Husband and wife recently relocated to Fountain Hills, Arizona. DeAngelis Legal reviewed their current estate plan documents, provided comments and suggestions and prepared the documents necessary to overhaul their plan to better achieve their objectives. DeAngelis Legal also provided the couple with alternative gifting strategies.
Assisted a wealthy Scottsdale couple with an update to their existing revocable trust. DeAngelis Legal assisted couple with the preparation of a complex trust intended to hold concentrated and illiquid assets and limited rights of the beneficiaries to use the trust assets.
Represented elderly Scottsdale couple with an update to their estate plan. The retired husband and wife have adult children with different economic means. DeAngelis Legal reviewed the couple’s current plan, made recommendations, discussed alternatives and drafted a new estate plan creating trusts with third party corporate trustees for their children which had the effect of [...]
Represented Scottsdale couple with the preparation of a comprehensive review of their complex estate plan. Both spouses in this second marriage had children from their prior marriages and maintained both separate and combined finances. DeAngelis Legal identified issues, including tax implications and inequities in their proposed structure, identified potential solutions and drafted the appropriate changes [...]
Represented newly married Scottsdale spouse to design, draft and implement a comprehensive estate plan, which included the beneficial interests in several irrevocable trusts and other family assets. DeAngelis Legal worked with the client, the family’s bank and other advisors to create a plan that protected inherited assets and provided financial support to the new spouse [...]
Represented couple with the preparation of comprehensive estate plan, including irrevocable life insurance trust. Husband and wife with one daughter and one wage earner desired to purchase large life insurance policy to compensate for lack of assets if wage earner died. DeAngelis Legal reviewed alternatives with client and prepared a complex revocable trust and irrevocable [...]
