Recently in Date of Separation Category

The Supreme Court Interprets "Living Separate and Apart" in Marriage of Davis

Living-separate-under-one-roof.JPGIn Marriage of Davis, the Supreme Court of California was asked to decide the following question: can spouses truly be "living separate and apart" within the meaning of Family Code section 771(a) if they share the same residence? The Court, in a unanimous decision, held that spouses cannot be separated if they share the same residence.

In Davis, the parties seem to agree that their marriage was "over" sometime around June of 2006. However, they continued to reside together, for the sake of their children, until 2011. The wife contended that the date of separation was in 2006, while Husband, relying on the fact that wife did not move out until 2011, argued a date of separation in 2011.

supreme-court.jpgThe Court's decision came down to statutory interpretation. The Court held that, on its face, the plain meaning of the term "living separate and apart" required a physical separation. To the extent there was some ambiguity in the statute, the Court noted that the term "living separate and apart" had not been altered in subsequent iterations of the statute since 1870. The Court also noted that, in 1870, "living separate and apart" required that the wife establish "her own place of residence."

The Court did not address, and therefore did not foreclose the possibility, that spouses could live separate and apart in separate residences while "they continued to literally share one roof." For now, what this means exactly is up to the lower courts, or possibly the legislature.

Determining the date of separation can be critically important in many family law cases. As the community exists only between the date of marriage and the date of separation, it is only after the parties separate that they begin to accumulate separate property. If the parties aren't separated, the spouse will, for instance, continue to have a one-half interest in the other spouse's earnings. Over the course of many years, this can make a difference of tens or even hundreds of thousands of dollars. The date of separation is also important in spousal support, as the duration of spousal support heavily depends upon the length of the marriage.

If you have questions about what the date of separation is in your case, it is important that you discuss your rights with an experienced family law attorney.

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Tips for Living Together While Legally Separated

legally-separated-living-together.jpgWhen a couple decides to get a legal separation or divorce, it doesn't necessarily mean that one party has to rush to pack up his/her belongings and leave the marital home right away. In fact, the parties can still establish a date of separation even if they are still living under the same roof. However, living together while separated might be a bit tricky and uncomfortable for most couples. There are certain things they should and should not do to make this uncomfortable situation a bit more bearable.

From a legal perspective, the date of separation is the first date when either party subjectively (i.e. mentally) decided that the marriage was over and not salvageable and their overt actions demonstrate that subjective frame of mind. Living separate and apart from your spouse is not required in order to establish a date of separation so long as the at least one spouse has the subjective intent to end the marriage and his/her actions indicate that the marriage is finished. Courts will consider a variety of things to determine the spouse's intent.

If both parties are staying in the marital home while they are separated and pending resolution of their legal separation or divorce, there is likely going to be a lot of tension. To mitigate the tension, it is recommended that the parties adopt some or all of the following tips:

1. Don't bring a new girlfriend/boyfriend into the mix. The cause of your divorce or legal separation might be due to your newfound love for another person. There is no need to put salt in the wound. But if you are adamant about dating someone new while still living with your spouse, be discreet about it

2. Create Guidelines for Interaction. If you're still living with your spouse while separated then you need to discuss items of daily living and interaction. This means that you two need to sit down and discuss how bills will get paid, whether or not you will share groceries, who will clean the house, etc. To the extent possible, many couples choose to just maintain the status quo of how things were handled during the marriage.

3. Consider going to a therapist. Having a neutral third party mental health professional help walk you through the stages of divorce can help you process things both emotionally and logistically.

4. Consider a nesting arrangement. Sometimes the tension and awkwardness is just too much too handle. If so, consider a nesting cutody arrangement as described in my previous blog entitled "Is a Nesting Custody Arrangement Right for Me?"

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Can I Get Around the California Divorce Residency Requirements?

CA-road-sign-divorce.jpgAs one would reasonably expect, not everyone can file for divorce in California. In fact, California has strict residency requirements that each person filing for divorce must meet. Although there is no way of getting around these requirements, it doesn't mean that you absolutely can't get divorced in California.

California's residency requirements for married couples to file for a divorce, also known as a "dissolution of marriage", are quite clear. One of the first steps in filing for divorce is to file a Petition for Dissolution of Marriage. On Page 1 of the Petition (Form FL-100) the person filing for divorce, the Petitioner, must check the box under oath stating that either the Petitioner or Respondent (other spouse) has been a resident of California for at least six months and a resident of the county where they are filing for at least three months preceding the filing of the Petition. The form notes that at least one person of the marriage must comply with the residency requirement. Thus, if you don't meet the residency requirement but your spouse does, then you can still file for divorce in California.

If neither you nor your spouse meets the residency requirement, then this doesn't mean that you can never get divorced in San Diego. You actually have a few different options. First, you can simply decide to wait to file your divorce action until you meet the residency requirement. If you are pretty close to meeting this requirement then it might not be that detrimental to hold tight in the marriage for a bit longer. You can even establish a date of separation without actually filing the petition for divorce. Talk to an experienced family law attorney to learn how you can establish a date of separation.

CA-state-flower-divorce.jpgAnother option is to file a petition for legal separation instead of a petition for dissolution of marriage. As discussed in my earlier blog entitled, "Changing Your Mind from Legal Separation to Divorce," there are no residency requirements for a married couple to file for a legal separation in California. If you intend to satisfy the California residency requirements, then once time has passed and you meet the residency requirement, you can file an amended petition and ask the court to convert the petition for legal separation into a petition for divorce. This strategy is advantageous because it will give you immediate access to the Family Law Court to ask for temporary orders. Additionally, if the case involves domestic violence then the same judge can hear both the domestic violence issue and the divorce case. Additionally, since there is a 6 month waiting period in California to terminate marital status, by filing for legal separation, the clock will start ticking on the 6 month countdown even though you filed for legal separation instead of dissolution of marriage.

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Complex Issues - Required Financial Disclosures in Divorce

financial-disclosure.jpgWe often blog about the statutory requirement in all California divorces for divorcing parties to exchange complete financial disclosures. The required disclosure documents consist substantially of an Income and Expense Declaration and a Schedule of Assets and Debts. Through the completion of these documents, the parties are obligated to provide all material facts and information regarding their income, expenses, assets and debts. Failure to complete these forms in accordance with the highest duty of good faith and fair dealing may result in severe sanctions imposed by the court. Considering these strict requirements, the California Court of Appeal surprised family law attorneys in a recent case, In re Marriage of Evans, in which it held that the parties could reach enforceable divorce settlements prior to the exchange of the financial disclosure documents.

In Evans, prior to filing for divorce, the parties negotiated and signed a "pre-divorce agreement" which divided their interest in the marital residence. After a Petition for Dissolution was filed, Mr. Evans filed a motion to set aside the parties' pre-divorce agreement. Mr. Evans argued that the agreement was invalid because the parties did not exchange their disclosure documents prior to its execution. The trial court disagreed with Mr. Evans and held that the pre-divorce agreement was valid and ordered its terms to become part of the Judgment of Dissolution. Mr. Evans appealed the trial court's decision and lost again. The appeals court held that the financial disclosure statutes only were intended to apply after service of a divorce petition.

pre-divorce-agreement.jpgWith the Evans ruling now a published opinion, there is a loop hole for parties who wish to enter into property agreements prior to exchange of disclosure documents. It is important to note that Evans does not extinguish the requirement for both parties to abide by the disclosure statutes once a divorce has been filed; it only addresses agreements made prior to filing for divorce. In addition, pre-divorce agreements made in contemplation of divorce may be set aside for various other reasons. If you and your spouse would like to enter into a pre-divorce agreement, but are not yet ready to file for divorce, it is important to consult with an experienced family law attorney prior to executing any agreement. The right attorney can help you draft an agreement that will be enforceable in the event of divorce.

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Making a Major Purchase Before Your Divorce is Final

November 24, 2014

divorce-asset-division.jpgAfter 23 years of marriage, Kris Jenner filed for divorce from Bruce Jenner. Sources say that Bruce "celebrated" his upcoming freedom by dropping $50,000 on a new NASCAR-approved UTV race car. Although the Jenners' divorce documents allege that their date of separation was back in 2013, a significant impulse buy before their divorce is even close to final could potentially cause some problems, when it comes to division of their property.

When couples go through a divorce, the court (or the parties via settlement) will make decisions about how to divide their assets and debts. Since California is a community property state, assets acquired during marriage are considered community property and thus subject to 50/50 split between husband and wife. Assets acquired before marriage or after the parties' date of separation, on the other hand, are considered separate property of the spouse who acquired it. However, issues can arise when a significant asset is purchased after the couples' separation but before their divorce is finalized. For instance, purchasing a new vehicle after separation may complicate a divorce as it relates to disclosure of assets and determining whether the new vehicle is indeed separate property.

divorce-calendar.jpgOne potential issue with purchasing a new car after separation is inadequate disclosure. Once a spouse files for divorce each spouse will be required to draft and exchange Preliminary Declarations of Divorce ("PDODs"). One aspect of the PDODs is the Schedule of Assets and Debts, which outlines all of the parties' assets and debts, including vehicles. If you have already exchanged your PDODs and then later purchase a new vehicle (before the divorce has been finalized), then you will need to disclose this new purchase to your spouse. You will likely need to augment your Schedule of Assets and Debts to reflect the new asset. The new vehicle will also need to be addressed in your Martial Settlement Agreement. It's important not to omit any of your assets from your final divorce paperwork, even if you are sure that the asset is your separate property.

Another potential issue with purchasing a new car after separation is determining whether it truly is separate property or not. If the date of separation is a contested issue, then determining whether the new car was purchased "during marriage" or "after separation" may be quite a problem. If you and your spouse cannot agree on a date of separation then it may need to be litigated in court. Once the date of separation is decided and it is clear that the vehicle was purchased after that date of separation, it does not mean that you are home free. You then need to look at the source of the money that was used to buy the vehicle. If you used your earnings that you acquired after separation then the source of the money was separate property. But if you used money from a joint account that you and your spouse acquired during marriage or if you traded in a community property car, then the new vehicle might not be your separate property.

It may be best to simply avoid buying any significant assets before your divorce is final. Unfortunately, divorces are often dragged out over a couple of years or more and thus it is unrealistic for parties to avoid making new purchases. Luckily for the Jenners, sources say that the couple has already reached an amicable settlement regarding the division of all of their assets, so it doesn't look like Bruce's recent vehicle purchase will pose that much of a problem.

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Date of Infidelity Doesn't Automatically Set Date of Separation

November 17, 2014

infidelity.jpgIt comes as no big surprise that Katharine McPhee, American Idol finalist and actress in Smash and Scorpion, is divorcing her husband, Nick Cokas after six years of marriage. The couple became estranged about a year ago when McPhee was photographed kissing Smash director, Michael Morris, after the two of them had lunch together in Los Angeles. At the time, Morris was married, and actually still is married, to actress Mary McCormack.

TMZ reports that in McPhee's divorce documents she claims that she was separated from Cokas at the time of the kissing incident with Morris. Cokas, on the other hand, is claiming in his responsive divorce documents that the separation was actually in May 2014, seven months after the kissing incident between McPhee and Morris. The couple's date of separation is a significant point of contention because it will determine what portion of the money that Katharine has recently made will be considered her sole and separate property, rather than community property. McPhee has approximately $700,000 owed to her from Columbia/Epic records, so this isn't exactly a small chunk of change that we're talking about.

Although the public might assume that kissing someone other than your spouse means that the married couple is separated, this isn't necessarily true. From a legal perspective, a couple's date of separation is the first date when either party subjectively decided the marriage was over, and not salvageable, and their overt actions demonstrate that subjective frame of mind. Physical separation is not sufficient to show that you are separated because some people live separate but do not intend to end their marriage. The Court will look at your conduct toward each other to determine when the marriage "ended" for purposes of choosing the date of separation.

An instance of infidelity is also not sufficient to determinatively set the parties date of separation. Since the kissing incident, it was reported that McPhee and Cokas were working on their marriage and that Morris and McCormack had also reconciled. McPhee and Cokas were even see walking their dogs together and smiling. Cokas also claims that he has plenty of evidence to show that they didn't separate until May 2014. He claims that he has emails and texts evidencing their relationship. Other sources also claim that the couple was in marriage counseling after the kissing incident in an effort to save their marriage. So just because McPhee was caught kissing another man, doesn't mean that was their date of separation.

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Which Spouse Should File for Divorce?

who-file-divorce-001.jpgIf you and/or your spouse are contemplating divorce, one of the initial considerations is whether you should file for divorce or wait for your spouse to file first. Specifically, is there an advantage or disadvantage to filing for divorce first? In a typical divorce proceeding, it does not make a big difference whether you are the petitioner (first to file) or respondent in your case. In the court's view, both parties are on a level playing field. The petitioning party is not penalized for filing first, but he or she is also not rewarded in any way. In addition, the San Diego Superior Court charges the same filing fee ($435) for filing the Petition for Dissolution and the Response to Petition for Dissolution. Combined, the parties will spend $870 just to make their appearances in a divorce proceeding.

There can be a slight advantage to being the first to file for divorce if you and your spouse reside is different zip codes. Your divorce case will be assigned to a particular courthouse based on representations made in the Petition. If you would like your case heard at the courthouse near your home, you should file a Petition before your spouse. If you believe there may be some advantage to you if the case is heard at the courthouse your spouse's zip code is assigned to, you can file a Petition and have the case assigned to that courthouse. The petitioner will decide which courthouse his or her divorce case is assigned to. Consulting with an experienced family law attorney who has worked in the different courthouses throughout San Diego County can help you make the decision regarding where to file your case.

In a small number of cases, the first party to file can have a significant outcome on the divorce proceedings. If you and your spouse live in different states or even different counties within California, you should consider filing for divorce as soon as possible. When two spouses live in different counties, the responding spouse will be required to travel to a different county to attend court hearings. This has the potential to be an inconvenience and makes communication with a local attorney slightly more difficult. However, if you and your spouse live in different states, you will want to compare the laws of that state to family code statues and cases in California. It is imperative that you consult with a divorce attorney immediately to determine if you could be greatly disadvantaged if your spouse files for divorce out of state.

If you and your spouse share minor child(ren), the jurisdictional issues involved in your case may be even more complicated. Becoming informed of your options is the first step you can take towards protecting your rights.

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Kris Jenner Files for Divorce

jenner-bruce-kris.jpgAfter more than twenty (20) years of marriage, matriarch of the Kardashian clan filed for divorce from Olympic gold medalist, Bruce Jenner. The couple announced their split in October 2013, but continued to work to figure out their relationship on the reality show Keeping up with the Kardashians. The couple began to live separate and apart when Bruce moved out of the family home and into his own place in Malibu, California. However, they continued to take family vacations together and celebrate family events. In September 2014, Kris filed a Petition for Dissolution citing June 2013 as the parties' date of separation - a few months earlier than previously announced. Shortly thereafter Bruce filed a Response to the Petition citing the same date of separation.

The date of separation is a crucial consideration in any divorce proceeding. Regardless when either party files a divorce petition, the marital community ends upon the date of separation. The date of separation occurs when one party has determined there marriage is over and his or her actions evidence that decision. Typically, all the earnings and accumulations of the parties from the date of marriage through the date of separation are community property. This means that those earnings and accumulations will be equally divided upon divorce. Since Bruce and Kris agree they separated in June 2013, all earnings and accumulations of either party after that date are the separate property of that party.

Pursuant to the filings, the parties agree to share joint legal and physical custody of their seventeen year-old daughter, Kylie. Out of the ten (10) children Kris and Bruce have collectively only one of their children is under the age of eighteen (18). In reality, Kris and Bruce will not likely share custody of Kylie in the normal sense of a "week on week off" schedule or "every other weekend" plan. As shown on their reality show, Kylie generally travels between her parents as her busy schedule permits. Both parents have encouraged Kylie to spend quality time with the other.

According to sources close to the Kardashian's Kris and Bruce's respective managers have worked out the fine details of their divorce during the past eleven (11) months of their separation. As a result, the divorce process should be relatively quick. One incentive for celebrities to reach agreements outside of the court system is privacy. As long as the Jenner's have reached an agreement on all issues, they will likely be required to file many more documents to officially wrap up their divorce. In addition, the Jenner's have the option to file an abbreviated version of their final judgment, keeping the specific terms out of reach for the public.

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How to Prepare for Divorce

divorce cake.jpgOnce a spouse decides that his or her marriage is over, he or she may want to take steps to prepare for divorce before filing the initial paperwork and/or discussing it with his or her spouse. If you are considering your first divorce just the thought of the overall process can be overwhelming and upsetting. In order to enter the process with greater awareness and information, there are a few things that you can do to prepare for divorce.

Consult with an attorney regarding your state's laws: Each state has specific laws regarding how property will be divided, spousal support, child support, and custody/visitation in the event of a divorce. Many people are unfamiliar with the specific laws of their state and may have misconceptions regarding their rights and options in a divorce. It is important to meet with a certified family law specialist so that you can gather more information about what you can expect in your divorce. Getting an idea of how the process will work and the likely outcomes in your case can ease a great deal of stress and tension.

Become familiar with the different types of child custody: In California there are two types of child custody - legal and physical custody. It is important to understand the differences between these two types of custody and how they relate to each other. Further, there are varying degrees of physical custody and infinite possible custody configurations.

Preventative preparation: One of the biggest jobs for any divorce litigant is helping his or her attorney prepare the mandatory financial disclosure documents. This process can become more difficult if a party no longer has access to the required documents because he or she moved out of the residence, the other spouse took the documents, or the spouse has no direct knowledge of the family finances. Prior to separation, it is advisable to make copies of all financial documents including, but not limited to, bank statements, tax returns, pay stubs, family bills, and title paperwork.

Stay on your best behavior: In preparation for divorce, it is important to refrain from behavior that may reflect badly on you if your matter is heard by a judge. Especially in custody/visitation disputes, poor behavior prior to divorce will reflect on a spouse's parenting abilities.

divorce-family.gifBegin considering telling the children: If you have decided to get a divorce, it is never too early to begin thinking about and researching possible ways to talk to your children about divorce. It is important to approach this discussion thoughtfully and with great care in order to ensure the child is assured the divorce is not his or her fault.

In any divorce case, emotional preparation can be just as helpful as legal preparation.

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Do I Have to Move Out to be Separated from My Spouse?

Separate Residence in Divorce - Keys The "date of separation" is one of the most important issues to determine at the beginning of any divorce case. The date of separation marks the end of the martial community and represents the termination of the marriage for the purposes of determining the length of the marriage. From the date of separation forward, all earnings and accumulations of both parties are their separate property. In order for the date of separation to occur the following two factors must be present: (1) the parties must be living "separate and apart" and (2) at least one spouse must have the subjective intent (evident through objectively evaluated actions) never to resume the marital relationship. Until recently, many San Diego family law attorneys believed that, in order to live separate and apart, the spouses needed to maintain two separate residences. However, this issue has always been debatable for other divorce attorneys.

On October 25, 2013, the First District Court of Appeal cleared up the "living separate and apart" debate for the family law community. The First District Court of Appeal sustained a trial court's holding in In re Marriage of Davis which stands for the proposition that it is not necessary for spouses to maintain two separate residences in order to be "separated" for the purposes of determining date of separation. The court opined that factors, other than living in two separate residences could satisfy the "separate and apart" requirement to establish the date of separation. In particular, the court relied on a change in how the parties handled their finances and the fact that Ms. Davis filed for divorce in its conclusion that the parties lived "separate and apart" while still residing under the same roof.

If you believe you have separated from your spouse but are still living in the same residence with him or her, you might consider the actions of the Davis couple in order to establish a case for date of separation. One of the most important considerations in the Davis case was the change in how the parties handled their finances. In Davis, the parties began depositing their individual earnings into separate bank accounts. Each month, the parties would deposit a certain amount of funds into a joint account which would be used to maintain the household expenses. However, each party was responsible to pay for their own personal expenses with their separate funds. In addition to separating their finances, in Davis the parties began to sleep in separate bedrooms and ceased sexual relations.

In general, the Court will look for a shift in the parties' behavior to determine the date of separation. Therefore, if the parties have always maintained separate bank accounts throughout marriage, the Court will not likely give as much weight to that factor as it did in the Davis case.

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The Significance of Hitting the Ten-Year Mark in Marriage

December 23, 2013

10 year marriageSo you've been married for 9 years and you know your marriage has hit a point where you are ready to get out. Perhaps you and your spouse have talked about your impending divorce or maybe it's just a thought you've had in the back of your mind lately.

Either way, is it worth it to stretch the marriage past that ten-year mark? In California, there are several reasons why it might be in your best interest to reach the ten-year marriage mark before seeking to get a divorce

Spousal Support

There are special spousal support rules in California for marriages that are ten years or longer in duration. If a marriage lasted less than ten years, the court will typically order spousal support for a period equal to one half the length of the marriage. However, for a marriage that lasted more than ten years (from date of marriage to the date of separation), the court recognizes it as a "marriage of long duration". This means that the court retains jurisdiction over spousal support and may not set a termination of spousal support date without the parties' agreement. Thus, the spouse entitled to spousal support may be entitled to receive spousal support for life or until remarriage. The parties will be required to come back to court in the future to determine whether the spousal support obligation will continue.

Military Benefits

A marriage lasting at least ten years is also important if your soon-to-be ex-spouse is in the military and will be eligible for retirement benefits. If you were married for at least ten years and that time overlaps with ten years of military service, then you will be eligible to qualify for direct enforcement. This means that your portion of military retirement pay will be paid directly to you by the military finance office (who will garnish the service member's retirement and pay the ex-spouse directly), rather than the service member writing you a check each month.

Social Security Benefits

Another benefit of a marriage of at least ten years is that the Social Security Administration considers it to be a "long-term marriage," making you eligible for Social Security benefits based on your soon to be ex-spouse's earnings record when you reach the age of retirement (as long as you aren't remarried to another person at the time). Read more about retirement benefits and divorce.


No matter how good the financial benefits seem for a marriage lasting longer than ten years, there are some situations in which you should not wait. If, for instance, there is any danger to you or your children, then it is important for you to focus on your safety rather than the potential benefits of staying in the marriage for a longer period of time.

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Kris Jenner and Bruce Jenner Separated


It is no secret that Kris and Bruce Jenner have recently experienced some marital troubles. Kris Jenner has been in the public eye since her late ex-husband, Robert Kardashian, represented O.J. Simpson during his murder trial. Bruce Jenner has his own claim to fame as a gold-medal winning Olympian. Since their initial entrance on the public scene, Kris and Bruce Jenner have become reality T.V. celebrities by starring on the hit show, "Keeping Up with the Kardashians". "Keeping Up with the Kardashians" is a reality show that follows the life of the Kardashian-Jenner family. True to reality show fashion, the show chronicles the personal lives of Kris and Bruce, including their marital discord.


In the past few seasons of "Keeping Up with the Kardashians" Kris and Bruce have been struggling with finding their own space in their shared family home. In order to reach some sort of compromise, the Jenners have experimented by renting out other homes for Bruce to stay in from time to time. Some of the Jenner children have criticized this marital arrangement by stating that it is one step toward divorce for the parties. The couple had previously announced that they were living separately but that they are much happier that way. The Jenner children have proven wise beyond their years when it comes to their observations about living apart and divorce. Kris and Bruce have now announced that they have completely separated. If the Jenners do pursue a formal divorce, their current living arrangement may greatly impact the divorce proceeding.

Under the California Family Code, all earnings and accumulations acquired by the parties during marriage is community property and divided equally upon divorce. All property acquired before marriage and after the date of separation is separate property and confirmed to the party that acquired it. The point at which the Court will draw a line in the sand between community and separate property is called the "date of separation". The Court will find that parties are separated when two criteria are met. First, the parties must be living separate and apart and second, at least one party must have the intent never to resume the martial relationship.

As Kris and Bruce Jenner are currently living separate and apart, it would not be difficult for one party to claim he or she had the requisite intent to end the marriage and therefore claim an earlier date of separation than the other. Another factor to take into consideration is the possibility that the Jenners have an enforceable premarital agreement, commonly known as a "pre-nup". As both Kris and Bruce had been married and divorced before they married each other, they would be prime candidates for a premarital agreement. In a premarital agreement the parties have an option to make agreements outside of default California community property laws thereby make other arrangements for distribution of earnings and accumulations during marriage in the event of divorce.

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How a Later Date of Separation in a San Diego Divorce May Weigh In Your Favor

Divorce Date of SeparationIn a San Diego divorce, a party's date of separation is the first date when either party subjectively (mentally) decided the marriage was over, finished, and not salvageable. The parties' overt actions usually demonstrate that subjective frame of mind. For instance, there can't be ongoing marriage counseling to save the marriage after the date of separation. The date of separation of the parties to a divorce can be a hotly contested issue. Sometimes, when parties do not agree on the date that they separated, the court must step in to help.


In fact, it is quite common for divorcing spouses to disagree about when their date of separation is. These disagreements are usually financially motivated since California is a community property state. This means that in California, community property rights only accrue from the date of marriage until the date of separation. Thus, the date of separation can significantly affect the size of the divisible community estate during a divorce. Some legal, financial, and other practical considerations for the parties to keep in mind when considering divorce and arriving at a date of separation (by way of agreement or decided by the Court) include the following:

  • Stock options: Divorce attorneys will advise their clients that a later date of separation will usually give the community more interest in a stock option.
  • Post-separation bonuses: A later date of separation will give the community a greater interest in a post-separation bonus upon divorce.
  • Pensions: A later date of separation in a divorce will give the community more interest in a pension.
  • Spousal support: A later date of separation from your spouse may provide for more spousal support. The duration of the marriage is one of the twelve factors a California court will weigh in determining the amount and duration of permanent spousal support.
  • Value of a business: A later date of separation in a San Diego divorce will value a sole practitioner's business at a later date.
  • Pereira or Van Kamp considerations: If the separate property business was brought into the marriage, the community's interest would stop growing at the date of separation.

Later Date of Separation San Diego divorceThe implications of the date of separation in a divorce can be quite significant. With the above considerations in mind, if for example Husband is the primary breadwinner and Wife is a stay-at-home mom, Wife may want to establish a later date of separation in order to maximize the community estate. Husband, on the other hand, may want to establish an earlier date of separation for the divorce so that his income, bonuses, commissions, etc. earned after the date of separation will be characterized as his separate property instead of community property. Clearly, selecting the date of separation can be a complicated matter that may require the advice of an experienced divorce attorney.


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How Valentine's Day Can Affect Your Divorce

San_Diego_Waterfront.jpgValentine's Day is a romantic time in Del Mar and throughout San Diego County. The romance of this holiday can sometimes stir up old feelings between divorcing spouses. It is not uncommon for spouses going through a Del Mar divorce to send each other gifts on Valentine's Day or even to spend the day together. However, it is important to consider the legal ramifications of these acts especially with regard to the date of separation. On the other hand, newly separated spouses may be spending Valentine's Day with a new significant other for the first time in a while. Before substantial gifts are given to a new love interest or money is spent on a lavish trip, it is important to also consider how these acts may impact your divorce proceeding in Del Mar.

The date of separation is an important consideration in many divorces. The marital estate is the property divided upon divorce. Property can only be accumulated in the martial estate between the date of marriage and the date of separation. Thus, once spouses decide to end their marriage, they stop accumulating any community assets. In order for a separation to occur, the spouses must physically separate (live apart) with the simultaneous intent never to resume the marital relationship. As Del Mar divorce attorneys understand, only one spouse is necessary to establish the requisite intent to end the marriage.

Read more about date of separation from Del Mar divorce lawyer Nancy Bickford

Depending on the assets in the martial estate, a dispute regarding date of separation can have enormous financial consequences. In order to determine which spouse is correct regarding the date of separation, the court will consider the conduct of the parties. One of the factors considered by the court is whether the spouses gave each other gifts or spent holidays together. If Husband and his attorney allege the parties separated January 1, 2010, the same year he earned a $100,000 bonus at work, that bonus would be his separate property. However, if Wife can show that Husband sent her flowers and a romantic card on Valentine's Day in 2011, her divorce lawyer can use this as evidence that they in fact separated much later and she will be entitled to half of Husband's 2010 bonus.

Under the Family Code, which governs the divorce process in Del Mar, spouses are not permitted to gift community property without the written consent of the other spouse. While both spouses are entitled to manage and control community funds, gifting community property is not considered a function of a spouses right to "manage and control" community funds. If a separated spouse intends to purchase any lavish gifts for a new significant other, he or she should be careful only to use separate property funds for this purchase.

In Del Mar, the divorce process can be complex, and selecting a qualified and knowledgeable divorce attorney is exceptionally important. Please contact us if you are considering a divorce from your spouse, a legal separation, or have questions regarding child custody and visitation. Nancy J. Bickford is the only attorney in San Diego County representing clients in divorces, who is a Certified Family Law Specialist (CFLS) and who is actively licensed as a Certified Public Accountant (CPA). Don't settle for less when determining your rights. Call 858-793-8884 for more information about the consultation process.

How will divorce affect my income taxes in California?

It is that time of year when you need to file your income taxes and we want you to be informed. Your filing status for taxes depends partly on your marital status on the last day of the year. If you were still legally married (meaning there is no final divorce decree) as of December 31, 2011 you are considered to have been married for the full year and must file as either married filing jointly or married filing separately. For federal tax purposes, "marriage" currently only means a legal union between a man and a woman as husband and wife. Your filing status is important and is used for many things on your tax return, such as determining your standard deduction, whether you need to file a return, the amount of tax you owe, and whether you qualify for various deductions and credits. When it comes to your filing status, you do have options.

Married Filing Jointly

If you are still legally married, you and your spouse can file a joint tax return. Married couples do not have to be living together to file jointly. If you file a joint return you both must include all your income, exemptions, deductions, and credits on that return. Even if you or your spouse had no income or deductions, you can still file a joint return. You must balance taxes due against your risk of being jointly and separately liable for taxes, interest, and penalties on a joint return. If you question whether your spouse is reporting all income, or have little or no knowledge of your spouse's income and finances, discuss this issue with legal counsel before signing a joint return. The Internal Revenue Service (IRS) can hold you liable for all taxes due on a jointly filed return, as well as penalties and interest, even if your spouse alone earned the underlying income.

Married Filing Separately

Legally married couples can also file "married filing separate" whether they live together or not. If you and your spouse file separate returns, you should each report only your own income, exemptions, deductions, and credits on your individual return. You can file a separate return even if only one of you had income. However, the married filing separately status rarely works to lower the family tax bill. For example, one major disadvantage is that you can't have one spouse itemize and claim all the deductions while the other claims the standard deduction. Both husband and wife must either itemize or use the standard deduction. You can't mix and match. So if one spouse itemizes and the other has nothing to itemize, that spouse would not then be able to claim the standard deduction, which might have reduced the amount of taxes owed.

Another disadvantage with "married filing separate" filers is that they can no longer take any relevant exclusions, credits, or deductions for adoption or education expenses. Likewise, various exclusion and exemption amounts will be cut for child and dependent care expenses, employer dependent care assistance, and alternative minimum tax. Here are some examples if you file separate returns with your spouse:

• You cannot take the Earned Income Credit.
• You cannot take the Child and Dependent Care Credit in most cases.
• You cannot exclude any interest income from U.S. savings bonds that you used for education expenses.
• You cannot take the Credit for the Elderly or Disabled unless you lived apart from your spouse all year.
• You may owe more taxes on Social Security income or railroad retirement benefits than if you filed jointly.
• You cannot deduct interest paid on student loans.
• You cannot take any education credits.
• You cannot take an exclusion for adoption expenses or the Adoption Credit in most cases.

Benefits of filing under this status include only having liability for the tax, interest, and penalties on your own return. The IRS would not pursue you for your spouse's tax obligation for that same year. If the return is filed electronically, any refund due can be divided up and directly deposited by the IRS in up to three different separate accounts. Note, however, that some financial institutions will not allow a refund for a joint return to be deposited into an individual account, so if this option is being considered, the taxpayer should check with his or her bank.

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