Ultra-high net worth couple with long standing family-owned Arizona business struggled for years to complete their estate planning. Three different law firms tried and failed over the years to update their estate plan. DeAngelis Legal assisted the clients review their current assets and irrevocable trusts, discussed their objectives and alternatives, drafted the plan that incorporated legacy assets and trusts and in September successfully finalized the new estate plan. A relief to the family and a victory for our process and team. Congrats to all.
