Graham & Dunn PC
 

Wendy S. Goffe

 Wendy S. Goffe

Shareholder

Phone:
206.340.9633
Fax:
206.340.9599
E-mail:
wgoffe @grahamdunn.com
Vcard:

Practice Emphasis

Wealth Management

BAR ADMISSIONS

Washington, 1992

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Wendy’s practice focuses on estate planning, estate and gift taxation, probate and trust administration, family-owned business succession planning, charitable giving and non-profit trusts and corporations.

PRESENTATIONS AND PUBLICATIONS

Wendy is a frequent speaker and presenter on estate planning related topics. Following is a selection of her most recent publications and presentations. A complete list is available upon request.

Quoted in Jane Bennett Clark's "Blended Family Finances," Kiplinger's Personal Finance (August 2008).

Quoted in Ashlea Ebeling’s “The Second Match:  Should you remarry or just shack up?” Forbes (November 12, 2007).

Author, “Preparing Effective Cohabitation Agreements for Unmarried Couples,” 34 Estate Planning 7 (September 2007).

Author, “Joint Ownership and Use: Keeping the Cabin in the Family,” 41st Annual Heckerling Institute on Estate Planning, Chapter 18 (LexisNexis Matthew Bender 2007).

Quoted in “Détente at the Cottage, Strategies for Keeping a Co-Owned Vacation Home from Tearing the Family Apart,” BusinessWeek (June 11, 2007).

Speaker, “From NASCAR Condominiums to Private Mausoleums: Keeping the Vacation Home in the Family,” 41st Annual Heckerling Institute on Estate Planning (January 12, 2007).

Chair and Panelist, “Death, Dirt & Duties: Estate Planning for Real Estate Transfers,” 41st Annual Heckerling Institute on Estate Planning (January 11, 2007).

Speaker, “Cohabitation Agreements,” 51st Annual Estate Planning Seminar (November 7, 2006).

Co-Author with J. William Zook, Jr., “Estate and Charitable Gift Planning for Unmarried Couples,” The Journal of Gift Planning 5, Vol 10, No 2 (2nd Quarter, 2006).

Quoted in Albert B. Crenshaw's article, "Divide the Cabin and Plan for War," Washington Post (September 25, 2005). 

Speaker, “Allocation of Taxes and Expenses in the Estate,” Washington State Bar Association (July 21, 2005).

Speaker, “Planning for Alternative Lifestyles,” 41st Annual Advanced ALI-ABA Summer Program, University of Wisconsin, Madison (June 24, 2005).

Speaker, “Same-Sex Marriage and the Defense of Marriage Act,” American College of Trust and Estate Council (May 14, 2005).

Author, "Estate Planning for the Nontraditional Family," 31 ACTEC Journal 177 (2005).

Author, “Advisors and Planned Giving Officers: Serving Together in Philanthropy,” 12 Planned Giving Today 2 (December, 2004).

Speaker, “Estate Planning for the Unmarried Adult/Non-Traditional Family,” 49th Annual Estate Planning Seminar (November 16, 2004).

Speaker, “Trust Agreements in Divorce Settlements,” Relationship Agreements Seminar (October 8, 2004).

Speaker, “An Ideal Partnership Between Charities and Professional Advisors,” Advances at Children’s Fifth Annual Luncheon (October 4, 2004).

Author, “Estate Planning With Trusts for Divorcing Spouses,” 38 ABA Family Law Quarterly 157 (Spring 2004).

Author, “Estate Planning for Blended Families: Yours, Mine and Ours,” 24 Wisconsin Journal of Family Law 41 (April, 2004).

PROFESSIONAL & COMMUNITY ACTIVITIES

Executive Committee Member, Estate Planning Council of Seattle

Fellow, The American College of Trust and Estate Counsel

Estate and Gift Tax Committee Member, Washington State Bar Association, Taxation Section

Adjunct Faculty Member, Seattle University Law School

Member, The Seattle Foundation Professional Advisory Council 

Member, Washington Women in Tax

Member, Children’s Legacy Council of Children’s Hospital Foundation

Former Board Member, Executive Committee Member and Chair, Planned Giving Committee, National Multiple Sclerosis Society Greater Washington Chapter

Former Board Member, Women’s Endowment Fund

Former Member, Tacoma Art Museum Acquisition Committee

Former Member, Northwest Giving Project Professional Advisory Committee

Former Member, Woodland Park Zoo Professional Advisory Committee

Former Member, Northwest Hospital Ethics Committee

Former Editorial Board Member, Washington State Bar Association Newsletter

Former Executive Committee Member, Washington State Bar Association, Real Property, Probate and Trust Section

RECOGNITION

Washington CEO, “League of Justice,” 2006

Washington Law & Politics, “Super Lawyer,” 2001 - 2007

Washington Law & Politics, “Rising Star,” 2000 - 2001

EDUCATION

J.D., University of Washington School of Law, 1992

B.A., cum laude, University of Washington, 1986

Professionals