Represented couple with a comprehensive review of their general business and complex estate plan documents. Husband and wife had 12 entities, 3 irrevocable trusts and a revocable trust. DeAngelis Legal analyzed the structure and documents and provided a comprehensive summary of their business and estate plan with recommendations to enhance the effectiveness and efficiency of [...]
Represented two separate spouses with the preparation of marital agreement in conjunction with their estate plans. The first spouse was concerned with asset protection, but also desired to provide for his spouse upon his death or disability. The second spouse desired to clarify how assets would be allocated between her husband and each of their [...]
Represented family with the implementation of coordinated estate plans for father and two married sons with assets in the United States and Mexico. Family owns farms and equipment in Mexico and real estate and businesses in the United States. DeAngelis Legal worked with the family’s corporate attorney to create an integrated succession plan and separate, [...]
