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.
Represented wealthy Phoenix couple with large lifetime gift to their child in trust. DeAngelis Legal worked with the clients, their investment advisors and CPA to design an irrevocable trust that met the client’s objectives and minimize estate taxes. They desired to remove the assets from their taxable estate, have a third party responsible for the [...]