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May 2020 Corporate Dissolution

DeAngelis Legal dissolved several entities that had either sold their assets or had terminated their business operations.  Taking the time to formally and correctly terminate the entity with the Arizona Corporation Commission reduces the risk of identity fraud and accelerates the statute of limitations so future claims are barred.  DeAngelis Legal advised the owners on [...]

By |2020-07-04T16:20:28-07:00June 15th, 2020|Entity Formation, Recent Projects, Business Services|Comments Off on May 2020 Corporate Dissolution

May 2020 Estate Planning for Second Marriage

Represented a Scottsdale couple with the preparation of a comprehensive review of their 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 [...]

By |2020-07-04T16:06:50-07:00June 15th, 2020|Recent Projects, Estate Planning, Protecting Family Wealth|Comments Off on May 2020 Estate Planning for Second Marriage

April 2020 Estate Planning

Not surprisingly, DeAngelis Legal devoted much of the month of April preparing and finalizing estate plans for physicians, nurses and other healthcare workers in preparation for Arizona's COVID-19 outbreak.  Everything from simple wills to complex trusts, most of which was done on an expedited basis given the COVID-19 crisis.  Preparing these plans required balancing social [...]

By |2020-07-04T15:50:55-07:00May 15th, 2020|Recent Projects, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on April 2020 Estate Planning

April 2020 Irrevocable Trust Termination

Scottsdale couple transferred their personal residences to several irrevocable Qualified Personal Residence Trusts (QPRTs) under the advice of prior counsel.  Clients now desired to unwind the transactions.  DeAngelis Legal reviewed the facts, trust documents and client’s objectives in order to propose alternatives for terminating the QPRTs in conjunction with the client’s tax and accounting professionals.  [...]

By |2020-07-04T15:39:41-07:00May 15th, 2020|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on April 2020 Irrevocable Trust Termination

March 2020 General Business

DeAngelis Legal assisted its business clients with a variety of COVID-19 related issues.  These ranged from employee matters, reviewing and negotiating forbearance agreements with lenders and landlords and interpreting force majeure clauses.  We are only scratching the surface of the impact the virus is going to have on businesses and their operations going forward.

By |2020-04-28T18:24:30-07:00April 15th, 2020|Recent Projects, Business Services|Comments Off on March 2020 General Business

March 2020 Informal Intestate Probate

Opened informal intestate probate.  Father prepared his estate plan documents but never signed them.  DeAngelis Legal represented personal representative open an informal intestate probate in Arizona to transfer assets to the beneficiaries.  Using Arizona's simplified and expedited informal probate process, the personal representative was able to gain control over the decedent's assets and distribute the [...]

By |2020-04-11T16:56:04-07:00April 15th, 2020|Recent Projects, Probate and Trust Administration|Comments Off on March 2020 Informal Intestate Probate

DeAngelis Legal COVID-19 Response

Updated July 4, 2020 DeAngelis Legal has a unique role in facilitating the transition of wealth between parties in the event of a transaction, death, disability or emergency, therefore we are making every effort to remain open during the COVID-19 national emergency.  Our team is not at risk, but our family members, friends, clients and [...]

By |2020-07-04T16:58:28-07:00March 17th, 2020|Recent Projects, Homepage|Comments Off on DeAngelis Legal COVID-19 Response

March 2020 Estate and Trust Law Specialist

Quinn DeAngelis was re-certified as an Estate and Trust Law Specialist for another five years by the Arizona State Bar Board of Legal Specialization.  Quinn is one of only seven lawyers in Scottsdale currently holding the Estate and Trust Law specialization designation.  From the State Bar of Arizona’s website:  “Being a certified legal specialist is [...]

By |2020-04-27T19:49:16-07:00March 16th, 2020|Recent Projects, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on March 2020 Estate and Trust Law Specialist

February 2020 Ultra High Net Worth Estate Planning

Represented long time ultra high net worth clients with an overhaul of their estate plan.  Husband and wife engaged DeAngelis Legal over 20 years ago to assist with their estate planning and amended the plan periodically over the years to account for changes in their family wealth.  They desired to amend their plan to update [...]

By |2020-04-11T16:36:21-07:00March 15th, 2020|Recent Projects, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on February 2020 Ultra High Net Worth Estate Planning

February 2020 Separate IRA Accounts for Beneficiaries

Represented surviving children with administration of trust.  Husband and wife each had children from a previous marriage and entered into a trust agreement which became irrevocable upon the first spouse’s death.  Successor trustees engaged DeAngelis Legal to assist them with the administration of the trust and provide solutions for a beneficiary designation that was rejected [...]

By |2020-04-11T16:24:20-07:00March 15th, 2020|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on February 2020 Separate IRA Accounts for Beneficiaries