Past Newsletters

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Pandemic Planning for Businesses

DeAngelis Legal’s pandemic planning for businesses is a list of topics you should address in light of the COVID-19 outbreak.  For individual topics see Pandemic Planning for Individuals. CARES Act for Businesses. The CARES Act has significant financial benefits for businesses, including employee retention credits, payroll tax deferral, pension funding deferral and income tax relief. A [...]

By |2020-04-28T18:15:27-07:00April 27th, 2020|Past Newsletters, Business Services, Protecting Family Wealth|Comments Off on Pandemic Planning for Businesses

Pandemic Planning for Individuals

DeAngelis Legal's pandemic planning for individuals is a list of topics you should address in light of the COVID-19 outbreak.  For topics related to businesses see Pandemic Planning for Businesses. CARES Act for Individuals. The CARES Act has many provisions benefiting individuals. These pandemic planning topics are wide ranging from the much discussed rebates, to lesser [...]

By |2020-04-27T19:24:18-07:00April 27th, 2020|Past Newsletters, Estate Planning, Protecting Family Wealth|Comments Off on Pandemic Planning for Individuals

Planning for Trust Administration

Trust Administration Administrating a trust post-death should be as easy as your successor trustee accepting the responsibility for the trust, taking control of the assets, satisfying creditors and following the trust’s distribution provisions. Unfortunately, we are seeing longer administration times, most of which could have been greatly reduced with minimal upfront planning. Recent examples we [...]

By |2020-01-25T20:12:28-07:00January 25th, 2020|Past Newsletters, Probate and Trust Administration, Succession Planning, Protecting Family Wealth|Comments Off on Planning for Trust Administration

The Letter of Intent

After the confidentiality agreement, the Letter of Intent is the next step in the sale of a business and is intended to be a non-binding document which outlines the material deal points of the transaction. Sellers want to know what the material terms of the offer are, and Buyers want to know that their [...]

By |2020-01-25T18:57:23-07:00October 28th, 2019|Past Newsletters, Mergers & Acquisitions, Succession Planning|Comments Off on The Letter of Intent

Bekki Bottjen’s 5 Year Anniversary

Rebecca "Bekki" Bottjen (pictured above with her wonderful family) celebrated her fifth year with DeAngelis Legal this spring. Bekki is an integral part of the team as she has touched more than 18,000 documents in those years.  Yes, we push a lot of paper.  As a certified paralegal, Bekki enjoys the challenge of sorting out the details [...]

By |2019-04-28T15:43:35-07:00April 25th, 2019|Past Newsletters, Uncategorized|Comments Off on Bekki Bottjen’s 5 Year Anniversary

Arizona’s New LLC Act

Like poppies blooming in the desert after a wet winter, limited liability companies (LLCs) are everywhere and Arizona’s new LLC Act affects all of them as well as their owners and managers.  Arizona’s new LLC Act is based on the Revised Uniform Limited Liability Company Act (RULLCA) endorsed by the Uniform Laws Commission. The new [...]

By |2019-04-28T15:37:51-07:00April 23rd, 2019|Past Newsletters, Entity Formation, Business Services, Protecting Family Wealth|Comments Off on Arizona’s New LLC Act

Personal Property – Things, UTs and TUTs

“I recommend you dispose of anything that does not fall into one of three categories: currently in use, needed for a limited period of time, or must be kept indefinitely.”― Marie Kondo, “The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing”* Ms. Kondo offers great advice in the above book for discarding [...]

By |2019-01-21T15:35:38-07:00January 21st, 2019|Past Newsletters, Probate and Trust Administration, Estate Planning|Comments Off on Personal Property – Things, UTs and TUTs

January 2019 Estate Plannning Update

Estate Planning Update January, 2019 2019 Annual Gift Tax Exclusion: remains at $15,000 per donor, per donee. 2019 Gift and Estate Tax Exclusion: $11,400,000 per donor through 2025, see #6 below. Marital Deduction for Transfers to U.S. Spouse: unlimited. 2019 Generation Skipping Tax Exclusion: $11,400,000 per donor through 2025, see #6 below. Top rate for [...]

By |2019-01-19T15:41:08-07:00January 19th, 2019|Annual Estate Plan Updates, Past Newsletters, Federal Estate Tax, Estate Planning|Comments Off on January 2019 Estate Plannning Update

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