Wendy L. Allard
Wendy’s practice is focused on estate planning, probate, and business counsel and transactions. Her approachable and accessible style puts clients at ease so that the legal process is as comfortable and easy as possible.
Understanding that each person has a unique set of values, goals, and ideas is important when counseling clients in regard to their estate plan. Wendy’s approach to her estate planning practice is to take a client’s individual situation and incorporate the client’s particular goals and values into a workable and understandable estate plan. Part of her experience includes sophisticated estate planning for wealth preservation and efficient asset distribution, much of which is tax driven. By listening to client objectives and understanding the nature of their assets and desires, Wendy develops strategies for clients concerning how to best protect assets, minimize taxes, accomplish desired transfers, and minimize disputes after death. She guides clients through determining whether a trust may be desirable, and if so, the terms and conditions that should be established to best accomplish the client’s objectives.
Wendy also helps clients protect their interests and assets through the preparation of living wills and durable powers of attorney for healthcare and personal needs. She also assists clients who have loved ones with special needs through the creation of special needs trusts.
Wendy’s probate practice is focused on helping estate administrators comply with their fiduciary duties. She assists administrators with making required filings, paying estate creditors, and distributing assets in accordance with the Will or intestate law.
Prior to entering private practice, Wendy served a clerkship with the Honorable H. Joseph Coleman of the Washington State Court of Appeals, Div. I.
Outside of her practice, Wendy enjoys baking, cake decorating, knitting, and her new hobby—making soap. She lives with her husband, three children, and two dogs, all of whom keep her on her toes.
LL.M., Tax, University of Washington School of Law, 2001
- Research Assistant to Director Meade Emory
J.D., Seattle University School of Law, magna cum laude, 1999
- Executive Editor, Seattle University Law Review
- CALI Awards for Academic Achievement: Criminal Law; Intellectual Property; Trusts and Estates; Gift and Estate Tax
B.A., University of Washington, 1996
- Counsels and assists numerous clients with significant estates in planning and probate matters
- Advises individual and small family business clients on estate planning and business succession planning
- Formation of non-profit organizations
Professional & Civic Involvement:
- Washington Bar Association (Taxation Section; Real Property, Probate and Trust Section)
- King County Bar Association (Real Property, Probate, Trust and Taxation Section)
- East King County Bar Association