deangelis

Home/deangelis

About deangelis

This author has not yet filled in any details.
So far deangelis has created 46 blog entries.

July 2016 Estate Planning

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 [...]

By |2017-01-18T11:31:02-07:00July 27th, 2016|Recent Projects, Estate Planning, Homepage|Comments Off on July 2016 Estate Planning

July 2016 Business Services

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 [...]

By |2017-12-06T11:57:18-07:00July 12th, 2016|Recent Projects, Business Services|Comments Off on July 2016 Business Services

June 2016 Real Estate

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 [...]

By |2018-08-11T17:05:18-07:00June 27th, 2016|Real Estate, Recent Projects, Homepage|Comments Off on June 2016 Real Estate

June 2016 Estate Planning

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 [...]

By |2017-12-06T11:57:19-07:00June 19th, 2016|Recent Projects, Estate Planning|Comments Off on June 2016 Estate Planning

May 2016 Estate Planning

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, [...]

By |2017-01-18T11:31:02-07:00May 31st, 2016|Recent Projects, Estate Planning, Homepage|Comments Off on May 2016 Estate Planning

May 2016 Estate Planning; Real Estate

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 [...]

By |2017-07-24T10:55:19-07:00May 27th, 2016|Recent Projects, Estate Planning|Comments Off on May 2016 Estate Planning; Real Estate

New ATF Gun Rules

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 [...]

By |2018-08-11T17:05:52-07:00May 11th, 2016|Past Newsletters, Estate Planning, Probate and Trust Administration|Comments Off on New ATF Gun Rules

April 2016 Trust Administration

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 [...]

By |2017-01-18T11:31:02-07:00April 30th, 2016|Recent Projects, Estate Planning|Comments Off on April 2016 Trust Administration

April 2016 Estate Planning

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.

By |2017-12-06T11:57:19-07:00April 27th, 2016|Recent Projects, Estate Planning|Comments Off on April 2016 Estate Planning

April 2015 Trust Administration

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 [...]

By |2017-01-18T11:31:02-07:00April 27th, 2016|Recent Projects, Probate and Trust Administration|Comments Off on April 2015 Trust Administration