Reviewed corporate structure and current documents of a Scottsdale client with entities throughout the United States. DeAngelis Legal reviewed the current corporate records and determined that the documents didn’t match the structure the client believed they had, a potential for a rats nest of issues upon incapacity, death or IRS audit. DeAngelis Legal corrected the documents and made the changes necessary to transfer the entities to the client’s trust. To avoid this consider updating your corporate records on a regular basis. For a discussion of the items to review see our blog post here: [insert link].
By Quinn DeAngelis|2023-05-12T19:58:55-07:00March 15th, 2023|Recent Projects, Business Services, Protecting Family Wealth|Comments Off on February 2023 Corporate Records Update