Protecting Family Wealth

/Protecting Family Wealth

August 2019 Estate Planning

Represented current client with the preparation of a revised estate plan.  DeAngelis Legal previously represented client with her estate plan and she desired to make changes after her recent wedding.  DeAngelis Legal assisted with a review of the previous estate planning documents and helped clarify how assets would be allocated between her new spouse, his [...]

By |2019-10-07T17:08:11-07:00September 15th, 2019|Recent Projects, Protecting Family Wealth|Comments Off on August 2019 Estate Planning

July 2019 Estate Planning

Represented Scottsdale attorneys with their core estate planning documents.  DeAngelis Legal assisted the couple with the preparation of an estate plan which named guardians for their minor children, created trusts which deferred the children’s control over the assets and integrated other aspects of the couple’s assets such as retirement accounts, real estate and closely held [...]

By |2019-08-29T17:58:53-07:00August 15th, 2019|Recent Projects, Estate Planning, Protecting Family Wealth|Comments Off on July 2019 Estate Planning

June 2019 Corporate

Current Scottsdale client desired to enter into new business and wanted to separate any liability associated with the new business from other businesses, including a real estate holding company.  DeAngelis Legal advised the client on choice of entity and created a new entity for the business.  In addition, DeAngelis Legal completed the funding of the [...]

By |2019-07-17T16:53:51-07:00July 15th, 2019|Real Estate, Recent Projects, Business Services, Protecting Family Wealth|Comments Off on June 2019 Corporate

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

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 Business Start Up

Represented beneficiary with choice of entity and capitalization issues. Beneficiary desired to open a new branch of the family business.  DeAngelis Legal assisted beneficiary with reviewing her alternatives and selecting appropriate type of entity, drafted the formation documents and formed the entity.  DeAngelis Legal also assisted beneficiary with capitalization of the business and prepared the [...]

By |2019-03-15T19:08:10-07:00February 15th, 2019|Entity Formation, Recent Projects, Business Services, Protecting Family Wealth|Comments Off on January 2019 Business Start Up

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

November Estate Planning

Represented elderly Scottsdale couple with an update to their estate plan. The retired husband and wife have adult children with different economic means.  DeAngelis Legal reviewed the couple’s current plan, made recommendations, discussed alternatives and drafted a new estate plan creating trusts with third party corporate trustees for their children which had the effect of [...]

By |2019-01-02T11:38:37-07:00December 15th, 2018|Recent Projects, Estate Planning, Protecting Family Wealth|Comments Off on November Estate Planning

November Estate Planning

Represented young Scottsdale couple with core estate planning documents. DeAngelis Legal interviewed the young entrepreneur and his wife, made recommendations, and ultimately drafted and implemented a comprehensive estate plan which named guardians for their minor children, created trusts which deferred the children’s control over the assets and integrated other aspects of the couple’s assets and [...]

By |2019-01-02T11:49:51-07:00December 15th, 2018|Estate Planning, Protecting Family Wealth|Comments Off on November Estate Planning

October 2018 LLC Formation and Termination

Created several new limited liability companies (LLCs). DeAngelis Legal represented a couple current and new clients with the formation of LLCs.  DeAngelis Legal assisted the clients with entity type selection and tax classification, preparing the formation documents and filing the Articles with the Arizona Corporation Commission for approval.  DeAngelis Legal also terminated one entity which was [...]

By |2018-11-18T15:14:56-07:00November 15th, 2018|Entity Formation, Recent Projects, Business Services, Protecting Family Wealth|Comments Off on October 2018 LLC Formation and Termination