Watland & Allen

For families and small businesses across Arizona, ensuring a secure future often involves navigating complex legal landscapes, from safeguarding assets through meticulous estate planning to establishing and managing robust business operations. These critical areas require precise legal guidance that is both knowledgeable and attentive to individual needs. In Phoenix, Arizona, Watland & Allen stands as a law firm dedicated to serving the specific needs of small business and estate planning clients. The firm comprises experienced attorneys, including Mark R. Allen and Dwight O. Watland, who have dedicated their careers to these important areas of practice. They understand that while legal principles are universal, their application must be tailored to the unique circumstances of each client. Watland & Allen aims to provide a personalized approach, helping Arizonans to establish comprehensive estate plans that minimize taxes and ensure appropriate asset distribution, and assisting small businesses with their organizational, contractual, and operational legal requirements. When disputes arise, they also offer services in problem resolution, including litigation. While the firm endeavors to provide quality legal services, it's important for prospective clients to consider all available information and feedback when selecting legal representation to ensure their specific expectations for communication and service align with the firm's approach.

Watland & Allen’s office is situated in a location in Phoenix that aims to be accessible for clients throughout the Valley.

The office is located at:

393 E Palm Ln, Phoenix, AZ 85004, USA

This address places the firm in central Phoenix, which offers a degree of convenience for many local residents. East Palm Lane is located relatively close to major transportation arteries in downtown Phoenix, including connections to I-10, which can make it reachable for those driving from various parts of the city and surrounding areas. While public transportation options like bus routes might be available nearby, it is always advisable to check specific routes and schedules if you plan to use public transit. For those driving, parking availability in the area should be considered, as is typical with central urban locations. The firm strives to be easily accessible from anywhere in the Valley, reflecting their commitment to serving the Arizona community in their specialized practice areas.

Watland & Allen focuses their legal practice on two primary areas: estate planning and services for small businesses and investors. Within these broad categories, they offer a range of specific services designed to meet the needs of their Arizona clients.

• Estate Planning:

  • Wills and Trusts: Assisting clients in drafting and implementing wills and various types of trusts (including revocable trusts) to achieve their goals for asset distribution, minimize estate taxes, and avoid probate.

  • Powers of Attorney: Preparing general durable powers of attorney for financial matters and healthcare powers of attorney, along with living wills, to ensure clients' wishes are respected regarding their finances and health decisions.

  • Probate and Trust Administration: Guiding families and fiduciaries through the legal process of administering an estate after a loved one's passing, including probate court proceedings and managing trust assets.

  • Family Limited Partnerships: Advising on and establishing family limited partnerships or other organizations for wealth preservation and transfer.

  • Succession Planning: Assisting with planning for the transition of management and ownership of businesses to the next generation.

• Business and Commercial Services:

  • Business Organization Planning: Helping clients design and establish various business entities, including corporations, limited liability companies (LLCs), and partnerships, tailored to their specific needs.

  • General Business Needs: Providing ongoing legal advice for general business operations, often acting as "house counsel" for closely held businesses that do not have full-time in-house legal departments.

  • Buying and Selling Businesses: Assisting with the legal aspects of business acquisitions and sales, including due diligence and contract negotiation.

  • Buying and Selling Real Estate: Handling transactions related to the purchase and sale of real estate for business purposes.

  • Contracts: Drafting, reviewing, and negotiating various types of contracts essential for business operations.

  • Tax Planning: Advising on tax planning strategies relevant to business structures and operations.

• Litigation and Dispute Resolution:

  • Problem Resolution: Assisting with disputes that may arise in estate and business contexts, including will contests, trust disputes, breach of fiduciary duty claims, business breakups, contract disputes, and financial exploitation of elders. They aim to move towards resolution through mediation, arbitration, or litigation.

Watland & Allen highlights its commitment to serving the needs of small businesses and estate planning clients in Arizona through several features:

• Specialized Focus: The firm concentrates specifically on estate planning and small business law, allowing for a focused approach to these areas. This specialization means their attorneys are dedicated to staying current with relevant Arizona and federal laws concerning wills, trusts, probate, and business operations.

• Experienced Attorneys: The firm emphasizes that its attorneys, including Mark R. Allen and Dwight O. Watland, have careers dedicated to their areas of practice, implying a depth of experience in handling complex estate and business matters. Mark R. Allen, for example, was among the first group of Arizona attorneys to be certified as an estate and trust law specialist by the State Bar of Arizona.

• Personalized Service: The firm states that "Each of our attorneys takes a personal interest in each of our clients," indicating a commitment to understanding individual client goals and providing tailored legal solutions.

• Proactive Planning: For estate planning, a highlight is their assistance in creating plans that not only distribute assets but also aim to minimize estate taxes and costs, and preserve assets for beneficiaries, even when individuals might not be able to articulate their healthcare concerns.

• "House Counsel" for Small Businesses: They often serve as de facto "house counsel" for closely held businesses, providing comprehensive legal support for various general business needs, contracts, and tax planning.

• Problem Resolution Capabilities: Beyond transactional work, the firm is equipped to assist when disputes arise, offering services in litigation and alternative dispute resolution methods like mediation and arbitration for will contests, trust disputes, business breakups, and other conflicts.

As a professional legal services firm, Watland & Allen typically does not offer "promotions" or "special offers" in the retail sense. Their value proposition is centered on providing specialized legal expertise and tailored solutions for complex estate planning and business law needs.

However, the inherent benefits and "offers" that are part of their service model for local clients include:

• Initial Consultations: While specific policies should be confirmed when contacting the firm, many law offices offer an initial consultation to discuss a prospective client's needs, assess the legal situation, and outline potential strategies. This allows clients to understand the scope of work and potential costs without an immediate commitment.

• Customized Legal Solutions: Instead of a one-size-fits-all approach, Watland & Allen emphasizes creating personalized estate plans and business strategies designed to meet each client's unique goals and circumstances. This customized service is a significant value.

• Focused Expertise: The firm's specialization in estate planning and small business law means clients benefit from attorneys who are deeply immersed in these specific areas of law, ensuring current and relevant advice.

Clarity on Fees: While not a "promotion," professional legal practices strive to be transparent about their fee structures and billing practices. It is always recommended to discuss fees and engagement terms clearly at the outset of any legal service.

For Arizona residents and business owners, the most significant "offer" from Watland & Allen is the opportunity to receive dedicated and knowledgeable legal assistance in the critical areas of wealth preservation, asset transfer, and business security.

For those in Arizona seeking to connect with Watland & Allen for their estate planning or small business legal needs in Phoenix, here is the direct contact information:

• Address: 393 E Palm Ln, Phoenix, AZ 85004, USA

• Phone: (602) 252-0115

• Mobile Phone: +1 602-252-0115 (This is the same primary contact number, provided with the international dialing code for clarity, though for local Arizonans, the (602) area code is standard.)

It is recommended to call their office during standard business hours, generally Monday through Friday, to inquire about their services or to schedule an initial consultation. This direct communication will allow you to discuss your specific needs and determine how Watland & Allen can best assist you.

For individuals and small business owners residing in Phoenix and throughout Arizona, Watland & Allen presents itself as a law firm aiming to address critical legal needs related to estate planning and business operations directly within the local community. Its central Phoenix location on East Palm Lane offers accessibility that can be beneficial for many Arizonans, minimizing travel burdens when seeking legal counsel.

The firm's suitability for locals is primarily rooted in its specialized focus. By dedicating their practice to estate planning and small business law, attorneys like Mark R. Allen, a certified estate and trust law specialist, bring a depth of expertise that is directly relevant to the financial and entrepreneurial landscape of Arizona. They understand the specific state laws governing wills, trusts, probate, and business formations, ensuring that their advice is tailored to the Arizona context. This localized knowledge is crucial for creating effective estate plans that navigate Arizona's probate system and for structuring businesses to comply with state regulations.

Watland & Allen also highlights a personalized approach, aiming to take a "personal interest in each of our clients." This dedication to understanding individual goals and providing tailored legal solutions resonates with the needs of local families and small businesses who often seek more direct and customized legal support. While it is important for prospective clients to conduct their own due diligence, including checking recent reviews and clarifying expectations regarding communication and service delivery, the firm's stated focus on specific local needs in estate and business planning indicates a commitment to serving the Arizona community. For Arizonans looking for legal assistance in these core areas, Watland & Allen positions itself as a local partner striving to help secure legacies and foster business success within our vibrant state.