New Scottsdale client engaged DeAngelis Legal to assist with changes to her estate plan, which included an irrevocable trust. The joint trust created with her deceased husband contained provisions dividing the trust principal into a Survivor’s Trust and a Family Trust, with the later being irrevocable. After reviewing her alternatives, DeAngelis Legal prepared a Non-judicial Settlement Agreement between the surviving spouse and her adult children, allocating 100% of the trust principal to the Survivor’s Trust and then amending the Survivor’s Trust to incorporate her desired changes.
By Quinn DeAngelis|2025-02-20T22:50:08-07:00February 15th, 2025|Recent Projects, Probate and Trust Administration, Estate Planning, Protecting Family Wealth, Homepage|Comments Off on January 2025, Irrevocable Trust Administration