May 2018 Sophisticated Estate Planning
Represented Canadian citizens, but permanent residents of the United States, with the review, preparation and implementation of a comprehensive trust. Couple relocated to the United States after selling their business. They have two adult children and a large estate. Working with a large financial institution, DeAngelis Legal led the process to evaluate alternatives, design, create and implement a comprehensive estate plan including a revocable trust with estate tax, generation skipping tax and qualified domestic trust provisions designed to minimize taxes upon the death of one or both spouses.
