lifetime gift

June 2019 Estate Planning

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.

By |2019-07-17T16:51:19-07:00July 15th, 2019|Recent Projects, Estate Planning, Homepage|Comments Off on June 2019 Estate Planning

August 2018 Estate Planning

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 [...]

By |2018-10-23T14:04:46-07:00September 15th, 2018|Recent Projects|Comments Off on August 2018 Estate Planning
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