Attorney Profile

Steve was born on March 15, 1962, in Boston, Massachusetts. His true roots, however, are firmly planted in the Pacific Northwest. Steve grew up in Richland, Washington and moved to Seattle in 1980 to attend college (Seattle Pacific University, B.A., cum laude, 1984). He lived in Princeton, New Jersey for three years during graduate school (Princeton Theological Seminary, M.Div., 1988). Steve returned to Puget Sound to attend law school in Tacoma (University of Puget Sound/Seattle University, J.D., 1993). He was admitted to the Washington State Bar in 1994. Steve is also admitted to practice in United States District Court, Western District of Washington.

Experience

Prior to establishing his own law firm in 2000, Mr. Waltar spent four years at an exclusive estate planning law firm in Seattle. Mr. Waltar limits his law practice to areas associated with estate planning, including trusts, estate tax law, wills, probate, asset protection, business incorporation & succession planning, charitable giving, and disability planning. Before he limited his practice to estate and business planning, Mr. Waltar was with Rosenow, Johnson, Graffe, Keay & Moniz, focusing his practice on general litigation, insurance defense, and family law. Before joining Rosenow Johnson, he supervised the family law department at Mulligan & Associates, P.L.L.C.

Steve is a popular and entertaining speaker at estate planning seminars, and has taught both professionals and lay people estate planning and charitable giving. Steve has given over 100 seminars and talks and has taught courses at the University of Washington, Seattle University, Seattle Pacific University, Northwest University, and Bellevue Community College. He has spoken to private and public employees as well as to numerous communities, civic and religious groups. Steve has been a co-host and guest on two syndicated radio programs. He is a co-author of the book Legacy Wealth Planning: Looking Beyond the Financial to Provide Your Family with True Generational Wealth.

Memberships

Washington State Bar Association; American Bar Association; Washington State Bar Real Property, Probate & Trust Section; East King County Estate Planning Counsel; American Academy of Estate Planning Attorneys; Seattle Philanthropic Advisors Network; Bellevue Breakfast Rotary Club (Rotary International); Washington State Association of Life Underwriters; Bellevue Club; and First Presbyterian Church of Bellevue.

“Mr. Waltar is currently a Fellow of the American Academy of Estate Planning Attorneys.”

Community Service

Numerous service projects through the Bellevue Breakfast Rotary Club; Member of the “Three Gallon” Club of the Puget Sound Blood Bank, led numerous blood drives. Past service involves Elder and Adult Day Services Board Member; Evergreen Healthcare Foundation Board Member; Volunteer Mediator with the Center for Conflict Management; Past President of the Christian Legal Society-Law School Division; Alumnus of Centurions; Alumnus of Phi Alpha Delta.

Personal

Mr. Waltar has been married nearly 30 years. He and his wife and two college-aged daughters live in Kirkland, Washington. He enjoys coaching girls’ basketball, attending sporting events and participating in sporting activities, personal fitness, skiing (especially snow skiing at Condo in Sun Valley, Idaho), fishing, hiking, leading Men’s retreats, and travel. In the summer of 2012, Steve hiked and summited Mt. Rainier. Quite an accomplishment!

A Western Washington native, Andrea has spent much of her life enjoying the beautiful Pacific Northwest. While she has always called Washington home, she has been able to live abroad, and knows first hand that nothing compares to our wonderful state. Andrea has a passion for helping others, and enjoys applying the skills she learned as an educator to her law practice. At Legacy Estate Planning, LLC Andrea works with our clients to create estate plans that work for them.

Experience

Andrea has been practicing law in the area of Estate Planning, Probate, Guardianship and Elder Law since September 2005. She started her practice focusing on Estate Planning, but soon realized her true calling was helping people plan for retirement and aging. When assisting her clients, Andrea focuses not only on the legal needs of her clients, but she also addresses the financial and practical struggles they are likely to face as they navigate the complex maze many families encounter when dealing with declining health, aging, and disability. She is a Member of the Washington State Bar Association, the King County Bar Association, the National Association of Elder Law Attorneys and Washington Women Lawyers.

Education

After graduating from Cascade High School in Everett, Andrea earned a Bachelor of Arts in Education from Western Washington University. She continued on to earn her Juris Doctorate from the University of Washington School of Law.

Personal

Outside of work, Andrea loves spending time with her family, and helps care for her Mother, who has dementia. Most weekends she can be found alongside her husband, Kevin, walking their dog Maisy, or cheering on their children, Nyssa and Spencer, while they participate in various sporting activities. When not working, caring for her mom, or driving around her children, Andrea loves to read, cook and simply enjoy the outdoors.