Trust Administration
Represented surviving spouse with allocation of assets among sub-trusts upon the death of spouse. Having recently completed their estate plan, this elderly couple had an expected death. DeAngelis Legal assisted the surviving spouse wrap up the affairs of the deceased spouse and allocate the assets between the Survivor’s, Marital and Family trusts. DeAngelis Legal also assisted the surviving spouse and CPA with the preparation of the IRS Form 706, Estate Tax Return.