DeAngelis Legal prepared the estate plan for a young couple with generational wealth. This project was made more complicated by one spouse’s interest in four irrevocable trusts and a myriad of out of state family businesses gifted from the spouse’s parents. While the couple’s planning was simple, DeAngelis Legal assisted the spouse understand her rights in the complex web of trusts and businesses and decide which powers to exercise to increase the likelihood that the assets would remain in the family and provide centralized management.
