Represented successor trustee with trust administration. DeAngelis Legal represented parents with creation of a trust that established sub-trusts for their adult children upon their deaths. DeAngelis Legal assisted the successor trustee with negotiating and closing the sale of a large Paradise Valley residence, distributing personal property to the beneficiaries, interviewing and selecting an investment advisor, calculating sub-trust allocations and their funding.
By Quinn DeAngelis|2019-04-23T14:10:47-07:00April 15th, 2019|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on March 2019 Trust Administration