Represented company with the preparation of the documents necessary to evidence the purchase and sale of shares of family owned business. DeAngelis Legal worked with the company to clean up its books and records and prepared the stock purchase agreement and ancillary documents evidencing the sale. DeAngelis Legal also incorporated opposing counsel’s comments and suggestions [...]
Represented Scottsdale couple with the preparation of a comprehensive review of their complex estate plan. Both spouses in this second marriage had children from their prior marriages and maintained both separate and combined finances. DeAngelis Legal identified issues, including tax implications and inequities in their proposed structure, identified potential solutions and drafted the appropriate changes [...]
Represented company with employment agreement. DeAngelis Legal assisted company evaluate alternatives for compensating employees upon a change in control. DeAngelis Legal added change in control provisions to the company’s employment agreements.
Represented closely held business with the preparation of comprehensive shareholders agreement. DeAngelis Legal worked with the owners of the company, CPA and insurance advisors to address issues and concerns and offer alternatives. DeAngelis Legal also drafted the Shareholders Agreement with trustee provisions, voting agreements, transferability restrictions and buy-sell provisions upon death and disability.
Represented sibling with the administration of sister’s simple trust. DeAngelis Legal assisted sibling satisfy the legal requirements as successor trustee of the trust, including notices to beneficiaries and creditors and other administration issues.
Represented wealthy Phoenix couple with large lifetime gift to their child in trust. DeAngelis Legal worked with the clients, their investment advisors and CPA to design an irrevocable trust that met the client’s objectives and minimize estate taxes. They desired to remove the assets from their taxable estate, have a third party take care of [...]
Represented seller of dental practice in Phoenix, Arizona. DeAngelis Legal worked with client and accountant to structure the transaction including the sale of goodwill to mutually benefit buyer and seller and drafted the asset purchase agreement and ancillary documents to transfer the practice.
Represented long time Phoenix couple with the review, restructure and funding of various real estate holding companies. DeAngelis Legal worked with the client to identify his risk tolerance and created the plan to insulate the couple’ other assets from liability and increase the liability protection between properties. The plan used their existing entities to the [...]
Represented newly married Scottsdale spouse to design, draft and implement a comprehensive estate plan, which included the beneficial interests in several irrevocable trusts and other family assets. DeAngelis Legal worked with the client, the family’s bank and other advisors to create a plan that protected inherited assets and provided financial support to the new spouse [...]
Represented Scottsdale husband and wife with the review and update to the estate plan. DeAngelis Legal created the plan in 2007 and the clients desired to review their decisions. After reviewing the details of their plan they decided to make minor adjustments to the successor trustees. During the review DeAngelis Legal also provided alternatives for [...]