Recent Projects

May 2024 Corporate Formations

Despite elevated interest rates, real estate acquisitions in Arizona continue to dominate our transaction practice.  DeAngelis Legal created several new limited liability companies (LLCs) for new and current clients, to acquire and hold real estate.  In addition to forming holding companies, DeAngelis Legal advised the clients with respect to the preparation of leases to third [...]

By |2024-06-12T15:40:18-07:00June 15th, 2024|Real Estate, Recent Projects, Protecting Family Wealth|Comments Off on May 2024 Corporate Formations

April 2024 Operating Agreement with Equity Incentive

Long-time Scottsdale client started a new venture and desired to grant key employees with equity incentive compensation based on the growth of the business.  DeAngelis Legal assisted the client with evaluating alternative compensation plans, including bonus plans, phantom ownership and direct ownership.  DeAngelis Legal also prepared a sample grant of interest with vesting provisions and [...]

By |2024-06-12T15:33:52-07:00May 15th, 2024|Entity Formation, Recent Projects, Homepage|Comments Off on April 2024 Operating Agreement with Equity Incentive

March 2024 Insurance Holding Company

A closely held corporate client had previously established a sophisticated shareholders agreement that provided for the purchase and sale of the entity’s shares upon certain triggering events. The purchase price was funded with large insurance policies on the lives of the shareholders.  Unfortunately, instead of naming the third-party trustee as the owner, the insurance agent [...]

By |2024-04-16T16:52:40-07:00April 15th, 2024|Entity Formation, Recent Projects, Succession Planning, Business Services, Protecting Family Wealth|Comments Off on March 2024 Insurance Holding Company

March 2024 Corporate Formations

Spring training was back in full swing this year, which meant agents were working hard and players were setting up their entities to hold endorsement deals and updating their estate plans before the season started.  DeAngelis Legal created several new entities for players to assist them with managing their endorsements and drafted new estate plans [...]

By |2024-04-16T16:40:11-07:00April 15th, 2024|Entity Formation, Recent Projects, Estate Planning, Business Services, Succession Planning, Protecting Family Wealth, Homepage|Comments Off on March 2024 Corporate Formations

April 2024 General Business and Estate Planning

New Scottsdale husband and wife clients updated their estate plan documents with DeAngelis Legal.  During the review and preparation of the revised plan, DeAngelis Legal identified several discrepancies and inconsistencies with the titling of their assets and corporate records.  DeAngelis Legal worked with the clients to clean up and update the Arizona Corporation Commission filings [...]

By |2024-06-12T15:32:27-07:00April 15th, 2024|Recent Projects, Homepage|Comments Off on April 2024 General Business and Estate Planning

February 2024 High Net Worth Estate Plan Review

Ultra high net worth Chandler couple asked for a review of their estate plan and associated estate taxes. DeAngelis Legal performed a comprehensive review of their finances and estate plan, including financial statements, trusts, and beneficiary designations on retirement accounts and life insurance. DeAngelis Legal identified several options for reducing their estate tax obligations by [...]

By |2024-04-30T13:18:50-07:00March 15th, 2024|Recent Projects, Federal Estate Tax, Estate Planning, Succession Planning, Protecting Family Wealth, Homepage|Comments Off on February 2024 High Net Worth Estate Plan Review

February 2024 Corporate Dissolutions

Several clients had entities with little or no purpose, so we began the dissolution and termination process. In addition to starting the statute of limitations on potential claims and limiting the potential for fraud, cleaning up your corporate structure will make it easier to administer of your affairs upon a death or disability and avoids [...]

By |2024-03-13T18:46:07-07:00March 15th, 2024|Recent Projects, Business Services, Protecting Family Wealth, Homepage|Comments Off on February 2024 Corporate Dissolutions

January 2024 High Net Worth Estate Planning

High net worth second marriage couple from Phoenix desired to review and update their estate plan, which included bequests of sole and separate property to each spouse’s children.    DeAngelis Legal reviewed the couple’s current estate plan, worked with their investment advisor and accountant to identify and resolve a variety of income tax, estate tax and [...]

By |2024-02-02T21:11:03-07:00February 15th, 2024|Federal Estate Tax, Recent Projects, Estate Planning, Succession Planning, Protecting Family Wealth|Comments Off on January 2024 High Net Worth Estate Planning

January 2024 Trust Administration

Successor trustee desired assistance with the administration of a simple trust. During administration, the beneficiaries of the trust requested that the trustee modify the provisions of the trust, including altering the remainder beneficiaries, one of which was an incapacitated adult. DeAngelis Legal provided proper notice to creditors and beneficiaries, advised the trustee as to permissible [...]

By |2024-02-02T21:07:21-07:00February 15th, 2024|Recent Projects, Probate and Trust Administration, Protecting Family Wealth|Comments Off on January 2024 Trust Administration
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