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March 2023 Life Insurance Trust  

During the review and update of a new high net-worth Scottsdale couple’s estate plan, DeAngelis Legal identified a potentially large estate tax obligation caused by life insurance owned by the couple.  DeAngelis Legal worked with the couple and their insurance advisor to identify and evaluate alternatives, which included an evaluation of how much life insurance [...]

By |2023-05-12T20:00:34-07:00April 15th, 2023|Past Newsletters, Federal Estate Tax, Recent Projects, Estate Planning, Succession Planning, Protecting Family Wealth, Homepage|Comments Off on March 2023 Life Insurance Trust  

November 2017 Sophisticated Estate Planning

November 2017 Sophisticated Estate Planning Designed, drafted and implemented sophisticated estate plan for couple with one child and estate tax issues.  The estate plan included a complex revocable trust providing for survivor’s, marital and decedent’s trusts as well as an irrevocable life insurance trust or ILIT (see Advanced Estate Planning Tools) to hold a large life [...]

By |2018-01-26T17:53:29-07:00December 15th, 2017|Recent Projects, Estate Planning|Comments Off on November 2017 Sophisticated Estate Planning