Baker&Taylor目次情報
Foreword v
Introduction 1 (3)
Notes 4 (1)
Chapter One Understanding the Broader Legal 5 (30)
History and Social Context
A The Relevant History of Cohabitation 5 (14)
and Its Legal Treatment
The Criminalization of Cohabitation 5 (3)
The Contradictory History of Common Law 8 (3)
Marriage
The Evolution of Contract-Based 11 (3)
Doctrines
The Emergence of Marriage Alternatives 14 (3)
Implications for the Legal Practitioner 17 (1)
The Basic Legal Framework for Unmarried 18 (1)
Couples
B The Demographics of Contemporary 19 (3)
Nonmarital Cohabitation
C Developing Underlying Skills for 22 (3)
Effective Client Counseling
D Developing a Market for Your Specialty 25 (5)
E A Few Words about Words 30 (5)
Notes 31 (4)
Chapter Two The Fundamentals of 35 (22)
Representing Unmarried Partners
A Establishing the Scope of the 35 (8)
Representation
B Gaining the Requisite Competence 43 (4)
C Resolving the Actual and Potential 47 (10)
Conflicts of Interest
Who Is the Client? 47 (2)
Effective Representation and Conflict 49 (4)
of Interest Waivers
Management of the Multiparty 53 (2)
Representation
Documents Necessary for Avoiding 55 (1)
Conflicts of Interest
Notes 55 (2)
Chapter Three Living Apart, Living 57 (16)
Together, and the Option of Marriage
A Special Concerns for Noncohabiting 57 (4)
Couples
B The Option of Marriage 61 (9)
Concerns for Same-Sex Couples 62 (2)
The Basic Rules of Marriage 64
The Concerns of Older Couples 61 (9)
C The Indirect Consequences of 70 (3)
Cohabitation
Notes 71 (2)
Chapter Four Counseling Low-Asset 73 (20)
Cohabiting Renters
A Best Methods of Serving Lower-Income 74 (2)
Clients
B The Renters' Concerns 76 (3)
Landlord-Tenant Relationship 76 (2)
Shared-Tenant Relationships 78 (1)
C Co-Ownership of a Particular Asset 79 (4)
Ownership 80 (1)
Title 80 (1)
Purchase Contributions 80 (1)
Payment of Ongoing Expenses 80 (1)
Debts Connected to the Asset 81 (1)
Use of the Asset 81 (1)
Insurance Coverage 81 (1)
Breakup 81 (1)
Pets 82 (1)
D Shared Accounts, Credit Cards, and 83 (5)
Joint Liability
Shared Debts 83 (3)
Shared Savings 86 (2)
E Allocation and Record of the Shared 88 (5)
Living Expenses
Documents for Counseling Low-Asset 91 (1)
Cohabiting Renters
Notes 91 (2)
Chapter Five Covering Their Assets: Debts, 93 (24)
Liability, and Insurance
A The Basic Principles of Nonliability 93 (3)
B Management of Joint Liability Situations 96 (5)
The Genuinely Joint Debts 96 (2)
The Inadvertent Joint Debts 98 (3)
C The Bigger Picture of Debt Liability 101(2)
D Tort Liability---As Plaintiff and As 103(3)
Defendant
Unmarried Plaintiffs 103(2)
Unmarried Defendants 105(1)
E The Rules of Bankruptcy for Unmarried 106(1)
Partners
F Insurance Coverage Challenges for 107(10)
Unmarried Partners
Homeowners Insurance 108(1)
Renters Insurance 109(1)
Umbrella Policies 109(1)
Health Insurance 110(2)
Life Insurance 112(1)
Automobile Insurance 113(1)
Document for Covering the Couple's 114(1)
Assets
Notes 115(2)
Chapter Six Tax Consequences, Liabilities, 117(22)
and Benefits
A A Survey of the Legal Background 117(6)
History of Tax for Married Couples 117(1)
Tax Rules and Unmarried Couples 118(3)
Frequent Concerns 121(2)
B Practical Strategies for Avoiding 123(3)
Taxable Transfers
C The Head-of-Household Rules 126(1)
D Effective Strategies for Minimizing 127(4)
Long-Term Tax Liabilities
E Tax Considerations for Same-Sex 131(8)
Domestic Partners and Married Couples
Initial Tax Concerns 131(1)
The 2006 Memorandum 132(1)
The 2010 Approach 133(1)
Related Tax Uncertainties 133(2)
The Best Advice 135(2)
Notes 137(2)
Chapter Seven Real Estate Ownership and 139(28)
Management
A The Ins and Outs of Title 139(4)
B The Problems of the Off-Title 143(3)
Contributor
C Preliminary Issues Regarding 146(2)
Co-Ownership Agreements
D The Basic Ingredients of Every 148(12)
Co-Ownership Agreement
The Ownership Structure 148(2)
Payment of Necessary Expenses 150(1)
Improvements and Capital Contributions 151(1)
Planning for the Dissolution 152(3)
Death-Related Provisions 155(1)
Conflict-Resolution Procedures 156(1)
Optional Additional Provisions 157(3)
E Real Estate Tax Concerns 160(4)
Off-Title Contributors 160(1)
Allocation of Deductions 161(1)
Capital Contributions and Tax Basis 161(1)
Local Tax Concerns 162(1)
Anticipation of Taxes upon Dissolution 163(1)
F Creative Alternative Ownership 164(3)
Arrangements
Document for Real Estate Ownership and 164(1)
Management
Notes 164(3)
Chapter Eight Cohabitation and Financial 167(26)
Agreements
A The Background Context 167(4)
The Doctrinal Framework 167(1)
The Waiver of All Claims 168(2)
Four Optional Templates 170(1)
B The Essential Ingredients of a 171(14)
Cohabitation Agreement
Waiver of All Claims 171(1)
Additional Provisions 172(13)
C The Tax Aspects of a Cohabitation 185(1)
Agreement
D Issues of Joint and Independent 186(7)
Representation
Documents for Cohabitation and 192(1)
Financial Agreements
Notes 192(1)
Chapter Nine Public and Private Benefits 193(18)
A Access to Government Benefits 193(8)
Social Security 194(1)
Social Security Disability Insurance 195(1)
Supplemental Security Income 196(1)
Medicaid/Medi-Cal 196(1)
Food Stamps 197(1)
Section 8 Housing Assistance Program 197(1)
First-Time Home Buyer Credits 198(1)
Low-Income Housing and Rent Control 198(1)
Protections
Unemployment Compensation Benefits 199(1)
Workers' Compensation Benefits 199(1)
Family Leave Benefits 200(1)
Veterans' Benefits 200(1)
B Governmentally Regulated Employee 201(4)
Benefits
The Role of ERISA 201(1)
Qualified Retirement Plans 202(1)
Health Insurance Coverage 203(1)
IRS Issues for Benefits 204(1)
C Local Registration Benefits 205(1)
Employee Benefits 205(1)
Local Tax Benefits 206(1)
D Discretionary Employment Benefits 206(2)
Insurance 206(1)
Other Benefits 207(1)
E Miscellaneous Nonemployment Benefits 208(3)
Notes 209(2)
Chapter Ten The Rules and Practices of 211(34)
Parentage
A A Brief History of Illegitimacy 211(3)
B The Legal Presumptions of Heterosexual 214(5)
Parentage
Uniform Parentage Act Framework 214(2)
Likely Legal Conflicts 216(2)
Parentage Actions 218(1)
C The Legal Challenges of Same-Sex and 219(9)
Transgender Parenting
Second-Parent Adoptions 221(2)
Uniform Parentage Act Recognition 223(1)
Presumed Parentage as Registered 223(1)
Partners or Spouses
De Facto Parentage / Intentional 224(1)
Parentage
Private Contractual Agreements 225(1)
Donor Insemination Issues 226(1)
Special Issues for Transgender Parents 227(1)
D Adoption Practices and Concerns 228(6)
The Adoption Process 229(1)
Adoption by a Single Straight Parent 230(1)
Adoption by Cohabiting Opposite-Sex 231(1)
Couples
Adoption by a Lesbian or Gay Single 232(1)
Parent
Joint Adoption by Same-Sex Couples 233(1)
E Miscellaneous Parentage Issues 234(3)
Custody of Children from Prior 234(1)
Relationships
The Child's Surname 235(1)
Federal and State Agency Recognition 235(1)
Insurance and Other Benefits 236(1)
Authorizations for the Nonlegal 236(1)
Cohabiting Partner
F Special Concerns for Assisted 237(3)
Reproductive Technology Situations
G Estate Planning Concerns 240(1)
Estate Planning for the Parents 240(1)
Issues Involving Grandparents' Estates 241(1)
H Nondissolution Conflicts between 241(4)
Co-parents
Documents for the Rules and Practices 242(1)
of Parentage
Notes 242(3)
Chapter Eleven Illness and Disability 245(14)
Planning
A Medical Directives 245(3)
B Hospital Visitation 248(1)
C Access to Medical Records 249(1)
D Financial and Asset Powers of Attorney 250(2)
E Conservatorships 252(1)
F Trust Designations 253(2)
G Undue Influence and the Role of Extended
Family Members 255(3)
Documents for Illness and Disability 258(1)
Planning
Notes 258(1)
Chapter Twelve Estate Planning Concerns and 259(32)
Practices
A Will-Drafting Issues 259(5)
B Particular Issues for Trusts 264(3)
C Effective Tax Strategies for Unmarried 267(6)
Partners
Early Gifting of Low-Value Assets 268(1)
Savings Plans to Equalize Estates 268(1)
Transfers of Portions of a Jointly 269(1)
Owned Asset
Gift Tax Exemption 269(1)
Bypass Trusts 270(1)
Charitable Trusts 270(1)
Life Insurance Policies 271(1)
Life Insurance Trusts 271(1)
Grantor Retained Trusts 272(1)
Community Property Asset Accumulation 272(1)
D Retirement Benefits / Pensions / IRAs 273(1)
E The Jointly Owned / Occupied Residence 274(6)
and the Joint Account
F Insurance Strategies 280(1)
G Guardianship of Children 281(1)
H Integration of the Estate Plan with the 281(1)
Other Agreements
I Undue Influence Concerns 282(6)
J Palimony and Property Claims 288(3)
Documents for Estate Planning Concerns 289(1)
and Practices
Notes 289(2)
Chapter Thirteen Moving On: The Substantive 291(28)
Legal Doctrines
A Summary of the Key Legal Doctrines 291(3)
B The Doctrinal Grounds of Nonmarital 294(9)
Legal Claims
Written Contract 294(1)
Oral Agreement 295
Implied-in-Fact Contract 291(7)
Implied-in-Law Contract / Unjust 298(1)
Enrichment
Good Faith Improver 299(1)
Quantum Meruit 300(1)
Other Equitable Claims 301(1)
Real Property or Financial Asset Title 302(1)
Presumptions
Claims by Noncohabiting Partners 303(1)
C Defenses to Nonmarital and Palimony 303(3)
Claims
Statute of Limitations 303(1)
Statute of Frauds 304(1)
Lack of Consideration 304(1)
Choice of Law and Venue Issues 305(1)
Breach by the Plaintiff / Failure of 305(1)
Consideration
Satisfaction and Accord 305(1)
Other Equitable Defenses 305(1)
D Dealing with the Typical Claims 306(13)
Disputes Regarding Real Property 306(4)
Disputes over Money 310(4)
Disputes over Things 314(1)
Disputes over Business Interests 315(2)
Notes 317(2)
Chapter Fourteen The Nonmarital Dissolution 319(36)
Process
A Immediate Dissolution Concerns 319(6)
Bank Accounts 320(1)
Credit Cards 321(1)
Real Estate Tasks 322(3)
B Midterm Practical and Financial Issues 325(3)
C Court Jurisdiction and Venue Problems 328(5)
D Particular Problems with Parentage and 333(1)
Custody Disputes
E Alternative Dispute Resolution Methods 334(6)
Mediation 334(4)
Arbitration 338(1)
Collaborative Law 339(1)
F Real Estate Conflict-Resolution 340(5)
Strategies
First Dibs to Purchase 340(3)
Joint Sale of the Property 343(1)
The Underwater Residence 344(1)
G The Tax Complications 345(3)
Property Transfers 345
Asset Transfers and Postseparation 341(7)
Support
H Documentation of the Settlement 348(2)
Agreement
I Strategies for Handling the Nonmarital 350(5)
Trial
Documents for the Nonmarital 353(1)
Dissolution Process
Notes 353(2)
conclusion 355(2)
Appendix 357(10)
Resources 367(2)
Index 369(20)
About the Author 389
