Protecting Family Wealth

July 2023 Sophisticated Estate Planning

Long time Scottsdale estate and business clients desired to overhaul their estate plan.  DeAngelis Legal worked with the clients and their investment advisor to rework goals and objectives, including restructuring the terms of the gifts to their children, evaluating insurance needs and incorporating large gifts to charitable organizations.  DeAngelis Legal prepared the documents updating their [...]

By |2024-01-18T19:54:58-07:00August 15th, 2023|Recent Projects, Federal Estate Tax, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on July 2023 Sophisticated Estate Planning

July 2023 Estate Plan and Marital Agreement

Gilbert estate planning and business client got married and required an update to her estate plan to include her new spouse.  DeAngelis Legal worked with the client on an appropriate division of her assets between her new spouse and her children from a previous marriage at death in accordance with her desires.  DeAngelis Legal prepared [...]

By |2024-01-18T19:51:54-07:00August 15th, 2023|Recent Projects, Estate Planning, Protecting Family Wealth|Comments Off on July 2023 Estate Plan and Marital Agreement

June 2023 Entity Formation

Long time physician client decided to pursue temporary short term “locum tenens” work in lieu of W-2 employment at a hospital. DeAngelis Legal reviewed the client’s objectives, evaluated alternative forms of entity (corporation, llc, or llp) and prepared and filed the documentation necessary to form an Arizona corporation with a Subchapter “S” election. The client’s [...]

By |2023-07-09T12:15:05-07:00July 15th, 2023|Recent Projects, Entity Formation, Business Services, Protecting Family Wealth|Comments Off on June 2023 Entity Formation

June 2023 Corporate Entity Review and Update

Young Scottsdale couple accumulated several businesses and real estate properties owned by four different entities formed in three different states. DeAngelis Legal reviewed each entity’s purpose, tax records, formation documents and contact information and prepared the documents necessary to conform with how the entities were treated for income tax purposes, update each entity’s contact information [...]

By |2023-07-09T12:17:27-07:00July 15th, 2023|Past Newsletters, Recent Projects, Succession Planning, Protecting Family Wealth, Homepage|Comments Off on June 2023 Corporate Entity Review and Update

April 2023 Marital Agreement

A recently re-married Scottsdale client desired to define the financial relationship with their spouse. DeAngelis Legal met with the client identifying common issues and solutions and drafted a comprehensive agreement addressing issues such as the waiver of community property laws, the waiver of the obligation to provide support, restricting gifts and joint debts, and providing [...]

By |2023-07-09T12:15:44-07:00May 15th, 2023|Recent Projects, Estate Planning, Protecting Family Wealth|Comments Off on April 2023 Marital Agreement

April 2023 Corporate Restructure

A new Arizona resident desired to move their real estate business to Arizona from out of state. DeAngelis Legal worked with the client to evaluate alternative business structures, balancing income tax, estate tax and liability concerns. DeAngelis Legal drafted the new entities, domesticated entities from their home state and authorized other entities to do business [...]

By |2023-07-09T11:47:38-07:00May 15th, 2023|Entity Formation, Recent Projects, Business Services, Protecting Family Wealth|Comments Off on April 2023 Corporate Restructure

Corporate Records

Why do we spend so much time and energy on updating corporate records? Soon after the entity is created, business owners move on to growing their business and often fail to pay attention to the details of maintaining proper corporate records.  As a non-priority item, these tasks get pushed down and forgotten until an event [...]

By |2023-05-17T17:54:49-07:00April 20th, 2023|Past Newsletters, Entity Formation, Succession Planning, Protecting Family Wealth|Comments Off on Corporate Records

March 2023 Interest Purchase Agreement

A long-time Scottsdale closely held business owner desired to purchase a family member’s minority interest in the business.  DeAngelis Legal worked with the buyer to evaluate alternatives and prepare the documents to evidence the transaction.  The documents included an interest purchase agreement, promissory note, consent of the other members, assignment of interest and amendments to [...]

By |2023-05-12T20:04:05-07:00April 15th, 2023|Past Newsletters, Recent Projects, Mergers & Acquisitions, Business Services, Protecting Family Wealth, Homepage|Comments Off on March 2023 Interest Purchase Agreement

March 2023 Life Insurance Trust  

During the review and update of a new high net-worth Scottsdale couple’s estate plan, DeAngelis Legal identified a potentially large estate tax obligation caused by life insurance owned by the couple.  DeAngelis Legal worked with the couple and their insurance advisor to identify and evaluate alternatives, which included an evaluation of how much life insurance [...]

By |2023-05-12T20:00:34-07:00April 15th, 2023|Past Newsletters, Recent Projects, Federal Estate Tax, Estate Planning, Succession Planning, Protecting Family Wealth, Homepage|Comments Off on March 2023 Life Insurance Trust  

February 2023 Statutory Agent Update   

DeAngelis Legal, LLC acts as Statutory Agent for entities created or authorized in Arizona, as an add-on service to clients.  This way we will get notice before any adverse action against the entity.  In preparation for our move, we updated the Statutory Agent and address of over 100 entities in Arizona with the Arizona Corporation [...]

By |2023-05-12T19:59:47-07:00March 15th, 2023|Entity Formation, Recent Projects, Business Services, Protecting Family Wealth, Homepage|Comments Off on February 2023 Statutory Agent Update   
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