California Supreme Court: Can a Couple Living in the Same Home Be Considered "Living Separate and Apart"?

California Supreme Court: Can a Couple Living in the Same Home Be Considered “Living Separate and Apart”?


Couples who are separated and making their way toward divorce sometimes continue to live in the same home. It is not too hard to imagine reasons why this would happen. Finances are a key consideration.


Many couples struggle to make ends meet keeping just one household. A sudden need to maintain two (on the same amount of money) can be pretty daunting. Children are a second reason that separating couples often continue to live in the same home. Divorce is hard on children, and sometimes a more gradual approach to the physical separation of the parents can be in their best interest.


The problem with continuing to live in the same house after deciding to “separate” is that the separation date plays a huge role in the division of marital assets when a divorce actually occurs. Once a legally recognized separation takes place, the parties begin accumulating separate assets to which the other party has no legal right. This is true whether there is a legal separation granted by the court or whether the parties simply separate on their own.


Continuing to live in the same home confounds the question of whether the couple is separated. A recent case decided by the California Supreme Court answered this question, at least for the particular circumstances of that case. In Marriage of Davis, the Court concluded that the couple were not living separate and apart until the wife moved out of the house. Initially, both parties stated that they were living separate and apart even while still in the house together, but later the husband claimed the separation did not occur until his wife moved out.


Some may view the Court’s decision as establishing a bright line rule that continuing to live in the same house defeats the notion of living separate and apart. This is not the case. The Court determined that in this set of circumstances, the couple was not considered as living separate and apart while under the same roof. It left open the door for a subsequent determination that a couple could show that they “had established separate residences  . . . even though they continued to literally share one roof.”


If you are contemplating divorce, you will need advice early in the process, especially on the issue of living separate and apart. Judy L. Burger is an aggressive, knowledgeable lawyer who has extensive experience in high conflict divorces in California. Contact her today at (415) 293-8314 to discuss your case.

Why Is There a Mandatory Waiting Period to Get a Divorce in California?

Can I Recover Attorney Fees in My California Divorce?Many states have waiting periods for a divorce to become final after the process begins. In California, it is six months after the petitioner serves notice on the respondent. The petitioner is the person initiating the divorce, and the respondent is the spouse or domestic partner.


The primary purpose of the waiting period is to give the parties time to consider their course of action and to reconcile if that is possible. Secondarily, the time also allows for the parties to prepare for a hearing or settlement negotiation. There is substantial documentation necessary to effect a divorce, and it can take a lot of time for it to be assembled. Even after that is done, mediation or settlement discussions are common and can take a long time.


Other issues can also make the waiting period seem inconsequential. For example, when children are involved, other time-consuming activities can be required, especially if issues are being contested. At a minimum, the court will require custody mediation, which forces the parties to meet and consider child custody arrangements. If the issue is being contested by either or both parties, then motions asking the court to make decisions will also take time to resolve.


California has one of the shorter waiting periods. Some states have one-year periods, and others are contemplating even longer periods. The main argument against waiting periods at all, and especially long ones, is the possibility of domestic violence during that time.


Many divorcing couples do not have the means to maintain separate households during the pendency of a divorce. In addition, the very nature of divorce is that some level of acrimony exists between the parties. Consequently, many divorcing couples are living in an increasingly uncomfortable situation under the same roof awaiting the dissolution of their marriage. With children in the mix, it can only be worse. Therefore, the waiting period can be a serious problem in certain situations rather than acting as the savior of a marriage.


The attorneys at The Law Offices of Judy L. Burger have extensive experience in family law, including the dissolution of  marriages and domestic partnerships. Make the call today to learn how our attorneys can help you proceed through the divorce process while protecting your rights or those of loved ones: (415) 298-8314.

How Do California Courts Evaluate Requests to Move Out of the Area?

How Do California Courts Evaluate Requests to Move Out of the Area?Divorced parents often worry about whether they are allowed to move out of the area if they have custody of their children. Fortunately, the California Legislature has a consistent focus on the “best interests of the child,” which permeates all aspects of family law in our state.


Section 7501
of the California Family Code very clearly states that a custodial parent “has the right to change the residence of the child.” The only counterbalance to this, by law, is that a court may “restrain a removal that would prejudice the rights or welfare of the child.”


The right of the custodial parent was not always this clear. In 1996, the California Supreme Court considered whether a custodial parent had to prove that her relocation was “necessary” in order to move away from the area.


In that case, Burgess v. Burgess, the parents agreed at a mediation that the mother would have sole physical custody of the child and that they would share joint legal custody, both on a temporary basis. Their agreement specifically provided for visitation if the mother left the county.


At a hearing several months later, the mother revealed that she was planning to move to a city 40 miles away as the result of a job transfer. Later that year, the court entered an order approving the mother’s move and granting the father enhanced visitation rights.


The first appellate court reversed this order, finding that the mother had failed to show that her move was necessary, instead only showing that it was more convenient for her to move out of the area.


The mother appealed to the California Supreme Court, which ruled in her favor. The state’s high court found that the custodial parent, the mother, was not legally required to prove that her move was necessary. Rather, under the applicable law, Section 7501, she had a presumptive right to move her children. No showing had been made that the move was not in the best interests of the children. Rather, the move would benefit the time she was able to spend with them as their primary caretaker, and their father would still be able to visit with them regularly.


After the Burgess case, the California Legislature specifically added to the law on residence changes that its intention was to declare the ruling in Burgess “to be the public policy and law of this state.”


The attorneys at The Law Offices of Judy L. Burger have extensive experience in family law, including requests of the custodial parent to move out of the area. Make the call today to learn how our attorneys can help you protect the best interests of your child: (415) 298-8314.

Modification of Spousal Support

Modification of Spousal Support


One of the most difficult aspects of divorce is spousal or domestic partner support. When matters of the heart are involved, financial matters because even more hotly contested. Modification of support orders is no exception, as they involve the ability of the payer to pay and the need of the payee for financial support. If you are unfamiliar with spousal support in California, please see my prior blog here.


The threshold issue is whether the parties have agreed or a judge has ordered that spousal support may not be modified. If the parties agreed that it could not be changed, they will be bound by that agreement. Likewise, if a judge’s support order does not allow for change, no request to modify it will be granted.


If neither an agreement nor an order bar modification, the parties may agree to change the amount of spousal support themselves. If they do, before it is legally enforceable, they must ask a judge to approve it and enter it as an order of the court.


If the parties cannot agree, one of them may file a request with the court to modify the amount. The party making the request will have to show that there has been a change in circumstances that warrants a change in the amount paid. Following are the reasons in California that might support a change:

  • Reduced ability of the paying party’s ability to pay;
  • Reduced need of the party receiving the support;
  • The failure of the party receiving support to attempt to become self-supporting;
  • The remarriage, cohabitation, or death of the party receiving support; and
  • The inability of your employer or the child support agency to deliver the spousal support for at least six months due to a change in the payee’s address.

As you might imagine, how the facts are presented in a spousal support modification request can make a substantial difference in the outcome. If you’re faced with requesting modification or defending against it, you should hire an aggressive attorney with substantial experience in support matters. Judy L. Burger and her team have considerable experience in contested family law matters. Submit our Contact form today or call (415) 259-6636 to arrange an appointment to begin discussing your case.
How Can a California Minor Become Emancipated?

How Can a California Minor Become Emancipated?


Most people associate the term “emancipation” with the Emancipation Proclamation, issued by President Lincoln to free the slaves in 1863. However, more broadly construed, the term actually means “to free from restraint, control, or the power of another.” A minor automatically reaches this stage of life at age 18, but a minor may also become emancipated before that age. When that happens, the minor is free from her parents and gains almost complete control over the decisions in her life; likewise, she gains the responsibility to take care of and provide for herself.


California law
provides three methods through which a minor may become emancipated: getting married, joining the Armed Forces, and obtaining a declaration of emancipation from a judge.


Marriage


The first way a California minor may become emancipated is by getting married. To use this option, the minor must have permission of her parents as well as a judge.


Armed Forces


A minor may also become emancipated by joining the United States Armed Forces. However, parental consent is again required, and the minor must be accepted into the Armed Forces.


Declaration of Emancipation


If a minor does not have parental consent for either of the first options, she may ask the court to grant her a declaration of emancipation. To be successful in this method, the minor must show the court the following things:

  • she is at least 14 years of age;
  • she can support herself financially;
  • she does not want to live with her parents;
  • her parents do not mind if she lives on her own, and
  • emancipation would be good for her.


Result of Emancipation


An emancipated minor is treated as an adult for almost all purposes, such as the following:

  • Consent to medical care;
  • Enter into contracts, including contracts for insurance;
  • Buy and convey property and stocks;
  • Sue or be sued;
  • Make a will, trust, or gift;
  • Enroll in school or college.


The minor is also financially independent from her parents, so she has full responsibility for supporting herself.


The only thing an emancipated minor cannot do, assuming she was not emancipated as a result of marriage, is get married. An emancipated minor can only get married with the permission of her parents or a judge.


The decision to seek or to contest emancipation brings up many emotions for everyone involved. When you need an attorney who has extensive experience in family law matters, including emancipation, call the attorneys at the Law Offices of Judy L. Burger. We understand the law underlying emancipation requests, and we’ll help you make the best decision possible. Call today to arrange an appointment: (415) 293-8314.

As a Grandparent, What Rights Do I Have to Visitation?

As a Grandparent, What Rights Do I Have to Visitation?
Grandparents can be a stabilizing force for children whose parents divorce or legally separate. Indeed, the California Legislature has recognized this, providing affirmatively for grandparent visitation.


Sections 3100-3105
of the California Family Code describe the circumstances under which grandparents may obtain visitation with their grandchildren.


When One Parent Is Deceased


It is easiest for a grandparent to obtain visitation when one of the parents is deceased. In such an unfortunate case, a court need only determine that grandparent visitation is in the best interest of the child.


However, a grandparent cannot use this provision of the law if the child has been adopted by someone other than a stepparent or another grandparent. Likewise, if a grandparent previously obtained visitation under this section of the law, the visitation automatically terminates if the child is adopted by someone other than a stepparent or another grandparent.


Other Cases of Grandparent Visitation


If both parents are alive but divorced, a grandparent who wants visitation with his or her grandchild must proceed under a different law. Under that law, before reasonable grandparent visitation may be granted, a court must do two things: (1) find that the two have had a relationship in the past that “engendered a bond” between them, rendering visitation in the child’s best interest; and (2) balance the child’s interest in grandparent visitation with the parents’ right to “exercise their parental authority.” Cal. Fam. Code § 3104.


However, a court may not order grandparent visitation when the parents are still married unless one of the following six circumstances exist:

  • The parents are either permanently or indefinitely separated;
  • The whereabouts of one of the parents have been unknown to the other parent for at least one month;
  • One of the parents joins the petition for grandparent visitation;
  • The child does not live with either parent;
  • A stepparent has adopted the child; or
  • One of the parents is either in jail or has been institutionalized.

In these limited circumstances, grandparent visitation may be granted; however, if the supporting circumstance ends, either parent may successfully move to have grandparent visitation terminated.


The attorneys at The Law Offices of Judy L. Burger have extensive legal experience in family law matters. We have handled all types of visitation requests, including those involving grandparents. Contact us today at (415) 259-6636 to learn how we can help you in this area.

The Mechanics of Business Valuation in California Divorces

The Mechanics of Business Valuation in California Divorces

In California, the assets of a married couple seeking divorce must be distributed on an equal basis to the extent they were accumulated during the period of marriage. These assets are known as community property. Sometimes, however, one party owns or has an interest in a business that preexists the marriage. That interest is considered separate property.

Even though a business interest may be considered separate property, part of any appreciation in value that occurred during the marriage may be allocated to community property. In order for that to occur, a value must be established for the business. This is a very complicated task that is performed by a variety of professionals such as business appraisers, certified public accountants, economists, and financial analysts.  

Business valuations normally use one of two methods, depending on the nature of the business. These two approaches were established in case law in the beginning of the 20th century and still stand today. Pereira v. Pereira, decided by the Supreme Court of California in 1909, and Van Camp v. Van Camp, decided by the Court in 1921, set the course for allocation of business value to community property.

The difference between the two approaches hinges on the participation of the owning spouse in the operation of the business. Under Pereira, if that spouse was an active operator or manager of the business, appreciation in its market value during the marriage is likely to be considered community property. This is often the case with professional services such as legal or dental practices, as well as with small contractors or retail businesses.

On the other hand, the Van Camp method usually applies if the business was of such a size and structure that the owning spouse did not expend personal effort affecting its income and growth. In that case, appreciation is less likely to be included in community property and subject to equal division. Any amount included would be based on an assessment of the owning spouse’s compensation from the business during the marriage, as well as whether that compensation sufficiently contributed to the accumulation of other community property. This approach would be appropriate for larger manufacturing, contracting, or technology businesses.

The methods of business valuation are complex, and they vary depending on the type of business involved. At a basic level, valuation involves establishing how much a business is worth at the time of marriage and at the time of divorce or separation. The difference in the two values is then considered in light of proper method noted above. Courts will generally accept a business valuation method as long as the evidence on the record legitimately supports the value.

As you might imagine, the value of a business and how it is allocated to marital assets can make a substantial difference in a what both spousal and support orders. If your marriage involves a business interest, you should hire an attorney with substantial experience in complicated divorce cases, especially those involving the valuation of business assets. Judy L. Burger and her team have considerable experience in contested family law matters, and Judy is well-versed in business matters. Submit our Contact form today or call (415) 259-6636 to arrange an appointment.

What is a Deposition and How Are They Used in California Divorce and Separation Proceedings?

Legal Grounds for a California Divorce or SeparationAll civil lawsuits, regardless of their type, involve the exchange of information between the parties and the adjudication of rights by a court. Family law cases are no exception.


“Discovery” is the official term given to the exchange of information among the parties to a lawsuit. In discovery, much information is exchanged in writing. For example, one party may send written questions for the other to answer in writing or may request that copies of written documents be provided. Another form of discovery is an oral deposition.


A deposition is similar to trial testimony in many ways:

  • The witness is sworn in (swears or affirms to tell the truth);
  • The lawyers for the parties are present and may make ask questions and make objections;
  • A court reporter is there to transcribe and/or record the testimony;
  • The witness is asked, and must answer, questions; and
  • The witness’s answers are used as evidence in the case.


However, depositions are also different from trial testimony. The most significant differences are that depositions take place in advance of trial, no judge or jury is present, and depositions are held in less formal settings, such conference rooms.


Depositions may be taken of the parties to the lawsuit—in family law cases, the spouses. These are known as party depositions. Party depositions allow the lawyer asking the questions to lock in the other spouse’s version of the case.


However, depositions may also be taken to learn more about what other witnesses might know. These are known as witness depositions. Witness depositions may be taken of the parties’ employers, friends or neighbors, as well expert witnesses, such as economists.


California law
sets forth specific requirements that parties and their lawyers must follow before and during depositions. For example, a notice of deposition must be provided in writing, and it must lay out the date, time, and location of the deposition. If the person being deposed is required to bring documents to the deposition, that must be stated in the notice, as well. In California, most depositions are limited to seven hours.


When conducted by experienced lawyers, oral depositions are a valuable tool used to collect information from the parties to a California family law case. In hotly contested divorce and support matters, you need an aggressive attorney with extensive experience in family law discovery and trials. Call the attorneys at the Law Offices of Judy L. Burger to learn how we can protect you and your children: (415) 293-8314.

 

Name Changes after Marriage in California: What's Legal?

Name Changes after Marriage in California: What’s Legal?

Did you ever wonder what name changes are legal after marriage in California? People planning to marry often want to change their names, but they aren’t sure what is legal. Fortunately, California law specifically addresses this issue.

Initially, it is important to know that California law allows both parties to a marriage to retain their names; no name change is required of either party. However, if one or both parties wish to do so, California Family Code § 306.5 allows them to change their middle names, last names, or both. The provisions for changing names vary slightly, depending on which name or names are being changed.

Either party to a marriage may choose from the following last names:

  • The current last name of the other spouse;
  • The last name of either spouse at birth;
  • A single last name that combines all or a portion of either spouse’s current last name or last name at birth; or
  • A hyphenated version of the parties’ last names.

The law also sets forth allowable middle name choices after marriage. As with last names, a person may choose to use his or her spouse’s last name as a middle name. Likewise, a person may adopt, as a middle name, the given last name of either spouse at birth. The remaining two options are as follows:

  • A hyphenated version of the middle and/or last names of either spouse; and
  • A hyphenated version of the middle and/or birth last names of either spouse.

In either case, the new name or names are listed on the marriage license application. By law, a certified copy of the marriage certificate serves as proof that the party either retained his or her original name or changed it legally. The same document may be used to show the person’s “true, full name” for licensure under the California Vehicle Code.

These provisions apply when the choice to change a name is made at the time the marriage certificate is issued. The only changes to the marriage license that are permitted thereafter are those to correct clerical errors. Changes due to clerical error may be made to ensure that the names on the marriage license comport with the names on the application for the license.

If a party wishes to change his or her name at a later date, these provisions do not apply. Instead, the person may apply to a superior court for a name change or may change his or her name under the provisions of California common law.

When marriage is contemplated, many legal issues arise, from name changes to prenuptial agreements. Experienced legal counsel can help you navigate these issues and structure your marital expectations commensurate with your wishes. The attorneys at The Law Offices of Judy L. Burger have extensive legal and business experience in family law matters. Contact us today at (415) 259-6636 to learn more.

"Unsound Mind" and the Capacity to Marry in California

“Unsound Mind” and the Capacity to Marry in California

Mental competence is a term often heard in the course of various legal proceedings. We have all heard of criminal defendants being evaluated for competence to stand trial, or of wills being challenged on the basis of the maker not being “of sound mind and body.”

Contracts are also subject to mental capacity requirements, and while marriage is considered a matter of the heart, it is a legal contract. The California Family Code says that for a marriage to be valid, the parties must first be consenting, and then must be capable of making the contract of marriage.

Under California law, there is a rebuttable presumption that people are mentally capable of making decisions such as whether to marry or enter into other kinds of contracts. The Due Process in Competency Determinations Act provides a framework for rebutting the presumption of competence in cases where a person may be of unsound mind. The Act gives examples of mental functions to be considered in assessing mental competence, such as information processing, thought processing, and general alertness. Any deficit in one of these areas may cause a finding of incompetence if it impairs the person’s ability to appreciate the consequences of his or her actions.

Capacity to make a marriage contract by persons with mental deficiencies, however, is treated a little more favorably under the law than capacity for other legal transactions. Specifically, a person with a mental deficit for whom a conservator has been appointed is not automatically considered incapable of marrying. Rather, he or she is free to marry unless his conservator, a relative, friend, or other interested party petitions a court to intervene.

In that case, the law allows a court to order a determination to be made as to competence. In the course of a hearing on the matter, testimony may be heard from any interested party who can provide relevant information regarding the conservatee’s mental state. In this way, the law provides special treatment for the rite of marriage in cases of persons with mental disabilities. Rather than discouraging marriage, it encourages and protects the rights of people to marry, while also protecting those who truly lack the capability to make a marriage contract.

The attorneys at The Law Offices of Judy L. Burger have extensive experience in family law, including cases involving the capacity to enter a marriage contract. Make the call today to learn how our attorneys can help protect your rights or those of a loved one: (415) 298-8314.