Recent Projects

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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+00:00January 15th, 2019|Recent Projects, Estate Planning|Comments Off on December Estate Planning

December Mergers and Acquisitions

Represented closely held Arizona Seller in the sale of assets of online business in the health care industry. DeAngelis Legal assisted Seller in the review and negotiation of an asset purchase agreement, noncompete and related documents with respect to an online health care educational company. DeAngelis Legal also assisted with the closing of the transaction. [...]

By |2019-01-21T15:40:32+00:00January 15th, 2019|Recent Projects, Mergers & Acquisitions, Succession Planning, Homepage|Comments Off on December Mergers and Acquisitions

November Corporate Planning

Represented high net worth Scottsdale couple owning numerous closely held business and real estate interests with a comprehensive review of their corporate plan. DeAngelis Legal reviewed current terms and structure and made significant recommendations to maximize creditor protection, minimize estate taxes and facilitate administration of structure upon a death or disability of the couple.  DeAngelis Legal [...]

By |2019-01-02T11:49:13+00:00December 15th, 2018|Recent Projects, Estate Planning, Succession Planning, Protecting Family Wealth, Homepage|Comments Off on November Corporate Planning

November Estate Planning

Represented elderly Scottsdale couple with an update to their estate plan. The retired husband and wife have adult children with different economic means.  DeAngelis Legal reviewed the couple’s current plan, made recommendations, discussed alternatives and drafted a new estate plan creating trusts with third party corporate trustees for their children which had the effect of [...]

By |2019-01-02T11:38:37+00:00December 15th, 2018|Recent Projects, Estate Planning, Protecting Family Wealth|Comments Off on November Estate Planning

October 2018 LLC Formation and Termination

Created several new limited liability companies (LLCs). DeAngelis Legal represented a couple current and new clients with the formation of LLCs.  DeAngelis Legal assisted the clients with entity type selection and tax classification, preparing the formation documents and filing the Articles with the Arizona Corporation Commission for approval.  DeAngelis Legal also terminated one entity which was [...]

By |2018-11-18T15:14:56+00:00November 15th, 2018|Entity Formation, Recent Projects, Business Services, Protecting Family Wealth|Comments Off on October 2018 LLC Formation and Termination

October 2018 Trust and Probate Administration

October was the month of trust and estate administration. DeAngelis Legal assisted several different families with the administration of irrevocable trusts in Scottsdale, the filing of a formal probate of a copy of a will in Maricopa County and in informal probate of a murder victim’s intestate estate in Mohave County.

By |2018-11-18T15:15:58+00:00November 15th, 2018|Recent Projects, Probate and Trust Administration|Comments Off on October 2018 Trust and Probate Administration

October 2018 Real Estate

Represented two separate clients with the purchase of residential real estate. In each case DeAngelis legal assisted with the review of the purchase contract, title commitment and exceptions, including the CC&Rs, and the closing documents.

By |2018-11-18T15:06:00+00:00November 15th, 2018|Real Estate, Recent Projects|Comments Off on October 2018 Real Estate

September 2018 Merger and Acquisitions

Represented company with the preparation of the documents necessary to evidence the purchase and sale of shares of family owned business.  DeAngelis Legal worked with the company to clean up its books and records and prepared the stock purchase agreement and ancillary documents evidencing the sale.  DeAngelis Legal also incorporated opposing counsel’s comments and suggestions [...]

By |2018-10-23T14:03:34+00:00October 15th, 2018|Recent Projects, Homepage|Comments Off on September 2018 Merger and Acquisitions

September 2018 Complex Estate Planning

Represented Scottsdale couple with the preparation of a comprehensive review of their complex 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 |2018-10-21T17:08:37+00:00October 15th, 2018|Recent Projects, Homepage|Comments Off on September 2018 Complex Estate Planning

September 2018 General Business

Represented company with employment agreement.  DeAngelis Legal assisted company evaluate alternatives for compensating employees upon a change in control.  DeAngelis Legal added change in control provisions to the company’s employment agreements.

By |2018-10-21T17:04:22+00:00October 15th, 2018|Recent Projects|Comments Off on September 2018 General Business