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February 2020 Separate IRA Accounts for Beneficiaries

Represented surviving children with administration of trust.  Husband and wife each had children from a previous marriage and entered into a trust agreement which became irrevocable upon the first spouse’s death.  Successor trustees engaged DeAngelis Legal to assist them with the administration of the trust and provide solutions for a beneficiary designation that was rejected [...]

By |2020-04-11T16:24:20-07:00March 15th, 2020|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on February 2020 Separate IRA Accounts for Beneficiaries

January 2020 Modified Terms of Irrevocable Trust

Another irrevocable trust bites the dust.  Surviving spouse failed to fund the bypass trust upon her husband’s death.  Trustee engaged DeAngelis Legal to negotiate and draft a non-judicial settlement agreement between the trustees and beneficiaries.  The agreement provided for a revised allocation of the assets upon the surviving spouse’s death and a release of claims [...]

By |2020-04-13T10:17:20-07:00February 15th, 2020|Recent Projects, Probate and Trust Administration|Comments Off on January 2020 Modified Terms of Irrevocable Trust

January 2020 Bob Shane

On January 26, 2020 it was with heavy heart that DeAngelis Legal learned of the passing of longtime client and music legend, Bob Shane of the Kingston Trio.  The Trio was the biggest act of the 1950s and two time Grammy Award winners.  Bob was the lead vocal on the group’s famous songs “Tom Dooley” [...]

By |2020-04-13T10:00:45-07:00January 26th, 2020|Recent Projects, Estate Planning, Homepage|Comments Off on January 2020 Bob Shane

December 2019 Trust Administration

Assisted personal representative with the administration of an estate and trust.  For the past couple of years DeAngelis Legal assisted the personal representative and trustee gather control over the decedent's assets, liquidate them and this December deliver the final checks to several charitable organizations.  The administration was complicated by the failure of the decedent to [...]

By |2020-01-25T20:57:20-07:00January 15th, 2020|Recent Projects, Probate and Trust Administration, Protecting Family Wealth, Homepage|Comments Off on December 2019 Trust Administration

December 2019 Estate Planning Post-Divorce

Represented husband and wife with their estate planning post-divorce.  DeAngelis Legal had represented the couple jointly for many years.  The couple amicably desired to separate their finances and each engaged DeAngelis Legal to assist them, on an individual basis, with their separate estate plans.  DeAngelis Legal assisted each spouse with the creation of a separate [...]

By |2020-04-11T16:10:28-07:00January 15th, 2020|Recent Projects, Estate Planning, Homepage|Comments Off on December 2019 Estate Planning Post-Divorce

November 2019 Corporate Dissolutions

Represented several clients with the formal dissolution of their closely held entities.  A dentist, an anesthesiologist and a real estate investor all had wound down their operations and chose to formally dissolve their entities with the corporation commission to cut off future creditors.  DeAngelis Legal assisted each client with the preparation of a plan of [...]

By |2020-01-25T19:13:04-07:00December 15th, 2019|Entity Formation, Recent Projects, Business Services, Homepage|Comments Off on November 2019 Corporate Dissolutions

October 2019 Mergers and Acquisitions

For the third month in a row a private equity group and their national law firm insisted on the transaction being structured as an “F-reorganization” for tax purposes.  For a description of this type of transaction see https://www.deangelislegal.com/business-services/mergers-acquisitions/.  DeAngelis Legal was brought in after the letter of intent, but assisted the new construction client with [...]

By |2019-12-20T16:41:06-07:00November 15th, 2019|Recent Projects, Mergers & Acquisitions, Homepage|Comments Off on October 2019 Mergers and Acquisitions

September 2019 Mergers and Acquisitions

In a show of how strong the market is right now, we assisted another mid-market Arizona based corporation with the sale of their business.  Again, the private equity group and their national law firm insisted on the transaction being structured as an “F-reorganization” for tax purposes in lieu of an asset sale as originally proposed.  [...]

By |2019-10-28T10:34:23-07:00October 15th, 2019|Recent Projects, Mergers & Acquisitions, Business Services, Homepage|Comments Off on September 2019 Mergers and Acquisitions

August 2019 Mergers and Acquisitions

Assisted long time mid-market corporate client with the sale of their business.  The transaction was structured as an “F-reorganization” for tax purposes in lieu of a stock sale.  For a description of the benefits of this type of transaction see https://www.deangelislegal.com/business-services/mergers-acquisitions/   DeAngelis Legal assisted the sellers with all phases of the transaction, including the [...]

By |2019-10-07T17:14:44-07:00September 15th, 2019|Recent Projects, Mergers & Acquisitions, Homepage|Comments Off on August 2019 Mergers and Acquisitions

August 2019 Estate Planning

Represented current client with the preparation of a revised estate plan.  DeAngelis Legal previously represented client with her estate plan and she desired to make changes after her recent wedding.  DeAngelis Legal assisted with a review of the previous estate planning documents and helped clarify how assets would be allocated between her new spouse, his [...]

By |2019-10-07T17:08:11-07:00September 15th, 2019|Recent Projects, Protecting Family Wealth|Comments Off on August 2019 Estate Planning