Source: https://store.ceb.com/california-marital-settlement-and-other-family-law-agreements
Timestamp: 2020-07-03 20:35:09
Document Index: 548336028

Matched Legal Cases: ['§3044', '§6', '§4057', '§7', '§1', '§19', '§852', '§18', '§852', '§18', '§3439', '§3', '§17', '§1615', '§2', '§1615', '§17', '§1', '§20', '§3', '§4337', '§8']

California Marital Settlement and Other Family Law Agreements | CEB | CEB
Add Forms CD to Print FA25513
B. Creating Options That Satisfy Both Spouses’ Interests 1.25
IV. CONSULTING ATTORNEY’S ROLE
1. Client’s Motivation 2.21
2. Spouse’s Motivation 2.22
3. Client’s Capacity 2.23
1. Determination and Confirmation of Attorney’s Role
2. Form: Stipulation and Waiver of Final Declaration of Disclosure (FL-144) 3.28
2. Form: Judgment (Family Law) (Judicial Council Form FL­180) 4.14
2. Form: Summons (Family Law) (Judicial Council Form FL­110) 4.16
3. Form: Request to Enter Default (Family Law—Uniform Parentage) (Judicial Council Form FL­165) 4.17
4. Form: Appearance, Stipulations, and Waivers (Family Law—Uniform Parentage—Custody and Support) (Judicial Council Form FL­130) 4.18
5. Form: Declaration for Default or Uncontested Dissolution or Legal Separation (Family Law) (Judicial Council Form FL­170) 4.19
6. Form: Notice of Entry of Judgment (Family Law—Uniform Parentage—Custody and Support) (Judicial Council Form FL­190) 4.20
7. Form: Stipulation to Establish or Modify Child Support and Order (Judicial Council Form FL­350) 4.21
8. Form: Income and Expense Declaration (Judicial Council Form FL­150) 4.22
9. Form: Financial Statement (Simplified) (Judicial Council Form FL­155) 4.23
A. Introduction: Attorney’s Responsibilities 4.24
2. Form: Child Support Case Registry Form (Judicial Council Form FL­191) 4.28
B. Form: Parties’ Intent in Using Terms “Sole Legal” and “Sole Physical” Custody 6.1A
E. Form: Children’s Personal Effects 6.5C
D. Form: International Travel and Statement of Child’s Country of Habitual Residence 6.15A
IX. FORM: CHILDREN’S SURNAME 6.17
B. Form: Mediator’s Submission of Recommendation to Court 6.18A
B. Form: Acknowledgment That Child’s Communication With Counselor Is Privileged 6.19A
D. Parties Equally Share Expenses for Child’s Extracurricular Activities 7.8C
D. Form: Existence of Hardships That Affect Party’s Ability to Pay Support 7.12C
IX. CONTINUED SUPPORT FOR HIGHER EDUCATION OR BECAUSE OF CHILD’S DISABILITY
D. Continued Support Because of Child’s Disability 7.20A
XII. FORM: NOTIFICATION OF EMPLOYER’S NAME AND ADDRESS 7.22
C. Rick Chamberlin
2. Form: Percentage of Payer’s Net Income from Employment 8.6
2. Form: Reductions Based on Recipient’s Net Income from Employment 8.16
A. Security Against Payer’s Default
B. Security Against Payer’s Death
B. Form: One Party’s Separate Contribution to Other Party’s Separate Residence 10.29
2. Form: Lump-Sum Workers’ Compensation Permanent Disability Award for Job-Related Injury 13.2A
E. Form: No Improper Assertion of “Innocent Spouse” Status 15.15
C. Attorney’s Potential Malpractice Liability 17.8
2. Lack of “Voluntariness” 17.12B
2. Form: Parties’ Circumstances 17.19
B. Transmutation of One Spouse’s Separate Property to Community Property or to Separate Property of Other Spouse 18.6
D. Waiver of Rights in Deceased Spouse’s Estate 18.8
V. CREDITORS’ RIGHTS 18.15
6. Form: Transmutation of One Spouse’s Separate Property to Community Property 18.39
7. Form: Transmutation of Community Property to One Spouse’s Separate Property 18.40
8. Form: Transmutation of One Spouse’s Separate Property to Separate Property of Other Spouse 18.41
3. Relationships Involving Parties’ Children 19.17
2. Attorney’s Knowledge and Experience 20.32
a. Imminent Termination of Parties’ Marital Status by Death or Bifurcation of Dissolution Proceeding
6. Sample Provisions for Qualified Defined Benefit Plan (Separate Interest Determined Using Standard “Time Rule”)
g. Determination of Alternate Payee’s Benefit
(1) Form: Alternate Payee’s Benefit Determined as Fractional Share (“Time Rule” Percentage) 20.49
(2) Form: Alternate Payee’s Benefit Is Exactly Half of Community Interest 20.49A
k. Form: Form and Timing of Distribution of Alternate Payee’s Benefit 20.53
l. Form: Alternate Payee’s Rights and Privileges 20.54
m. Form: Alternate Payee’s Death 20.55
n. Form: Participant’s Death 20.56
o. Form: No Waiver of QPSA Without Alternate Payee’s Written Consent 20.57
u. Form: Parties’ Cooperation 20.63
y. Form: Plan’s Mistaken Payment 20.67
3. Form: Stipulated QDRO Using “Crossover” Time Rule 20.72B
Form: Acknolwedgment of Waiver of Final Declarations of Disclosure
Summarized below are some of the more important developments since the 2019 update of this publication. In addition to the noted developments, all statutes, court rules, and Judicial Council forms have been updated as of the cutoff dates.
When determining whether a presumption against custody under Fam C §3044(b) has been rebutted, a trial court must consider all seven statutory factors of Fam C 3044(b) and provide a statement of decision explaining the basis of its finding. It is not required to specifically state each factor in that statement. S.Y. v Superior Court (2018) 29 CA5th 324. See §6.3.
Because children are entitled to the standard of living attainable by their parents’ income, the “needs” of a child of extraordinarily wealthy parents will exceed the bare necessities of life and the trial court erred in capping the father’s child support obligation at $24,000 under Fam C §4057(a)(3) based on the lifestyle the father provided the children and both parents’ historical spending, rather than on the attainable standard of living. Marriage of MacIlwaine (2018) 26 CA5th 514. See §7.12B.
Effective January 1, 2020, registered domestic partnerships are available to all couples, regardless of sexual orientation or age. Stats 2019, ch 135, §1. See §19.5.
A standard interspousal transfer grant deed met the requirements of an “express declaration” for purposes of a transmutation under Fam C §852, although it did not specifically use the word “transmute.” Marriage of Kushesh & Kushesh-Kaviani (2018) 27 CA5th 449. See §18.19.
A trust transfer deed did not meet the transmutation requirement of Fam C §852 because the document’s purpose was ambiguous. The deed did not include an express statement specifying what interest in the property was granted to the wife, and the reference to a “Trust Transfer” in the title suggested that the purpose might have been to place the property into a trust, not to change its marital character. Marriage of Begian and Saragian (2018) 31 CA5th 506. See §18.19.
The Uniform Voidable Transactions Act (UVTA)(CC §§3439–3439.12) applies to a premarital agreement in which the prospective spouses agree that upon marriage, each spouse’s earnings, income, and other property acquired during marriage will be that spouse’s separate property. Therefore, if there is a finding of actual or constructive fraud against a creditor underlying the premarital agreement, the agreement will be subject to invalidation. Sturm v Moyer (2019) 32 CA5th 299, 305. See §§3.21, 17.28.
A wife’s lack of representation was considered as a factor in evaluating a premarital agreement for unconscionability, but the agreement was upheld by a private judge and subsequent circumstances arising after the determination of enforceability were not relevant. Marriage of Miotke (2019) 35 CA5th 849. See §17.4.
New legislation requires that a for a premarital agreement executed on or after January 1, 2020, to be enforceable, the party against whom enforcement is sought had not less than 7 calendar days between the time that party was first presented with the final agreement and the time the agreement was signed, regardless of whether the party is represented by legal counsel. Fam C §1615(c)(2)(b). This new law is intended to supersede, on a prospective basis, the holding in Marriage of Cadwell-Faso & Faso (2011) 191 CA4th 945, which held that strict compliance with the 7-day requirement did not apply to a party who was represented by counsel from the outset of a premarital agreement transaction. Stats 2019, ch 193, §2. The 7–day requirement does not apply to nonsubstantive amendments that do not change the terms of the agreement. Fam C §1615(c)(1)-(2). See §17.12B.
QDROs and Other Retirement Accounts
While the parties are married the QPSA and QJSA protection afforded the non-employee spouse under ERISA pension plans can only be waived with spousal consent, and then only in the manner provided in the plan. Pre-nuptial, and possibly post-nuptial, waivers will not satisfy these requirements. See, generally, Treas. Reg. §1.401(a)-20. If the requirements are not met, regardless of the extent of the non-employee spouse’s community interest, if any, the entire benefit must be paid as a QPSA or QPSA on the death of the employee spouse. See Young v Berg (2018) WL 9372463, United States District Court, D. Colorado Civil Action No. 16-cv-03151-CMA-KMTnts. See §20.26.
A trial court did not err in refusing to set aside a default after finding that the attorney’s mistake was not the cause for the entry of default. Darab Cody N. v Olivera (2019) 31 CA5th 1134. See §3.10.
Failing to check a box on a local form indicating that spousal support terminates upon remarriage may constitute such a written agreement to waive the Fam C §4337 termination provision. Marriage of Martin (2019) 32 CA5th 1195. See §8.6.
Carol Amyx. The late Carol Amyx, B.A., 1965, University of California, Berkeley, and J.D., 1975, University of California, Berkeley, School of Law, practiced law in Berkeley with a special expertise in nonmarital family cases. She served as a Judge Pro Tem for family law in Alameda County. She was a member of the State Bar Family Law Section, the Alameda County Bar Association, the Alameda County Family Law Association, and the Association of Family and Conciliation Courts (AFCC). She taught CEB courses in family law litigation, recent developments in family law, and business buy-sell agreements; wrote course materials for CEB; and was a coauthor of a previous edition of this book. Ms. Amyx authored chap 19, was coauthor of chap 4, and reviewed chaps 8 and 9 for currency and accuracy.
Peggy L. Bennington, B.A., 1970, and J.D., 1974, Ohio State University, is a sole practitioner in Mill Valley and is a Certified Family Law Specialist. Her practice is limited to family law litigation, consulting with parties in family law, and mediation. Ms. Bennington has served as chair of the Family Law Section of the Marin County Bar Association. She is also a fellow and past president of the Northern California Chapter of the American Academy of Matrimonial Lawyers. Ms. Bennington is the author of chap 3.
Sandra Blair, B.A., 1967, University of California, Berkeley; M.A., 1969, University of Wisconsin; J.D., 1973, University of California, Hastings College of the Law, has been a Certified Family Law Specialist since 1981. She has served on the Family Law Advisory Commission to the Board of Legal Specialization, and she is a past President of the Association of Certified Family Law Specialists. Ms. Blair has served as a Judge Pro Tem for the San Francisco Superior Courts and as an Adjunct Professor at the University of California, Hastings College of the Law. She is a member of the Association of Family Conciliation Courts and Mediation Resources, providing legal and psychological resources for alternative dispute resolution. She is a contributing author to Family Law Financial Discovery (Cal CEB) and also contributed to CEB’s now-discontinued title California Domestic Partnerships (Cal CEB). Ms. Blair is the author of chap 1 of this book, and the book’s overall editorial consultant.
C. Rick Chamberlin. The late C. Rick Chamberlin was the original author of chaps 8 and 9 in a prior edition of this book. Mr. Chamberlin, who practiced family law in San Francisco, was chair of the California State Bar’s Board of Legal Specialization, 1991–1992, and worked extensively to expand and publicize the legal specialization program.
Linda A. Chapin, B.A., 1972, Stanford University; J.D., 1975, University of California, Hastings College of the Law; M.S.W., 1995, California State University, Long Beach, is a family law attorney and mediator located in Fullerton. She has served as a director of the Family Law Department for The Mediation Center in Costa Mesa. Ms. Chapin has practiced family law in Orange County since 1978 and was a member of the resident faculty at Western State University College of Law in Fullerton for 6 years. She has taught advanced family mediation techniques and has been an invited panelist on family law and mediation topics. Ms. Chapin is the author of chap 10.
Debra S. Frank, B.A., 1970, Boston University; M.A., 1972, Carnegie Institute of Technology; J.D., 1977, Southwestern University School of Law, is a Certified Family Law Specialist, with a law practice in Los Angeles. She is a member of numerous local bar associations, the Association of Certified Family Law Specialists (ACFLS) and the Southern California Family Law American Inn of Court. She has served in leadership positions including as president of the American Inns of Court Family Law, ACFLS Board member and editor and associate editor of the ACFLS Family Law Specialist, Journal of the California Association of Certified Family Law Specialists, and chair of the family law sections of the Los Angeles County, Century City, and Beverly Hills bar associations. She is a past member of the Executive Committee of the California State Bar Family Law Section and served on the Board of Legal Specialization, Family Law Advisory Commission. She has served as the editor of the Family Law Reference Book for the Family Law Section of the Los Angeles County Bar Association. She is a family law mediator for the LACBA Family Law Section, has served as a Judge Pro Tem, and was a Commissioner and Vice Chairperson of the California Law Revision Commission from 1982 to 1983. Rated AV Preeminent by Martindale-Hubbell, Ms. Frank was named by Super Lawyers magazine as one of the top attorneys in Southern California for 2009–2018. Ms. Frank is the author of chap 18.
Linda S. Gross, B.A., 1968, Mount Holyoke College; J.D., 1977, University of California, Davis, School of Law; LL.M., 1985, University of San Diego, is a Certified Family Law Specialist and practices law in Santa Monica. She has had her own practice since 1990 and has focused primarily on family law for over two decades, after being a business, corporate, and tax attorney. She was Chairperson of the California State Bar Family Law Section Property Committee (South) from 1986 to 1990. She has published several articles and spoken at seminars, including the State Bar Convention, on family law in general and premarital agreements. She was an original coauthor of chap 17.
Suzanne Harris, J.D., 1977, University of California, Los Angeles, School of Law, is a principal in the law firm of Harris Ginsberg LLP in Los Angeles and is a Certified Family Law Specialist. She is a past Chair of the Los Angeles County Bar Association’s Family Law Section and served on the Judicial Council’s Family Law Advisory Committee to the Chief Justice of California. She is active in the American Bar Association’s Family Law Section and is a fellow in the American Academy of Matrimonial Lawyers. Ms. Harris is a frequent lecturer to attorneys and others on family law and litigation topics. She is the author of chaps 12 and 13.
Steven C. Neustadter. The late Steven C. Neustadter, B.A., 1964, University of California, Berkeley; J.D., 1969, University of California, Hastings College of the Law, was an original coauthor of chap 2. Mr. Neustadter practiced law and mediation in Sebastopol and was a Certified Family Law Specialist. He frequently acted as a private judge in family law matters and taught continuing education programs to lawyers in family law, mediation, negotiation, stress reduction, and the application of psychological principles to the practice of law.
John H. Paulsen, B.A., 1970, University of Southern California; J.D., 1974, Pepperdine University, is a partner in the law firm of Paulsen & Davis in Auburn and is a Certified Family Law Specialist. Mr. Paulsen has served on the Executive Committee of the State Bar Family Law Section; as editor of the Family Law News from 1982 to 1985; on the Publication Development Board for the American Bar Association, Family Law Section from 1988 to 1993; and on the Family Law Advisory Committee to the Judicial Council of California. He is the author of chaps 6, 7, and 16.
Michael C. Shea. The late Michael C. Shea, B.A., 1968, California State University, San Diego; J.D., 1971, California Western University, was the original author of chaps 5, 14, and 15. Mr. Shea formerly practiced law in San Diego and was a Certified Family Law Specialist. He was a coauthor of California Civil Practice, Family Law Litigation (Bancroft-Whitney, 1994) and served as an adjunct professor of law at the University of San Diego. He regularly served as a Judge Pro Tem in the San Diego Superior Court and frequently lectured to attorneys on family law matters. His original chapters were updated by CEB’s attorney staff for the third edition.
Peter M. Walzer, B.A., 1975, University of California, Los Angeles; J.D., 1980, Southwestern University School of Law, is a Certified Family Law Specialist and practices law in Beverly Hills and Woodland Hills (Walzer & Melcher, LLP). He is a past president of the Association of Certified Family Law Specialists. He is the President of the Southern California chapter of the American Academy of Matrimonial Lawyers and a past chair of the Executive Committee of the California State Bar Family Law Section. Mr. Walzer, who is widely respected as the “King of Prenups” for his demonstrated and recognized expertise in the area of premarital agreements, also has served as an editor of the Family Law News and participated in numerous continuing legal education programs. He was a contributing author of CEB’s now-discontinued title California Domestic Partnerships (Cal CEB). He is the author of chap 17 of this book for the current edition.
James M. Crawford, Jr., is the update author of chaps 11 and 20; see the “About the Authors” section for a full biography.
Debra S. Frank is the update author of chap 18; see the “About the Authors” section for a full biography.
Peter M. Walzer is the update author of chap 17; see the “About the Authors” section for a full biography.