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.
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. [...]
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 [...]
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 [...]
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 [...]
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.
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.
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 [...]
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 [...]
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.