Recent Projects

/Recent Projects

October 2018 LLC Formation and Termination

Created several new limited liability companies (LLCs). DeAngelis Legal represented a couple current and new clients with the formation of LLCs.  DeAngelis Legal assisted the clients with entity type selection and tax classification, preparing the formation documents and filing the Articles with the Arizona Corporation Commission for approval.  DeAngelis Legal also terminated one entity which was [...]

By | 2018-11-18T15:14:56+00:00 November 15th, 2018|Entity Formation, Recent Projects, Business Services, Protecting Family Wealth|Comments Off on October 2018 LLC Formation and Termination

October 2018 Trust and Probate Administration

October was the month of trust and estate administration. DeAngelis Legal assisted several different families with the administration of irrevocable trusts in Scottsdale, the filing of a formal probate of a copy of a will in Maricopa County and in informal probate of a murder victim’s intestate estate in Mohave County.

By | 2018-11-18T15:15:58+00:00 November 15th, 2018|Recent Projects, Probate and Trust Administration|Comments Off on October 2018 Trust and Probate Administration

October 2018 Real Estate

Represented two separate clients with the purchase of residential real estate. In each case DeAngelis legal assisted with the review of the purchase contract, title commitment and exceptions, including the CC&Rs, and the closing documents.

By | 2018-11-18T15:06:00+00:00 November 15th, 2018|Real Estate, Recent Projects|Comments Off on October 2018 Real Estate

September 2018 Merger and Acquisitions

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 [...]

By | 2018-10-23T14:03:34+00:00 October 15th, 2018|Recent Projects, Homepage|Comments Off on September 2018 Merger and Acquisitions

September 2018 Complex Estate Planning

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 [...]

By | 2018-10-21T17:08:37+00:00 October 15th, 2018|Recent Projects, Homepage|Comments Off on September 2018 Complex Estate Planning

September 2018 General Business

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.

By | 2018-10-21T17:04:22+00:00 October 15th, 2018|Recent Projects|Comments Off on September 2018 General Business

August 2018 Corporate Planning

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.

By | 2018-10-21T17:01:17+00:00 September 15th, 2018|Recent Projects, Homepage|Comments Off on August 2018 Corporate Planning

August 2018 Trust Administration

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.

By | 2018-10-21T17:02:00+00:00 September 15th, 2018|Recent Projects|Comments Off on August 2018 Trust Administration

August 2018 Estate Planning

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 responsible for the [...]

By | 2018-10-23T14:04:46+00:00 September 15th, 2018|Recent Projects|Comments Off on August 2018 Estate Planning

August 2018 Mergers and Acquisitions

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.

By | 2018-10-21T16:49:23+00:00 September 15th, 2018|Recent Projects, Homepage|Comments Off on August 2018 Mergers and Acquisitions