High net worth Arizona couple had not reviewed their revocable trust in over ten years. The husband became ill and upon review, their advisors found the trusts to be ambiguous and tax inefficient. DeAngelis Legal worked with the couple and their adult children to evaluate and prepare a comprehensive and complex revocable trust. The new trust achieved the couple’s objectives on an estate tax efficient basis and addressed ownership and control issues associated with a successful family business.
By Quinn DeAngelis|2024-01-22T19:25:34-07:00November 15th, 2023|Federal Estate Tax, Recent Projects, Estate Planning, Business Services, Succession Planning, Protecting Family Wealth, Homepage|Comments Off on October 2023 Complex Revocable Trust