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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

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

June 2019 Estate Planning

Husband and wife recently relocated to Fountain Hills, Arizona.  DeAngelis Legal reviewed their current estate plan documents, provided comments and suggestions and prepared the documents necessary to overhaul their plan to better achieve their objectives.  DeAngelis Legal also provided the couple with alternative gifting strategies.

By |2019-07-17T16:51:19-07:00July 15th, 2019|Recent Projects, Estate Planning, Homepage|Comments Off on June 2019 Estate Planning

May 2019 Mergers and Acquisitions

Two separate mid-market Scottsdale corporate clients received Letters of Intent from potential buyers, one to purchase the assets and the other to purchase stock.  DeAngelis Legal assisted the owners of the companies review the terms of the offers and provided comments and suggestions.

By |2019-07-17T16:49:46-07:00June 15th, 2019|Recent Projects, Mergers & Acquisitions, Business Services, Homepage|Comments Off on May 2019 Mergers and Acquisitions

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

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