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. [...]
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 [...]
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 [...]
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 [...]
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.
Represented seller of dental practice in Phoenix, Arizona. DeAngelis Legal worked with client and accountant to structure the transaction including the sale of goodwill to mutually benefit buyer and seller and drafted the asset purchase agreement and ancillary documents to transfer the practice.
Represented long time Phoenix couple with the review, restructure and funding of various real estate holding companies. DeAngelis Legal worked with the client to identify his risk tolerance and created the plan to insulate the couple’s other assets from liability and increase the liability protection between properties. The plan used their existing entities to the [...]
On August 8, 2018 the IRS issued regulations interpreting the new 20% deduction for qualified business income (QBI) created by the Tax Cuts and Jobs Act -- signed into law on December 22, 2017 (“TCJA”), also known as the 199A Pass Through Deduction. Here's a summary of the basic rules: What is the 199A pass through [...]
Represented several different entrepreneurs with the formation of entities in the medical and construction industries. DeAngelis Legal assisted with the entity selection, structure and prepared the necessary formation documents for the entities which included a comprehensive shareholders agreement, bylaws and employment agreements for one entity and an operating agreement for the other.
Represented trustees with administration of a multi-million dollar trust. Trustees desired to protect beneficiaries and provide for continued management of the trust's assets. DeAngelis Legal worked with the trustees, beneficiaries and successor co-trustees, including adding a corporate trustee, to resolve the issues and document the transition and ongoing management plan. The plan included decanting the terms of [...]