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So far Quinn DeAngelis has created 150 blog entries.

CARES Act for Businesses

Below are some of the top tax-related provisions for businesses contained in the Coronavirus Aid, Relief, and Economic Security (CARES) Act, Congress’s gigantic economic stimulus package that the President signed into law on March 27, 2020.  For provisions related to individuals see CARES Act for Individuals Employee Related Relief Employee retention credit for employers. Eligible employers [...]

By |2020-04-27T18:40:20-07:00March 27th, 2020|Business Services|Comments Off on CARES Act for Businesses

CARES Act for Individuals

Below are some of the top tax-related provisions for individuals contained in the Coronavirus Aid, Relief, and Economic Security (CARES) Act, Congress’s gigantic economic stimulus package that the President signed into law on March 27, 2020.  For provisions related to businesses see CARES Act for Businesses. Recovery Rebates for Individuals. To help individuals stay afloat during [...]

By |2020-04-27T18:45:25-07:00March 27th, 2020|Uncategorized|Comments Off on CARES Act for Individuals

DeAngelis Legal COVID-19 Response

Updated July 4, 2020 DeAngelis Legal has a unique role in facilitating the transition of wealth between parties in the event of a transaction, death, disability or emergency, therefore we are making every effort to remain open during the COVID-19 national emergency.  Our team is not at risk, but our family members, friends, clients and [...]

By |2020-07-04T16:58:28-07:00March 17th, 2020|Recent Projects, Homepage|Comments Off on DeAngelis Legal COVID-19 Response

March 2020 Estate and Trust Law Specialist

Quinn DeAngelis was re-certified as an Estate and Trust Law Specialist for another five years by the Arizona State Bar Board of Legal Specialization.  Quinn is one of only seven lawyers in Scottsdale currently holding the Estate and Trust Law specialization designation.  From the State Bar of Arizona’s website:  “Being a certified legal specialist is [...]

By |2020-04-27T19:49:16-07:00March 16th, 2020|Recent Projects, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on March 2020 Estate and Trust Law Specialist

February 2020 Ultra High Net Worth Estate Planning

Represented long time ultra high net worth clients with an overhaul of their estate plan.  Husband and wife engaged DeAngelis Legal over 20 years ago to assist with their estate planning and amended the plan periodically over the years to account for changes in their family wealth.  They desired to amend their plan to update [...]

By |2020-04-11T16:36:21-07:00March 15th, 2020|Recent Projects, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on February 2020 Ultra High Net Worth Estate Planning

February 2020 Separate IRA Accounts for Beneficiaries

Represented surviving children with administration of trust.  Husband and wife each had children from a previous marriage and entered into a trust agreement which became irrevocable upon the first spouse’s death.  Successor trustees engaged DeAngelis Legal to assist them with the administration of the trust and provide solutions for a beneficiary designation that was rejected [...]

By |2020-04-11T16:24:20-07:00March 15th, 2020|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on February 2020 Separate IRA Accounts for Beneficiaries

January 2020 Modified Terms of Irrevocable Trust

Another irrevocable trust bites the dust.  Surviving spouse failed to fund the bypass trust upon her husband’s death.  Trustee engaged DeAngelis Legal to negotiate and draft a non-judicial settlement agreement between the trustees and beneficiaries.  The agreement provided for a revised allocation of the assets upon the surviving spouse’s death and a release of claims [...]

By |2020-04-13T10:17:20-07:00February 15th, 2020|Recent Projects, Probate and Trust Administration|Comments Off on January 2020 Modified Terms of Irrevocable Trust

January 2020 Bob Shane

On January 26, 2020 it was with heavy heart that DeAngelis Legal learned of the passing of longtime client and music legend, Bob Shane of the Kingston Trio.  The Trio was the biggest act of the 1950s and two time Grammy Award winners.  Bob was the lead vocal on the group’s famous songs “Tom Dooley” [...]

By |2020-04-13T10:00:45-07:00January 26th, 2020|Recent Projects, Estate Planning, Homepage|Comments Off on January 2020 Bob Shane

Planning for Trust Administration

Trust Administration Administrating a trust post-death should be as easy as your successor trustee accepting the responsibility for the trust, taking control of the assets, satisfying creditors and following the trust’s distribution provisions. Unfortunately, we are seeing longer administration times, most of which could have been greatly reduced with minimal upfront planning. Recent examples we [...]

By |2020-01-25T20:12:28-07:00January 25th, 2020|Past Newsletters, Probate and Trust Administration, Succession Planning, Protecting Family Wealth|Comments Off on Planning for Trust Administration

January 2020 Estate Planning Update

Estate Planning Update January, 2020 2020 Annual Gift Tax Exclusion: remains at $15,000 per donor, per donee. 2020 Gift and Estate Tax Exclusion: increased to $11,580,000 per donor through 2025, see #8. Marital Deduction for Transfers to U.S. Spouse: unlimited. 2020 Generation Skipping Tax Exclusion: increased to $11,580,000 per donor through 2025, see #8. [...]

By |2020-01-28T17:21:32-07:00January 15th, 2020|Annual Estate Plan Updates, Federal Estate Tax, Estate Planning, Protecting Family Wealth|Comments Off on January 2020 Estate Planning Update