illiquid assets

June 2022 Complex Trust Administration

June marked the end of a four year complex trust administration odyssey.  This administration could have been a television show, as it had every intrigue you can imagine - power struggles, illiquid assets, environmental claims, a defunct closely held business with unpaid claims, an injunction preventing the sale of real estate, property tax claims, third [...]

By |2022-07-21T12:14:07-07:00July 15th, 2022|Recent Projects, Estate Planning, Probate and Trust Administration, Succession Planning, Protecting Family Wealth, Homepage|Comments Off on June 2022 Complex Trust Administration

October 2017 Estate Planning

October 2017 Estate Planning. Represented couple with the overhaul of their estate plan.  Spouses had differing ideas on how and when illiquid assets should be transferred at death to the surviving spouse and children from previous marriages.  After a lengthy interview regarding their preferences and concerns, DeAngelis Legal proposed, drafted and implemented an estate plan [...]

By |2018-08-20T14:33:23-07:00November 15th, 2017|Recent Projects, Probate and Trust Administration|Comments Off on October 2017 Estate Planning
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