Real Estate

May 2024 Corporate Formations

Despite elevated interest rates, real estate acquisitions in Arizona continue to dominate our transaction practice.  DeAngelis Legal created several new limited liability companies (LLCs) for new and current clients, to acquire and hold real estate.  In addition to forming holding companies, DeAngelis Legal advised the clients with respect to the preparation of leases to third [...]

By |2024-06-12T15:40:18-07:00June 15th, 2024|Real Estate, Recent Projects, Protecting Family Wealth|Comments Off on May 2024 Corporate Formations

December 2023 Mergers and Acquisitions

Ultra high net worth couple acquired the majority stake in a foreign entity holding real estate operated by the minority party. As is often the case in these arrangements, conflicts arose between the parties regarding the ownership, control and management of the property. Complicating matters were incomplete financial records and communication issues. DeAngelis Legal worked [...]

By |2024-01-22T19:51:04-07:00January 15th, 2024|Real Estate, Recent Projects, Mergers & Acquisitions, Homepage|Comments Off on December 2023 Mergers and Acquisitions

September 2023 Beneficiary Deed

New out of state client’s mother and her boyfriend jointly owned their personal residence in Maricopa County as tenants in common and subject to a cohabitation agreement. The cohabitation agreement granted the surviving party an option to acquire the property upon a death. Client’s parent named her child as the designated beneficiary of her half [...]

By |2024-01-22T19:20:58-07:00October 15th, 2023|Real Estate, Recent Projects, Protecting Family Wealth|Comments Off on September 2023 Beneficiary Deed

February 2021 Entity Formation Documents

The new year kicked off strong on the business side. DeAngelis Legal assisted several clients with start-up entities, evaluating investments in venture capital opportunities and the formation of real estate holding companies. The real estate acquisitions ranged from single family lots to commercial buildings and the business ranged from online products and services to construction [...]

By |2021-04-22T19:16:18-07:00February 15th, 2021|Real Estate, Past Newsletters, Entity Formation, Recent Projects, Mergers & Acquisitions, Succession Planning, Business Services, Protecting Family Wealth, Homepage|Comments Off on February 2021 Entity Formation Documents

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

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

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

February 2019 Corporate Transfers

Represented recently divorced Scottsdale client transfer corporate structure.  DeAngelis Legal previously represented client with respect to his estate plan and corporate structure.  Upon the client’s divorce, he was required to terminate the trust and remove the divorced spouse’s name from the corporate structure.  DeAngelis Legal prepared and filed the necessary documents transferring the structure.

By |2019-04-23T14:07:50-07:00March 15th, 2019|Real Estate, Recent Projects, Business Services|Comments Off on February 2019 Corporate Transfers

October 2018 Real Estate

Represented two separate clients with the purchase of residential real estate. In each case DeAngelis legal assisted with the review of the purchase contract, title commitment and exceptions, including the CC&Rs, and the closing documents.

By |2018-11-18T15:06:00-07:00November 15th, 2018|Real Estate, Recent Projects|Comments Off on October 2018 Real Estate

Choice of Entity – Types and Uses of Legal Entities

Choice of Entity The Tax Cuts and Jobs Act signed in December of 2017 reduced the income tax rate on corporations and pass through entities.  The Act, coupled with an increase in business activity in Arizona, has created a lot of questions about the appropriate choice of entity, i.e., what is the best type of [...]

By |2018-10-23T14:01:36-07:00October 22nd, 2018|Real Estate, Past Newsletters, Entity Formation, Business Services, Protecting Family Wealth|Comments Off on Choice of Entity – Types and Uses of Legal Entities
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