Stephen M. Waltar
Legacy Estate Planning, LLC
2320 130th Avenue NE, Suite 230
Bellevue, WA 98005
Legacy Estate Planning, LLC Website
Legacy Estate Planning, LLC
Legacy Estate Planning, LLC is a firm focusing on estate planning, probate, trust administration and elder law issues. Based in Bellevue, WA, our mission is to provide residents of Bellevue and surrounding areas with quality estate planning resources, such as assistance with Living Trusts, Wills (simple & complex), Probate, Trust Administration, Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Giving. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future. Visit our online Estate Planning Information Center to obtain timely, quality information on estate planning and related issues, including complimentary issues of our Special Reports and Estate Planning News articles. Residents of Bellevue and surrounding areas can register to attend our Estate Planning Seminars.
About Stephen M. Waltar
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.
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 currently publishing his first book on Estate Planning.
Washington State Bar Association; American Bar Association; Washington State Bar Real Property, Probate & Trust Section; East King County Estate Planning Counsel; Seattle Philanthropic Advisors Network; Bellevue Breakfast Rotary Club (Rotary International); Washington State Association of Life Underwriters; Bellevue Club; and First Presbyterian Church of Bellevue.
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.
Mr. Waltar has been married 18 years. He and his wife and two 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.
About the American Academy of Estate Planning Attorneys
The Academy is a national organization dedicated to promoting excellence in estate planning by providing its exclusive membership of attorneys with up-to-date research on estate and tax planning, educational materials, and other important resources to empower them to provide superior estate planning services. The Academy expects members to have at least 36 hours of legal education each year specifically in estate, tax, probate and/or elder law subjects. To ensure this goal is met, the Academy provides over 40 hours of continuing legal education each year. Since 1993, the Academy has also been a highly-regarded and sought-after resource for attorneys and consumers alike, and has been recognized by Consumer Reports, Suze Orman in her book, 9 Steps to Financial Freedom and numerous times by Money Magazine.