May, 2017 Sophisticated Estate Planning.

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Estate Planning.  Reviewed and provided recommendations for a sophisticated estate plan including a revocable trust, family limited partnership, and 10 irrevocable trusts.  DeAngelis Legal prepared a comprehensive summary of the current plan, its strengths and weaknesses and provided a detailed outline for updating and streamlining the plan.

By | 2018-08-11T16:47:01+00:00 June 15th, 2017|Recent Projects, Estate Planning, Homepage|Comments Off on May, 2017 Sophisticated Estate Planning.