Recent Projects

DeAngelis Legal Food Drive

Earlier this year Quinn volunteered to pack food boxes at St. Mary’s Food Bank and was impressed with their mission and operations.  Currently, 1 in 4 Children live in poverty, and food insecurity rates are nearing 30% in Arizona.  This holiday season DeAngelis Legal has teamed up with the St. Mary’s Food Bank to fight [...]

By |2021-12-05T20:59:57-07:00December 5th, 2021|Recent Projects, Homepage|Comments Off on DeAngelis Legal Food Drive

October 2021 Entity Formation

DeAngelis Legal created several new entities this month in a variety of industries.  A couple corporations and several limited liability companies (LLCs).  The proper choice of entity and its proper tax character (c-corporation, s-corporation, partnership or disregarded entity) is largely driven by liability protection, the entity’s purpose and industry (i.e., real estate holding company, operating [...]

By |2022-07-28T20:05:42-07:00November 15th, 2021|Entity Formation, Recent Projects, Protecting Family Wealth|Comments Off on October 2021 Entity Formation

October 2021 Estate Planning

DeAngelis Legal assisted a Sedona high net worth couple with a comprehensive review of their estate planning documents, including their wills, trust, and family limited partnership.  DeAngelis Legal met with the couple to learn about their objectives, reviewed their current plan and made recommendations, prepared documents updating their plan to make it consistent with their [...]

By |2022-07-21T12:08:23-07:00November 15th, 2021|Federal Estate Tax, Recent Projects, Estate Planning, Succession Planning, Protecting Family Wealth|Comments Off on October 2021 Estate Planning

September 2021 Trust Termination

DeAngelis Legal assisted new client with the judicial termination of a Charitable Remainder Trust.  The trust was established many years earlier and was struggling to cover increased administrative costs and distributions to the income beneficiaries.  DeAngelis Legal worked with the income beneficiaries, the charitable remainder beneficiaries, their accountant and the corporate trustee to value the [...]

By |2022-07-21T12:07:50-07:00October 15th, 2021|Recent Projects, Probate and Trust Administration|Comments Off on September 2021 Trust Termination

September 2021 Corporate Review

DeAngelis Legal performed a corporate review of the structure and records of several new clients and proposed recommended changes to confirm with each client’s operations and objectives.  The clients created several entities over the years, creating a rat’s nest of entities.  Separate entities provide enhanced creditor protection, but owners need to adhere to corporate formalities [...]

By |2022-07-21T12:07:19-07:00October 15th, 2021|Recent Projects, Succession Planning, Protecting Family Wealth|Comments Off on September 2021 Corporate Review

August 2021 Employment Agreement

DeAngelis Legal negotiated key points of two employment agreements on behalf of separate Scottsdale employees.  One in connection with a new position and the other with a public offering.  Key negotiated items included the noncompete, confidentiality, termination and default provisions.

By |2022-07-21T12:06:53-07:00September 15th, 2021|Recent Projects, Protecting Family Wealth|Comments Off on August 2021 Employment Agreement

June 2021 Letters of Intent

Business activity is normalizing, with merger and acquisition increasing.  In June DeAngelis Legal reviewed two letters of intent, prepared another and talked with several other business owners who were considering a transaction.  We had not seen this level of activity since 2019, but it remains to be seen whether the activity will continue or result [...]

By |2021-07-31T07:28:36-07:00July 15th, 2021|Past Newsletters, Recent Projects, Mergers & Acquisitions, Business Services, Homepage|Comments Off on June 2021 Letters of Intent

June 2021 Probate and Trust Administration

The death toll resulting from COVID-19 continues to climb.  June was no exception, with several new probates opened and trusts administered.  A common theme among them was the failure to find the decedent’s original documents.  The probate process is one of the few remaining areas where an original will is still required.  This is because [...]

By |2021-07-31T06:56:10-07:00July 15th, 2021|Past Newsletters, Recent Projects, Probate and Trust Administration, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on June 2021 Probate and Trust Administration

May 2021 Estate Planning and Corporate Update

Long time Phoenix husband and wife clients own a closely held business among other assets.  DeAngelis Legal met with the new clients to discuss their objectives and alternatives and drafted the updated wills, revocable trust, powers of attorney and ancillary documents to achieve their objectives.  DeAngelis Legal also updated the corporate records of their business, [...]

By |2021-06-25T17:27:50-07:00June 15th, 2021|Recent Projects, Estate Planning, Business Services, Succession Planning, Protecting Family Wealth, Homepage|Comments Off on May 2021 Estate Planning and Corporate Update

May 2021 Complex Estate and Business Planning

New Surprise client had complex and illiquid business and real estate structure with his son intertwined with the estate plan of his deceased spouse.  DeAngelis Legal retraced years of financial transactions, met with the client regarding his documents and objectives and developed a plan for moving forward.  The plan cleaned up and documented past transactions, [...]

By |2021-06-25T17:24:45-07:00June 15th, 2021|Recent Projects, Estate Planning, Probate and Trust Administration, Homepage|Comments Off on May 2021 Complex Estate and Business Planning
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