Represented long time ultra high net worth clients with an overhaul of their estate plan. Husband and wife engaged DeAngelis Legal over 20 years ago to assist with their estate planning and amended the plan periodically over the years to account for changes in their family wealth. They desired to amend their plan to update the beneficiaries of their estate to provide for charities, children, grandchildren and more remote descendants while minimizing estate, gift and generation skipping taxes. DeAngelis Legal worked with their financial advisor, banker and accountant to discuss alternatives, draft the relevant documents and implement the updated estate plan.
