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 [...]
Business Law Comprehensive review and revision of corporate form agreements. This entrepreneur recently sold the majority of the assets of his business, but retained one operating division. He wanted to establish new agreements to use with customers, vendors, employees and guests. DeAngelis Legal tailored the agreements to specifically address the legal issues that were important [...]
Real Estate Represented the seller with the negotiations and documentation relating to the sale of an industrial building in Phoenix. DeAngelis Legal previously represented this out of state seller with the acquisition of the building. DeAngelis Legal reviewed and revised the buyer’s form of purchase and sale agreement and negotiated alternative language limiting the exposure [...]
Estate Planning Represented a single Rock Hall of Fame musician with the structure and documentation of a comprehensive estate plan. This recently divorced client has a minor child and adult children from several prior marriages and an interest in a closely held business. DeAngelis Legal reviewed alternatives for providing for all parties while maintaining centralized [...]
Estate Planning Assisted couple in second marriage with comprehensive review of marital agreement and estate plan and documented updates to documents and sample allocation schedules. Highly paid professional with adult children remarried a younger spouse with a minor child. The couple had previously entered into a premarital agreement which provided for sole and separate property, [...]
Estate Planning; Real Estate Structured transaction with family member to minimize estate tax consequences. Senior family member desired to fund junior family member’s real estate investments, minimize estate taxes and minimize liability exposure. DeAngelis Legal discussed alternatives and proposed loan to family member at the Applicable Federal Rate and prepared promissory note and deed of [...]
Trusts, estates, partnerships, corporations and LLCs are now expressly covered by the ATF’s regulations covering machine guns, destructive devices, sound suppressors, short-barreled rifles and shotguns and any other weapons that would not be considered a traditional pistol or rifle. National Firearms Act, 26 U.S.C Chapter 53 (the “NFA”). The ATF laws can be found at [...]
Trust Administration Assisted surviving spouse with the administration of an irrevocable trust and family limited partnership. Widower found himself the victim of identity theft by a family member. DeAngelis Legal assisted him to secure his assets and modify his estate plan documents to prevent further loss, including modifications to his revocable trust, irrevocable trust and [...]
Represented engaged person with the negotiations and documentation of a comprehensive pre-marital agreement. Client desired to alter Arizona’s community property laws to protect family inheritance and define financial rights and obligations of each spouse upon divorce or death. DeAngelis Legal represented client to review material provisions and alternatives, negotiate and draft a comprehensive marital agreement.
Trust Administration Assisted surviving spouse with the administration of an irrevocable trust and family limited partnership. Widower found himself the victim of identity theft by a family member. DeAngelis Legal assisted him to secure his assets and modify his estate plan documents to prevent further loss, including modifications to his revocable trust, irrevocable trust and [...]
