Business Transition Lunch Invite
Business Transition Invitation 5.16.25
March 2025 Mergers and Acquisitions
Client previously sold its operating business in better economic times, but the buyer couldn’t perform and ultimately liquidated the business. DeAngelis Legal assisted the client with the delicate multiparty negotiations (landlord, bank, trade creditors) to re-quire the assets of the business, prepared the documentation evidencing the purchase of the assets and closed the re-acquisition of [...]
March 2025 Gifting
Long time clients came in for their five year estate plan review and stated that they were contemplating additional financial gifts to their children. However, they had not addressed important issues regarding this complex and emotional decision. Persons contemplating gifts should ask a few important questions, including: Do you have sufficient capital and resources for [...]
February 2025 Informal Probate
It happened again! Successful, smart, responsible Scottsdale couple signed well drafted estate plan documents with another law firm and after signing, promptly threw the documents in a drawer. Fast forward 10+ years, numerous asset acquisitions in their individual names and an unexpected death, the surviving spouse engaged DeAngelis Legal to sort out the mess. DeAngelis [...]
February 2025 Premarital Agreement
New client engaged DeAngelis Legal to review the proposed premarital agreement with a wealthier spouse. DeAngelis Legal advised the client on his rights and obligations post-marriage and provided changes to the agreement which gave each party the protections they desired, but made the terms easier to implement. DeAngelis Legal worked with the spouse’s attorney to [...]
January 2025, Irrevocable Trust Administration
New Scottsdale client engaged DeAngelis Legal to assist with changes to her estate plan, which included an irrevocable trust. The joint trust created with her deceased husband contained provisions dividing the trust principal into a Survivor’s Trust and a Family Trust, with the later being irrevocable. After reviewing her alternatives, DeAngelis Legal prepared a Non-judicial [...]
January 2025, Simple Estate Plan Update
Scottsdale couple with young children desired to update their simple estate plan. DeAngelis Legal worked with the couple to review their objectives and provide alternatives and prepared draft documents to create a revocable trust and new wills, update the agents under their financial and healthcare powers of attorney. We also assisted them on how to [...]
December 2024 General Business and Estate Plan Update
Scottsdale couple, each with children from a previous marriage, desired to update their general business and estate plans. DeAngelis Legal worked with the couple to design an overall plan that addressed their particular circumstances. DeAngelis Legal drafted the estate plan documents, which included a joint trust, an amended and restated separate property trust for one [...]
December 2024 Consulting Agreement Review
DeAngelis Legal assisted Scottsdale business with the review and revision of a consulting agreement for a large construction project. The agreement presented contained overly broad provisions shifting responsibility to the consultant. DeAngelis Legal provided comments and recommended language changes to the agreement to limit the indemnification provisions, clarify the insurance obligations, expand the termination provisions [...]
December 2024 Industrial Real Estate Acquisition
DeAngelis Legal assisted established Arizona business with the purchase of industrial real estate in Northern Arizona from a large multi-national corporation. DeAngelis Legal drafted and negotiated the letter of intent, purchase agreement and ancillary closing documents and coordinated the satisfaction of title insurance requirements. In addition, DeAngelis Legal created a separate structure for the entity [...]