Boland Law Group, PLLCPassionately Preserving Wealth™
Estate planning services
Personalized service. Customized estate planning.
Comprehensive estate planning counsel for families in Scottsdale and throughout Arizona: wills, trusts, wealth-transfer tax strategies, healthcare directives, and charitable planning.
The four hallmarks of a complete plan
A hallmark is struck into precious metal to certify its standard. These four are ours: every plan is built for one family, and each mark below opens onto what it covers and when it matters.
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Wills & Trusts
Clear, enforceable instruments that keep families out of probate court and maintain privacy.
- Revocable living trusts and pour-over wills
- Irrevocable trusts (SLATs, dynasty, asset-protection)
- Special-needs and supplemental-needs trusts
- Trust funding guidance and successor-trustee counseling
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Advanced Healthcare Directives
Ensure trusted decision-makers can act if you become incapacitated.
- Durable healthcare powers of attorney
- Living wills and end-of-life directives
- HIPAA authorizations and mental-health powers
- Coordination with physicians and care facilities
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Wealth-Transfer Tax Planning
Sophisticated strategies to reduce or eliminate estate, gift, and generation-skipping transfer (GST) taxes.
- Grantor Retained Annuity Trusts (GRATs)
- Intentionally Defective Grantor Trusts (IDGTs)
- Family Limited Partnerships and LLCs for valuation discounts
- Intra-family loans, sales, and lifetime-gifting programs
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Charitable Planning
Align philanthropy with tax efficiency.
- Donor-advised funds (DAFs)
- Charitable remainder and lead trusts (CRTs / CLTs)
- Private foundations and supporting organizations
- Qualified charitable distributions from IRAs
Trusted by families and individuals to protect their legacy
Families and individuals trust BLG to safeguard their legacy, ensuring their wealth, values, and vision are preserved and carried forward with integrity.
We deliver thoughtful, comprehensive estate plans that protect what matters most.
BLG is a father and son practice: two generations of Boland attorneys advising multi-generational families on wealth that is meant to outlast them both.
Our attorneys are respected leaders, actively involved in local bar associations, charitable organizations, and community initiatives.
A cross-disciplinary bench
Our cross-disciplinary approach and extensive experience in tax planning, tax controversy, business, and partnership law uniquely position us to deliver the most comprehensive, robust, and strategic counsel available in estate planning and asset protection.
Fixed fee engagements
Clients have the flexibility to select either hourly billing or a fixed-fee arrangement tailored to their preferences.
Tax savings
Our advanced estate planning strategies effectively help families minimize wealth transfer taxes, preserving more of their legacy for future generations.
Sophisticated expertise, simplified solutions
We excel in detailed, sophisticated planning, but are equally comfortable providing straightforward solutions, whether you prefer a deep dive into technical strategies or a clear, simplified approach.
How a plan comes to be
- 01
A conversation
Call the office. We listen first: the family, the holdings, the intent.
- 02
The invitation
If we are the right counsel, our planning questionnaire follows by private invitation.
- 03
The design
Your attorneys draft a plan built for one family: yours.
- 04
The review
Drafts in hand, we walk the plan together, line by line, until it says exactly what you intend.
- 05
The execution meeting
Signatures witnessed, trusts funded, and your advisors aligned around one strategy.
What clients say
Mr. Boland protected our family’s wealth and gave us peace of mind for generations to come.
Working with BLG transformed our family’s approach to wealth preservation and estate planning. Their attorneys took the time to understand our unique goals and concerns, crafting a personalized plan that safeguarded our assets for future generations. We feel confident knowing our children and grandchildren are protected from unnecessary taxes, creditors, and legal disputes. BLG’s thoughtful guidance gave our family lasting peace of mind and clarity, ensuring our legacy will continue exactly as we intended.
They were the missing piece of the puzzle.
Our financial advisors and tax accountants were outstanding, but partnering with BLG was truly the missing piece of the puzzle. Their collaboration with our existing advisory team provided the clarity and integration we had been seeking. Now, all our advisors are aligned, working seamlessly together, and the comprehensive strategy BLG developed perfectly complements our financial and tax planning. BLG’s involvement brought cohesion and confidence to our overall wealth management and estate planning goals.
Ten differences, side by side
Choosing BLG means sophisticated, customized planning, attentive personal service, and the strategic expertise necessary to preserve and protect your family’s legacy for generations.
01Advanced expertise and credentials
BLG
Every attorney at BLG holds an advanced post-doctoral law degree (LL.M.), in addition to their Juris Doctor degree, some focusing on estate planning while others focus on tax. This specialized knowledge allows us to craft sophisticated plans aligned perfectly with your personal, financial, and business goals.
Other firms
Attorneys at many estate planning practices often hold only basic law degrees without actual specialized training in estate planning or tax law, significantly limiting the sophistication and effectiveness of their solutions. These attorneys frequently handle multiple unrelated areas of law rather than focusing exclusively on a niche specialty, their expertise tends to be broad but shallow, truly making them a “jack of all trades, master of none.”
02Fully customized solutions
BLG
We never rely on generic forms or outdated templates. Every document is thoughtfully tailored to your family’s unique circumstances, ensuring your objectives and legacy are fully realized.
Other firms
Firms commonly reuse generic, standardized documents that fail to consider individual circumstances, leading to incomplete or ineffective estate planning outcomes.
03Consistently updated intellectual property
BLG
Our planning documents reflect cutting-edge strategies, incorporating the latest tax law developments and court rulings, consistently reviewed and refined by our expert attorneys.
Other firms
Documents and strategies often remain unchanged for decades, neglecting critical updates in tax laws, estate regulations, and evolving family dynamics, potentially resulting in costly mistakes or oversights.
04Direct attorney involvement
BLG
From initial meetings through the final execution of documents, every step of your estate planning process is handled personally by experienced attorneys. Our hands-on approach ensures accuracy, responsiveness, and superior results.
Other firms
Many firms rely heavily on paralegals or administrative staff to draft and manage documents, significantly reducing the direct involvement and oversight of experienced attorneys.
05Premium, proactive service
BLG
We intentionally limit our client volume to ensure personalized attention, in-depth discussions, and proactive follow-up. We invest substantial attorney time to deliver meticulously crafted, comprehensive solutions.
Other firms
High-volume, low-cost practices often prioritize efficiency over customization, providing limited attention and leaving important planning opportunities overlooked or neglected.
06Integrated business and financial insights
BLG
With attorneys possessing business degrees and backgrounds, we integrate sophisticated business succession and asset management strategies directly into your estate planning, optimizing both personal and business wealth transfers.
Other firms
Typically lack attorneys with integrated business training, resulting in disconnected plans that fail to adequately address business succession, asset liquidity, or complex financial structures.
07Comprehensive, long-term relationship
BLG
Our goal is not only document creation but ongoing management and adaptation of your estate plan. Our attorneys maintain close relationships, adjusting your plan as your life, family, and the laws evolve.
Other firms
Generally provides transactional services without ongoing relationships, resulting in outdated estate plans that don’t reflect changes in your life, family circumstances, or legal environment.
08Confidentiality and trust
BLG
Our approach emphasizes discretion, personal attention, and confidentiality at every stage. Your family’s personal, financial, and business details are always managed directly by seasoned attorneys, safeguarding your privacy and security.
Other firms
Use of administrative staff and paralegals increases the risk of errors, information leaks, or misunderstandings, potentially compromising confidentiality and privacy.
09Advanced protection from divorce, lawsuits, and creditors
BLG
BLG plans utilize sophisticated strategies designed specifically to protect family wealth from potential threats, such as divorce settlements, lawsuits, and creditor claims. Our advanced planning structures ensure your heirs remain financially secure.
Other firms
Typical firms lack the advanced legal knowledge or customized approach required to proactively safeguard against these risks, potentially exposing your heirs to significant financial vulnerabilities.
10Preservation of family wealth without overly restrictive conditions
BLG
We carefully structure plans to protect assets without “governing from the grave.” This allows your heirs autonomy while ensuring family wealth remains secure and insulated from external risks.
Other firms
Less customized, one-size-fits-all documents often fail to adequately protect family wealth, either overly restricting heirs or leaving them exposed to avoidable risks.
Two partners. No hand-offs.
From the first meeting to the final execution of documents, every step is handled personally by the attorneys named below.
Robert W. Boland, Jr., J.D., LL.M.
Founding & Tax Partner
Founder of BLG. Federal tax litigation in the U.S. Tax Court, business and succession planning, and one of the most respected estate planning practices in the greater Scottsdale area.
- Who’s Who in American Law
- Martindale-Hubbell Highest Rating
- U.S. Tax Court
Grant M. Boland, J.D., LL.M.
Tax & Estate Planning Partner
Design, implementation, and defense of sophisticated strategies for transferring family businesses and legacy properties to succeeding generations or charitable organizations.
- Lawyer of the Year, Trusts and Estates, Scottsdale (2027)
- Best Lawyers in America
- U.S. Tax Court
Need a personalized solution?
If you require a legal service beyond those mentioned above, we encourage you to contact us and discuss your specific needs, as our experienced team is well-equipped to handle a wide range of legal matters and can provide customized solutions tailored to your unique situation.
Offices and appointmentsPassionately Preserving Wealth™
Over 50 years of legal excellenceBefore you call
Do you charge by the hour?
Clients have the flexibility to select either hourly billing or a fixed-fee arrangement tailored to their preferences. The structure is settled in writing before any work begins.
Will you work with our existing advisors?
Yes, by design. We work in tandem with clients’ other advisers, such as financial planners, investment advisors, family office managers, accountants and insurance agents, to coordinate our clients’ estate plans with their financial structure.
How do we begin?
Call the office or schedule a consultation. We limit our client volume deliberately, so the first conversation is unhurried. If we are the right counsel for your circumstances, our planning questionnaire follows by private invitation.
Where do you meet?
At our Scottsdale office, serving the greater Phoenix valley, and by in-home appointment for clients in Sedona and the Prescott area. Hours are Monday through Thursday, 9am to 5pm, with Saturdays by appointment.
Who do you serve?
Business owners, senior executives, families of significant wealth, family offices, and multi-generational families, in Scottsdale and throughout Arizona. See who we serve.
The rest of the practice
This page is provided for general information and does not constitute legal or tax advice, nor does it create an attorney-client relationship. Descriptions of our practice areas are general in nature, and prior results do not guarantee a similar outcome. Client statements reflect the experience of those individuals and are not a promise or guarantee about the outcome of any other matter. No engagement is formed unless and until a written engagement letter is executed and any required fees are paid and cleared.
