Now is The Time for Same Sex Couples to File Protective Claims for Refunds: The Deadline Is Approaching

tax refund.jpgWith the United States Supreme Court determining the fate of the Defense of Marriage Act (DOMA), same sex married couples should file protective claims for federal tax refunds with the Internal Revenue Service now.  

As I earlier discussed here,

If same sex marriage is recognized by the federal government, same sex couples may be eligible to file an amended return to change their filing status.   The problem is, however, that taxpayers are only permitted to amend their returns for the prior three tax years or two years since paying the tax.     For any tax returns filed outside of the limitation period, the tax payers may just be out of luck.              

The deadline for filing protective claims for 2009 refunds is April 15, 2013.  

 

Same Sex Couples: How to Preserve The Right To File An Amended "Married" Federal Tax Return

Though same sex marriage is legal in New York, because of the Defense of Marriage Act (“DOMA”), the federal government will not recognize it. It is widely believed that the United States Supreme Court will hear arguments on the constitutionality of DOMA, but, unless and until DOMA is declared unconstitutional and same sex marriage is recognized by the federal government, same sex couples cannot file a joint tax return.       

If same sex marriage is recognized by the federal government, same sex couples may be eligible to file an amended return to change their filing status.   The problem is, however, that taxpayers are only permitted to amend their returns for the prior three tax years or two years since paying the tax.     For any tax returns filed outside of the limitation period, the tax payers may just be out of luck.

Same sex filers can protect their rights by filing a “Protective Claim for Refund.” As pointed out by Moskowitz LLP, “A Protective Claim for Refund may be advisable if your right to a tax refund is contingent on future events and may not be determinable until after the time period for filing a claim for refund expires.”    

Provided the protective return was timely filed and the deductible amount is not determined until the expiration of the limitation, the IRS may refund the over paid tax resulting from the change in filing status.

 

A New York Federal Court Declares DOMA Unconstitutional

The Defense of Marriage Act (“DOMA”) unconstitutionally discriminates against married same sex couples ruled a New York Federal Court.

Edith Windsor sued the federal government because it failed to recognize her Canadian marriage to Thea Speyer. Speyer died, leaving her estate to Windsor. Normally, inherited property would pass between spouses without the imposition of estate taxes, but, because DOMA prevents recognition of same sex marriages, the estate was assessed $363,000 in estate taxes.

In striking down DOMA, Judge Barbara Jones wrote:

DOMA does not affect the state laws that govern marriage. Precisely because the decision of whether same-sex couples can marry is left to the states, DOMA does not, strictly speaking, “preserve” the institution of marriage as one between a man and a woman. The statute creates a federal definition of marriage. But that definition does not give content to the fundamental right to marry–and it is the substance of that right, not its facial definition, that actually shapes the institution of marriage.

In her decision, the Judge also noted that she could not discern a logical relationship between DOMA and the government’s goals of promoting family values and responsible parenting.

The decision can be read here.

 

Four Tips To Protect Same-Sex Married Couples in New York

  Though New York now recognizes same sex marriage, most states and the federal government do not.   While a valid marriage confers a number of legal rights upon a lawfully wed couple, if the parties find themselves in a jurisdiction that does not recognize same sex marriage, they may not be accorded the rights accorded a heterosexual couple.

  Like heterosexual couples, same sex couples will inevitably have to deal with issues addressing divorce, death, illness and child custody.   As a lawyer, I am always mindful of things that can be done now to prevent future problems.  With that in mind, I present the four tips to protect same-sex couples:

  1.  Sign a Pre-Nuptial Agreement

 A  pre-nuptial agreement in its most basic form, defines the parties’ respective rights when the marriage ends in either the case of divorce or death.  The agreement could address issues of the distribution of property, maintenance and inheritance rights.   It the parties are already married, the parties could consider entering into a post-nuptial agreement.

  2. Prepare a healthcare proxy for each family member.

  A health care proxy enables a designee to obtain medical information to make medical decision on behalf of his/her loved ones.  Since not all states recognize same sex marriage, it is uncertain what rights would be afforded to a same sex spouse if the other becomes ill in a jurisdiction that did not recognize the validity of the marriage.  To ensure that your spouse will be entitled to your medical information and to make medical decisions should you be unable, provide him/her with a health care proxy.   

  3. The non-biological parent should adopt the children of the marriage.

  Child custody laws involving same sex marriages are, no pun intended, in their infancy.   Should the non-biological parent (or in the case of adoptive children, the non-adoptive parent) be not deemed the “legal” parent of a child, the party could be denied parenting time, custody or visitation, with children of the relationship.

  4. Develop an estate plan; draft a will.

  In order to ensure that your spouse inherits from you, no matter your jurisdiction, draft a will and all necessary trust documents to ensure that your wishes are respected in the event of your death. 

          While many of these same concerns are relevant to heterosexual copies as well, because of the conflicts between the states regarding the rights of same sex couples, it is more important for you to take the necessary to adequately protect your rights.  

 

Same Sex Marriage Enacted in New York

New York became the sixth state to permit same-sex marriage.    The new law becomes effective on July 24, 2011. 

New York officials are preparing for a surge in in applications for marriage licenses when the floodgates open.

  Unfortunately, at some time in the foreseeable future, there will be a corresponding surge in same sex divorce.    As I noted, when interviewed by the New York Post:

Lost in the euphoria of the historic passage of New York's same-sex marriage bill is the inevitability of bitter break-ups.

There will be support claims to resolve, property to divide and custody issues to settle, as with any other divorce.

"The same issues present themselves with same-sex couples: How do we split assets? What do we do with the children?" Clement said. "The law doesn't change merely because you have same-sex partners

Officials predict that about 21,000 same sex couples will wed in New York in the next three years. If the state's current divorce rate of 8.4 percent holds, about 1,800 of those marriages will not survive.

Same Sex Marriage Found Valid: Surviving Spouse Allowed to Inherit

A New York appeals court has recognized the widowed spouse of a same sex marriage as the surviving spouse for the purpose of inheriting under a will.   In affirming a Surrrogate's Court ruling, the Appellate Division in the Matter of the Estate of H. Kenneth Ranftle, recognized as valid, a Canadian same-sex marriage.   

While same sex marriages cannot be validly performed in New York, New York will recognize marriages validly performed in another jurisdiction.  This rule does not extend such recognition where the foreign marriage is "contrary to the prohibitions of natural law or the express prohibitions of a statute"   

The court clearly and unequivocally announced that “Same-sex marriage does not fall within either of the two exceptions to the marriage recognition rule.”

There is a growing trend by New York courts to recognize the validly of same sex marriages entered into elsewhere.   At a minimum, New York courts seem to be increasingly inclined to uphold the validity of same sex marriages as it affects the couple’s rights in the event of death or divorce - events, which ironically, terminate the marital relationship.    In this case, the couple was found to have been validly married so that the survivor was deemed to be a spouse for inheritance purposes.  Likewise, I have had success for obtaining divorces for same sex couples

Marriage Rates Down: Less Couples Wed Due to Economy?

Consistent with the rise in pre-nuptial agreements with the economy faltering, the marriage rate is down. 

 The New York Times is reporting that:

  A long-term decline in marriage accelerated during the severe recession, according to new data from the Census Bureau, with more couples postponing marriage and often choosing to cohabit without tying the knot.

 According to the federal data, the share of young adults who have never married climbed from 35 percent at the start of the decade to 46 percent in 2009.      While the rate of marriage is down, it appears more people are cohabiting. 

Why cohabitation instead of marriage?   I suppose cohabitation allows couples to enjoy the social, economic and other benefits of marriage, without the associated costs.  As one interviewee expressed, “Yeah, it definitely takes money to get married . . . being married probably means eventually buying a house and having kids, right?”

Engagement Rings: What Happens When the Bride Is Already Married?

iStock_000003249284XSmall.jpgIt is well established in New York, that when an engagement is broken, the engagement ring must be returned to the groom.  The exception to this rule is when the man is already married, the intended bride gets to keep the ring.   

Recently, a New York court answered the question what happens to an engagement ring when it is the woman who is already married and the “engagement” is broken.

In the case Lipschutz v. Kiderman, the appellate court explained that:

 where a party gives an engagement gift to another with knowledge that an impediment to a lawful marriage exists, whether the impediment is on the part of the donor or the recipient, no action will lie to compel a return of the property on the ground that the marriage did not take place

So, if a man gives a woman a ring, knowing that she is married, and the parties fail to wed, then the woman may keep the ring.

An engagement ring is a conditional gift, made in contemplation of marriage.  If the marriage occurs, the condition has been satisfied and the gift is complete; the recipient, generally the woman, gets to keep the ring.   If the marriage does not take place, the condition has not been satisfied, and the ring need be returned. 

However, if someone is already married at the time of the engagement, they cannot legally enter into a contract to marry.   In many of the reported cases, it is the prospective groom who gives an engagement ring while married to another woman.  Whether or not the marriage takes place, his fiancé is legally entitled to keep the engagement ring. 

In the Lischutz case, it was the woman who was married at the time of the engagement.  The Court said that if the prospective groom actually knew this his fiancé was married and could not contract to marry, when he gave her the ring, she would get to keep it.   If he did not know she was married, he would be entitled to the return of the ring.

The bar against a recovery of the engagement ring “is intended to protect an innocent party, not one aware of the other’s disability to contract a marriage at the time of the engagement.” 

Newlywed Surviving Spouse of Infirm Elderly Husband Denied Elective Share

Every once in awhile a case comes along that is so egregious, that even where the law should compel a court to rule one way, the facts force a different result. The case of Campbell v. Thomas is one such example.

Here are the facts as recited by the Court:

Nidia well knew, Howard's dementia had advanced to the point that he often had difficulty recognizing family members, had lost the ability to understand his legal and financial affairs or even to attend to his own basic hygiene, and could not be left alone for any period of time. Nidia had also been informed that, due to the progression of his prostate cancer, Howard was not expected to live much longer. With knowledge of these facts, Nidia waited until Nancy, Howard's primary caretaker, left for a vacation, and then married Howard, without informing Nancy or any other member of Howard's family until after the fact.

The facts go on to recite that somehow, before his death, Nidia manipulated Howard’s finances and somehow became the sole beneficiary on Howard's retirement account.

Five years after Howard’s death, the marriage was declared to be “null and void” on the ground that Howard was "incapable of consenting to a marriage for want of understanding."

In New York, a spouse has a right of election which entitles a surviving spouse to portion of the decedent’s estate. The purpose of this provision is to prevent one spouse from dis-inheriting the other.

In this case, Nidia sought to collect her elective share of Howard’s estate.

Though the Court found that technically Nidia had a right to an elective share as a “surviving spouse”- it applied the age old principle that no one shall be permitted to profit by his own fraud, or to take advantage of his own wrong” and denied Nidia her right to her elective share.

While the Court was clearly offended by Nidia’s conduct, its ruling was also motivated by the need to protect the elderly and infirm from overreaching and undue influence. The Court made it clear that even in absence of statutory prohibitions, it will not condone marriages to the elderly and those lacking capacity motivated by a desire to cheat them or their estates.
 

Couples Who Are "We's" Are Happy

Couples who refer to themselves as 'we' are happier than those who say 'I', 'me' or 'you.”

The study conducted at the University of California at Berkley, found a link between the use of pronouns and marital happiness. According to the study, reported in the Daily News and in the Domestic Diversions blog, middle-aged and older couples who used words like “we” and “us” when discussing their marital disagreements experienced less stress than those couple who used the words “I” “me” and “you.”

Not surprisingly, more older couples than middle aged ones identified themselves as “we;” shared life experiences, birth, death and other milestones, probably gave the more senior couples a greater sense of shared identity.

According to the Daily News, earlier studies have shown that “we-ness” versus “me-ness” is a strong indicator of how happy younger couples are.

It would be interesting to see if the pronoun/identity factor is predictive of divorce. Do couples who team up to become a “we” stay together? Conversely, do couples who become polarized “me’s” divorce?
 

Tiger's Silence Keeps Wife From Arrest

What really happened to Tiger Woods? We will probably never know- though we can speculate.

If the voicemail released of Tiger Woods pleading with a lover “Can you please take your name off my phone?” is authentic, perhaps the car accident was the result of a heated argument that escalated violently out of control. On the other hand, the accident could have resulted from a distraught Tiger’s failed attempt to drive away from the house to allow everyone time to cool off.

Regardless, despite the public criticism, Tiger was well counseled not to speak with the authorities. In the end, the matter seemed to be closed with the payment of a token fine and four points on his driver’s license. Had Tiger spoken to the police, either he or his wife could have been arrested as is well explained by Elie Mystal in her piece on Above the Law:

In 1991, Florida became one of many states to set up a pro-arrest policy in domestic-violence cases. For years, feminist advocates had complained that police treated domestic-violence cases as private, family matters and assumed the abused spouse would never follow through and press charges.
Beginning in the 1990s, laws began virtually to force the police to take action. The new statutes direct police to figure out who was the “primary aggressor” in a domestic dispute. They make a call based on a checklist (bruises, disparity of physical size), and then they make an arrest. Howls of protest from the abused spouse are to be ignored: “The decision to arrest and charge shall not require the consent of the victim or consideration of the relationship of the parties,” the Florida law reads.

Remember, this is a good law. It protects victims of domestic violence who are dissuaded from assisting the criminal prosecution of their abusers out of fear of retribution.

And (rightly) the door swings both ways. It doesn’t take into account the gender of the alleged attacker or victim. The police have a duty to investigate Elin Nordegren and pursue any criminal charges that may be relevant.

That Tiger might not want this to happen couldn’t matter less. It’s not his call.
. . .
Well, if the allegations about Elin Nordegren are true and Tiger wants to keep her out of jail, then his best response right now is to keep his mouth shut. Especially when cops are around. You lawyers know the drill: don’t talk, don’t answer questions, don’t cooperate, don’t agree, don’t speak English, don’t remember — for the love of God, just shut up!
 

Ten Tips to Deal With Holiday Stress

The holidays can be one of the most stressful times.  There are financial and familial demands.  The stress and pressure can become unbearable and lead to depression.  

The Mayo Clinic offers ten tips into dealing with holiday stress. 

1. Acknowledge your feelings. If someone close to you has recently died or you can't be with loved ones, realize that it's normal to feel sadness and grief. It's OK to take time to cry or express your feelings. You can't force yourself to be happy just because it's the holiday season.

2. Reach out. If you feel lonely or isolated, seek out community, religious or other social events. They can offer support and companionship. Volunteering your time to help others also is a good way to lift your spirits and broaden your friendships.

3. Be realistic. The holidays don't have to be perfect or just like last year. As families change and grow, traditions and rituals often change as well. Choose a few to hold on to, and be open to creating new ones. For example, if your adult children can't come to your house, find new ways to celebrate together, such as sharing pictures, emails or videotapes.

4. Set aside differences. Try to accept family members and friends as they are, even if they don't live up to all your expectations. Set aside grievances until a more appropriate time for discussion. And be understanding if others get upset or distressed when something goes awry. Chances are they're feeling the effects of holiday stress and depression too.

5. Stick to a budget. Before you go gift and food shopping, decide how much money you can afford to spend. Then stick to your budget. Don't try to buy happiness with an avalanche of gifts. Try these alternatives: Donate to a charity in someone's name, give homemade gifts or start a family gift exchange.

6. Plan ahead. Set aside specific days for shopping, baking, visiting friends and other activities. Plan your menus and then make your shopping list. That'll help prevent last-minute scrambling to buy forgotten ingredients. And make sure to line up help for party prep and cleanup.

7. Learn to say no. Saying yes when you should say no can leave you feeling resentful and overwhelmed. Friends and colleagues will understand if you can't participate in every project or activity. If it's not possible to say no when your boss asks you to work overtime, try to remove something else from your agenda to make up for the lost time.

8. Don't abandon healthy habits. Don't let the holidays become a free-for-all. Overindulgence only adds to your stress and guilt. Have a healthy snack before holiday parties so that you don't go overboard on sweets, cheese or drinks. Continue to get plenty of sleep and physical activity.

9. Take a breather. Make some time for yourself. Spending just 15 minutes alone, without distractions, may refresh you enough to handle everything you need to do. Take a walk at night and stargaze. Listen to soothing music. Find something that reduces stress by clearing your mind, slowing your breathing and restoring inner calm.

10. Seek professional help if you need it. Despite your best efforts, you may find yourself feeling persistently sad or anxious, plagued by physical complaints, unable to sleep, irritable and hopeless, and unable to face routine chores. If these feelings last for a while, talk to your doctor or a mental health professional.
 

Most of all, have a wonderful thanksgiving. 

 

 

 

New York's Highest Court Up-holds Same Sex Marriage

The New York Court of Appeals narrowly upheld same sex marriage in New York.  

The Court, in a 4-3 decision did not settle the question  of whether same-sex marriages performed in other states should be recognized. Judge Eugene F. Pigott Jr., writing for the majority, expressed “hope that the Legislature will address this controversy.”

The three judges in  a concurring decision,said that the court should have addressed the wider issue because New York law already allows for the recognition of marriages that are considered legal elsewhere.

In her concurring opinion,  Judge Carmen Beauchamp Ciparick, wrote  “that the orders under review should be affirmed on the ground that same-sex marriages, valid where performed, are entitled to full legal recognition in New York under our state’s longstanding marriage recognition rule.”

The two case evolved out of  the policy of  the Department of Civil Services, extending health insurance benefits to the partners of state and local workers who were married out of state and a similar policy in Westchester County.

Lies: Good or Bad for a Marriage?

Not all lies are equal or bad, so says Elizabeth Bernstein in the Wall Street Journal.

No one would ever claim that lies about infidelity would be acceptable. But, as Ms. Bernstein urges, “the fibs and feints and little white lies that serve as a social salve and help a relationship run smoothly.”

Some of the acceptable reasons, to fib, she argues, include- “to avoid conflict, to gain approval, to save face or just to be kind.”

Every man learns, for instance, that the answer to the question “does this outfit make me look fat” is an emphatic “No!” Perhaps this is not a lie- maybe the rose colored glasses from which a husband views his wife takes ten pounds off her backside.

Asking do I look fat or which outfit looks better on me calls for an opinion. But, would it be acceptable to lie about a fact?

One of the major reasons for divorce is that there is a loss of trust. Where do you draw the line between little inconsequential lies and the complete betrayal of trust? If the lie is of little consequence, why even bother to lie? If the entire foundation of the marriage is based on lies, isn’t the marriage destined to self-destruct?
 

Married in New York: Become a Fan

In order to have real conversations about marriage and divorce  (and everything in between), I started a fan page  Married in New York.  Please check it out.   Become a fan and become engaged (in the discussion).

The first topic of discussion  is the question I am  probably asked most often: When people first wed, they are in a state of bliss and believe that their marriage will be forever. Why you think half of marriages fail?   What do you think?

Have no fear- I will continue to write this blog.   

 

 

Same Sex Issues in the News: Marriage and Child Custody

It was been an interesting week in family law practice, which I thought I note before taking a few days off with my family . 

In the same week Governor Paterson announced that he was introducing legislation to recognize same sex marriage, a couple decisions involving the custody rights of same sex marriages were announced.  

In the first, Debra H. v. Janice R., the Appellate Division, First Department, held that the same sex partner of a woman who gave birth did not have standing to assert parental rights after the parties broke up.   The Court ruled that although Debra H., the non biological parent,

 [S]erved as a loving and caring parental figure during the 2 ½ years of the child’s life, she never legally adopted the child. 

Based upon this reasoning, the court held that a party who is neither the biological nor the adoptive parent of a child lacks standing to seek custody or visitation rights under Domestic Relations Law §70.  

 In another case, a woman whose donated egg was implanted in her same-sex partner was permitted to adopt the resulting child. The parties were lawfully wed in Holland.  

  This case presented the novel issue whether a party, who was not legally married to the child’s mother at the time of conception, but who is genetically the mother can legally adopt the child. 

 In Matter of Sebastian, the Surrogate granted the petition, even though alternatives to adoption may have been available.   Two viable alternatives were obtaining an order of filiation or being listed as a parent on the child’s birth certificate. 

 The parties sought an adoption because they felt only an order of adoption would ensure that all the states and the federal government would recognize the adoptive mother as the child’s parent.  

 The Court specifically noted that

 Although it is true that an adoption should be unnecessary because Sebastian was born to parents who marriage was legally recognized in this state, the best interests of this child require a judgment that will ensure recognition of both Ingrid and Mona as his legal parents throughout the United States.

 These cases further highlight complex child custody issues faced by same sex couples in the absence of legally recognized marriage.

 

Same Sex Divorce- Granted!

As I predicted in this blog, same sex divorce has come to New York. A Supreme Court judge in Broome County has granted a same-sex Binghamton couple a divorce.

As pointed out at Pressconnect.com, this divorce is a bit ironic.

New York doesn't allow same-sex marriages, but state Justice Molly R. Fitzgerald allowed Lauren Wells-Weiss to divorce her partner, Shari Weiss. The two married Aug. 13, 2004, in Toronto, after a private religious ceremony before family and friends in Ithaca in 2001.

The case is paradoxical, said both women's attorneys, because in their opinion the judge recognized the lesbian couple was married, although New York state law doesn't allow same-sex marriages.

New York will recognize as valid, marriages which were legal where they were solemnized, even if they would not valid if the marriage took place in New York.

Although New York will not allow same sex couples to wed, in the past year, there has been a line of cases which have recognized, as valid, same sex marriages lawfully performed in Canada and Massachusetts. In these cases, courts have extended to same sex couples legal rights previously only available to lawfully wed couples.

My only disappointment is that I had hoped that one of the same sex divorce cases I am presently working on would be New York’s first. Perhaps I will have to take consolation in representing litigants in the first New York City same-sex divorce.


 

Man Entitled to Inherit Same-Sex Spouse's Estate

Courts throughout New York continue to expand the rights of parties in same-sex marriages. For the first time, a judge has ruled that the survivor of a legal same-sex marriage is entitled to inherit from his spouse's estate.

Although New York will not recognize a same-sex marriage performed within the state, with a few exceptions, courts and state agencies will recognize marriages solemnized in Canada, Massachusetts and other states where same sex marriage is legal.

In Matter of the Estate of H. Kenneth Ranftle, Surrogate Judge Kristin Booth Glen designated J. Craig Leiby as the "surviving spouse and sole distributee" of H. Kenneth Ranftle, who died on Nov. 1, 2008, just five months after they married in Quebec.

This decision confirms that a person may provide for his/her same sex spouse to inherit his/her estate as a spouse. But this decision, raises an interesting question- in New York, a spouse cannot be dis-inherited. Each spouse has a right of election to take a prescribed minimum percentage of his/her spouse’s estate. This right of election ensures that one spouse inherits something from the other.

The question then becomes, what would happen if Mr. Ranftle died with a will that made no provision for his spouse, Mr., Leiby- would the court allow Mr. Leiby to assert his right of election? It seems to me it would be that it would be inconsistent not to.

Likewise, had Mr. Ranflte died without a will (intestate), would Mr. Leiby have the right to inherit as his spouse, as would be the case in a heterosexual marriage?

If New York is going to recognize, as valid, marriages lawfully performed in jurisdictions that permit same sex marriages, then, Courts will have to recognize and enforce all of the rights that arise from a lawful marriage. It follows that same sex spouses should have the rights of election and to inherit in cases of intestacy.
 

Married in New York?

New York City is making a big play to challenge Las Vegas to become a marriage destination.

As reported on Cityfile.com

Next week the city opens its new, 24,000-square-foot Manhattan Marriage Bureau following $12 million in renovations to the building. (The mayor tapped his personal interior designer, Jamie Drake, to do the job.) . . . It's all part of Michael Bloomberg's plan to unseat Las Vegas as the nation's "wedding capital" and turn New York into a marriage destination!

When I went to get my marriage license ten years ago, I thought that that the marriage bureau in New York’s municipal building was a run down and really depressing place. (It was also odd that New York City  would not accept cash as payment for the marriage license.   Isn't cash still good legal tender?.)

The new wedding palace features "lavish" extras like iPod docking stations and an oversized photo of City Hall to use as a backdrop for pictures. And there's plenty of overpriced crap on sale to help pay for it all, like flowers ($4 to $7 for a single stem), hairspray ($4), disposable digital cameras ($16.25), and tissues ($1.75 a pack).

Hopefully, the new and improved marriage bureau will be the first of many happy memories for the newlyweds and provide a shot in the arm for the New York economy.
 

The Housing Crisis: An Obstacle To Divorce-Is This A Good Thing?

Last week’s article in the NY Times about how difficult divorce has become as a result of the housing crisis has stirred up quite a bit of debate.

The Times notes that:

In a normal economy, couples typically build equity in their homes, then divide that equity in a divorce, either after selling the house or with one partner buying out the other’s share. But after the recent boom-and-bust cycle, more couples own houses that neither spouse can afford to maintain, and that they cannot sell for what they owe. For couples already under stress, the family home has become a toxic asset.

In LadyBlog, Theodora Blanchfield opines that the difficulty in liquidating the marital home is a good thing. She writes:

. . . I think any other obstacle to divorce is actually a good thing. Combine that with the housing crisis, and you might actually have people thinking twice about buying a home they can’t afford or marrying someone they’re not in love with. For being a single girl living in New York City, it might be a little Pollyanna-ish for me to say this, but when I marry, it’s going to be forever, and when I buy a house it’s going to be something I can pay off before I die.

This is a wonderfully optimistic view when entering into a marriage or even when purchasing a home. However, when marital difficulties arise or when one spouse unilaterally decides that he/she no longer wants to be married, any barrier to divorce has the effect of imprisoning the parties.

One of the commentators to Mr. Blanchfield’s post best sums up the short-sightedness of her reasoning that the present economic conditions are somehow good for marriage.

When my wife decided a year ago that, after almost six fantastic years, she’d rather not be married anymore, we decided to try and fix things. It didn’t work, and the housing crisis hit. Now, although we have no difficulty paying our mortgage, neither of us can afford to move out.

I thought I was marrying for forever too, and three years ago our house looked like a pretty good investment. We got a fixed rate so we were never at any risk of foreclosure. Now I am stuck living in a house with a woman who no longer loves me.

Mr. Blanchfield ignores the simple fact that barriers to divorce do not compel a couple to resume any part of the martial relationship. The obstacles merely lock the parties in a dead relationship and prevent them from moving on with their lives. The inability to sell the marital home or to untangle their finances imprisons an estranged couple under the same roof. How is this a good thing?
 

Divorce Should Always Be An Option


I recently came across pretty naive article in which Ashia Sims, a relationship examiner, opined that marriage should be forever and divorce should not be an option. While the idea that that marriage is forever is highly appealing and very romantic, it is premised on an overly simplistic or idealized view that two people are destined to be together, forever.

In her article, Ms. Sims wrote:

In my mind, once I’m married it’s FOR LIFE. There is no breaking up or getting a divorce. We are going to make it work and grow old together. Period. I do agree that if you make divorce an option, even if only in the back of your mind, you give yourself permission to not work as hard as possible to make the relationship work.

I am not so cynical to believe that most people enter marriage viewing it as temporary condition. Most of my clients entered into their marriages in the good faith belief that they would spend the remainder of their lives with their spouses. But, life is not linear or always go as planned. Relationships evolve. People change. Two people, just because they are wed, do not necessarily grow at the same rate or in the same direction. When a couple no longer shares the same goals, visions or values and their differences can no longer be reconciled, even after counseling, should they be compelled to remain together? For what purpose?

Then, there are the issues of infidelity, domestic violence and substance abuse. Trust and respect are the cornerstones of a healthy relationship. If one of the spouses has been badly betrayed and the marital relationship has irretrievably broken down, why should these people stay together?

When dating, few people acknowledge that they are abusers. Should a battered spouse be compelled to remain in a marriage because of the simplistic view that marriage is forever?

While some people may prematurely end their marriages, most do not. The vast majority of divorcing couples elect to end their marriage as a gut wrenching last resort choice. Divorce only becomes an option after their attempts to salvage the marital relationship fail. No one should be forever imprisoned in a bad marriage because of the child-like belief that marriage has to be forever.

When Ms. Sims finally weds, I hope her relationship will be a healthy and nurturing long-lasting one. But, if life does not go as planned, it is good to know that are options.
 

The Return of Engagement Rings Re-Visited

In writing this blog, I always find it interesting to observe which articles are most viewed. Over time, I have observed that the articles I’ve written about broken engagements and the return of engagement rings are quite heavily trafficked.   So then, it came as no surprise to me that the New York Times contained a fairly comprehensive article about If Things Fall Apart, Who Gets The Ring?

 

While the law in New York regarding the return of engagement rings is well settled, the article points out that there is no uniform national rule about the return of engagement rings if the couple fails to marry.  

 

Most states, New York included, follow the rule that: 

. . . in recent years courts have almost always held that the ring goes back to the buyer, no matter the circumstances. The premise is that the engagement ring is a conditional gift — the condition being that a marriage take place. And if it does not, the agreement is rendered null and void. Furthermore, courts have ruled that it does not matter who broke the engagement, the donor or the recipient.

In New York, the exception to the to the rule is that if the man is married when he proposes and gives an engagement ring to his second bride-to-be, he cannot legally contract to marry. If the second marriage does not take place, he does not get the ring back.

 

For those who care, the law may be different from what is good etiquette or chivalrous. According to the article proper etiquette dictates that:

 

. . . the person who breaks the engagement is responsible for making good. “If the woman breaks it, she should send the ring back immediately,” Ms.[Letitia] Baldrige said. “If it is the man, he should say, ‘Of course you keep the ring.’ ”

As for the laws of chivalry, Raoul Felder questioned “I can’t understand how a man is not embarrassed to ask for his ring back. It always amazes me what happened to chivalry.”  

 

I wonder if Mr. Felder represents only women or, if he represents men, does he advise them that though legal entitled to the return of the engagement rings, they should not seek to recover it because they are being un-chivalrous?

Massachusetts to Allow Foreign Same Sex Marriage

Massachusetts will soon allow same sex couples from other states to wed reports theSteven Ballard in the Massachusetts Divorce & Family Law Blog.

As I previously reported,
while New York will not allow same sex couples to wed, it will recognize as valid, marriages performed in jurisdictions that allow same sex marriage.

I guess New England will soon become a popular wedding andhoneymoon destination for New York’s same sex couples.

Wave of Same-Sex Divorce to Follow Flood of Marriages?

Following up on yesterday’s posting is this article, in today’s New York Post, (in which I was quoted).

The floodgates have opened; there will be thousands of same-sex marriages performed in California in the near future. In the aftermath, I anticipate a wave of same sex divorces.

At least, one court has already recognized the right of same sex couples to seek a divorce in New York.

 In order to avoid the pain of divorce, same-sex marriage couples should be urged to proceed with caution. As pointed out in the Post:

Fools rush in, they said, even gay fools.

"It's not a decision to rush into," said Jim Key, a spokesman for the LA Lesbian and Gay Center.

Same Sex Marriage Stimulates Economy


In an environment where every day we are greeted with news about the troubled economy, we are thankful for any sign of economic growth.

Today, California began performing same sex marriages which may provide a boost to the local California economy.

The New York Times reported that:

The potential windfall of same-sex marriage was underscored this week in a study by the Williams Institute at the University of California, Los Angeles, School of Law, which estimated that over three years, same-sex nuptials would contribute $684 million to the state’s wedding industry and $64 million to the state budget.

The Times describes the cottage industry of performing the once forbidden same sex marriages:

It’s basically a godsend,” said Daniel Doiron, the general manager of the Ingleside Inn in Palm Springs, which is offering honeymoon specials from $479 bargain basement (boutonnieres, 15-minute wedding, 20 guests) to the “Elizabeth Taylor” at $29,999 (poolside villas, wedding cake and reception, ice sculptures, flowers, sit-down dinner for 200 and three nights in the honeymoon suite).

Not to jinx any of the nuptials, but, like heterosexual marriages, some of the same sex marriages will not be everlasting and will end in divorce. These same sex divorces will further drive the economy, as the parties will need to employ the services of lawyers, accountants, financial planners, mental health professionals, appraisers and other divorce professionals.

Governor Orders State to Recognize Same Sex Marriages

Governor David Paterson must be a follower of this blog.

I have written several times in the recent past about  decisions in which the courts have recognized the validity of same sex marriages performed in other jurisdictions.

Now, the Governor has issued an directive requiring all New York State agencies to offer gay couples, wed in jurisdictions that allow same sex marriage (like Canada, Massachusetts and now California), the same legal rights as enjoyed by heterosexual couples.

According to the New York Times, “The revisions are most likely to involve as many as 1,300 statutes and regulations in New York governing everything from joint filing of income tax returns to transferring fishing licenses between spouses. “

“In addition to conferring more rights on gay couples, the changes might also require more responsibilities. For example, the order that required certain employees of the executive branch to file financial disclosure documents for their spouses would also apply to gay spouses.”

There does seem to be a bit of a contradiction in that New York will not permit same sex couples to marry, but it will recognize the validity gay marriages performed beyond its borders.




Mildred Loving Dies; Challenged Law Barring Inter-Racial Marriage

Mildred Loving,, who successfully challenged Virginia’s law that barred inter-racial marriage died this week. In the landmark case Loving v. Virginia, the United States Supreme Court unanimously struck down Virginia’s miscegenation law as it violated the equal protection clause of the Constitution.

Mrs. Loving’s obituary in the New York Times presents a haunting account of her case, her life and the cruel effects of the miscegenation laws:

By their own widely reported accounts, Mrs. Loving and her husband, Richard, were in bed in their modest house in Central Point in the early morning of July 11, 1958, five weeks after their wedding, when the county sheriff and two deputies, acting on an anonymous tip, burst into their bedroom and shined flashlights in their eyes. A threatening voice demanded, “Who is this woman you’re sleeping with?”

Mrs. Loving answered, “I’m his wife.”

Mr. Loving pointed to the couple’s marriage certificate hung on the bedroom wall. The sheriff responded, “That’s no good here.”
The certificate was from Washington, D.C., and under Virginia law, a marriage between people of different races performed outside Virginia was as invalid as one done in Virginia. At the time, it was one of 16 states that barred marriages between races.

After Mr. Loving spent a night in jail and his wife several more, the couple pleaded guilty to violating the Virginia law, the Racial Integrity Act. Under a plea bargain, their one-year prison sentences were suspended on the condition that they leave Virginia and not return together or at the same time for 25 years.

Judge Leon M. Bazile, in language Chief Justice Warren would recall, said that if God had meant for whites and blacks to mix, he would have not placed them on different continents. Judge Bazile reminded the defendants that “as long as you live you will be known as a felon.”

They paid court fees of $36.29 each, moved to Washington and had three children. They returned home occasionally, never together. But times were tough financially, and the Lovings missed family, friends and their easy country lifestyle in the rolling Virginia hills.

By 1963, Mrs. Loving could stand the ostracism no longer. Inspired by the civil rights movement and its march on Washington, she wrote Attorney General Robert F. Kennedy and asked for help. He wrote her back, and referred her to the American Civil Liberties Union.

The A.C.L.U. took the case. Its lawyers, Bernard S. Cohen and Philip J. Hirschkop, faced an immediate problem: the Lovings had pleaded guilty and had no right to appeal. So they asked Judge Bazile to set aside his original verdict. When he refused, they appealed. The Virginia Supreme Court of Appeals upheld the lower court, and the case went to the United States Supreme Court.

Mr. Cohen recounted telling Mr. Loving about various legal theories applying to the case. Mr. Loving replied, “Mr. Cohen, tell the court I love my wife, and it is just unfair that I can’t live with her in Virginia.”

Mildred Delores Jeter’s family had lived in Caroline County, Va., for generations, as had the family of Richard Perry Loving. The area was known for friendly relations between races, even though marriages were forbidden. Many people were visibly of mixed race, with Ebony magazine reporting in 1967 that black “youngsters easily passed for white in neighboring towns.”

Mildred’s mother was part Rappahannock Indian, and her father was part Cherokee. She preferred to think of herself as Indian rather than black.

Mildred and Richard began spending time together when he was a rugged-looking 17 and she was a skinny 11-year-old known as Bean. He attended an all-white high school for a year, and she reached 11th grade at an all-black school.

When Mildred became pregnant at 18, they decided to do what was elsewhere deemed the right thing and get married. They both said their initial motive was not to challenge Virginia law.

“We have thought about other people,” Mr. Loving said in an interview with Life magazine in 1966, “but we are not doing it just because somebody had to do it and we wanted to be the ones. We are doing it for us.”

In his classic study of segregation, “An American Dilemma,” Gunnar Myrdal wrote that “the whole system of segregation and discrimination is designed to prevent eventual inbreeding of the races.”

But miscegenation laws struck deeper than other segregation acts, and the theory behind them leads to chaos in other facets of law. This is because they make any affected marriage void from its inception. Thus, all children are illegitimate; spouses have no inheritance rights; and heirs cannot receive death benefits.

“When any society says that I cannot marry a certain person, that society has cut off a segment of my freedom,” the Rev. Dr. Martin Luther King Jr. said in 1958.

Virginia’s law had been on the books since 1662, adopted a year after Maryland enacted the first such statute. At one time or another, 38 states had miscegenation laws. State and federal courts consistently upheld the prohibitions, until 1948, when the California Supreme Court overturned California’s law.

Though the Supreme Court’s 1967 decision in the Loving case struck down miscegenation laws, Southern states were sometimes slow to change their constitutions; Alabama became the last state to do so, in 2000.




New York Courts Continue Trend: Same Sex Marriage Recognized

A second appellate court went out of its way to implicitly recognize the legitimacy of same sex marriage in New York.

I previously discussed the case of Funderburke v. State of New York in which the claim of an employee of the Uniondale school district who sought health benefits for his same-sex partner was dismissed. The basis of the dismissal was that New York, at the time, did not recognize same sex marriage. The parties were validly married in Canada.

Since that time, as I have posted, New York courts began to recognize the validity of same sex marriages. In addition, the state has changed its position “regarding recognition of foreign same-sex marriages. The DCS now requires public employers within its jurisdiction to provide full spousal benefits to same-sex couples validly married in another jurisdiction, and requires all members of its health insurance program, including the District, to provide such benefits.”

Since there was no longer a dispute as to the validity of the marriage or the same sex partner’s right to health benefits, the appeal was moot. Nevertheless, the Appellate Division vacated the lower court’s order so as it prevent it “from spawning any legal consequences or precedent."

In doing so, the Appellate Court, went out of its way to remove any obstacles to the continued recognition of same sex marriages in New York. Thus far, two of the four Appellate Divisions have recognized same sex marriage

Good Marriage Equals Good Blood Pressure; Bad Marriage Equals High Blood Pressure

Stating the obvious (and arising to the level of  “who pays for these studies”), a study found that: “A happy marriage is good for your blood pressure, but a stressed one can be worse than being single.”

Study volunteers wore devices that recorded their blood pressure at random times over 24 hours. Married participants also filled out questionnaires about their marriage.

Analysis found that the more marital satisfaction and adjustment spouses reported, the lower their average blood pressure was over the 24 hours and during the daytime.

But spouses who scored low in marital satisfaction had higher average blood pressure than single people did. During the daytime, their average was about five points higher, entering a range that's considered a warning sign. (That result is for the top number in a blood pressure reading).

If  “marital unhappiness” raises blood pressure to borderline unhealthy levels, I don’t think we need a study to learn that the stress of divorce raises blood pressure to levels that are off the charts.

Same Sex Marriage - A Humorous View

In the past weeks, I have commented on the two recent court decisions regarding same sex marriage and same sex divorce divorce. I just saw a funny television commercial for the Broadway show, November regarding these very issues.

In ad, the President (Nathan Lane) is asked by his aide for his view on gay marriage. He answers:

Gays should be allowed to marry, but not to divorce . . . therefore gaining new liberty and all the suffering that comes from knowing that there is no way out.

The (ad #2) can be viewed here

Appeals Court Recognizes Canadian Gay Marriage

A New York appeals court unanimously ruled that a gay couple's marriage in Canada should be recognized in New York.

As pointed out in the Sui Generis-a New York Law Blog, at issue in Martinez v. County of Monroe was whether Monroe Community College properly denied health care benefits to the female partner of a female student. The MCC student had previously married her partner in Canada.

The New York Legal Update fills in some more of the relevant facts:

On July 5, 2004, the plaintiff Patricia Martinez married her same-sex partner, Lisa Ann Golden, in the Province of Ontario, Canada. Ms. Martinez was an employee of the defendant Monroe Community College, in Rochester. On the basis of that marriage, Ms. Martinez applied to the college two days later on July 7, 2004 for spousal health care benefits for Golden. The College admittedly provided health care benefits for the opposite-sex spouses of its employees. However, on November 24, 2004, the College's Director of Human Resources denied the plaintiff's application for spousal health care benefits.


The plaintiff then commenced an action seeking, among other things, a declaration that the College's failure to recognize her marriage for purposes of her spousal health care benefits application violated her rights under the Equal Protection Clause of the New York State Constitution and Executive Law § 296,


In deciding the couple’s rights to insurance coverage, the Court had to decide whether the parties were legally married.   The Court then provided a review of  the test of recognizing the validity of marriages obtained outside of New York:

For well over a century, New York has recognized marriages solemnized outside of New York unless they fall into two categories of exception: (1) marriage, the recognition of which is prohibited by the "positive law" of New York and (2) marriages involving incest or polygamy, both of which fall within the prohibitions of "natural law"  . . .

Thus, if a marriage is valid in the place where it was entered, "it is to be recognized as such in the courts of this State, unless contrary to the prohibitions of natural law or the express prohibitions of a statute"


The Court then pointed out that by applying the "marriage-recognition" rule, New York has recognized a marriages which would have not been valid if solemnized in New York.

We conclude that plaintiff's marriage does not fall within either of the two exceptions to the marriage-recognition rA]bsentA]bsent any New York statute expressing clearly the Legislature's intent to regulate within this State marriages domiciliariesdomiciliariesso Van Voorhis, 86 NY at 37). The Legislature has not enacted legislation to prohibit the recognition of same-sex marriages validly entered into outside of New York, and we thus conclude that the positive law exceptiVoorhishe general rule of foreign marriage recognition is not applicable in this case. .  .
The natural law exception also is not applicable. That exception has generally been limited to marriages involving polygamy or incest or marriages "offensive to the public sense of morality to a degree regarded generally with abhorrence" (May, 305 NY at 493), and that cannot be said here. . . . .
The Court of Appeals noted that the Legislature may enact legislation recognizing same-sex marriages and, in our view, the Court of Appeals thereby indicated that the recognition of plaintiff's marriage is not against the public policy of New York. It is also worth noting that, unlike the overwhelming majority of states, New York has not chosen, pursuant to the federal Defense of Marriage Act (28 USC § 1738C), to enact legislation denying full faith and credit to same-sex marriages validly solemnized in another state.


The Court concluded that the plaintiff’s marriage to Golden, which was valid in the Province of Ontario, Canada, would be entitled to recognition in New York. The Court concluded that absent express legislation to the contrary, prohibiting the recognition of same-sex marriages, such marriages would be entitled to recognition in New York.

Census Says: Marriages Are of Shorter Duration

The odds of a marriage lasting twenty five or even fifteen years are decreasing.

Reporting  on recently released marriage census data, the New York Times noted that more than half the Americans who might have celebrated their twenty fifth  wedding anniversaries since 2000 were divorced, separated or widowed before reaching that milestone.

"For the first time at least since World War II, women and men who married in the late 1970s had a less than even chance of still being married 25 years later."

Of course, one of the reasons for this drop-off is that people are marrying later in life increasing the chances that a spouse will be widowed, rather than divorced before reaching their twenty fifth anniversary.

But the percentage of marriages lasting fifteen years is also declining.  “About 80 percent of first marriages that took place in the late 1950s lasted at least 15 years. Among people who married in the late 1980s for the first time, however, only 61 percent of the men and 57 percent of the women were married 15 years later.”

There really does seem to be a "seven-year itch."Couples who separate do so, on average, after seven years and divorce after eight.



A Romantic Divorce Diversion on the Symbolic Loss of a Wedding Ring

This is primarily a blog about New York divorce. In it, I have repeatedly written about people fighting over engagement rings or engaged in their epic divorce struggles.  

For a change, on a hot summer day, I though I would acknowledge a touching and romantic piece from  The New York Times  on the loss of a wedding ring. 

I have worn my wedding ring every single day since my wedding more than seven years ago. I had never misplaced it before. But there I was staring at my bare finger. I noticed the indentation left by the ring, like a phantom band, and the skin tone of this narrow groove, a shade paler than the rest. I felt guilty, as though I had committed an act of infidelity. I imagined my wife’s quiet disappointment; there is nothing in the world quite like it. My hand grew heavy.
I offer this  op-ed piece as momentary diversion from the divorce battles and to re-affirm why it is we marry.


New York Domestic Violence Victims May Terminate Residential Leases

In order to permit a victim of domestic violence to relocate to a safe location unknown to his/her abuser, a new law has been enacted in New York to permit a person who has obtained an order of protection to also obtain an order permitting him/her to terminate his/her residential apartment lease. This new law would allow the victim to move to a safe location and free him/her of any future financial obligation to the landlord.

In order to terminate the lease, the victim must show that:

  • There remains a substantial risk of harm if the victim remains in the present residence;
  • The risk could be substantially reduced be the relocation;
  • The landlord refused to voluntarily consent to the lease termination; and
  • The victim is acting in good faith.

The Court may condition the termination of the lease on the payment of rent and other obligations up and until the in New York actual termination date.

This is an important measure to protect the most vulnerable victims of domestic abuse. It is not enough to simply give a victim of domestic violence an order of protection if the abuser knows where the victim lives; too often, orders of protection are violated. Victims would constantly feel the need to “look over his/her shoulder”  unless they can get a fresh start away from their abusers. 

Since the lease termination order requires a judicial approval, it is unlikely to be abused. The landlord’s inconvenience and expense of re-letting an apartment, palls in comparison to the need to provide a safe home to a battered person.

Statute of Limitation on Pre-Nuptial Agreements Tolled Until Divorce Action Commenced

Governor Spitzer signed into law, this week, a bill amending Domestic Relations Law  §250, tolling the three year statute of limitations for commencing an action or asserting a defense that arises from a pre-nuptial or post nuptial agreement until service of process has been completed in a divorce action or until one of the parties dies. The law does not apply to separation agreements or agreements entered into during the matrimonial action.

What this means in plain English is that a party does not have to take any action to enforce or to declare void a marital agreement until an action for divorce or annulment is commenced.

This amendment makes sense. It would be impractical to require a party, during an intact marriage, to contest or change the terms of prenuptial agreement. Under the amended law, any dispute over the marital agreement would need to be asserted within three years of the commencement of a matrimonial action.

Return of Engagement Ring - New York Has Jurisdiction Over Runaway Brides

The engagement ring cases keep coming.

In the latest reported engagement ring case, Dreznick v Lenchner, the loving couple resided together in New York when they became engaged to be wed. A year and a half later, the woman ended the engagement and moved from the man’s residence with an engagement ring, a dog, and other items of personal property allegedly belonging to the man.  The jilted man demanded the return of the ring and other property and the woman, who had moved to California, refused. The man commenced suit and the woman sought to have the action dismissed, claiming a New York court lacked personal jurisdiction over her.

In a rather curious ruling, the Appellate Division found that personal jurisdiction was obtained on the cause of action for the return of the engagement ring under CPLR 302(b). That section grants a New York court  personal jurisdiction over non-residents and non-domiciliaries in "matrimonial actions."

  As Thomas Swartz questions, since the parties were never married, how could CPLR 302(b) apply?
The Court  did not elaborate.  Perhaps, deliberately so, hoping that the "just" result would not be questioned. After all, this woman just did not want to return the ring.   She lost at the trial court level and appealed.  (It must have been some ring for them to spend that much money fighting about it.)

It is interesting that the appellate court took such an expansive view of the term matrimonial action. 
I wonder if the court will take such an expansive view when it is confronted with a break up of a same sex relationship.

No-Fault Divorce Benefits Marriage

In a fascinating article published in the New York Times, Tyler Cowen, a professor of economics at George Mason University and co-author of a blog, the Marginal Revolution, explores the benefits of what he terms, unilateral divorce.   His conclusion, unilateral or no-fault divorce leads to happier but perhaps, less committed marriages.

In the United States, the availability of divorce has increased with unilateral divorce, which allows either member of the couple to dissolve the union. The change has been associated with lower rates of female suicide and domestic violence, and fewer wives murdered by their husbands. Unilateral divorce shifts the bargaining power to the person who is getting less out of the marriage and thus is most likely to leave. The partner getting more from the marriage has to work harder to keep the other person around, which can be good for the marriage and good for the couple. In other words, unilateral divorce benefits victims and potential victims.

When unilateral divorce was adopted, divorce rates rose sharply in the two years that followed, reflecting a pent-up demand for divorce. But after 10 years had passed, the divorce rate went back to normal or in some cases, compared with states without unilateral divorce, it had fallen further.

In fact, the divorce rate for married couples peaked in the United States in 1979, when it was 22.8 per thousand married couples per year. Since then it has continued to decline, reaching 16.7 divorces per thousand married couples in 2005.

If matrimony as an institution has declined, it is because fewer people are marrying in the first place. Marriage is at its lowest rate in recorded American history, and marriages are shorter than before. If fewer weddings mean fewer divorces, individuals are probably making better matches. Perhaps there should have been fewer marriages in the first place.

One group more likely to be married today than ever before is Americans over age 65. Men are closing the life expectancy gap with women, and that means fewer widows, a comforting thought. The elderly are the most likely to require marriage for assistance with medical problems, not to mention sex and companionship.

Consistent with economic reasoning, marriage is growing among groups who benefit from marriage the most. Furthermore, the women least likely to remarry are highly educated with a high income, namely those who are best able to handle single life. Women with the least resources are the most likely to remarry.

Unilateral divorce does make for less committed marriages. In states that allow unilateral divorce, a spouse is 10 percent less likely to be putting the partner through school. The obvious fear is that once the costly education is over, the beneficiary will leave the marriage. In states with unilateral divorce, adjusting for the relevant demographics, a couple is 6 percent less likely to have a child. Again, couples seem to be making decisions with the prospect of divorce in the back (or the front) of their minds. That may be one reason for the surge of female interest in higher education and advanced degrees.

Often, earlier approaches to marriage were based on the idea of a division of labor; the man would earn the income and the woman would take care of the household. But as female earning power increases, this arrangement makes less sense. Men and women are more likely to pair off on the basis of similar education, similar interests and similar tastes in consumption. In other words, modern marriage is more fun.

And what about the children? Don’t they suffer in happiness and future prospects from divorce?  Maybe so, but Mr.  Wolfers and Ms. Stevenson do not think the question has received a final answer. To be sure, it is better for a child to have happily married parents, but when the family is dysfunctional anyway, we don’t know whether divorce harms the children. In any case, the number of children in a given divorce is, on average, declining. In 1968, the average divorce involved 1.34 children. By the 1990s, this had fallen to an average of less than one child per divorce. Since many people put off having children, and the average marriage is shorter, many divorces arrive before the children do.

Divorce and Taxes: Deductions, Exemptions and Other Issues

With taxes due next month, Scott Sagaria in his  California Family Law Blog offers some useful tax tips to parties divorcing.  While Scott's blog is addressed  to California residents, the tax information is applicable nationwide.

When a couple is filing for divorce, but the divorce decree has not been finalized yet, they can still file a joint tax return. Once the divorce goes through, an ex-spouse can file the return as a head of household, if he or she has paid for over half the maintenance of the house and has a dependent living at their home for over half the year.

When two parents are divorced, only one of them can claim the $3300 dependency exemption for each child on their tax returns for 2006. The parent claiming the dependency exemption is also allowed a $1,000-per-child tax credit for children younger than 17 as long as their income is not above a certain figure.

Usually, it is the person named as the custodial parent in the child custody portion of the divorce decree that is allowed to claim the child as a dependent. If the divorce decree does not name a custodial parent, then the parent with whom the child has lived with the longest throughout the year is the custodial parent.

A non-custodial parent, however, can claim the exemption as long as the custodial parent signs a waiver promising not to claim the exemption.

If a non-custodial parent claims the exemption first and without the custodial parent’s permission, he or she could be given the exemption temporarily. However, once the custodial parent files the exemption and the IRS notices that a child’s social security number has been entered by two different taxpayers, then the tie-breaker rule would apply. This rule says that if two parents claim that a child is their dependent, the parent that the child lived with the longest during the year would get to claim the exemption. If the child had spent the same amount of time with both parents, then the parent that had the higher adjusted gross income would get the exemption. The parent who “wrongly” claimed the exemption would have to repay the tax, plus penalties and interest.

Regardless of who the custodial parent is, if the non-custodial parent pays for any of the child’s medical bills, these costs can be a deduction. Child-care credit for work-related expenses can be claimed for children younger than 13.

The spouse who pays alimony/spousal support can also receive a tax deduction for these payments, even if they aren’t itemized—along as the payment amounts are stated in the divorce agreement and made in cash. The spouse who receives the alimony must pay taxes on them. For child support, however, there is no deduction for paying them and no taxes paid by the recipient parent.
Assets transferred from one spouse to another during a divorce are not taxed. However, there will be a capital gains tax before the transfer and afterwards.

Now,  for the disclaimer -   You should certainly discuss the foregoing with your tax preparer.

Even A Husband Can Be The Victim of Domestic Violence

Much ado has been made of  Jason Kidd’s allegations of domestic violence against his wife. Notwithstanding the celebrity factor, much of outcry is a product of the sexist preconception that there is no way a woman can abuse a man.  Moreover, how can a star athlete be a victim of domestic violence?

Any matrimonial attorney knows that domestic violence is not limited to husbands abusing their wives. Most practitioners could relate a war story where- in a husband was either emotionally, psychologically or physically abused by his wife.   

ABC News reports that experts on domestic abuse disagree on the number of men who are physically abused by their wives, but they agree that it is an underreported phenomenon.

There are few statistics regarding domestic violence against men.

A 1999 National Violence Against Women Survey sponsored by the Centers for Disease Control and Prevention indicated that while 1.5 million American women were beaten by a domestic partner or husband, 835,000 men — more than half that number — reported that they also were victims, a surprisingly high number to some.

Philip W. Cook, advocate and author of "Abused Men: The Hidden Side of Domestic Violence," is working to change what he calls "societal disbelief" in domestic violence against men.

"Attorneys don't encourage prosecuting it," Cook said. "Fred Lane of the … Carolina Panthers was shot and killed by his wife, and Tyrone Williams of the Green Bay Packers had his clothes slashed and tires slashed, and he needed to get stitches. … These were obvious victims. Just because a guy is a big athlete doesn't mean he's not a victim."

Lisa Mills, a feminist and author of "Insult to Injury: Rethinking Our Response to Intimate Abuse," agrees.

Mills notes that when women get violent, they often seek out tools and weapons to make up for what they lack in brawn.

"Men are beaten just as often as women, but women are injured twice as often," Mills said. "But the question really comes down to the validity of each claim."


Questions to Ask Before Marriage

The Family Law Prof Blog  picked up on a great piece that appeared in the New York Times. The piece is simply a series of questions couples should ask or wish they had asked before marrying.


These questions are thought provoking and go to the core of the marital relationship. As a father/husband, I see the questions raised coming into play. As a matrimonial lawyer, I see the sad result when the couples’ answers are in conflict.  Quite frankly, if answering the questions was a prerequisite to marriage,  many matrimonial attorneys would be in a different line of work. 

I have included the questions here:

1) Have we discussed whether or not to have children, and if the answer is yes, who is going to be the primary care giver?

2) Do we have a clear idea of each other’s financial obligations and goals, and do our ideas about spending and saving mesh?

3) Have we discussed our expectations for how the household will be maintained, and are we in agreement on who will manage the chores?

4) Have we fully disclosed our health histories, both physical and mental?

5) Is my partner affectionate to the degree that I expect?

6) Can we comfortably and openly discuss our sexual needs, preferences and fears?

7) Will there be a television in the bedroom?

8) Do we truly listen to each other and fairly consider one another’s ideas and complaints?

9) Have we reached a clear understanding of each other’s spiritual beliefs and needs, and have we discussed when and how our children will be exposed to religious/moral education?

10) Do we like and respect each other’s friends?

11) Do we value and respect each other’s parents, and is either of us concerned about whether the parents will interfere with the relationship?

12) What does my family do that annoys you?

13) Are there some things that you and I are NOT prepared to give up in the marriage?

14) If one of us were to be offered a career opportunity in a location far from the other’s family, are we prepared to move?

15) Do each of us feel fully confident in the other’s commitment to the marriage and believe that the bond can survive whatever challenges we may face?

What relevance would Heather Mills allegations of abuse by Paul McCartney have if they were getting divorced in New York

There has been much ado in the tabloids this week about the allegations of domestic violence by Paul McCartney against Heather Mills. So I wondered, what relevance would these allegations have if this case was being heard in New York?

 In New York, because only the parties, their respective attorneys and the court have access to the papers filed in court, the press would not have access to court papers.   So, unless one of the parties leaked court papers, there would be no trial in the press.

If there was domestic violence during the marriage, Ms. McCartney could have sought intervention of the courts during the marriage and requested an order of protection against her husband.  

The fact of domestic violence would give Ms. McCartney grounds for a divorce. As I noted in previous postings, New York is not a “no-fault divorce” state. That means, a person seeking a divorce needs to allege and then prove one of the statutory grounds for divorce. The allegations of domestic violence, which if established at trial, could serve as the basis for a divorce upon the grounds of cruel and inhuman treatment.

As I also, discussed in an earlier posting, generally marital fault will not be a factor in equitable distribution, the method of dividing assets in New York.    Marital fault will only be taken in consideration where it is  “so egregious or uncivilized as to bespeak of a blatant disregard of the marital relationship.”

 A party’s acts of domestic violence would certainly be a relevant consideration in a contested custody case. In custody cases, the courts will be guided by what it perceives to be the best interests of the children. Certainly it would not be in a child’s best interest to be with a violent parent.

I do not have enough information as to form an opinion as the merits of the allegations. But, given the fortunes involved and the tabloids’ fascination with celebrity divorce, I am sure that, we will be hearing a lot more about this case in the near future.

Survey Says: Pre Nups are Big with Baby Boomers

 Jeffrey Lalloway points out in his California Divorce and Family Law Blog, an overwhelming 80% of divorce attorneys cited an increase in prenuptial agreements during the past five years in a recent poll of American Academy of Matrimonial Lawyer (AAML) members. In addition, 65% of those surveyed answered that prenuptial agreements are most often sought by men and women in the age range of 40-60 years old, revealing that people in the Baby Boomer generation are currently the most likely to request the contracts.

"It can be a sensitive subject, but in the same way you would discuss your future goals and dreams with a partner, prenuptial agreements can often represent the best way to ensure the needs of both parties are considered in the event of divorce," said Cheryl Lynn Hepfer, president of the AAML. "A married couple hopes never to have to enforce the terms of a prenup, but they also realize divorce proceedings could be much more unpleasant without such an agreement in place."

In a survey question that asked about the strangest items included in prenuptial agreements, 31% of the attorneys noted provisions being made for a family pet, while some of the lawyers shared even more offbeat areas that have been addressed. These unique agreements have included adultery penalties, terms for frequency of intimacy, limitations on weight gain, and schedules for housekeeping.

Dissolving the Marriage: Divorce v. Annulment

Often times I receive a telephone call from a prospective client who states, “I don’t want a divorce. I want an annulment.” When I inquire as to why, I am typically greeted with silence because the distinction is not really understood. 

    

        An annulment invalidates a marriage that the parties were not legally capable of entering. In New York there are several scenarios where a marriage can be annulled. Specifically, a marriage can be annulled:

  • If either spouse is incurably incapable of having sexual intercourse; 
  • If in a marriage between persons under the age of 18 years, the spouse under 18 wants an annulment;
  •  If, after marriage, either partner becomes incurably insane for five years or more; (The sane spouse may be required to support the insane spouse for life.)
  • If either spouse consents to marry as a result of the force or duress of the other spouse; or if either spouse cannot understand the nature, effect and consequences of marriage; or
  • If a spouse’s consent to enter the marriage was obtained by fraud. The fraud must have been such that it would have deceived an ordinarily prudent person and was material to obtaining the other party's consent. The fraud must be such as to go to the essence of the marriage contract. 

          A common fraud ground involves a misrepresentation concerning the desire to have children. Prior to the marriage, one party, for example the husband, represents to his future wife that he wants to have children, knowing that it is important to the wife to have children. Then, after the marriage, the husband despite having represented to his prospective wife his desire to procreate refuses to have children.   Since the wife would not have entered the marriage but for the husband’s misrepresentation, the marriage was procured by fraud. Therefore, the marriage can be annulled.

          A party seeking an annulment can seek all of the remedies available to a party in an action for divorce, including maintenance, equitable distribution, child and child support.


                   

Canadian Same-Sex Marriages Not Valid in New York

It took only a week for the  reverberations to begin  from last week’s affirmance by the Court of Appeals of New York’s ban on same sex marriages. Last week, in the case Funderburke v. New York State Department of Civil Service, a Nassau County judge granted the State summary judgment, dismissing the case of a former employee, who sought health benefits for his same-sex partner.

Mr. Funderburke had been with his partner since 1965 and, in 2004, married him, in Canada, which recognizes same-sex marriages.  Fundeburke requested spousal benefits for  his partnet but the school district, which employed Funderburke, denied his request because it declined to recognize same sex marriages.  

In dismissing the case, the Judge stated:

In deciding this case, this Court is constrained to follow the recent holding of the Court of Appeals in Hernandez v. Robles  . . . While the Court of Appeals in that case did not directly address the issue of whether New York should recognize same sex marriages performed in foreign jurisdictions, the Court’s ruling is instructive on the definition of marriage. The Court of Appeals held that there are rational grounds for limiting the definition of marriage to opposite sex couples and that any expansion of the traditional definition of marriage should come from the New York State Legislature.

The Court then concluded that Funderburke  though married in Canadian was not married under New York law. Therefore, Funderburke’s partner was not, the Court said, eligible to spousal health benefits.