What is a Pet Trust? Estate Planning for Pets

When you think about estate planning, pets might not be the first family members that come to mind. But for many Californians, pets are beloved companions—almost like children. That’s where a pet trust comes in. A pet trust is a legal arrangement that lets you provide for your animal’s care after you pass away or become incapacitated.

Pet trusts are growing in popularity as people realize that simply naming a friend or relative in their will may not be enough to ensure their pet is loved and looked after. A pet trust can offer enforceable instructions and financial resources to make sure your dog, cat, parrot, or even horse gets the care you want them to have.

How a Pet Trust Works

A pet trust is similar to other types of trusts in that it holds and manages funds for a specific purpose, but it has some important legal differences because the beneficiary is an animal rather than a person. In general, a pet trust works in the following way:

  • You (the grantor) set up the trust and transfer money or property into it specifically for the benefit of your pet.

  • You name a trustee who is legally responsible for managing the trust’s assets and ensuring they are used according to your instructions.

  • You designate a caregiver—this can be the same person as the trustee or someone else—to provide daily care for your pet.

  • You include detailed instructions for how your pet should be cared for, including diet, medical needs, routines, and even burial or cremation preferences.

  • The trust ends when the last pet covered by it dies. Any remaining funds can go to a backup beneficiary or charity of your choice.

Why Pet Trusts Are on the Rise

More pet owners are making formal plans to protect their furry family members. According to The New York Times, some trusts have included plans for exotic pets, therapy animals, and even luxury pet lifestyles.

There’s also increasing awareness that informal arrangements—like asking a friend to take in your pet—can fall apart without legal backing. As ABA Journal explains, a pet trust can give you peace of mind that someone is legally obligated to follow your wishes.

In some cases, pet trusts can be quite large. The Wall Street Journal reports that some wealthy owners have left millions to their animals, but most pet trusts are modest and designed simply to cover vet bills, food, and care.

Legal Recognition of Pet Trusts in California

California law specifically recognizes pet trusts. Under California Probate Code § 15212, you can create a trust for the care of one or more designated domestic animals. The law ensures that:

  • The trust can last for the life of the pet(s).

  • The trustee has a legal duty to carry out the terms of the trust.

  • If no trustee is named or able to serve, the court can appoint one.

  • If excess funds remain after the pet’s death, they will go to a designated remainder beneficiary or be distributed as part of your estate.

Key Considerations When Creating a Pet Trust

When you set up a pet trust, it’s important to be specific and realistic. Keep these tips in mind:

  • Name people you trust. The trustee and caregiver should be people who love animals and are committed to carrying out your plan.

  • Include enough money. Estimate the actual costs of care, including food, grooming, boarding, and vet visits.

  • Be detailed. Include your pet’s favorite food, toys, medications, and even sleeping arrangements.

  • Plan for contingencies. What happens if your first-choice caregiver can’t serve? Name backups.

  • Avoid overfunding. Courts can reduce excessive pet trust amounts. Keep it reasonable for your pet’s needs.

Is a Pet Trust Right for You?

If your pet is family, then a pet trust might be the right way to ensure they’re loved and protected after you’re gone. Whether you’re planning for a long-lived companion like a parrot or just want peace of mind about your dog or cat, a pet trust can offer clear, legally binding care instructions.

As CBC Radio noted, inheritance planning for pets is more complex than most people think—but a thoughtful plan today could spare your loved ones and your pet from heartache later.

If you’re ready to set up a pet trust or have questions about your estate plan, contact the Law Offices of David Knecht at (707) 451-4502. We’re here to help you protect every member of your family—even the four-legged ones.

New Year, New Start: What to Know Before Filing for Divorce in California

The New Year is a natural time to reflect on priorities, well-being, and future goals. For some people, that includes deciding whether it may be time to move forward with divorce. If you are considering filing for divorce in California, understanding the basics — and preparing ahead — can make the process smoother and less stressful.

Understanding how divorce works in California

• California is a no-fault divorce state.
• Most cases are filed based on “irreconcilable differences.”
• Either spouse may file, even if the other does not agree.
• A helpful overview is available on the California Courts Divorce & Separation Self-Help page.

The six-month waiting period

• California has a six-month minimum waiting period before a divorce can be finalized.
• The clock starts when the divorce papers are served (not filed).
• Even if spouses agree on everything, the waiting period still applies.

Community property and finances

• California generally treats earnings and assets acquired during marriage as community property.
• Some assets may be considered separate, depending on timing and source.

Getting your financial records ready

Before filing, it helps to gather key financial documents, which will be required later during financial disclosures, including:
• Tax returns
• Bank and investment statements
• Retirement account records
• Mortgage and loan statements

Planning for short-term logistics

Think about what the first few months after filing may look like, including:
• Living arrangements
• Household expenses
• Access to accounts and bills
• Courts may issue temporary support or expense-sharing orders if appropriate.

If you have children:

• Begin considering a parenting plan that supports your child’s routine, school schedule, and stability.
• California law focuses on the child’s best interests and encourages shared involvement where appropriate.
• General guidance on parenting plans and custody is provided in the California Courts Child Custody & Parenting Time resource.

Timing and practical considerations

Before filing, some people choose to evaluate:
• Upcoming job or income changes
• Health insurance transitions
• Tax-year implications

Common early mistakes to avoid

• Filing without understanding your financial situation
• Moving or hiding money before filing
• Making major parenting changes suddenly
• Posting about the divorce on social media

Contact an experienced divorce attorney

If you are wondering what to know before filing for divorce in California, The Law Office of David Knecht is here to help. We can discuss your options and evaluate how to protect your interests as you begin this next chapter. Reach out to schedule a consultation and speak with an experienced California divorce attorney serving Solano, Napa, and Yolo Counties. Call today at (707) 451-4502.

5 Common Mistakes to Avoid When Creating a Living Trust

Gene Hackman, the legendary actor, took a smart step by creating a revocable living trust in 1995 and amending it in 2005. But even with a well-prepared estate plan, his experience shows how easy it is to overlook a critical detail: naming enough successor trustees. His first two choices — his wife and his attorney — had both passed away before him, leaving only the third-named trustee to administer the trust. Coverage of Hackman’s estate planning error and a legal analysis discussing how a survivorship clause and trustee-succession provisions affected administration outcomes in Hackman’s estate highlight how even thoughtful planning can produce unintended complications if key provisions are not reviewed and updated over time. This article will discuss the mistake he made as well as other common mistakes to avoid when creating a living trust.

1. Failing to fund the trust

A living trust is only effective if your assets are transferred into it. Real estate, bank accounts, investments, and business interests must be re-titled in the name of the trust. Any property left out of the trust may still have to go through probate—defeating a main benefit of having the trust. As you acquire new assets, be sure to update the trust accordingly. LegalZoom highlights failure to fund the trust as one of the most common and costly mistakes in estate planning.

Do you have to sell real estate to put it into a trust?
No, you don’t need to sell your home or other real estate to transfer it into a trust. Instead, you change the title of the property from your name to your name as trustee of the trust. This is done by signing and recording a new deed (usually a grant deed or quitclaim deed). The deed must be notarized and filed with the county recorder where the property is located. You still own the property—it’s just held in your capacity as trustee.

In California, this transfer does not trigger a property tax reassessment thanks to Proposition 13 and Revenue and Taxation Code § 62(d). In Solano County, you can find more information or record your deed through the Assessor/Recorder’s Office.

2. Not naming enough (or the right) successor trustees

The successor trustee manages the trust if you become incapacitated or after your death. In Hackman’s case, both his wife and attorney—his first and second choices—had passed away, creating a potential gap in trust administration. Always name multiple alternate trustees, and keep those choices updated. Consider naming a professional fiduciary or trust company if no personal option is a good fit.

3. Overlooking the need to update the trust

Life changes—your trust should too. Events like marriage, divorce, the birth of a child or grandchild, or the death of a beneficiary should prompt a review. Even if nothing changes in your family, laws can change, and your documents should keep up. Review your trust every 2–3 years or after any major life event.

4. Not coordinating the trust with other estate documents

A living trust should work in harmony with your will, powers of attorney, healthcare directives, and beneficiary designations. A pour-over will is still necessary to catch any assets not placed in the trust. Beneficiary designations on retirement accounts and life insurance policies should reflect your overall estate planning goals. Conflicts between documents can cause delays or even legal disputes.

5. Assuming a trust avoids all taxes or offers complete asset protection

A living trust helps avoid probate and allows you to manage assets during incapacity, but it does not protect your assets from creditors while you’re alive. It also won’t shield your estate from federal estate taxes if your estate exceeds the current exemption limit. If your estate is large or includes complex assets, you may need additional planning—like irrevocable trusts or charitable giving strategies—to achieve your tax and asset protection goals. Charles Schwab explains common misconceptions about the limitations of living trusts.

Why details matter more than you think

Gene Hackman’s estate plan was generally solid—but his situation shows how easy it is to miss an important detail, like updating trustee appointments. A living trust can save your loved ones time, money, and stress—but only if it’s done right. Avoiding these five common mistakes can help ensure that your plan does what it was designed to do. If you’re thinking about creating or reviewing a living trust, the Law Offices of David Knecht can help. We have extensive experience in estate planning.  Call us today at (707) 451-4502 to schedule a consultation and protect your legacy.

Is There A California Estate Tax?

Many Californians ask: Is there a California estate tax? The short answer is no. California does not impose a state-level estate or inheritance tax. Most residents—regardless of how much they own—will never pay estate tax to the state of California. However, that doesn’t mean estate planning isn’t important. In fact, taxes are just one part of the bigger picture.

California has no estate or inheritance tax

  • The California State Controller’s Office confirms that for deaths on or after January 1, 2005, there is no California estate tax return required.

  • There is also no inheritance tax in California, which means heirs do not owe state taxes on what they receive from an estate.

Federal estate tax still applies—but only to the ultra-wealthy

  • As of 2024, the federal estate tax exemption is $13.61 million per person, or $27.22 million per married couple—meaning that only the largest estates are taxed.  Note: The federal exemption is scheduled to drop roughly in half on January 1, 2026 unless Congress acts, which may affect higher-net-worth families.

  • For a broader look at planning strategies—including trusts, gifting, and preparing for future changes in tax law—City National Bank offers a helpful overview.

Solano County: What Local Families Should Know

Families in Fairfield, Vacaville, and other Solano County cities may not face estate taxes, but they still have to deal with local court procedures if no plan is in place.

  • The Solano County Superior Court Probate Division handles matters related to wills, trusts, conservatorships, and guardianships.

  • If your estate must go through probate, expect a public, formal court process that can take many months and involve court fees and statutory executor fees.

  • A revocable living trust is one of the most effective ways to avoid probate in Solano County.

  • The court also handles small estate affidavits and spousal property petitions, which may simplify things for smaller estates.

Why do estate planning if there’s no estate tax?

Even if your estate won’t owe federal or state estate tax, here’s why planning is still essential:

  • Avoiding probate: Probate is public, time-consuming, and often expensive. A trust can allow your assets to transfer privately and efficiently.

  • Naming guardians for minor children: A will ensures you—not a judge—choose who raises your children if something happens to you.

  • Control over distributions: You may want your beneficiaries to receive assets at certain ages, or with protections in place for special needs or addiction issues.

  • Medical and financial decisions: Estate planning includes powers of attorney and health care directives in case of incapacity—not just after death.

  • Preventing family conflict: Clear instructions and proper legal documents help avoid confusion and reduce the risk of disputes.

What other taxes might apply?

Even without estate tax, other taxes can still affect your estate or your beneficiaries:

  • Capital gains tax: Assets get a “step-up in basis” at death, but gifting assets before death can eliminate that benefit and result in higher taxes for the recipient.

  • Income tax on inherited retirement accounts: Beneficiaries of IRAs or 401(k)s now often must withdraw the funds within 10 years, creating taxable income.

  • Property taxes: Inheriting real estate in California may trigger reassessment unless certain exclusions apply (like the parent-child exemption).

  • Gift tax rules: Large gifts made during life may require IRS reporting and count against your lifetime exemption, even if no tax is due at the time.

Who needs estate planning?

Even though “no” is the answer to the question, “Is there a California Estate Tax,” there are still important reasons for estate planning. A plan is not just for the wealthy, and here are a few common situations where planning makes a big difference:

  • Young parents need to name guardians and ensure life insurance or other funds are managed wisely for their children.

  • Homeowners want to avoid probate delays and fees when passing their property on to loved ones.

  • Blended families often need to coordinate inheritances carefully to avoid conflict or accidental disinheritance.

  • Retirees may want to plan for incapacity, manage taxes on retirement funds, and protect surviving spouses.

  • Business owners need to prepare for succession or sale of the business in the event of death or disability.

Contact an Experienced Estate Planning Law Firm

While California has no estate tax—and federal estate tax impacts only a small percentage of families—estate planning is still crucial. A well-crafted plan protects your loved ones, avoids probate, reduces taxes, and ensures your intentions are carried out smoothly. For clients in Vacaville, Fairfield, and throughout Solano County, the Law Offices of David Knecht offer experienced guidance and peace of mind. Contact us at (707) 451-4502.

What does a Trust Administration Attorney Do in California?

If you’ve been named a trustee in California, you may be wondering what your responsibilities are—and whether you need help managing them. Trust administration can be a complex process, especially when there are legal, tax, or family issues involved. That’s where a trust administration attorney comes in.

This article explains what a trust administration attorney does, why their role matters, and how the Law Offices of David Knecht can guide you through the process with confidence and care.

Understanding Trust Administration

When someone creates a revocable living trust, they typically serve as their own trustee during their lifetime. But when they pass away—or become incapacitated—a successor trustee takes over and the trust becomes irrevocable. At that point, trust administration begins.

This is the legal and financial process of carrying out the terms of the trust, including managing and distributing trust assets. In California, trust administration must comply with specific requirements under the Probate Code, even though it usually avoids probate court.

If you’re looking to change a trust during someone’s lifetime, that falls under trust modification, not administration.

What Does a Trust Administration Attorney Help With?
A trust administration attorney helps trustees follow the law, fulfill their fiduciary duties, and avoid costly mistakes. Here are some of the ways they assist:

  • Explaining the trustee’s legal responsibilities
    Trustees are fiduciaries, which means they must act in the best interest of the beneficiaries. A lawyer helps explain what this means in practical terms.

  • Preparing and sending legal notices
    California law requires trustees to notify beneficiaries and heirs when a trust becomes irrevocable (Probate Code § 16061.7). An attorney can draft and send these notices properly and on time.

  • Reviewing and interpreting the trust document
    Trusts can be complicated. A trust administration lawyer helps interpret unclear language and resolves questions about how assets should be distributed.

  • Handling creditor claims and debts
    Before distributing assets, the trustee must deal with debts, taxes, and any valid claims against the estate. A lawyer can help evaluate and handle these claims lawfully.

  • Assisting with asset management and transfers
    The attorney helps identify trust assets, appraise property, manage real estate, and prepare documents needed to transfer assets to beneficiaries.

  • Preparing trust accountings
    Trustees are often required to provide beneficiaries with an accounting. A lawyer can help prepare or review these accountings for accuracy and legal compliance.

  • Managing disputes or litigation
    If beneficiaries disagree or legal challenges arise, a trust attorney can represent the trustee and help resolve the conflict—sometimes avoiding full litigation.

Trust Directors and California’s Uniform Directed Trust Act
Under California’s Uniform Directed Trust Act (Probate Code §§ 16600–16632), which became effective in 2022, a trust can formally appoint an advisor as a trust director. This person—such as a lawyer, CPA, or investment advisor—can be granted authority over specific aspects of the trust, like managing assets or approving distributions.

Trustees who act on the directions of a trust director are generally not liable for those decisions, which can reduce personal risk and allow more tailored, expert-driven trust administration.

For more on how trust documents can delegate control to advisors, see this article by Dennis Fordham on Lake County News.

Do You Always Need a Trust Attorney?
Not necessarily—but in most cases, yes. Even if the trust appears simple, the legal and tax obligations can be complex. A trust administration attorney is especially helpful when:

  • The trust holds significant or complex assets (like real estate or business interests)

  • There are multiple or contentious beneficiaries

  • The trust language is unclear or outdated

  • You’re concerned about liability or accusations of wrongdoing

  • There are unpaid debts, tax issues, or creditor claims

  • A co-trustee or former trustee is involved

Even experienced professionals seek legal help when serving as trustee—because the consequences of a mistake can be serious.

Trustee Mistakes Can Be Costly
Failing to follow trust terms, mismanaging assets, or distributing funds too early can lead to lawsuits or personal liability for the trustee. A trust attorney helps protect you by:

  • Keeping you compliant with California law

  • Making sure taxes and debts are properly handled

  • Helping you avoid missteps that could lead to delays, disputes, or court involvement

Think of it as insurance for one of the most important legal roles you may ever have.

How the Law Offices of David Knecht Can Help
At the Law Offices of David Knecht, we bring professionalism, clarity, and compassion to every trust administration case. Whether you’re serving as trustee for the first time or have questions about a trust you’re involved in, we’re here to help. Being a trustee is an honor—but it’s also a legal obligation. You don’t have to do it alone. A trust administration attorney can help you manage the process smoothly, protect your interests, and ensure the trustor’s wishes are honored. If you’ve been named trustee and need experiences guidance, contact the Law Offices of David Knecht today at (707) 451-4502 to schedule a consultation.


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Modern Prenup Trends: Why More California Couples Are Personalizing Their Financial Roadmap

Modern prenup trends show that couples increasingly recognize marriage as both an emotional commitment and a financial partnership. This article examines how prenups serve as a financial roadmap, incorporating details from a recent CNN article that explains what prenups are and why a person might want one. In California, the conversation often begins with understanding that every married couple already has a prenup — it’s the California Family Code. The Family Code sets the default rules for income, property, debt, and division. A written prenup simply allows couples to create their own rules rather than relying on the statutory default.

Why More Couples Are Choosing Prenups

A recent survey found that one in five adults now signs a prenup before marriage. This increase reflects a shift toward open communication around major financial questions: Who pays the student loans? How will a home be financed? How should investments be structured? Couples are no longer solely focused on if something happens, but on how they want their marriage to function. Key motivations include:

  • Marrying later in life with established assets or debt

  • Entering blended families and wanting to protect children

  • Managing unequal earning capacity or anticipated career breaks

  • Preserving premarital businesses or intellectual property

  • Establishing clear expectations about spending, saving, and investing

A Prenup Is Not a Divorce Plan — It’s a Marriage Plan

A major theme emphasized by the San Francisco Bar Association is that a prenup is not a plan for divorce — it is a plan for marriage. California spouses already owe each other fiduciary duties and already operate within a legal “community” created by the Family Code. A prenup simply personalizes how income will be earned, how debt will be paid, or how financial decisions will be made within that framework.
This marriage-focused approach is becoming a hallmark of modern prenup trends. Couples are encouraged to discuss:

  • Whether one spouse may leave the workforce to raise children

  • How retirement savings will be divided or maintained

  • How a family home will be purchased or maintained

  • How each person’s financial narrative or history impacts expectations
    When couples articulate their intentions at the beginning, they often reduce uncertainty, minimize future conflict, and strengthen the trust needed for a long-lasting marriage.

What a California Prenup Typically Addresses

Because California is a community-property state, anything earned during the marriage presumptively belongs to both spouses. Without a prenup, the Family Code governs by default. With a prenup, couples can clarify:

  • Characterization of community vs. separate income

  • Responsibility for debt, including student loans

  • Ownership of a premarital or jointly purchased home

  • Expectations around savings, investments, and retirement accounts

  • Business ownership or future entrepreneurial efforts

  • Whether and how spousal support will be addressed (within lawful limits)

Requirements for an Enforceable California Prenup

California imposes several procedural safeguards to ensure fairness, including:

  • full financial disclosure

  • independent legal counsel or an express written waiver

  • at least seven days to review the final agreement

  • voluntary execution, free from pressure

  • conscionable terms, meaning not unreasonably one-sided

How Modern Prenup Trends Are Changing the Conversation

Couples today are increasingly comfortable discussing the economics of marriage. Modern prenup trends show that people:

  • Want transparency rather than guesswork

  • Are more financially literate and proactive

  • Recognize the importance of joint expectations around money

  • Understand that equal protection can benefit both the more-resourced and less-resourced spouse

  • See prenups as a collaborative tool rather than a confrontation

Working With an Experienced Family Law Attorney

A prenup lets couples personalize California’s default rules and set clear financial expectations. It isn’t a sign of mistrust—it’s a tool for clarity, communication, and intentional planning. With modern prenup trends on the rise, a well-crafted agreement can support transparency and partnership. The Law Offices of David Knecht can help you create a prenup that reflects your goals and complies with California law. Contact us today at (707) 451-4502. Proudly serving clients in Vacaville, Fairfield, and the surrounding Northern California communities.

 
 
 
 
 

How to Handle Divorce During Thanksgiving

Thanksgiving can be a joyful celebration for many families—but if you’re recently separated or in the middle of a divorce, it can feel like one of the hardest days of the year. Learning how to handle divorce during Thanksgiving can help you balance emotions, co-parenting responsibilities, and personal healing. With the right planning and mindset, you can make this holiday meaningful again, even as you redefine what “family time” looks like.

Why Thanksgiving Feels Different After Divorce

Divorce changes not just your relationship status, but your traditions. Many people describe the first Thanksgiving apart as a reminder of what’s missing—an empty seat at the table, new routines for the kids, or awkward gatherings with extended family. On Reddit, one father described the loneliness of celebrating apart from his child for the first time. It’s completely normal to feel a mix of sadness and relief. The key is to give yourself grace and keep expectations realistic.

Try these steps:

  • Accept that this year will look and feel different.

  • Focus on what you can control—your schedule, attitude, and communication.

  • Plan ahead to minimize stress and last-minute conflict.

Co-Parenting and Holiday Planning

Co-parenting during Thanksgiving can be complicated, but structure helps. Today.com recommends setting holiday expectations weeks in advance to prevent tension. Start by confirming where the children will be, what time transitions happen, and how travel is handled.

A few tips:

  • Create a written plan or exchange texts confirming details.

  • If your kids are with your co-parent this year, celebrate on a different day or plan a video call.

  • Keep your children’s comfort at the center of every decision.

Creating New Traditions for How to Handle Divorce During Thanksgiving

Thanksgiving doesn’t have to feel like a loss. It can be an opportunity for new beginnings. DivorceSupportHelp.com suggests focusing on presence and gratitude instead of replicating old routines. Try:

  • Hosting a small “Friendsgiving.”

  • Volunteering in your community.

  • Traveling somewhere new for the weekend.

  • Starting a new ritual with your kids, like writing what you’re thankful for each year.

  • Create a new version of the holiday: The Mother Chapter reminds readers to “give yourself permission to feel sad, but also to build something new.” The goal isn’t to replace the past—it’s to create a version of the holiday that fits your new life.

Protecting Your Emotional and Legal Peace

The holidays can bring out stress and short tempers, but how you manage communication matters. AHealthyDivorce.com recommends keeping conversations with your co-parent respectful and focused on logistics—not emotions.

To protect both your peace and your case:

  • Document all holiday arrangements.

  • Avoid using the holiday to negotiate unresolved legal issues.

  • Communicate through text or email if emotions run high.

Finding Gratitude in Change

The most powerful way to approach this holiday is to see it as a turning point, not an ending. AHealthyDivorce.com and DivorceSupportHelp.com both emphasize self-care: find peace in reflection, gratitude in what remains, and hope in what’s next.

Even if you’re unsure how to handle divorce during Thanksgiving, remember that healing takes time—and you’re building traditions that reflect your new life and values.

At the Law Offices of David Knecht, we understand that divorce affects more than just the courtroom—it touches your family, your routines, and your sense of stability. Whether you need help creating a parenting plan, modifying orders, or finding peace through the process, we’re here to help. Call us at (707) 451-4502 for compassionate, experienced guidance this holiday season.

Estate Planning: What Happens with Unknown Heirs?

Tech billionaire Pavel Durov, founder of the messaging app Telegram, recently made headlines — not for his innovations, but for his estate plan. According to reports, Durov intends to leave his entire fortune to 100 plus children, most of whom he may never even meet. This article will address estate planning and what happens with unknown heirs.

  • In his early years, Durov donated sperm to a fertility clinic.

  • Over 100 children are believed to have been born from those donations.

  • He also has six children with romantic partners.

  • Durov’s plan is to treat all of his biological children equally — whether or not he knows them personally.

  • Some of the children may not even be born yet, as the clinic retains stored sperm.

While Durov’s plan may sound extreme, it raises an important and increasingly relevant legal question: What happens in California when someone has children they don’t know about — and those children aren’t mentioned in their will or trust?

A recent case, Estate of Williams, offers insight into how California courts handle these situations.

The Williams Case: When a Child Is Left Out

In Estate of Williams, Benjamin C. Williams fathered seven children — five born outside his marriage and two within it. In 1999, he created a trust naming only the two children from his marriage as beneficiaries. One excluded child, Carla Montgomery, later discovered her half-siblings and petitioned for a share of the trust as an “omitted child.”

Montgomery argued that her father left her out because he didn’t know she existed when the trust was created. The Court of Appeal disagreed. It found that:

  • Montgomery failed to prove that her father omitted her solely because he was unaware of her birth.

  • Williams had also excluded four other children he did know about.

  • That pattern showed an intent to benefit only the two children of his marriage.

Under Probate Code § 21622, a pre-existing child must prove both that the parent was unaware of the child’s birth and that the omission occurred solely for that reason. Because Williams excluded multiple known children, the court inferred a deliberate choice — not an accident or oversight.

California Law on Omitted Children

California law allows a child to inherit from a parent’s estate if the child was unintentionally omitted — but the rules are narrow. The key statutes are found in California Probate Code §§ 21620–21623.

Here’s what those laws provide:

  • A child born before the execution of a will or trust is presumed to be intentionally omitted unless the child can prove otherwise.

  • To claim a share, the child must show that the omission occurred solely because the parent was unaware of the child’s birth.

  • Children born after the estate plan may have a stronger argument, particularly if the parent failed to update their documents after learning of the child’s existence.

  • A disinheritance clause — stating that any unnamed children are intentionally excluded — strengthens the case for exclusion, but courts also consider the overall pattern of inclusion and omission.

Why This Matters in a Changing World

Cases like Estate of Williams and stories like Durov’s show how estate planning is evolving alongside reproductive technology and modern family structures.

If there’s any possibility that you:

  • have children from past relationships or prior donations,

  • may have biological children you don’t have a relationship with,

  • or have stored genetic material that could be used in the future,

then it’s crucial that your estate plan addresses these realities.

Some key tips:

  • Be specific. Define “children” in your documents — are you including only legally recognized children, or all biological offspring?

  • Use disinheritance clauses thoughtfully. If there are people you intend to exclude, say so clearly.

  • Consider using a trust. Trusts offer more flexibility and precision than wills.

  • Update your plan as life changes. New relationships, births, or discoveries about past paternity should prompt a review.

  • Work with an attorney. Boilerplate estate plans may not anticipate the complexities of your family situation.

Planning for the Unexpected

Estate of Williams underscores the risks of unclear estate planning, while Pavel Durov’s plan illustrates the benefits of clarity and intent. Proper estate planning can set the course you want for what happens when you have unknown heirs. Whether your situation resembles Williams’s or Durov’s — or something in between — an experienced estate planning attorney can help ensure your legacy is protected and your wishes are honored.

To start creating or updating your estate plan, contact the Law Offices of David Knecht today at (707) 451-4502.

How Artificial Intelligence Can Reduce Attorney Fees in Divorce

Divorce is often emotionally exhausting and financially stressful, and many clients look for ways to make the process more manageable while keeping costs under control. One way to ease the burden is by using modern tools like ChatGPT to handle some of the groundwork. Understanding how artificial intelligence can help reduce attorney fees in a divorce means recognizing both its benefits and its limitations. When used wisely, AI can empower clients to take a more active role, saving time and money while avoiding common pitfalls. While you still need qualified legal guidance, strategic use of AI tools can make your attorney’s work more efficient and your case more affordable.

Educate Yourself on the Basics of the Divorce Process

Before you pick up the phone with your attorney, you can use ChatGPT to explain the divorce process in California — what steps are involved, what forms are required, typical timelines, spousal support basics, and property division rules. Coming into your consultation already familiar with these basics means your attorney doesn’t have to spend as much time explaining them. Since most attorneys bill by the hour, this preparation can directly translate into cost savings.

Prepare Better Questions for Your Attorney

Every attorney call is more efficient when you’re prepared. Use ChatGPT to brainstorm questions such as:

  • What’s the difference between community and separate property in California?

  • What documents will I need to verify my spouse’s income?

  • What deadlines apply for disclosures or temporary orders?

Having a clear list of questions keeps your calls focused and avoids unnecessary emails or meetings — saving both time and money.

Assemble and Organize Disclosure Documents

In California divorce proceedings, both parties must exchange a Preliminary Declaration of Disclosure and later a Final Declaration of Disclosure (see Family Code §§ 2100–2114).

ChatGPT can help you stay organized by generating checklists for documents such as tax returns, pay stubs, retirement account statements, and property records. You can even ask it to draft a short summary for your attorney that explains what you have, what’s missing, and why. The more organized your materials are, the less time your attorney spends sorting through them — and the more efficient your case becomes.

Summarize Evidence and Create Charts

Divorce often involves detailed financial information. ChatGPT can help you summarize and format data — for example, creating tables that compare monthly incomes, list debts with interest rates, or outline major asset purchases. These summaries give your attorney a head start in understanding the financial picture, reducing time spent on data entry or calculations.

Use ChatGPT to Generate Questions for Your Attorney

Another effective way to use AI is to prepare for conversations with your attorney. ChatGPT can help you generate a list of questions that make your phone calls and emails more productive. Arriving with a focused list keeps communications concise, prevents unnecessary follow-ups, and ensures that each interaction moves your case forward. This small step can significantly reduce billed time and increase the value of every consultation.

For example, you can ask it:

  • “What questions should I ask my attorney about dividing community property?”

  • “What should I ask before requesting spousal support?”

  • “What information do I need before my next hearing?”

Cautions When Using AI Tools

While ChatGPT can be a helpful assistant, it has important limitations.

Don’t rely on AI for legal advice. ChatGPT can provide general information but cannot replace a licensed attorney. In one recent case, a California lawyer’s ChatGPT use is why courts want AI regulation for filing an appeal with fake citations created by ChatGPT.

Be cautious with case citations or legal research. AI tools sometimes “hallucinate” — fabricating or misquoting cases. A recent study found that leading AI legal research tools generated false citations about one-third of the time, and in Utah, a lawyer was sanctioned after filing briefs with non-existent cases.

Protect your privacy. Avoid pasting sensitive data — such as bank account numbers or Social Security numbers — into AI platforms. If you use AI for organization, make sure the tool complies with privacy and confidentiality standards. For more context on this topic, see this article about why you shouldn’t share confidential information with AI.

Final Thoughts

Used wisely, ChatGPT can be a powerful preparation tool. It can help you understand the process, ask smarter questions, organize disclosure documents, and summarize evidence — all of which make your attorney’s job faster and more cost-effective. But remember: it’s a supplement, not a substitute, for professional legal counsel. If you’re going through a divorce in California, the experienced team at the Law Offices of David Knecht can help ensure your preparation saves you both time and money while protecting your rights every step of the way. Contact us at (707) 451-4502.

10 Estate Planning Mistakes Celebrities Made —And How to Avoid Them

Even the most iconic names in entertainment have made avoidable estate planning mistakes. This article will summarize estate planning mistakes celebrities made. Their stories offer valuable lessons to help ensure your own plan works as intended.

1. Chadwick Boseman – No Will
Boseman passed away in 2020 without a will, which meant his widow had to file a probate case to manage his estate.
Lesson: Always create a will or living trust to prevent court intervention.


2. Aretha Franklin – Multiple Handwritten Wills
Several handwritten wills were discovered years after her death—including one found in a couch cushion—causing long legal disputes.
Lesson: Informal notes can lead to major confusion. Use legally drafted documents.


3. Prince – No Estate Plan
Prince died in 2016 without a will or trust, resulting in a six-year probate battle over his $156 million estate.
Lesson: Even if you’re private or hesitant, some plan is better than none.


4. James Gandolfini – Poor Tax Planning
The Sopranos star left a $70 million estate—almost 55% of which went to taxes due to insufficient tax planning and failure to use spousal deductions.
Lesson: Use marital trusts and tax strategies to preserve wealth for your family.


5. Whitney Houston – Outdated Will
Houston’s decades-old will allowed her daughter to receive her inheritance in lump sums at age 21, 25, and 30—terms that may not have matched her evolving wishes.
Lesson: Update your estate plan regularly as your circumstances and values change.


6. Heath Ledger – Didn’t Include His Daughter
Ledger’s will was signed before his daughter Matilda was born, and it left his entire estate to his parents and sisters—forcing legal workarounds to include his child.
Lesson: Review your plan after the birth of children or other major life changes.


7. Michael Jackson – Executor Disputes
Although Jackson had a trust, court proceedings were still needed to resolve disputes over executors, IRS audits, and debts.
Lesson: Be clear about who should manage your estate and ensure your documents are coordinated and thorough.


8. Amy Winehouse – No Updated Will
Winehouse died without a valid will, which meant her estate defaulted to her parents—excluding her ex-husband and any other intended recipients.
Lesson: Always update your estate plan after major life transitions like marriage or divorce.


9. Gene Hackman – Private Trust, But Still Potential Conflict
Hackman established a living trust and named his wife, Betsy Arakawa, as sole beneficiary of his will and successor trustee of the trust. The publicly-known documents do not list his three adult children as beneficiaries of the trust or will. Because the trust terms remain private and his wife died shortly before him (reportedly just days earlier), the estate’s disposition is now unclear. The children may pursue legal action or contest distribution depending on how the trust is interpreted. 
Lesson: Even with a trust in place, lack of clarity and absence of named heirs can lead to disputes and uncertainty.


10. Matthew Perry – Unfunded Bank Accounts
Although Perry created the “Alvy Singer Living Trust,” he left $1.5 million in bank accounts outside the trust—assets now likely subject to probate.
Lesson: A trust only works if you transfer (or “fund”) assets into it.


Final Thoughts

These stories of estate planning mistakes celebrities made underscore a key truth: estate planning only works when it’s comprehensive, current, and properly executed. At the Law Offices of David Knecht, we help California clients take all the right steps—from creating your trust to funding it, minimizing taxes, and avoiding family disputes. Call (707) 451‑4502 today for guidance from an experienced estate planning attorney who knows how to help you avoid costly celebrity-sized mistakes.