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May 2019 Simple Estate Plan

Current client’s mother, a Scottsdale resident, with a modest estate needed a new estate plan.  DeAngelis Legal worked with the mother to create a simple will, financial power of attorney, healthcare power of attorney, living will and last instructions.

By |2019-07-17T16:47:53-07:00June 15th, 2019|Recent Projects, Estate Planning|Comments Off on May 2019 Simple Estate Plan

May 2019 Trust Administration

Beneficiaries were the victims of bank fraud in Phoenix.  Bank employee embezzled funds from an irrevocable trust for his personal use.  DeAngelis Legal worked with the beneficiaries and the bank to identity fraudulent transactions, complete an audit of the accounts and recover 100% of misappropriated funds and reimbursement of attorney fees incurred.

By |2019-07-17T16:45:49-07:00June 15th, 2019|Recent Projects, Probate and Trust Administration|Comments Off on May 2019 Trust Administration

April 2019 Corporate

Closely held family owned business in Phoenix implemented a succession plan with prior counsel.  In conjunction with a new credit facility, the company’s bank identified discrepancies in the corporate records.  DeAngelis Legal reviewed the plan, documents and tax records and worked with the company’s CPA's to reconcile the records, prepare the necessary documentation to overhaul [...]

By |2019-07-17T16:44:36-07:00May 15th, 2019|Recent Projects, Business Services, Succession Planning, Homepage|Comments Off on April 2019 Corporate

April 2019 Real Estate

Current Phoenix client held interest in commercial real estate in an LLC with a third party.  Third party desired to dissolve the entity and distribute property to separate entities to preserve future tax flexibility upon sale of property.  DeAngelis Legal reviewed and negotiated proposed Dissolution Agreement and Tenants in Common Agreement drafted by the third [...]

By |2019-07-17T16:40:41-07:00May 15th, 2019|Real Estate, Recent Projects, Homepage|Comments Off on April 2019 Real Estate

Bekki Bottjen’s 5 Year Anniversary

Rebecca "Bekki" Bottjen (pictured above with her wonderful family) celebrated her fifth year with DeAngelis Legal this spring. Bekki is an integral part of the team as she has touched more than 18,000 documents in those years.  Yes, we push a lot of paper.  As a certified paralegal, Bekki enjoys the challenge of sorting out the details [...]

By |2019-04-28T15:43:35-07:00April 25th, 2019|Past Newsletters, Uncategorized|Comments Off on Bekki Bottjen’s 5 Year Anniversary

Arizona’s New LLC Act

Like poppies blooming in the desert after a wet winter, limited liability companies (LLCs) are everywhere and Arizona’s new LLC Act affects all of them as well as their owners and managers.  Arizona’s new LLC Act is based on the Revised Uniform Limited Liability Company Act (RULLCA) endorsed by the Uniform Laws Commission. The new [...]

By |2019-04-28T15:37:51-07:00April 23rd, 2019|Past Newsletters, Entity Formation, Business Services, Protecting Family Wealth|Comments Off on Arizona’s New LLC Act

March 2019 Trust Administration

Represented successor trustee with trust administration.   DeAngelis Legal represented parents with creation of a trust that established sub-trusts for their adult children upon their deaths.  DeAngelis Legal assisted the successor trustee with negotiating and closing the sale of a large Paradise Valley residence, distributing personal property to the beneficiaries, interviewing and selecting an investment advisor, [...]

By |2019-04-23T14:10:47-07:00April 15th, 2019|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on March 2019 Trust Administration

March 2019 Tenants In Common Agreement

Represented Scottsdale property manager with the preparation of a Tenants In Common agreement with his sister.  Brother and sister desired to jointly acquire and own Scottsdale real estate.  Rather than holding title to the property in a jointly owned entity, the parties desired to hold title separately as tenants in common to preserve income tax [...]

By |2019-04-23T14:10:29-07:00April 15th, 2019|Real Estate, Recent Projects, Homepage|Comments Off on March 2019 Tenants In Common Agreement