Wendy S. Goffe

Wendy S. Goffe
Partner
Seattle, WA
P: 206.386.7565
Overview

About Wendy

Wendy Goffe has more than 20 years of experience counseling clients on estate planning issues. Her experience includes advising clients on matters including probate and trust administration, estate and gift taxation, charitable giving and nonprofit trusts and corporations, family-owned business succession and issues concerning unmarried couples. Wendy is a regular speaker at local, regional and national events addressing a number of estate planning topics. She has also been interviewed by and written for many national publications.

Wendy was previously a contributor to Forbes.com, and her articles can be found at http://www.forbes.com/sites/deborahljacobs/2012/08/02/articles-by-wendy-goffe/.

Before joining Stoel Rives, Wendy was a shareholder at Graham & Dunn PC and an attorney at Bogle & Gates.

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Honors

Honors & Activities

Professional Honors and Activities

  • Included in The Best Lawyers in America© (currently: Trusts and Estates), 2007‑2017
  • Listed in Washington Super Lawyers® (Estate Planning & Probate, Nonprofit Organizations), 2003‑2016
  • Listed in Washington Super Lawyers® in Top 50 Women Lawyers, 2014‑2015
  • Listed in Washington Super Lawyers® in Top 100 Lawyers, 2014
  • Listed in Chambers High Net Worth Guide (Private Wealth Law - Washington), 2016
  • Member, ABA Taxation Section, Community Property Comment Project
  • Fellow, The American College of Trust and Estate Counsel
  • Member, Estate and Gift Tax Committee, Taxation Section, Washington State Bar Association
  • Member, Washington Women in Tax
  • Adjunct Faculty Member, Seattle University Law School, 2002‑2008
  • Former member, Executive Committee, Estate Planning Council of Seattle
  • Former member, Executive Committee, Real Property, Probate and Trust Section, Washington State Bar Association
  • Former member, Editorial Board, Washington State Bar Association, Real Property Probate and Trust Newsletter
  • “League of Justice,” Washington CEO, 2006

Civic Activities

  • Member, Planned Giving Committee, The Nature Conservancy
  • Member, Professional Advisory Council, The Seattle Foundation
  • Member, Children’s Legacy Council, Children’s Hospital Foundation
  • Former member, Planned Giving Committee, YWCA
  • Former member, Board of Directors; Chair, Executive Committee; Member, Planned Giving Committee, National Multiple Sclerosis Society, Greater Washington Chapter
  • Former member, Board of Directors; Co-chair, Grants Committee, Jewish Women’s Endowment Fund
  • Former member, Jewish Federation Professional Advisory Committee
  • Former member, Acquisition Committee, Tacoma Art Museum
  • Former member, Professional Advisory Committee, Northwest Giving Project
  • Former member, Advisory Committee, Woodland Park Zoo
  • Former member, Ethics Committee, Northwest Hospital
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Insights & Presentations

Insights & Presentations

  • View Wendy Goffe’s Social Science Research Network (SSRN) publications at http://ssrn.com/author=471238
  • View Wendy Goffe’s periodic articles on Forbes.com
  • "Issues Involving Beneficiaries," (contributor), Chapter 4 WSBA Estate Planning, Probate and Trust Administration Deskbook, forthcoming Jan. 2017
  • "The Tools & Techniques of Estate Planning for Modern Families," (co-editor and author of chapter on “Planning for the Transgender Adult”), The National Underwriter Company, forthcoming Fall 2016
  • "Planning for Unique, Illiquid, Illegal and Unusual Assets:  Good Grief, Grandma’s Got a Gun Collection! (Part 2)," 32 ALI-ABA Estate Planning Course Materials Journal, Oct. 2016
  • Speaker, "Planning for Cabins to Cannabis – Identifying the Issues and Creative Solutions," Alaska Chapter, American College of Trust and Estate Counsel, Sept. 15, 2016
  • "Planning for Unique, Illiquid, Illegal and Unusual Assets:  Good Grief, Grandma’s Got a Gun Collection! (Part 1)," 32 ALI-ABA Estate Planning Course Materials Journal, Aug. 2016
  • Panelist, "Practical Planning for Truly Unique Assets: From Snowflakes to Marijuana," 2016 RPTE Spring Symposia, Boston, Massachusetts, May 2016
  • "Estate Planning for Unmarried and Non-Traditional Families," Northern Trust Master Series, Santa Barbara, California, Mar. 2016
  • Quoted in "Keeping a Vacation Home in Your Family,"  AARP Magazine, Mar. 2016
  • “Regulated Assets: What Do You Do When You Find Out Grandma Had a Gun Collection, Wine, Planes and Marijuana,” North Central Washington Estate Planning Council, Wenatchee, Washington, Dec. 2015
  • Panelist, Wrap Up Panel, 60th Annual Estate Planning Seminar, Seattle, Washington, Nov. 2015
  • “Do I Have to Get Artwork Appraised? Art as an Asset Class,” 60th Annual Estate Planning Seminar, Seattle, Washington, Nov. 2015
  • Panelist, “Planning for Regulated and Illegal Assets,” ACTEC Fall Meeting, Monterey, California, Oct. 2015
  • “Administering Unusual Assets with Purpose Trusts: What To Do When You Find Out Grandma Had a Gun Collection,” San Francisco Estate Planning Council, San Francisco, California, May 2015
  • “Nascar Condominiums to Private Mausoleums: Planning for Family Cabins and Vacation Homes,” Denver Estate Planning Council, Denver, Colorado, May 2015
  • “When Cannabis and Estate Planning Intersect, Make Sure Your Client’s Plan Doesn’t Go Up in Smoke” (coauthor), LISI Estate Planning Newsletter, Oct. 2015
  • Quoted in “What Every Investor Needs to Know About Basis,” Morningstar.com, Mar. 2015
  • “Estate Planning for Premarital, Cohabitation, Tax and Estate Planning Matters,” Portland Estate Planning Council Annual Seminar, Portland, Oregon, Jan. 2015
  • “Gift Planning for Same-Sex Couples,” Partnership for Philanthropic Planning, Anaheim, California, Oct. 2014
  • “Estate Planning for Non-Traditional Families,” Advanced Wealth Management Conference, San Diego, California, Oct. 2014
  • “Planning for Same-Sex Couples,” Skills Training for Estate Planners, ABA Section of Real Property, Trust & Estate Law, New York, New York, July 2014
  • “Planning for Same-Sex Couples,” 50th Annual ALI-ABA Estate Planning in Depth, University of Wisconsin, Madison, Wisconsin, June 2014
  • “The Fall of DOMA: Now What, After Windsor and Referendum 74?” WSBA Real Property Probate and Trust Mid-Year, Tulalip, Washington, June 2014
  • “Community Property Interests,” Estate Planning Essentials for Medium-Sized Estates: Practical Strategies for Estate, Gift and Tax Planning, Philadelphia, Pennsylvania, Mar. 2014
  • “Changing Laws Complicate Planning For Gay Couples,” Puget Sound Business Journal, Mar. 21-27, 2014
  • “Ways to Leave Your Loved One -- And What You Might Want to Leave Behind,” Probate Practice Reporter, Mar. 2014
  • “Update on the Repeal of SOMA, FPA of Puget Sound Annual Symposium, Seattle, Washington, Feb. 2014
  • “50 Ways To Leave Your Loved Ones,” MarketWatch, Wall Street Journal, Jan. 2014
  • “Estate Planning for “Things with Wings,” LISI Estate Planning Newsletter, Jan. 2014
  • “Estate Planning for Liquid Assets of the Vintage Varietal,” LISI Estate Planning Newsletter, Dec. 2013
  • “Estate Planning for New Biology,” 58th Annual Estate Planning Seminar, Seattle, Washington, Oct. 22 2013
  • “Planning for Same-Sex Couples,” Idaho State Bar Annual Advanced Estate Planning Seminar, Sun Valley, Idaho, Sept. 2013
  • “Adoption: Effect of Adoption on Inheritance is Not Child’s Play,” 40 Est. Pl. 32, Sept. 2013
  • "Estate Planning Questions in Light of DOMA’s Unconstitutionality,” Probate Practice Reporter, Aug. 2013
  • “Postmortem Conception Quandary: When Must an Heir Be Here?,” Estate Planning Magazine, July 2013
  • Fighting for Flex Time,” Huffpost Live Hosted by Nancy Redd, July 11, 2013
  • I Love Being a Working Mom But I Didn’t Always,” Panelist, HuffPost Live Hosted by Nancy Redd, Mar. 22, 2013
  • Working Moms Speak Up,” Panelist, HuffPost Live Hosted by Nancy Redd, Feb. 1 2013
  • “Tax Consideration for Registered Domestic Partners and What Happens if DOMA is Repealed,” Washington CPA, Nov./Dec. 2012
  • Quoted in “Supreme Court Nears Gay Marriage Decision Over DOMA-Related Cases,” Karen McVeigh, Guardian.co.uk, Nov. 2012
  • “Marijuana Laws in Washington: A Growing Problem?” Washington State Bar News, Oct. 2012
  •  “How I Became The Straight Lady for Gay Marriage,” Forbes.com, Jun. 2012
  • “How to Quit Your Job Without Burning Your Bridges,” Forbes.com, Apr. 2012
  • “A Working Mom Defends the Lululemon Stay-at-Home Mother,” Forbes.com, Apr. 2012
  • “Same-Sex Marriage Law Broadens Estate Planning Options,” Puget Sound Business Journal, Estate Planning and chritable Bequests Supplement, Mar. 2012
  • “You’re What? With Whom? But Have You Thought About...?: Marriage, Domestic Partnerships, Civil Union—The Developing Legal Landscape,” 46th Annual Heckerling Institute on Estate Planning, Orlando, Jan. 2012
  • “Charitable Planning for Same-Sex Couples” (co-chair and panelist), 46th Annual Heckerling Institute on Estate Planning, Orlando, Jan. 2012
  • “An Estate Planner's Roadmap To The Valley Of The Shadow Of Death: Health Care Directives From Religious Perspectives,” Fear No Evil, WSBA 56th Annual Estate Planning Seminar, Seattle, Nov. 2011
  • “Should I Stay or Should I Go? What Religion Says About Pulling the Plug,” Forbes.com, Nov. 2011
  • Quoted in “Married, With Complications,” Forbes.com, Apr. 2011
  • “From Zoom to Doom? Risks of Do-It-Yourself Estate Planning” (coauthor), Estate Planning Magazine, Apr. 2011
  • Quoted in “The Case Against Do-It-Yourself Wills,” Deborah L. Jacobs, Forbes.com, Sept. 2010
  • Quoted in “Estate Planning as a Family Conversation,” Deborah L. Jacobs, The New York Times, Mar. 2010



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