Efficient, Attentive, And Responsive

Wendy L. Allard

Wendy L. Allard

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Biography

Wendy Allard's practice focuses on estate planning, probate, and business transactions. Her accessible and warm-hearted approach puts clients at ease while 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. 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.

Wendy received her bachelor's degree from the University of Washington, her law degree from Seattle University School of Law (magna cum laude) where she served as executive editor of the Law Review, and her LL.M. degree in Taxation from the University of Washington School of 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. She then began her estate planning practice with a large Seattle law firm prior to joining Peterson Russell Kelly Livengood PLLC in Bellevue, Washington.

Outside of her practice, Wendy enjoys baking, cake decorating, knitting, soap making, and creating her own herbal medicines and skin care products. She has three children who keep her on her toes.

Education

  • University of Washington School of Law, Seattle, Washington
    • LL.M., Tax - 2001
  • Seattle University School of Law, Seattle, Washington
    • J.D. - 1999
    • Honors: magna cum laude
  • University of Washington, Seattle, Washington
    • B.A. - 1996

Classes & Seminars

  • Speaker, Edward Jones, October 2019
  • Speaker, 2017 Taxation Updates – Auxano Advisors, December 2016
  • Frequent speaker, Women’s Flourishing Financially, Integrity Financial, 2018-present

Published Works

  • Is out-of-state property subject to Washington estate tax?, Puget Sound Business Journal, March, 2020
  • Find the right approach to help a child buy a home, Puget Sound Business Journal, March, 2019

Professional Associations

  • 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
  • East King County Estate Planning Council

Current Employment Position

  • Shareholder

Practice Areas

  • Business Law
  • Estate Planning & Probate
  • Tax
  • Business Planning

Bar Admissions

  • Washington, 1999