Recent Projects

December 2024 General Business and Estate Plan Update

Scottsdale couple, each with children from a previous marriage, desired to update their general business and estate plans.  DeAngelis Legal worked with the couple to design an overall plan that addressed their particular circumstances.  DeAngelis Legal drafted the estate plan documents, which included a joint trust, an amended and restated separate property trust for one [...]

By |2025-01-31T16:54:00-07:00January 15th, 2025|Past Newsletters, Recent Projects, Entity Formation, Estate Planning, Business Services, Protecting Family Wealth, Homepage|Comments Off on December 2024 General Business and Estate Plan Update

December 2024 Consulting Agreement Review

DeAngelis Legal assisted Scottsdale business with the review and revision of a consulting agreement for a large construction project.  The agreement presented contained overly broad provisions shifting responsibility to the consultant.  DeAngelis Legal provided comments and recommended language changes to the agreement to limit the indemnification provisions, clarify the insurance obligations, expand the termination provisions [...]

By |2025-01-31T16:53:51-07:00January 15th, 2025|Past Newsletters, Recent Projects, Business Services, Homepage|Comments Off on December 2024 Consulting Agreement Review

December 2024 Industrial Real Estate Acquisition

DeAngelis Legal assisted established Arizona business with the purchase of industrial real estate in Northern Arizona from a large multi-national corporation.  DeAngelis Legal drafted and negotiated the letter of intent, purchase agreement and ancillary closing documents and coordinated the satisfaction of title insurance requirements.  In addition, DeAngelis Legal created a separate structure for the entity [...]

By |2025-01-31T16:53:40-07:00January 15th, 2025|Past Newsletters, Real Estate, Recent Projects, Entity Formation, Protecting Family Wealth, Homepage|Comments Off on December 2024 Industrial Real Estate Acquisition

November 2024 Operating Agreement and Phantom Stock Plan

Long time Phoenix entrepreneurs started a new business venture and engaged DeAngelis Legal to assist with the preparation of a comprehensive operating agreement between the current owners and a phantom stock incentive plan for key employees.  The operating agreement contained transfer restrictions, modified voting rights, buy-out provisions upon death, disability, bankruptcy and deadlock, a mechanism [...]

By |2025-01-31T16:54:18-07:00December 15th, 2024|Recent Projects, Succession Planning, Business Services, Protecting Family Wealth, Homepage|Comments Off on November 2024 Operating Agreement and Phantom Stock Plan

November 2024 Corporate Transparency Act

The Corporate Transparency Act dominated our days in November as clients dissolved unused entities, updated current entities and considered changes to their corporate structure.  Making sure each entity’s records conformed with the records of the Arizona Corporation Commission and Secretary of State’s office turned out to be a larger project than most anticipated.  In the [...]

By |2025-01-31T16:54:33-07:00December 15th, 2024|Recent Projects, Business Services, Protecting Family Wealth, Homepage|Comments Off on November 2024 Corporate Transparency Act

Corporate Transparency Act Update

On December 3, 2024, the U.S. District Court for the Eastern District of Texas issued a nationwide preliminary injunction temporarily blocking the enforcement of the Corporate Transparency Act (“CTA”) and its reporting rule (“Reporting Rule”). This ruling effectively halts the requirement for reporting companies to disclose beneficial ownership information to the Financial Crimes Enforcement Network [...]

By |2024-12-16T19:56:47-07:00December 4th, 2024|Recent Projects, Business Services, Protecting Family Wealth, Homepage|Comments Off on Corporate Transparency Act Update

October 2024 Trust Administration

An irrevocable trust held title to vacation properties and an operating fund used for family reunions.   The trustee engaged DeAngelis Legal to assist with the trust administration.  Certain members of the family desired to continue to use the property, while others were ready to liquidate the trust and distribute the proceeds.  Unfortunately, title to the [...]

By |2025-01-31T16:55:41-07:00November 15th, 2024|Recent Projects, Probate and Trust Administration, Protecting Family Wealth, Homepage|Comments Off on October 2024 Trust Administration

October 2024 Complex Estate Plan

Phoenix high net worth couple on their second marriage engaged DeAngelis Legal to update their estate plan prepared by another prominent estate planning law firm.  In addition to incorporating their changes, DeAngelis Legal reviewed their current plan, updated the language and eliminated ambiguous and sometime conflicting provisions between documents.  DeAngelis Legal also worked with their [...]

By |2025-01-31T16:55:29-07:00November 15th, 2024|Recent Projects, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on October 2024 Complex Estate Plan

October Rolex Middle Sea Race

Quinn crewed on the sailing yacht Yagiza in the 45th Rolex Middle Sea Race.  The 600+ nautical mile route took him through a heavy squall the first afternoon that knocked many of the boats out of the race, a full day fighting the current in the Strait of Messina watching Mount Etna ever so slowly [...]

By |2024-12-14T19:26:15-07:00November 15th, 2024|Recent Projects, Homepage|Comments Off on October Rolex Middle Sea Race

September 2024 Real Estate Acquisition

It started out as a good deed, turned into a two-year battle and resulted in a happy accident for this Arizona couple.   Lack of business acumen of the opposing party, no documentation, poor accounting, differing legal systems and language barriers made this a difficult matter to resolve.  DeAngelis Legal worked with the client’s US accountants [...]

By |2025-01-31T16:55:02-07:00October 15th, 2024|Real Estate, Recent Projects, Mergers & Acquisitions, Business Services, Homepage|Comments Off on September 2024 Real Estate Acquisition
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