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August 2019 Mergers and Acquisitions

Assisted long time mid-market corporate client with the sale of their business.  The transaction was structured as an “F-reorganization” for tax purposes in lieu of a stock sale.  For a description of the benefits of this type of transaction see https://www.deangelislegal.com/business-services/mergers-acquisitions/   DeAngelis Legal assisted the sellers with all phases of the transaction, including the [...]

By |2019-10-07T17:14:44-07:00September 15th, 2019|Recent Projects, Mergers & Acquisitions, Homepage|Comments Off on August 2019 Mergers and Acquisitions

August 2019 Estate Planning

Represented current client with the preparation of a revised estate plan.  DeAngelis Legal previously represented client with her estate plan and she desired to make changes after her recent wedding.  DeAngelis Legal assisted with a review of the previous estate planning documents and helped clarify how assets would be allocated between her new spouse, his [...]

By |2019-10-07T17:08:11-07:00September 15th, 2019|Recent Projects, Protecting Family Wealth|Comments Off on August 2019 Estate Planning

July 2019 Probate Administration

DeAngelis Legal represented the personal representative with a simple probate of a will.   Sister died and left a will naming her brother as personal representative and waived bond.  DeAngelis Legal prepared, filed and obtained approval of the informal probate of a will application with the Maricopa County Probate Court.  Upon the Letters of Personal Representative [...]

By |2019-08-29T17:53:11-07:00August 15th, 2019|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on July 2019 Probate Administration

July 2019 Corporate

Assisted Scottsdale business owner with a comprehensive review of the ownership records and succession plan.  DeAngelis Legal worked with the long-term client to prepare a business succession plan of the Company upon the owner’s death or disability, update the entity's corporate records and prepare an amendment to the Stockholders Agreement.

By |2019-08-29T17:52:29-07:00August 15th, 2019|Recent Projects, Business Services, Succession Planning, Homepage|Comments Off on July 2019 Corporate

July 2019 Estate Planning

Represented Scottsdale attorneys with their core estate planning documents.  DeAngelis Legal assisted the couple with the preparation of an estate plan which named guardians for their minor children, created trusts which deferred the children’s control over the assets and integrated other aspects of the couple’s assets such as retirement accounts, real estate and closely held [...]

By |2019-08-29T17:58:53-07:00August 15th, 2019|Recent Projects, Estate Planning, Protecting Family Wealth|Comments Off on July 2019 Estate Planning

July 2019 Corporate

Scottsdale shareholder of closely held entity identified several corporate issues that needed to be resolved with co-owner.  DeAngelis Legal worked with shareholder and co-owner’s counsel to conduct director meetings and provide solutions to current issues and implement a process for resolving future issues.

By |2019-08-29T17:41:28-07:00August 15th, 2019|Recent Projects, Business Services|Comments Off on July 2019 Corporate

July 2019 Estate Plan Update

Estate Planning Update July, 2019 2019 Annual Gift Tax Exclusion: remains at $15,000 per donor, per donee. 2019 Gift and Estate Tax Exclusion: $11,400,000 per donor through 2025, see #6 below. Marital Deduction for Transfers to U.S. Spouse: unlimited. 2019 Generation Skipping Tax Exclusion: $11,400,000 per donor through 2025, see #6 below. Top rate for [...]

By |2019-07-29T18:13:29-07:00July 22nd, 2019|Annual Estate Plan Updates, Federal Estate Tax, Probate and Trust Administration, Estate Planning|Comments Off on July 2019 Estate Plan Update

June 2019 Corporate

Current Scottsdale client desired to enter into new business and wanted to separate any liability associated with the new business from other businesses, including a real estate holding company.  DeAngelis Legal advised the client on choice of entity and created a new entity for the business.  In addition, DeAngelis Legal completed the funding of the [...]

By |2019-07-17T16:53:51-07:00July 15th, 2019|Real Estate, Recent Projects, Business Services, Protecting Family Wealth|Comments Off on June 2019 Corporate