Recent Projects

/Recent Projects

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

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 |2019-01-21T15:40:32-07:00January 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 |2019-01-02T11:49:13-07:00December 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 |2019-01-02T11:38:37-07:00December 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 |2018-11-18T15:14:56-07:00November 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 |2018-11-18T15:15:58-07:00November 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 |2018-11-18T15:06:00-07:00November 15th, 2018|Real Estate, Recent Projects|Comments Off on October 2018 Real Estate