DeAngelis Legal spent a substantial amount of time advising business owners with employment, insurance, real estate and operational matters caused by the COVID-19 outbreak, essentially acting as in-house counsel for those businesses who are not large enough to hire full time legal counsel. On the employment side, we reviewed employment handbooks and assisted owners with [...]
Not surprisingly, DeAngelis Legal devoted much of the month of April preparing and finalizing estate plans for physicians, nurses and other healthcare workers in preparation for Arizona's COVID-19 outbreak. Everything from simple wills to complex trusts, most of which was done on an expedited basis given the COVID-19 crisis. Preparing these plans required balancing social [...]
Scottsdale couple transferred their personal residences to several irrevocable Qualified Personal Residence Trusts (QPRTs) under the advice of prior counsel. Clients now desired to unwind the transactions. DeAngelis Legal reviewed the facts, trust documents and client’s objectives in order to propose alternatives for terminating the QPRTs in conjunction with the client’s tax and accounting professionals. [...]
Updated August 24, 2021 DeAngelis Legal has a unique role in facilitating the transition of wealth between parties in the event of a transaction, death, disability or emergency, therefore we are making every effort to remain open during the COVID-19 national emergency. Our team and families have been vaccinated, but our family members, friends, clients [...]
Quinn DeAngelis was re-certified as an Estate and Trust Law Specialist for another five years by the Arizona State Bar Board of Legal Specialization. Quinn is one of only seven lawyers in Scottsdale currently holding the Estate and Trust Law specialization designation. From the State Bar of Arizona’s website: “Being a certified legal specialist is [...]
Represented long time ultra high net worth clients with an overhaul of their estate plan. Husband and wife engaged DeAngelis Legal over 20 years ago to assist with their estate planning and amended the plan periodically over the years to account for changes in their family wealth. They desired to amend their plan to update [...]
Represented surviving children with administration of trust. Husband and wife each had children from a previous marriage and entered into a trust agreement which became irrevocable upon the first spouse’s death. Successor trustees engaged DeAngelis Legal to assist them with the administration of the trust and provide solutions for a beneficiary designation that was rejected [...]
On January 26, 2020 it was with heavy heart that DeAngelis Legal learned of the passing of longtime client and music legend, Bob Shane of the Kingston Trio. The Trio was the biggest act of the 1950s and two time Grammy Award winners. Bob was the lead vocal on the group’s famous songs “Tom Dooley” [...]
Assisted personal representative with the administration of an estate and trust. For the past couple of years DeAngelis Legal assisted the personal representative and trustee gather control over the decedent's assets, liquidate them and this December deliver the final checks to several charitable organizations. The administration was complicated by the failure of the decedent to [...]
Represented husband and wife with their estate planning post-divorce. DeAngelis Legal had represented the couple jointly for many years. The couple amicably desired to separate their finances and each engaged DeAngelis Legal to assist them, on an individual basis, with their separate estate plans. DeAngelis Legal assisted each spouse with the creation of a separate [...]
