Represented couple with a comprehensive review of their general business and complex estate plan documents. Husband and wife had 12 entities, 3 irrevocable trusts and a revocable trust. DeAngelis Legal analyzed the structure and documents and provided a comprehensive summary of their business and estate plan with recommendations to enhance the effectiveness and efficiency of the structure.
By Quinn DeAngelis|2018-05-15T18:31:38-07:00April 15th, 2018|Federal Estate Tax, Recent Projects, Estate Planning, Business Services, Homepage|Comments Off on March 2018 Business and Complex Estate Plan Review