Wendy is a member of our Estate Planning and Administration Group. She specializes in all matters relating to planning and dealing with incapacity and death, including charitable planning and estate and trust documents. She advises her clients in regard to probate and non-probate matters, beneficiary designations and planning to minimize income, gift, Federal estate and state inheritance tax. She also advises decedent’s family members on estate administration procedures, including the preparation of death tax returns and the establishment of trusts.
Prior to her work as an estate attorney, Wendy worked as a trust administration officer at Mellon Bank. This experience greatly enhanced her understanding of estate planning and administration, providing her with a broadened viewpoint to accompany her legal practice. She joined Goehring, Rutter & Boehm as a law student in 1992 and has continued her law career at the firm since that time.
Pennsylvania Bar Association
Allegheny County Bar Association: Probate and Trust Law Section Council, “Very Important Papers” project
KDKA’s “KD and You and the Law”
University of Pittsburgh - Osher Learning Institute and the Office of Institutional Advancement: Presenter