Recent Projects

March 2024 Insurance Holding Company

A closely held corporate client had previously established a sophisticated shareholders agreement that provided for the purchase and sale of the entity’s shares upon certain triggering events. The purchase price was funded with large insurance policies on the lives of the shareholders.  Unfortunately, instead of naming the third-party trustee as the owner, the insurance agent [...]

By |2024-04-16T16:52:40-07:00April 15th, 2024|Recent Projects, Entity Formation, Business Services, Succession Planning, Protecting Family Wealth|Comments Off on March 2024 Insurance Holding Company

March 2024 Corporate Formations

Spring training was back in full swing this year, which meant agents were working hard and players were setting up their entities to hold endorsement deals and updating their estate plans before the season started.  DeAngelis Legal created several new entities for players to assist them with managing their endorsements and drafted new estate plans [...]

By |2024-04-16T16:40:11-07:00April 15th, 2024|Recent Projects, Entity Formation, Estate Planning, Succession Planning, Business Services, Protecting Family Wealth, Homepage|Comments Off on March 2024 Corporate Formations

February 2024 High Net Worth Estate Plan Review

High net worth Chandler couple asked for a review of their estate plan and associated estate taxes. DeAngelis Legal performed a comprehensive review of their finances and estate plan, including financial statements, trusts, and beneficiary designations on retirement accounts and life insurance. DeAngelis Legal identified several options for reducing their estate tax obligations by several [...]

By |2024-03-13T18:49:44-07:00March 15th, 2024|Federal Estate Tax, Recent Projects, Estate Planning, Succession Planning, Protecting Family Wealth, Homepage|Comments Off on February 2024 High Net Worth Estate Plan Review

February 2024 Corporate Dissolutions

Several clients had entities with little or no purpose, so we began the dissolution and termination process. In addition to starting the statute of limitations on potential claims and limiting the potential for fraud, cleaning up your corporate structure will make it easier to administer of your affairs upon a death or disability and avoids [...]

By |2024-03-13T18:46:07-07:00March 15th, 2024|Recent Projects, Business Services, Protecting Family Wealth, Homepage|Comments Off on February 2024 Corporate Dissolutions

January 2024 High Net Worth Estate Planning

High net worth second marriage couple from Phoenix desired to review and update their estate plan, which included bequests of sole and separate property to each spouse’s children.    DeAngelis Legal reviewed the couple’s current estate plan, worked with their investment advisor and accountant to identify and resolve a variety of income tax, estate tax and [...]

By |2024-02-02T21:11:03-07:00February 15th, 2024|Recent Projects, Federal Estate Tax, Estate Planning, Succession Planning, Protecting Family Wealth|Comments Off on January 2024 High Net Worth Estate Planning

January 2024 Trust Administration

Successor trustee desired assistance with the administration of a simple trust. During administration, the beneficiaries of the trust requested that the trustee modify the provisions of the trust, including altering the remainder beneficiaries, one of which was an incapacitated adult. DeAngelis Legal provided proper notice to creditors and beneficiaries, advised the trustee as to permissible [...]

By |2024-02-02T21:07:21-07:00February 15th, 2024|Recent Projects, Probate and Trust Administration, Protecting Family Wealth|Comments Off on January 2024 Trust Administration

December 2023 Mergers and Acquisitions

Ultra high net worth couple acquired the majority stake in a foreign entity holding real estate operated by the minority party. As is often the case in these arrangements, conflicts arose between the parties regarding the ownership, control and management of the property. Complicating matters were incomplete financial records and communication issues. DeAngelis Legal worked [...]

By |2024-01-22T19:51:04-07:00January 15th, 2024|Real Estate, Recent Projects, Mergers & Acquisitions, Homepage|Comments Off on December 2023 Mergers and Acquisitions

November 2023 Mergers and Acquisitions

Co-owners of successful Arizona based closely held business disagreed about the entity’s future, its ownership and its management.  DeAngelis Legal reviewed the parties’ shareholder agreement and other corporate documents, advised the owner regarding various exit strategies and negotiated and implemented the ultimate sale of a non-controlling interest to a third party.

By |2024-01-22T19:47:46-07:00December 15th, 2023|Recent Projects, Mergers & Acquisitions, Homepage|Comments Off on November 2023 Mergers and Acquisitions

November 2023 Employment Agreement

Majority owner of Arizona based business desired to sell its interest to a third party. However, the minority owner and operator had different objectives. DeAngelis Legal met with the minority owner, reviewed the transaction documents and provided comments and suggestions to the minority owner to use in his employment agreement negotiations.

By |2024-01-22T19:44:35-07:00December 15th, 2023|Recent Projects, Mergers & Acquisitions, Business Services|Comments Off on November 2023 Employment Agreement
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