Represented wealthy Phoenix couple with large lifetime gift to their child in trust.  DeAngelis Legal worked with the clients, their investment advisors and CPA to design an irrevocable trust that met the client’s objectives and minimize estate taxes.  They desired to remove the assets from their taxable estate, have a third party responsible for the administrative decisions, protect the assets from creditors and give the child the flexibilty to decide where the assets will be distributed upon his death. DeAngelis Legal also drafted the trust to include anticipated required provisions for a third party corporate trustee.