Represented couple with the termination of an irrevocable trust, re-assignment of a life insurance policy and overhaul of their estate plan documents. Over the last thirty years the couple accumulated a hodgepodge of entities and trusts. DeAngelis reviewed the documents, proposed and implemented a re-organization of their estate plan, including the termination of an irrevocable life insurance trust and re-assignment of the insurance policy.
By Quinn DeAngelis|2018-05-15T18:30:47-07:00May 15th, 2018|Recent Projects, Probate and Trust Administration|Comments Off on April 2018 Termination of Irrevocable Trust and Estate Plan Update