Long time high net worth Arizona based client desired to make large lifetime gifts to his children. DeAngelis Legal advised the client regarding funding, control and use of the gifts to take advantage of the new 2026 estate tax exemptions, protect the assets from the children’s creditors and control the disposition of the funds. We worked with the client’s accountant and investment advisors regarding the terms of the plan and drafted the irrevocable trusts implementing the gifting strategy.
