Wendy Allard’s practice focuses on estate planning, probate, and business transactions. Her accessible and warm-hearted approach puts clients at ease making the legal process less daunting and intimidating. Wendy has extensive experience managing a wide variety of estates from the less complicated to the highly sophisticated. She remains focused on developing strategies that meet her clients’ desires and serve their best interests to protect assets, minimize taxes, make transfers, and minimize disputes.
Estate Planning – Helping Craft a Customized, Easy-to-Understand Plan
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 estate planning is to prepare a customized estate plan based upon each client’s situation, goals, and objectives, with a focus on ease of estate administration and plan understanding.
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 a client’s objectives.
Protecting Assets During Life
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.
Probate and Estate Administration – Helping Clients through the Final Distribution of a Loved One’s Assets, and Preserving Family Harmony
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 a will, trust, or intestate laws.
Many estate plans and trusts are created with good intentions, but future circumstances sometimes arise that require a close look as to whether those documents are still achieving the goals that they were created to achieve. In these situations, Wendy can often assist heirs and beneficiaries reach creative and mutually agreeable solutions.
Background and Personal
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, making birthday cakes for children in homeless shelters, knitting, soap making, and creating her own herbal medicines and skin care products. She has three children who keep her on her toes.
- Counsels and assists numerous clients with significant estates in planning and probate matters
- Advises individuals and small family business clients on estate planning and business succession planning
- Author, Is out-of-state property subject to Washington estate tax?, Puget Sound Business Journal, March 2020
- Author, Find the Right Approach to Help a Child Buy a Home, Puget Sound Business Journal, March 2019
- Speaker, Edward Jones, October 2019
- Speaker, 2017 Taxation Updates – Auxano Advisors, December 2016
- Frequent speaker, Women’s Flourishing Financially, Integrity Financial, 2018-present
- Five-Star Investment Professional, 2016-2020