Boland Law Group, PLLCPassionately Preserving Wealth™
Who we serve · Business owners
The company is the estate.
You built an enterprise that is at once your income, your largest asset, your tax problem, and your legacy. Most owners hold it with two plans that have never met: a business plan and an estate plan, drafted by different lawyers on different assumptions. We practice them as one discipline.
Two crowns. One trunk.
Every tier of the enterprise and every generation of the family, carried on a single axis: you.
What the divided version looks like
An operating agreement that has never read the trust. A trust that owns the wrong interests, or none at all. A buy-sell valued at a number nobody has believed for years. Beneficiary designations from two banks ago. Each document is competent on its own; together they contradict each other, and the contradiction surfaces at the worst possible moment.
What we build instead
Entity structure, estate plan, tax strategy, succession framework, and asset protection designed as facets of one architecture. The trust owns what it should. The buy-sell prices what the appraiser can defend. The people with signing authority are the people you actually chose. When the parts are drawn together, they reinforce each other instead of colliding.
Six disciplines, one drawing.
Entity architecture
The structure that fit a young company rarely fits the one you run now. We re-examine the whole lattice, LLCs, S and C corporations, partnerships, and holding layers, for current tax efficiency, liability separation, and the flexibility your next decade will demand.
Our servicesValuation and transfer timing
For transfer tax purposes, when you move ownership matters as much as how. Entity design, minority and marketability considerations, and disciplined timing let value move to your family while it is defensibly low. We coordinate qualified appraisers from the start.
Multi-generational familiesBuy-sell agreements that hold
A buy-sell is only worth what it does when triggered. Most we review are stale, underfunded, or priced by a formula that would embarrass everyone if invoked. We draft and maintain agreements that are funded, current, and consistent with the rest of your plan.
Our servicesContinuity and incapacity
If you could not come in tomorrow, who signs, who decides, who runs payroll? A will and a trust do not answer operational questions. We build continuity provisions directly into the architecture, named successors, granted authority, and a company that keeps functioning.
Outside general counselBusiness and personal, integrated
The company generates the income, holds the value, creates the tax bill, and carries the liability. Your personal plan must account for all four. We make sure the trust, the designations, the tax work, and the protections describe the same life, yours.
Our servicesExit readiness
The most valuable exit planning happens years before anyone signs a letter of intent. Restructuring, trust creation, and valuation strategy must already be standing when opportunity arrives, so you negotiate from strength instead of scrambling after the fact.
Business exit & liquidity eventsThe five days nobody schedules.
Death
The estate plan and the operating documents must agree, in hours, not months.
Disability
Authority has to pass to named hands while the company keeps running.
Divorce
Ownership must stay where it belongs, whatever a marital estate is doing.
Disagreement
Partners part on terms written in calm, not terms improvised in anger.
Departure
A sale, a retirement, a next chapter: the structure should already be ready.
Every instrument we draft is designed against these five events, because a plan that has not been tested against them is a guess.
Drafted apart, or designed together.
Who owns the company?
You do, personally, which is exactly what the estate tax and every plaintiff hope for.
The right interests sit in the right trusts, moved at the right values, on a schedule chosen years ago.
What is it worth?
Whatever the old buy-sell formula says, a number no appraiser would sign.
A defensible valuation, refreshed on a discipline, funded so the price can actually be paid.
Who signs if you cannot?
Nobody is sure, so the bank freezes, and the answer arrives by court order.
Named successors with granted authority, effective the day they are needed.
When do you prepare to exit?
After the letter of intent, when every option has already narrowed.
Years ahead, so the structures exist before the moment that needs them.
Bring both plans to one table.
A conversation with our attorneys begins with the whole picture: the company, the family, and the plan that should carry them both. We serve business owners from our Scottsdale offices and throughout Arizona.
Passionately Preserving Wealth™
Over 50 years of legal excellenceBusiness exit & liquidity events Outside general counsel Who we serve
Boland Law Group, PLLC · 15100 N. 78th Way, Suite 203 · Scottsdale, Arizona 85260 · (480) 420-8268
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. No engagement is formed unless and until a written engagement letter is executed and any required fees are paid and cleared.