Past Newsletters

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December 2020 Probate and Trust Adminstration

Assisted successor trustees with the administration of a trust after the death of both spouses.  What should have been a simple administration was complicated by poor planning, the surviving spouse’s failure to follow the terms of the trust and her failure to provide remainder beneficiaries with important information, such as where the original documents are [...]

By |2021-01-25T18:04:28-07:00January 15th, 2021|Past Newsletters, Recent Projects, Probate and Trust Administration, Homepage|Comments Off on December 2020 Probate and Trust Adminstration

Top 7 Thoughts for Business Owners 2020

Happily, most our business clients have adjusted to the new reality of 2020 and are holding up well, with residential home building industry leading the way. This does not mean that there haven’t been casualties. Small businesses such as restaurants, bars, gyms, hotels and certain medical practices obviously have been the hardest hit. We have [...]

By |2020-10-28T13:58:31-07:00October 15th, 2020|Past Newsletters, Business Services, Succession Planning, Homepage|Comments Off on Top 7 Thoughts for Business Owners 2020

Keeping Corporate Records

Time and time again we are asked to re-create the corporate records of an entity. The fire drill is ignited by the need for financing, a large asset transaction, an IRS audit, an impending sale of the business or litigation. Business owners lose their mind that these seeming inconsequential items are holding up the transaction [...]

By |2020-10-28T14:00:41-07:00October 15th, 2020|Past Newsletters, Entity Formation, Business Services, Homepage|Comments Off on Keeping Corporate Records

September 2020 Estate Tax Planning

Concerns over an impending “blue wave” of Democrats taking over the Senate caused our phones to ring in September.  DeAngelis Legal spent a significant amount of time with these high net worth clients throughout Arizona describing and evaluating the best alternatives for utilizing their remaining estate tax exemptions before the end of the year.  Several [...]

By |2020-10-28T14:01:12-07:00October 15th, 2020|Past Newsletters, Federal Estate Tax, Recent Projects, Estate Planning, Homepage|Comments Off on September 2020 Estate Tax Planning

September 2020 Mergers and Acquisitions

Represented a new client with the buyout of an investor from a closely held business in Scottsdale. DeAngelis Legal advised the buyer regarding the acquisition structure, reviewed and revised the interest purchase agreement and prepared the documents necessary to properly evidence the buyer as the sole owner of the entity going forward.

By |2020-10-27T20:53:51-07:00October 15th, 2020|Past Newsletters, Recent Projects, Mergers & Acquisitions, Homepage|Comments Off on September 2020 Mergers and Acquisitions

Money Makes Money

“Money makes money. And the money that makes money, makes more money.” Benjamin Franklin This centuries old quote by our founding father could not be more appropriate today. Millions of Americans are out of work, surviving on government subsidies and yet the stock market and real estate market are approaching historic highs. Those with capital [...]

By |2020-07-30T19:20:42-07:00July 23rd, 2020|Past Newsletters, Estate Planning, Succession Planning, Protecting Family Wealth, Homepage, Uncategorized|Comments Off on Money Makes Money

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