July 2016 Estate Planning

/, Estate Planning, Homepage/July 2016 Estate Planning

Estate Planning

Created sophisticated estate plan for couple with children and illiquid assets, including several real estate businesses and investments.  After a comprehensive review of the couple’s objectives and affairs, DeAngelis Legal discussed alternatives and proposed a structure for the efficient transfer of illiquid assets to the surviving spouse and children.  DeAngelis Legal prepared updated wills, an amended and restated revocable trust, new financial and healthcare powers of attorney, living wills and last instructions.  In addition, DeAngelis Legal updated the corporate structure of the various real estate investments to minimize liability exposure and facilitate the administration upon a death or disability of either spouse.

By |2017-01-18T11:31:02-07:00July 27th, 2016|Recent Projects, Estate Planning, Homepage|Comments Off on July 2016 Estate Planning