Recent Projects

/Recent Projects

March 2019 Trust Administration

Represented successor trustee with trust administration.   DeAngelis Legal represented parents with creation of a trust that established sub-trusts for their adult children upon their deaths.  DeAngelis Legal assisted the successor trustee with negotiating and closing the sale of a large Paradise Valley residence, distributing personal property to the beneficiaries, interviewing and selecting an investment advisor, [...]

By |2019-04-23T14:10:47-07:00April 15th, 2019|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on March 2019 Trust Administration

March 2019 Tenants In Common Agreement

Represented Scottsdale property manager with the preparation of a Tenants In Common agreement with his sister.  Brother and sister desired to jointly acquire and own Scottsdale real estate.  Rather than holding title to the property in a jointly owned entity, the parties desired to hold title separately as tenants in common to preserve income tax [...]

By |2019-04-23T14:10:29-07:00April 15th, 2019|Real Estate, Recent Projects, Homepage|Comments Off on March 2019 Tenants In Common Agreement

February 2019 Trust Administration

Represented Scottsdale beneficiary with the decanting of an irrevocable trust.  DeAngelis Legal previously represented beneficiary with the termination of different trust and updated his estate plan.  Beneficiary’s parents created an irrevocable trust, but the administrative provisions were inflexible.  DeAngelis Legal prepared the documents necessary to decant the trust into a trust with the same beneficiaries, [...]

By |2019-04-23T14:09:21-07:00March 15th, 2019|Recent Projects, Probate and Trust Administration, Estate Planning, Homepage|Comments Off on February 2019 Trust Administration

February 2019 Corporate Transfers

Represented recently divorced Scottsdale client transfer corporate structure.  DeAngelis Legal previously represented client with respect to his estate plan and corporate structure.  Upon the client’s divorce, he was required to terminate the trust and remove the divorced spouse’s name from the corporate structure.  DeAngelis Legal prepared and filed the necessary documents transferring the structure.

By |2019-04-23T14:07:50-07:00March 15th, 2019|Real Estate, Recent Projects, Business Services|Comments Off on February 2019 Corporate Transfers

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 Trust Administration

Represented beneficiary with respect to his interest in irrevocable trust. Beneficiary’s late spouse left her assets in trust for surviving spouse.  DeAngelis Legal analyzed trust terms, explained terms and alternatives to beneficiary and prepared the documents necessary to exercise beneficiary's rights to without amending or terminating the trust.

By |2019-03-15T19:06:55-07:00February 15th, 2019|Recent Projects, Probate and Trust Administration|Comments Off on January 2019 Trust Administration

January 2019 Corporate Clean Up

Represented two separate clients with a review and clean up of their corporate structure. The first client owned several unrelated businesses in the healthcare industry and the other client was predominately in real estate development.  Both clients wanted to maximize creditor protection while minimizing income taxes.  DeAngelis Legal reviewed each client’s situation, made recommendations and [...]

By |2019-03-15T19:07:38-07:00February 15th, 2019|Recent Projects, Business Services, Homepage|Comments Off on January 2019 Corporate Clean Up

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

December Estate Planning

Assisted a wealthy Scottsdale couple with an update to their existing revocable trust. DeAngelis Legal assisted couple with the preparation of a complex trust intended to hold concentrated and illiquid assets and limited rights of the beneficiaries to use the trust assets.

By |2019-01-02T11:33:25-07:00January 15th, 2019|Recent Projects, Estate Planning|Comments Off on December Estate Planning