DeAngelis Legal performed a comprehensive review of the corporate records of an Arizona based closely held business. The review included a clean-up of the shares certificates and transfer ledger, minutes of shareholder and director meetings and buy-sell terms for the operating and related entities.
DeAngelis Legal performed a comprehensive review and edit of a proposed multi-member LLC operating agreement on behalf a new client. The client asked DeAngelis Legal to provide input on the operating agreement. DeAngelis Legal provided a memo with additional questions and substantive comments and edits regarding management, capital contributions, purchase options and purchase price valuation.
DeAngelis Legal obtained Letters of Personal Representative for a trustee who identified an asset that was not transferred to the trust. The deceased participated in his employer’s stock option plan. Unfortunately, the plan failed to name a beneficiary and the employer would not transfer the asset without the Letters of Personal Representative. DeAngelis Legal prepared [...]
DeAngelis Legal represented a young Phoenix couple expecting their first child with their estate plan documents. The couple represents the third generation in this family that DeAngelis Legal had represented after obtaining the necessary consents and waivers of potential conflicts from the other family members, . The simple estate plan included simple wills, powers of [...]
Sometimes trust administrations are easy. DeAngelis Legal represented the beneficiary of a trust created by the beneficiary’s parents. Years of strained relations caused tension between family members, one of which was the trustee. After obtaining the documents clarifying past transactions, accounting and distribution amounts, the beneficiary signed off on the trust and received his share [...]
DeAngelis Legal reviewed the corporate records of a client who created several entities on their own. DeAngelis Legal prepared missing and updated documents necessary to satisfy the title company’s requirements. The documents included amendments to operating agreements, member consents and a deed.
DeAngelis Legal prepared a comprehensive cohabitation and premarital agreement for a Scottsdale physician. The agreement provided for terms upon which the couple would reside together and in the event they were married, modified the community property rules to achieve their intent. Significant issues addressed included the disparate net worth and income of the couple, closely [...]
DeAngelis Legal created another non-judicial settlement agreement modifying the terms of an irrevocable trust. Decedent died before updating his estate plan, an all-too-common occurrence, leaving the beneficiaries of his trust to piece it together and work out the details themselves. DeAngelis Legal prepared the settlement agreement, modifying the decedent’s trust to conform with his intentions [...]
June marked the end of a four year complex trust administration odyssey. This administration could have been a television show, as it had every intrigue you can imagine - power struggles, illiquid assets, environmental claims, a defunct closely held business with unpaid claims, an injunction preventing the sale of real estate, property tax claims, third [...]
DeAngelis Legal documented the sale of goodwill of a Phoenix food distributer. In this friendly sale of the business, the buyer and seller had a long standing relationship. DeAngelis Legal prepared the purchase and sale agreement on behalf of the seller and the transaction closed with minimal changes from either party.
