Assisted Scottsdale business owner with a comprehensive review of the ownership records and succession plan. DeAngelis Legal worked with the long-term client to prepare a business succession plan of the Company upon the owner’s death or disability, update the entity's corporate records and prepare an amendment to the Stockholders Agreement.
Represented Scottsdale individual with respect to the termination of an irrevocable trust. DeAngelis Legal reviewed the options with the client, prepared a non-judicial settlement agreement to surrender a life insurance policy that was no longer necessary and terminate an irrevocable trust.
Represented Scottsdale attorneys with their core estate planning documents. DeAngelis Legal assisted the couple with the preparation of an estate plan which named guardians for their minor children, created trusts which deferred the children’s control over the assets and integrated other aspects of the couple’s assets such as retirement accounts, real estate and closely held [...]
Scottsdale shareholder of closely held entity identified several corporate issues that needed to be resolved with co-owner. DeAngelis Legal worked with shareholder and co-owner’s counsel to conduct director meetings and provide solutions to current issues and implement a process for resolving future issues.
Closely held Phoenix manufacturer’s representative company desired to sell its assets to another distributer. DeAngelis Legal assisted the owners with the transaction terms, reviewed and edited the proposed asset purchase agreement and provide advice regarding closing.
Current Scottsdale client desired to enter into new business and wanted to separate any liability associated with the new business from other businesses, including a real estate holding company. DeAngelis Legal advised the client on choice of entity and created a new entity for the business. In addition, DeAngelis Legal completed the funding of the [...]
Husband and wife recently relocated to Fountain Hills, Arizona. DeAngelis Legal reviewed their current estate plan documents, provided comments and suggestions and prepared the documents necessary to overhaul their plan to better achieve their objectives. DeAngelis Legal also provided the couple with alternative gifting strategies.
Two separate mid-market Scottsdale corporate clients received Letters of Intent from potential buyers, one to purchase the assets and the other to purchase stock. DeAngelis Legal assisted the owners of the companies review the terms of the offers and provided comments and suggestions.
Current client’s mother, a Scottsdale resident, with a modest estate needed a new estate plan. DeAngelis Legal worked with the mother to create a simple will, financial power of attorney, healthcare power of attorney, living will and last instructions.
Beneficiaries were the victims of bank fraud in Phoenix. Bank employee embezzled funds from an irrevocable trust for his personal use. DeAngelis Legal worked with the beneficiaries and the bank to identity fraudulent transactions, complete an audit of the accounts and recover 100% of misappropriated funds and reimbursement of attorney fees incurred.
