March 2018 Business and Complex Estate Plan Review

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Represented couple with a comprehensive review of their general business and complex estate plan documents.  Husband and wife had 12 entities, 3 irrevocable trusts and a revocable trust.  DeAngelis Legal analyzed the structure and documents and provided a comprehensive summary of their business and estate plan with recommendations to enhance the effectiveness and efficiency of the structure.

By | 2018-05-15T18:31:38+00:00 April 15th, 2018|Federal Estate Tax, Recent Projects, Estate Planning, Business Services, Homepage|Comments Off on March 2018 Business and Complex Estate Plan Review