Estate Planning

Advised elderly client regarding the terms and conditions of several irrevocable trusts set up for her benefit.  Client’s mother, father, grandfather and aunt all left irrevocable trusts with varying terms for client.  DeAngelis Legal reviewed terms of each trust, advised client regarding her rights and obligations and suggested alternatives.  DeAngelis Legal revised client’s estate plan documents to exercise powers of appointment over assets in the irrevocable trusts to her preferred beneficiaries.