deangelis

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So far deangelis has created 45 blog entries.

March 2016 Probate

Probate Represented personal representative in opening a simple informal probate for deceased friend without a will.  Elderly woman’s former husband died without a will, leaving unpaid obligations including debt to woman secured by real estate.  DeAngelis Legal assisted friend of woman to be informally appointed as Personal Representative of the former husband’s estate.  After appointment, [...]

By |2018-08-11T17:06:20+00:00March 27th, 2016|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on March 2016 Probate

February 2016 Mergers and Acquisitions

Mergers and Acquisitions; Real Estate Represented the buyer with the acquisition of a dental practice and office condominium.  DeAngelis Legal has represented this client since 1994, working on the acquisition of his first dental practice.  Now, twenty years later, this successful dentist acquired his third practice and a commercial office condominium simultaneously.  DeAngelis Legal documented [...]

By |2017-12-06T11:57:19+00:00February 28th, 2016|Recent Projects, Mergers & Acquisitions, Business Services, Homepage|Comments Off on February 2016 Mergers and Acquisitions

February 2016 Estate Planning

Estate Planning Assisted young couple to create and implement simple estate plan and real estate holding company.  Shortly after the birth of the first child, this couple wanted to insure that the child would receive funds to cover living, healthcare and educational expenses, but wanted a trusted family member to control the investment and management [...]

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

February 2016 Trust Administration

Trust Administration Represented couple with the administration of an irrevocable life insurance trust.  Couple created a life insurance trust in the 90s with a prior advisor and attorney who served as trustee.  Unfortunately, the trustee failed to review the insurance policy and administer the trust properly.  In connection with their new investment advisor, DeAngelis Legal [...]

By |2017-01-18T11:31:02+00:00February 26th, 2016|Recent Projects, Probate and Trust Administration|Comments Off on February 2016 Trust Administration

January 2016 Business Services

Business Law Advised company with a comprehensive review and update to their business succession plan and documented update to comprehensive shareholders agreement. This 30 year old private company is family owned by three siblings, two of which do not work in the company. DeAngelis Legal explored liquidity alternatives for the shareholders during their lifetime and [...]

By |2017-01-18T11:31:02+00:00January 29th, 2016|Recent Projects, Business Services|Comments Off on January 2016 Business Services

January 2016 Probate

Probate Represented the surviving spouse with the formal appointment as personal representative of deceased spouse’s estate without the original will.  Couple previously prepared estate plan with another attorney.  Husband unexpectedly died, but spouse could not locate original will and was required to open a probate to transfer assets out of the deceased husband’s name.  DeAngelis [...]

By |2017-12-06T11:57:19+00:00January 29th, 2016|Recent Projects, Probate and Trust Administration|Comments Off on January 2016 Probate

January 2016 Trust Administration

Trust Administration Represented surviving spouse with allocation of assets among sub-trusts upon the death of spouse.  Having recently completed their estate plan, this elderly couple had an expected death.  DeAngelis Legal assisted the surviving spouse wrap up the affairs of the deceased spouse and allocate the assets between the Survivor’s, Marital and Family trusts.  DeAngelis [...]

By |2017-01-18T11:31:02+00:00January 28th, 2016|Recent Projects, Probate and Trust Administration|Comments Off on January 2016 Trust Administration

January 2016 Mergers and Acquisitions

Mergers and Acquisitions Represented the buyer with the negotiations and documentation relating to the acquisition of an interest in a design firm.  This closely held long time Arizona firm had a minority owner that desired to retire.  DeAngelis Legal provided a review and explanation of the transaction documents as well as the operating agreement and [...]

By |2017-01-18T11:31:02+00:00January 27th, 2016|Recent Projects, Mergers & Acquisitions|Comments Off on January 2016 Mergers and Acquisitions

2016 Estate Planning

Estate Planning Update 2016 2016 Annual Gift Tax Exemption:  remains at $14,000 per donor, per donee. 2016 Gift and Estate Tax Exemption:  rose to $5,450,000 per donor, inflation adjusted. Marital Deduction for Transfers to U.S. Spouse:  unlimited. 2016 Generation Skipping Tax Exemption:  $5,450,000 per donor, inflation adjusted. Top rate for Federal Estate, Gift and Generation Skipping [...]

By |2018-08-11T17:06:49+00:00January 2nd, 2016|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax|Comments Off on 2016 Estate Planning

How Not to Run Your Small Business

Time for your year-end corporate review. Why? For over twenty years I have represented closely held and family business and am always amazed at the lack of attention that business owners pay to their corporate documents. Even limited liability companies have minimum requirements which need to be maintained. A recent tax case highlights the need [...]

By |2018-08-11T17:07:30+00:00November 28th, 2015|Past Newsletters, Business Services|Comments Off on How Not to Run Your Small Business