Scottsdale couple, each with children from a previous marriage, desired to update their general business and estate plans. DeAngelis Legal worked with the couple to design an overall plan that addressed their particular circumstances. DeAngelis Legal drafted the estate plan documents, which included a joint trust, an amended and restated separate property trust for one spouse and new wills, powers of attorney and ancillary documents for both spouses. DeAngelis Legal also updated the corporate records for their nine entities to separate management from ownership, conform entity ownership with the plan and update the Arizona Corporation Commission’s records.
By Quinn DeAngelis|2025-01-31T16:54:00-07:00January 15th, 2025|Past Newsletters, Entity Formation, Recent Projects, Estate Planning, Business Services, Protecting Family Wealth, Homepage|Comments Off on December 2024 General Business and Estate Plan Update