corporate review

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September 2021 Corporate Review

DeAngelis Legal performed a corporate review of the structure and records of several new clients and proposed recommended changes to confirm with each client’s operations and objectives.  The clients created several entities over the years, creating a rat’s nest of entities.  Separate entities provide enhanced creditor protection, but owners need to adhere to corporate formalities [...]

By |2022-07-21T12:07:19-07:00October 15th, 2021|Recent Projects, Succession Planning, Protecting Family Wealth|Comments Off on September 2021 Corporate Review

January 2019 Corporate Clean Up

Represented two separate clients with a review and clean up of their corporate structure. The first client owned several unrelated businesses in the healthcare industry and the other client was predominately in real estate development.  Both clients wanted to maximize creditor protection while minimizing income taxes.  DeAngelis Legal reviewed each client’s situation, made recommendations and [...]

By |2019-03-15T19:07:38-07:00February 15th, 2019|Recent Projects, Business Services, Homepage|Comments Off on January 2019 Corporate Clean Up

July 2018 Corporate Restructure

Represented long time Phoenix couple with the review, restructure and funding of various real estate holding companies.  DeAngelis Legal worked with the client to identify his risk tolerance and created the plan to insulate the couple’s other assets from liability and increase the liability protection between properties.  The plan used their existing entities to the [...]

By |2018-10-23T14:05:51-07:00August 15th, 2018|Recent Projects, Homepage|Comments Off on July 2018 Corporate Restructure

January 2018 Corporate Structure and Insurance Review

Represented company with a review of their corporate structure, operations and insurance of a closely held company.  Over the years the client had created several ancillary business which provided unnecessary income tax and insurance implications.  DeAngelis Legal worked with the client’s owners, accountants and insurance agents to resolve issues and propose alternative structure simplifying the [...]

By |2018-05-15T18:35:23-07:00February 15th, 2018|Recent Projects, Business Services, Succession Planning|Comments Off on January 2018 Corporate Structure and Insurance Review