ESTATE PLANNING

From simple plans for young families to tax planning strategies for sophisticated estates, our experience and expertise coupled with our friendly, confidential and sincere demeanor will ensure the creation of a plan that is perfect for your family.

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BUSINESS SERVICES

We have been successfully representing Arizona businesses and their owners since 1992. From start-ups to firmly established businesses, we can guide you through what is needed to meet your objectives with practical, well-organized advice.

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TESTIMONIALS

“Meetings with Quinn are always relaxed and very informative. He makes sure that you understand all the implications of what you are doing and does it without pushing.”
“Working with Quinn and his staff was wonderful. All documents were created and explained in terms that we could easily understand. All our questions were answered promptly and thoroughly. Everything was organized clearly and all appointments were quick and to the point.”
“He is direct and well versed in the information he provides. He is professional and always available when I have urgent legal needs.”
“I liked that he was competent in the state statutes needed to Probate my father’s estate in Arizona. He took care of all the paperwork and gave good advice on how to proceed.”
“Very smart and professional, but still personable and approachable. Expert at helping negotiate difficult areas to achieve most satisfactory legal outcomes. Quinn is a pleasure to work with!”
“He is forthright, honest, thorough, explains issues in a manner that is very understandable, readily available, empathic and knowledgeable.”
“Quinn is exceptional in his ability to know just how to help different people in different situations. I feel very comfortable in discussing any issue with Quinn and knowing I will get a well thought out explanation. Because I know him personally, I would always feel comfortable in recommending him to someone who needs legal matters.”
“On the rare occasion where I had a dispute with someone he always had a way of suggesting alternative solutions rather than involving a lawyer. Saves me time and money and the situations were resolved.”
“Technically strong and very good at explaining complex topics. He was great at simplifying everything and using examples to help us make critical decisions.”

Recent Projects

August 2016 Business Services

Formed several entities to hold real estate investments.  Middle aged executive and his wife desired to shield their personal assets from their real estate investments and simplify the management of their real estate activities in connection with their estate plan which DeAngelis Legal had previously prepared.  Working with their financial advisor and CPA, DeAngelis Legal established several limited liability companies in a structure that isolated the liability risk and streamlined management in a tax efficient manner. 

February 2017 Estate Planning

Sophisticated Estate Planning. Represented national real estate developer and his spouse with complex estate plan involving properties in several states, illiquid assets and estate tax issues.  DeAngelis Legal discussed the couple’s preferences and objectives, offered alternatives structures and designed and drafted their updated estate plan [...]

January, 2017 Business Services.

Business Services.  Prepared comprehensive operating agreement for marketing service provider.  This successful marketing company had been in business for many years and the business owners desired to document their agreement on management rights, distributions and buyout terms upon certain events such as death, disability, bankruptcy [...]

December 2016 Mergers and Acquisitions

Mergers and Acquisitions Represented the buyer with the negotiations and documentation relating to the acquisition of a privately held trucking company.  The buyer, also a privately held family owned business, acquired its counterpart in a consolidating acquisition.  DeAngelis Legal worked with the buyer and seller’s [...]

November 2016 Estate Planning

Sophisticated Estate Planning Assisted several clients with the evaluation and comparison of various sophisticated estate tax minimization techniques, including low interest loans, grantor retained annuity trusts (GRAT), lifetime gifts and testamentary gifts.  DeAngelis Legal worked with each client’s CPAs and investment advisors to advise clients [...]

August 2016 Estate Planning

Estate Planning Created simple estate plan for widow with two children.  Elderly new client desired that her assets be divided equally between her children, but if a child predeceased her she wanted to disinherit one of her grandchildren.  She also wanted one daughter to manage [...]

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