a down payment of a house and then community property funds is used to pay the mortgage, and the question arises how to get that separate property down payment back. Section 2640 of the California Family Code answers this question.

 

What types of contributions are covered by Section 2640?

  • Down payments
  • Payments for improvements
  • Payments that reduce the principal of a loan used to finance the purchase or improvement of the property

What types of contributions are not covered by Section 2640?

  • Payments of interest on the loan
  • Payments made for maintenance, insurance or taxes on the property

What is the process?

 

  • The law requires tracing, which means that you need to prove that the funds came from either separate property or were inherited, which can be shown various ways such as bank statements or providing the will. 

 

 What are the exceptions?

  • The exceptions are a transmutation in writing (agreement between the spouses about the character of the property)  or a written waiver of the right to reimbursement. 

 

  • The amount reimbursed must be without interest or adjustment for change in monetary values and cannot exceed the net value of the property at the time of the division. 

 

Consult the Law Office of David Knecht

If you need help getting your separate down payment back in a California divorce, or if you need assistance in any other aspect of divorce in California, contact us at the Law Office of David Knecht at 707-451-4502. We have extensive experience in family law.  

 

Filed Under: Contract Law, Criminal Law

High Profile Estate Cases

There have been some very interesting high profile estate cases lately, and this article will highlight a few that have been in the news. They show the importance of estate planning and also good communication with loved ones. 

 

Prince’s estate is finally settled after 6 years.

  • Prince did not leave a will, which lead to a legal battle over his estate.
  • Prince’s lawyer, L. Londell McMillan, is quoted as saying that he is “relieved and thrilled to finally be done with the Probate Court system and bankers who do not know the music business and did not know Prince.”
  • The Estate was valued at 156.4 million dollars. 
  • A Minnesota judge has approved a deal that will divide the estate evenly between two legal entities, one of which is controlled by Prince’s half siblings

 

  • Read the full story here: 

 

Country singer, Naomi Judd left her daughters out her will. 

  • Naomi Judd, of the Grammy-winning duo, the Judds, died at 76 of suicide. 

 

  • The Judds were soon to be inducted into the Country Music Hall of Fame at the time of her death. 

 

  • The country music singer named her husband as executor of the estate with full authority and discretion to do as he sees fit with the estate. 

 

 

The Estate of Michael Jackson has made $2 B in 13 years since his death

  • As reported by the Sun, Michael Jackson’s estate has made 2 billion dollars in the years since his death, despite being homeless in some of his final months. 

 

  • What is the reason for the turn around? Recall that at the time of Michael Jacksons death, Neverland was facing foreclosure. As per estate lawyer Jeryll S. Cohen: “The Executors have been able to create exceptional and unique opportunities that did not exist at the time of Michael Jackson’s death to generate substantial revenue…”

 

Consult the Law Office of David Knecht

The mishaps and successes of the rich and famous highlight the need for proper estate planning when many assets are involved, but estate planning is also important for the average person who wants to make sure that their loved ones know their wishes and properly divide what they leave behind. If you are interested in getting started on an estate plan, or if you need help updating an existing plan, please contact the Law Office of David Knecht at 707-451-4502. We have extensive experience in estate planning and can help you make decisions that are right for your loved ones and you. 

Filed Under: California Estate Plan
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