After updating his estate plan with DeAngelis Legal, a client inquired about alternatives for dealing with an irrevocable trust created by a prior law firm. DeAngelis Legal worked with the client to flush out his core concerns and objectives for his family, reviewed the trust instrument and applicable law to find alternatives and worked with the corporate trustee to terminate the trust, all in a timely and cost-effective manner. In the end, the client had this to say about DeAngelis Legal:
“Having said that, the primary purpose of this email is to let you know that two mortgages are being reduced, one residence down payment has been realized, and two savings accounts will be enhanced for future home purchases. This has been a life-changing experience for [redacted] and her family. All of us are deeply appreciative of your efforts. You saw the path through the complex maze of the Trust and found the section that gave us a way to “revoke the irrevocable”. Thank you! It has been my pleasure to work with you and your staff. I look forward to the next challenge.”
We too are ready for the next challenge and appreciate the kind words in the meantime.
