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DeAngelis Legal COVID-19 Response

Updated March 30, 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 |2020-03-31T09:17:56-07:00March 17th, 2020|Recent Projects, Homepage|Comments Off on DeAngelis Legal COVID-19 Response

December 2019 Trust Administration

Assisted personal representative with the administration of an estate and trust.  For the past couple of years DeAngelis Legal assisted the personal representative and trustee gather control over the decedent's assets, liquidate them and this December deliver the final checks to several charitable organizations.  The administration was complicated by the failure of the decedent to [...]

By |2020-01-25T20:57:20-07:00January 15th, 2020|Recent Projects, Probate and Trust Administration, Protecting Family Wealth, Homepage|Comments Off on December 2019 Trust Administration

November 2019 Corporate Dissolutions

Represented several clients with the formal dissolution of their closely held entities.  A dentist, an anesthesiologist and a real estate investor all had wound down their operations and chose to formally dissolve their entities with the corporation commission to cut off future creditors.  DeAngelis Legal assisted each client with the preparation of a plan of [...]

By |2020-01-25T19:13:04-07:00December 15th, 2019|Entity Formation, Recent Projects, Business Services, Homepage|Comments Off on November 2019 Corporate Dissolutions

October 2019 Mergers and Acquisitions

For the third month in a row a private equity group and their national law firm insisted on the transaction being structured as an “F-reorganization” for tax purposes.  For a description of this type of transaction see https://www.deangelislegal.com/business-services/mergers-acquisitions/.  DeAngelis Legal was brought in after the letter of intent, but assisted the new construction client with [...]

By |2019-12-20T16:41:06-07:00November 15th, 2019|Recent Projects, Mergers & Acquisitions, Homepage|Comments Off on October 2019 Mergers and Acquisitions

September 2019 Mergers and Acquisitions

In a show of how strong the market is right now, we assisted another mid-market Arizona based corporation with the sale of their business.  Again, the private equity group and their national law firm insisted on the transaction being structured as an “F-reorganization” for tax purposes in lieu of an asset sale as originally proposed.  [...]

By |2019-10-28T10:34:23-07:00October 15th, 2019|Recent Projects, Mergers & Acquisitions, Business Services, Homepage|Comments Off on September 2019 Mergers and Acquisitions

August 2019 Mergers and Acquisitions

Assisted long time mid-market corporate client with the sale of their business.  The transaction was structured as an “F-reorganization” for tax purposes in lieu of a stock sale.  For a description of the benefits of this type of transaction see https://www.deangelislegal.com/business-services/mergers-acquisitions/   DeAngelis Legal assisted the sellers with all phases of the transaction, including the [...]

By |2019-10-07T17:14:44-07:00September 15th, 2019|Recent Projects, Mergers & Acquisitions, Homepage|Comments Off on August 2019 Mergers and Acquisitions

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 Probate Administration

DeAngelis Legal represented the personal representative with a simple probate of a will.   Sister died and left a will naming her brother as personal representative and waived bond.  DeAngelis Legal prepared, filed and obtained approval of the informal probate of a will application with the Maricopa County Probate Court.  Upon the Letters of Personal Representative [...]

By |2019-08-29T17:53:11-07:00August 15th, 2019|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on July 2019 Probate Administration

July 2019 Corporate

Assisted Scottsdale business owner with a comprehensive review of the ownership records and succession plan.  DeAngelis Legal worked with the long-term client to prepare a business succession plan of the Company upon the owner’s death or disability, update the entity's corporate records and prepare an amendment to the Stockholders Agreement.

By |2019-08-29T17:52:29-07:00August 15th, 2019|Recent Projects, Business Services, Succession Planning, Homepage|Comments Off on July 2019 Corporate