Represented family with the implementation of coordinated estate plans for father and two married sons with assets in the United States and Mexico. Family owns farms and equipment in Mexico and real estate and businesses in the United States. DeAngelis Legal worked with the family’s corporate attorney to create an integrated succession plan and separate, [...]
December 2017 Mergers and Acquisitions Represented the buyer with the structure, negotiations and documentation relating to the acquisition of a minority interest in a family owned healthcare company. The son and daughter bought out the remaining interest of their mother on deferred terms. DeAngelis Legal worked with the buyer and seller’s legal and accounting teams [...]
October 2017 Mergers and Acquisitions Represented husband and wife with the structure, negotiations and documentation relating to the acquisition of interests in a medical practice. DeAngelis Legal worked with the buyers to structure the transaction to defer and minimize income taxes without adverse cashflow implications and negligible estate tax consequences. DeAngelis Legal prepared the transaction [...]
September 2017 Mergers and Acquisitions Represented the seller with the negotiation and documentation of the sale of a veterinary hospital. DeAngelis Legal previously represented the seller for over 10 years, from formation and opening of the hospital to a variety of leasing and general business matters. DeAngelis Legal advised the seller from letter of intent [...]
August 2017 Entity Formation Created real estate holding company and loan documents. Parent and child desired to purchase real estate. Prior to forming the entity, DeAngelis Legal discussed issues, objectives and alternatives with the parent and recommended an alternative structure to achieve the family’s objectives in an easy to maintain and tax efficient structure. DeAngelis [...]
July 2017 Succession Planning. Documented the exercise of a put option established under a previous comprehensive succession plan for long time family owned business. The company purchased the remaining interests of a minority shareholder, consolidating ownership and creating liquidity for the departing owner. DeAngelis Legal previously worked with the business to establish the succession plan [...]
LLC News. Limited liability companies or LLCs have become the entity of choice over the last 20 years and can be used for a variety of purposes from a single member real estate holding company to a multimember operating business and everything in between. The lack of annual filing requirements, flexible taxation and ease to [...]
Corporate. Created several new entities including a medical practice and real estate holding companies for three separate clients. DeAngelis Legal assisted the owners with the choice of entity and structure, prepared the necessary formation documents and satisfied the Arizona Corporation Commissions requirements for formation.
Real Estate and Estate Planning. Assisted trust beneficiary with a co-tenancy agreement with the sister for a family vacation home. DeAngelis Legal successfully drafted, negotiated and implemented the agreement which addressed the use, financial obligations, transfer restrictions, valuation and arbitration of issues related to the joint ownership of the property.
Corporate. Assisted new client with the update to the corporate structure of their family entities. The structure included a variety of entities with several operating companies, real estate holding companies and an investment company. DeAngelis Legal assisted the family to limit liability exposure between entities, consolidate management and facilitate the transfer of control and ownership [...]
