Recent Projects

November 2023 Charitable Giving

During the review and update of a new ultra high net-worth Scottsdale couple’s estate plan, DeAngelis Legal identified estate tax issues, provided alternative solutions for achieving the couple’s charitable giving objectives and restructured their charitable giving to maximize the amount given to charities and the couple’s family members through changes to their revocable trust, retirement [...]

By |2024-01-22T19:40:47-07:00December 15th, 2023|Recent Projects, Federal Estate Tax, Estate Planning, Protecting Family Wealth|Comments Off on November 2023 Charitable Giving

October 2023 Irrevocable Life Insurance Trust

High net-worth Scottsdale couple asked for assistance with funding their revocable trust with complex closely held business interests, retirement accounts and life insurance. DeAngelis Legal assisted with the update of each entity’s corporate records and transfer them to their revocable trust. The updates included amendments to the operating agreement to comply with recent ownership changes [...]

By |2024-01-22T19:35:11-07:00November 15th, 2023|Federal Estate Tax, Recent Projects, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on October 2023 Irrevocable Life Insurance Trust

October 2023 Complex Revocable Trust

High net worth Arizona couple had not reviewed their revocable trust in over ten years. The husband became ill and upon review, their advisors found the trusts to be ambiguous and tax inefficient. DeAngelis Legal worked with the couple and their adult children to evaluate and prepare a comprehensive and complex revocable trust. The new [...]

By |2024-01-22T19:25:34-07:00November 15th, 2023|Federal Estate Tax, Recent Projects, Estate Planning, Succession Planning, Business Services, Protecting Family Wealth, Homepage|Comments Off on October 2023 Complex Revocable Trust

September 2023 Beneficiary Deed

New out of state client’s mother and her boyfriend jointly owned their personal residence in Maricopa County as tenants in common and subject to a cohabitation agreement. The cohabitation agreement granted the surviving party an option to acquire the property upon a death. Client’s parent named her child as the designated beneficiary of her half [...]

By |2024-01-22T19:20:58-07:00October 15th, 2023|Real Estate, Recent Projects, Protecting Family Wealth|Comments Off on September 2023 Beneficiary Deed

September 2023 Informal Probate

During the administration of a decedent’s trust, the trustee identified a brokerage account in the decedent’s individual name, even though all other assets were either titled in the name of the revocable trust or transferred outside the trust directly pursuant to a beneficiary designation. Because the account was over the threshold for a small estate [...]

By |2024-01-22T19:16:49-07:00October 15th, 2023|Recent Projects, Probate and Trust Administration|Comments Off on September 2023 Informal Probate

August 2023 Estate Plan and Corporate Records Update

Scottsdale couple desired to update their estate plan and corporate records.  Complicating the planning were a mix of community and sole and separate assets, including a legal practice, long-standing construction company, children from a previous marriage and less than complete corporate records.  DeAngelis Legal worked with the couple to identify their objectives, discuss alternatives and [...]

By |2024-01-18T19:46:12-07:00September 15th, 2023|Entity Formation, Recent Projects, Estate Planning, Homepage|Comments Off on August 2023 Estate Plan and Corporate Records Update

August 2023 Simple Estate Plan

Scottsdale couple with adult children desired to update their estate plan.  After a quick discussion regarding the assets, the children and the couple’s objectives, DeAngelis Legal created and implemented a simple revocable trust and ancillary documents necessary to achieve their objectives upon disability and death.  The documents included wills, financial powers of attorney, healthcare powers [...]

By |2024-01-18T19:41:41-07:00September 15th, 2023|Recent Projects, Estate Planning|Comments Off on August 2023 Simple Estate Plan

July 2023 General Business

Arizona closely held service business navigated the resignation of an employee and the mutual termination of the entirety of their business and employment relationship. DeAngelis Legal reviewed the company’s Buy-Sell Agreement and General Release, responded to the departing employee’s claims, advised the remaining owners of their rights and obligations and successfully negotiated the resolution of [...]

By |2024-01-18T20:02:49-07:00August 15th, 2023|Recent Projects, Business Services, Homepage|Comments Off on July 2023 General Business

July 2023 Sophisticated Estate Planning

Long time Scottsdale estate and business clients desired to overhaul their estate plan.  DeAngelis Legal worked with the clients and their investment advisor to rework goals and objectives, including restructuring the terms of the gifts to their children, evaluating insurance needs and incorporating large gifts to charitable organizations.  DeAngelis Legal prepared the documents updating their [...]

By |2024-01-18T19:54:58-07:00August 15th, 2023|Recent Projects, Federal Estate Tax, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on July 2023 Sophisticated Estate Planning
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