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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

February 2019 Trust Administration

Represented Scottsdale beneficiary with the decanting of an irrevocable trust.  DeAngelis Legal previously represented beneficiary with the termination of different trust and updated his estate plan.  Beneficiary’s parents created an irrevocable trust, but the administrative provisions were inflexible.  DeAngelis Legal prepared the documents necessary to decant the trust into a trust with the same beneficiaries, [...]

By |2019-04-23T14:09:21-07:00March 15th, 2019|Recent Projects, Probate and Trust Administration, Estate Planning, Homepage|Comments Off on February 2019 Trust Administration

February 2019 Marital Agreement

Represented Scottsdale spouse with respect to a marital agreement and update to estate plan.  DeAngelis Legal previously represented spouse with respect to the termination of an irrevocable trust.  Spouse, with children from a prior marriage, got engaged and desired to define the rights and obligations of each spouse and update his estate plan prior to [...]

By |2019-04-23T14:05:20-07:00March 15th, 2019|Recent Projects, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on February 2019 Marital Agreement

January 2019 Corporate Clean Up

Represented two separate clients with a review and clean up of their corporate structure. The first client owned several unrelated businesses in the healthcare industry and the other client was predominately in real estate development.  Both clients wanted to maximize creditor protection while minimizing income taxes.  DeAngelis Legal reviewed each client’s situation, made recommendations and [...]

By |2019-03-15T19:07:38-07:00February 15th, 2019|Recent Projects, Business Services, Homepage|Comments Off on January 2019 Corporate Clean Up

December Mergers and Acquisitions

Represented closely held Arizona Seller in the sale of assets of online business in the health care industry. DeAngelis Legal assisted Seller in the review and negotiation of an asset purchase agreement, noncompete and related documents with respect to an online health care educational company. DeAngelis Legal also assisted with the closing of the transaction. [...]

By |2019-01-21T15:40:32-07:00January 15th, 2019|Recent Projects, Mergers & Acquisitions, Succession Planning, Homepage|Comments Off on December Mergers and Acquisitions

November Corporate Planning

Represented high net worth Scottsdale couple owning numerous closely held business and real estate interests with a comprehensive review of their corporate plan. DeAngelis Legal reviewed current terms and structure and made significant recommendations to maximize creditor protection, minimize estate taxes and facilitate administration of structure upon a death or disability of the couple.  DeAngelis Legal [...]

By |2019-01-02T11:49:13-07:00December 15th, 2018|Recent Projects, Estate Planning, Succession Planning, Protecting Family Wealth, Homepage|Comments Off on November Corporate Planning

September 2018 Merger and Acquisitions

Represented company with the preparation of the documents necessary to evidence the purchase and sale of shares of family owned business.  DeAngelis Legal worked with the company to clean up its books and records and prepared the stock purchase agreement and ancillary documents evidencing the sale.  DeAngelis Legal also incorporated opposing counsel’s comments and suggestions [...]

By |2018-10-23T14:03:34-07:00October 15th, 2018|Recent Projects, Homepage|Comments Off on September 2018 Merger and Acquisitions

September 2018 Complex Estate Planning

Represented Scottsdale couple with the preparation of a comprehensive review of their complex estate plan.  Both spouses in this second marriage had children from their prior marriages and maintained both separate and combined finances.  DeAngelis Legal identified issues, including tax implications and inequities in their proposed structure, identified potential solutions and drafted the appropriate changes [...]

By |2018-10-21T17:08:37-07:00October 15th, 2018|Recent Projects, Homepage|Comments Off on September 2018 Complex Estate Planning

August 2018 Corporate Planning

Represented closely held business with the preparation of comprehensive shareholders agreement.  DeAngelis Legal worked with the owners of the company, CPA and insurance advisors to address issues and concerns and offer alternatives.  DeAngelis Legal also drafted the Shareholders Agreement with trustee provisions, voting agreements, transferability restrictions and buy-sell provisions upon death and disability.

By |2018-10-21T17:01:17-07:00September 15th, 2018|Recent Projects, Homepage|Comments Off on August 2018 Corporate Planning