Scottsdale couple desired to update their estate plan and corporate records. Complicating the planning were a mix of community and sole and separate assets, including a legal practice, long-standing construction company, children from a previous marriage and less than complete corporate records. DeAngelis Legal worked with the couple to identify their objectives, discuss alternatives and document their new estate plan. DeAngelis Legal also reviewed and updated each entity’s corporate records to reflect the current ownership and documented the transfers to their new estate plan.
