Does your California divorce attorney knows estate planning? How about your California estate planning attorney? Make sure they know family law, too

There is a great deal of overlap between estate planning and family law.  So much so that, if you’re seeking a lawyer in either area, you should make sure you have one with experience in the other area of law.

Take your divorce lawyer.  Why would knowledge of estate planning be important?  Well, for starters, your divorce is going to end at some point.  And because divorces often take much longer than we’d like, we are often exhausted after they’re done, and have no desire to do any other kind of planning or work on the whole divorce issue.  But once the divorce is done, this is when the really critical aspects of your financial life and future come into play.  You need to change your beneficiaries on your retirements and life insurance.  You need to change and update your will and estate plan, your powers of attorney, and the guardians for your children.  A divorce lawyer without estate planning experience is not necessarily going to make sure you’re properly advised on these issues.

Conversely, let’s look at your estate planning attorney.  First, in blended families (where one or both spouses have children from a prior relationship), there are specific estate planning issues that overlap with family law.  In addition, it’s important to know whether either of the spouses has separate property.  Separate property is property that either spouse owned prior to the marriage.  If either has separate property, then putting the property into the trust without a separate property agreement transforms the property into community property….and this could make the owner spouse quite upset should the couple eventually decide to divorce.

These are just a few of the small issues that overlap, and there are many more.  So many that it would be detrimental to you and your family – not to mention your financial future – to consult with an attorney who lacks knowledge and experience in one of these areas.

 

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Divorce hearing coming up? Tips to make it more successful and less nerve-wracking

A divorce hearing, especially your first one, can be cause for panic and extreme nerves.  After being a part of hundreds of them, I’ve learned a few tricks to help you get through it more smoothly:

1. Get there early to allow yourself to get lost (and find it), park, get the layout of the place, and to have time to get settled and take a deep breath.
2. Read the signs posted in and around the courtroom, as these will give you a lot of information about what is going to happen and the specific court’s procedures. Determine which notes apply to you and act accordingly.
3. Take a deep breath and try to relax. You may be waiting a long time.
4. You will probably have the check in and let the court know you are present. Often you check in and give your name (and sometimes case number) to the bailiff or the courtroom clerk.  Signs should make this clear.
5. Most counties have a rule regarding a “meet and confer” prior to being heard by the judge. This is a requirement that you at least try to talk to your opponent to work out your differences before the judge will hear your dispute. DO NOT avoid this if it is a county rule in your county, as it will anger the judge that you ignored the rule – and do it even if there is no rule. Making the judge mad is a big no-no in my book.
6. When your case is called, announce your name and approach the tables in front of the judge. You’ll get an opportunity to present your side of the argument, and it’s helpful if you have notes responding to what your opponent is going to say. You know what your opponent is going to say because you read his or her paperwork and also talked to him or her immediately prior to the hearing.
7. Don’t make the judge mad. If he or she cautions you because you have done or said something inappropriate, be sure NOT to repeat your error. One thing that makes most judges mad: interrupting. If you have something to say, find the right time to say it rather than interrupting your opponent or the judge.
8. Once the judge has heard enough, she or he will say so and announce the order. THIS IS WHAT YOU CAME FOR! Take detailed notes because you will need to create a written order from the judge’s words.
9. Before you leave, ask the court for the “Minute Order,” which is the court’s informal notes of the results of the hearing. You can use this to prepare the order. Also, find out which party is preparing the order. Whoever brought the motion generally does this.
10. Thank the judge as you leave, whether you won or lost. Judges work hard and deserve your thanks for taking their time to help you. You may not like their decision, but thank them anyway.

Make sure your California divorce attorney knows estate planning. And your California estate planning attorney? Make sure they know family law, too.

There is a great deal of overlap between estate planning and family law.  So much so that, if you’re seeking a lawyer in either area, you should make sure you have one with experience in the other area of law.

Take your divorce lawyer.  Why would knowledge of estate planning be important?  Well, for starters, your divorce is going to end at some point.  And because divorces often take much longer than we’d like, we are often exhausted after they’re done, and have no desire to do any other kind of planning or work on the whole divorce issue.  But once the divorce is done, this is when the really critical aspects of your financial life and future come into play.  You need to change your beneficiaries on your retirements and life insurance.  You need to change and update your will and estate plan, your powers of attorney, and the guardians for your children.  A divorce lawyer without estate planning experience is not necessarily going to make sure you’re properly advised on these issues.

Conversely, let’s look at your estate planning attorney.  First, in blended families (where one or both spouses have children from a prior relationship), there are specific estate planning issues that overlap with family law.  In addition, it’s important to know whether either of the spouses has separate property.  Separate property is property that either spouse owned prior to the marriage.  If either has separate property, then putting the property into the trust without a separate property agreement transforms the property into community property….and this could make the owner spouse quite upset should the couple eventually decide to divorce.

These are just a few of the small issues that overlap, and there are many more.  So many that it would be detrimental to you and your family – not to mention your financial future – to consult with an attorney who lacks knowledge and experience in one of these areas.

So, your spouse has hired a lawyer in your California divorce. What do you do? How to negotiate with OPC (opposing counsel)

One of the most terrifying things you can experience in a divorce is coming into court, expecting the hearing to be between you and your spouse, and finding out that your spouse has hired an attorney.  It can be scary.  Lawyers vary, too, in how they deal with unrepresented litigants.  I am always polite but firm.  I know one attorney who is outright nasty, from calling the other party names to threatening them to yelling at them.  You can’t always expect that an attorney is going to be civil…or even professional, unfortunately.

So, what do you do?  First, if you find yourself in the situation, and you want to or think you can hire an attorney, ask the judge at your hearing to continue (postpone) the hearing so you don’ t have to go forward and get steamrolled by the attorney.  Then get thee some legal advice and/or a lawyer, ASAP!  Generally judges will allow unrepresented parties a break if blindsided by an attorney at a hearing.

Second, if you get an attorney or other help or not, make sure you learn as much as you can about your case and the law.  The more you know, the better decisions you’ll make and quite possibly, the less you’ll pay for your attorney. Third, remember that the attorney is getting paid to do a job, and is also a person as well as an attorney.  If the attorney is rude or says things you don’t like, it’s not because they have it out for you.  They’re doing their job.  They also may be a fantastic attorney, or they may not be so knowledgeable or experienced.  They may be having a bad day.  They may hate their client.  You just don’t know what’s going on in their head, but if you treat them like you would treat your ex (react emotionally, take offense to everything, or reject everything they say simply because they’re saying it), it’s not going to be productive.

Fourth, remember to keep your eye on the ball (and the bill!).  Don’t spend $1,000 on attorney fees over a $500 stereo.  If the other attorney has a reasonable proposal, don’t refuse to agree to it out of mistrust. I’ve had many clients insist that I draft settlement documents because they didn’t trust the other side.  In certain cases, this is appropriate since the other side might be sneaky. But in many cases, this just isn’t true and by having your own attorney prepare documents, you’re just upping the bill for yourself.

Finally, try to keep it together.  If you tend to be overly emotional, see a therapist.  Lawyers won’t help with this at all – they’re not trained for it and they’re much, much more expensive than a therapist.  As soon as you can and as much as you can, try to view the divorce as a business relationship breaking apart.  This is the way the court sees it, so the sooner you get on board, the better.  This may see impossible, but it can and should be done as it will be better for everyone.

Want more help? Use the link to the right to schedule an appointment online.

Getting divorced? How as-needed attorney services can help get you through the process & not break the bank

Thinking about getting a divorce?  Already have one in process – with or without an attorney – and feeling lost?  Not sure where to turn, but are afraid to consult with an attorney and face thousands of dollars in fees?

These were the situations that I saw every day practicing family law litigation for several years.  So many divorcing parties needed help but couldn’t afford full representation.  Most were already quite savvy when it came to the divorce process, but there are some questions that you just really need an attorney’s help and expertise.  But there was no resource for those litigants who wanted help with one specific issue (and not anything else) or one hearing or one declaration.  The free services at the courthouse did the best they could, but were often crowded or couldn’t help with a specific legal issue.  Most traditional attorneys would only take the whole case.  Some litigants tried to do their own online research, but still had trouble finding the specific advice needed…plus that can get really overwhelming really fast.

We decided to start offering clients as-needed services for their divorce cases, so we can help with smaller issues that come up and not take on the entire case. In formal, legal terms, this is called “unbundled services.” Since most non-lawyers don’t know that term, we use the phrase “as needed” services.

This is where we come in.  Our expertise is best used in these situations:

1. You’re thinking about a divorce but have no idea how to proceed or how the process works or what to expect or what the law provides in your situation.  You can get all the advice you can hear from your neighbor, sister and cousin who got divorced, but they are not going to be able to give you specific legal advice.
2. Your divorce is going fine, but you and your spouse are stuck on one issue.  Either you have a sticky area of your divorce that’s holding up settlement (custody, support, property division, etc.), a procedural stumbling block you can’t overcome (how do you move your case forward when the other side is stalling?), or you are having trouble completing documents (what are disclosures?  How do you file your Judgment paperwork?).
3. You have a lawyer but can’t ever get in touch with him/her or feel that s/he is not giving you the attention you want or need.  Or, you think you can do something, and your attorney has said no, and you think that’s wrong.  Most clients don’t want to fire their attorney for fear of having to start over with someone else and pay a lot of money up front.  This is where a Family Law Coach can help to give you a second opinion on how to proceed, at a fraction of the cost of hiring a new lawyer.

Most traditional attorney consultations start blind, that is, the attorney has no idea what your story is.  We work a little differently, taking as much information as we can in advance of your appointments so that we can spend as much time as possible not gathering the basic information, but rather answering your specific questions and giving you specific advice.  There is no pressure because I have no vested interest in “making the sale” and having you hire me for your case.  With unbundled services, we can work on a flat fee basis in some instances as well as work on a short-term hourly basis.  High on specific, experienced, attorney advice, low on cost.

How to prepare for your California divorce: Critical first steps

Is there anyone out there anymore who doesn’t know someone who is getting divorced or thinking about it?

The first question on anyone’s mind is what will happen? The most common concerns are about money – rent, bills and health insurance – as well as children. Where will they live? How will we share custody? What are my rights?

Basically, you want to know: what do I need to know NOW so that the process is easier, smoother, and I don’t get in trouble?

Sadly, it can seem nearly impossible to find out this information. If you go to see a lawyer, he or she will spend most of the time trying to convince you to pay out thousands of dollars in a retainer. Trying to find relevant, informative, accurate and current information on the internet is like trying to sort sand on the beach.

So, what can you do? One solution is to consult with an attorney, but say up front that you only want information and do not intend to retain. That can work sometimes, but not all lawyers are equal, and the information you get can be of varied usefulness. You can research on your own – for example, Nolo Press has some GREAT resources. Be sure you stick with state-specific information, however, since state divorce laws vary widely. You can check out my FREE 7-day divorce series on how to save money when getting divorced. Or, you can try family law coaching, which is what I do.

Here are some tips to get you started:

1. Scan or copy your important documents, like tax returns, bank and credit accounts, retirement and 401K statements, mortgage statements, house and car title deeds, etc.
2. Change your powers of attorney before you file. You may also consider severing your joint tenancy.
3. Get all the most sentimental items out of your house, particularly if they are breakable and/or you have a spouse prone to angry outbursts.
4. Courts like to continue the status quo, so if you plan to make a change (go back to school, change your children’s school, start medical treatment, get braces for your children), then start that before you file for divorce.
5. Talk to a lawyer so you know your rights in your specific situation.
6. Consider getting a post office box.
7. Understand what the date of separation means so you don’t hurt yourself by filing too early or too late.
8. Prepare mentally. Deciding on getting the divorce is not the hard part. It’s only the beginning. Consider going to therapy, even if you think you don’t need it. If insurance covers it, it couldn’t hurt.

Your California divorce: My ex is crazy! How do I get the judge to see this?! Why doesn’t the court understand?!

So frequently I have someone come to me and tell me that their ex is crazy and they just can’t get the judge to see it and understand. They give me dozens of examples of what he or she has done, telling me that it’s just not fair that the judge doesn’t see it. In these cases, there’s generally a couple things going on that we have to keep in mind.

Before we start, however, keep in mind what the court experience is from the judge’s perspective. The judge:

1. doesn’t know who is telling the truth. This may surprise you, but many people lie to the court, and we know it! We just can’t always tell who is the truthful one without evidence;
2. (2) doesn’t know you. If you’re the most truth-telling truth teller in the world, the judge doesn’t know that – yep, you guessed it, without evidence;and
3. (3) is trying to make the most reasonable decision possible given the circumstances and request(s) before the court, which means giving equal weight to what each person says (both truth-telling you and your lying liar ex) because that’s all they can do in a short hearing where they don’t know who is telling the truth and doesn’t have any outside information (filed documents are usually much like the spoken argument in court) about who you each are.

What this means is that you have to be careful when you’re trying to show any kind of instability or “craziness” in divorce court. You can do it, but there’s a bit of an art to it, and it’s easy to mess up and

First, the reality is that if your ex is crazy, then there’s a pretty high likelihood that the crazy behaviors spill over to you as well. Of course, your excuse is going to be that s/he makes me act crazy! And this may be the case, but from where the judge is sitting, it doesn’t matter. If you both are acting crazy, then the judge is not going to see a difference in the craziness.

Second, you have to learn how to back up your claims. If you say your ex is crazy and then give examples of the craziness that do not include hard, verifiable facts, then the judge won’t believe you. For example, if you say you showed up at the appointed time to pick up little Joey, and your ex wasn’t there, then your ex is going to be given the opportunity to respond. Your ex may say you were six hours late, didn’t show up at the right place, or showed up on a motorcycle and wanted to take little five year-old Joey away on it. You need substantiation. If your exchange spot is McDonald’s, go in and buy something and keep the time-stamped receipt. Take a picture of yourself in your car – time and date stamped – showing you were at your ex’s house at the appointed time. If you were ordered to contact a mediator or therapist or other professional and your ex won’t cooperate, then get an email showing YOUR contact and acknowledgement that your ex has failed to communicate. You have to give the judge something to go on.

Finally, you have to learn how to talk in court. Keep your emotions down. Stick to the facts. Do not engage in conversation with your ex – talk to the judge. Be respectful at all times, no matter what. If the judge is not hearing you, ask to be heard on an issue. Say thank you at the end, even if you’ve lost.

You have to gain credibility and use it, which can take time. You also have to distance yourself from the craziness so that you don’t get pulled into it.

How to file for divorce in California

In general, filing a family law case is fairly simple (legally-speaking. Emotionally? A totally different story). For a divorce or paternity case, the process is about the same. You need to file a Summons (different for each case), which basically just identifies you and your opponent and states that you are suing your opponent. With the Summons, you have to file a Petition (again, different for divorce and paternity), which is the ‘meat’ of the filing. The Petition specifies what’s going on and what you want, and defines the universe of options for your case.

For example, as I mentioned in an earlier post, if you want to be able to get spousal support at any time during your case, you MUST mark that box in your Petition. If you don’t, then it comes off the table completely. You need to file your Petition correctly, and there can be tricky elements, but for the most part it is fairly simple.

Finally, if you have children, you need to file the Declaration Under Uniform Child Custody Jurisdiction and Enforcement Act (UCCJEA). This form sounds scarier than it is, as it’s simply where your child has lived for the last five years.

Of course, if you are asking for any orders, such as a custody or visitation order, child or spousal support, or anything else, you have to file other forms. But merely filing your case involves just these three forms: Summons, Petition, and UCCJEA.

Forms in California divorce: Navigating the document overload

Forms, forms, forms. The life of a family law litigant is filled with forms. The first thing you will file is your Summons and Petition, then every time you want something, you will have to file another form (or two or three). Completing your case involves even more forms.

The bad news? The forms are complicated, confusing, and far from user-friendly. One example is just the title. The title of the form, the name of it, is located at the bottom of it, which is probably the last place you’d look for a title.

More bad news? You MUST fill out your forms properly to (1) convey what you want, (2) get what you want, (3) have your documents accepted by the court (and not kicked back unfiled), and (4) complete your case properly.

The worst bad news? Filling out a form can be devastating to your case. For example, if you fail to make the box for “spousal support” on the Petition for divorce when you first file, then you can never ask for it. Ever. (OK so there are ways to amend your Petition, but this is not easy or common, and is far from guaranteed). So if you file and do not ask for spousal support, then your ex, three years later when you’re still fighting, wins the lottery just as you lose your job, you’re out of luck.

Redeeming news? There’s help out there, all over the place. You can even fill out the forms online here: CA Judicial Council Forms. Just be careful.

Ready to make an appointment & get specific information for you & your case? Click here to access our appointment scheduling calendar.

Emotions in California divorce: Why managing them is critical

It is said that death, divorce, and moving are the three top stressors we can have in our life. There is no question that experiencing a family law case is stressful, difficult, and certainly emotional, sometimes extremely.

Many family law clients get a little confused at least once during their case – understandably so – and start to believe that their lawyer is also their therapist and general counsel on all things. While it is absolutely possible, and perhaps desirable, to get close to your family law counsel, you still have to draw the line.

Attorneys are not trained to counsel you on emotional issues. In fact, I counseled most of my clients that we needed to put the emotions aside and treat the case as much like a business transaction as possible.

Attorneys are also much more expensive than therapists, sometimes by three or four times. It is in your best interest to talk to a professional – a professional counselor – to help you with the emotional aspects of your family law case. Not only will your wallet benefit, but you will be able to deal with your case in a better way – which can also lead to better decisions.

For more information, Click here to access our appointment scheduling calendar.