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Stephen Michael Waltar

Stephen Michael Waltar

also known as Steve Waltar

Practice areas:

Estate Planning, Trusts, Wills & Living Wills, Probate, Elder Law

About Me

I've written a book entitled, "Smart Estate Planning in Washington--What You Really Need to Know."  For more information, you can preview it at www.waltar.com


Mr. Waltar was born in Boston, Massachusetts but grew up in eastern Washington.  He moved to Seattle in 1980 to attend college where he graduated from Seattle Pacific University, cum laude, earning dual degrees in English Literature and Religion in 1984.  He received his Master of Divinity from Princeton Theological Seminary in 1988.  Mr. Waltar returned to Seattle and attended law school at the University of Puget Sound in Tacoma.  The school was acquired by Seattle University during the three years of his attendance.  That means he has two Juris Doctorate diplomas for the price of one—from the University of Puget Sound and Seattle University School of Law. 


Mr. Waltar was admitted to the Washington State Bar in 1994 and is also admitted to practice in United States District Court, Western District of Washington.  He is also a member of the American Bar Association.  Prior to establishing his own law firm, Mr. Waltar spent four years at an exclusive Estate Planning law firm in Seattle.  He founded Stephen M. Waltar, PS in 2000 and is the principal shareholder. 


Mr. Waltar limits his law practice to areas associated with Estate Planning, including trusts, estate tax law, wills, probate, asset protection planning, business succession planning, charitable giving, and disability planning.  He is a popular and entertaining speaker at Estate Planning seminars and has taught both professionals and lay people Estate Planning and charitable giving.  Mr. Waltar has given hundreds of seminars and talks.  He has taught various college courses as an adjunct professor at Seattle University and the University of Washington.  Mr. Waltar has published numerous articles and has spoken to many private and public employees, as well as to community, civic and religious groups.  He has been a co-host and guest on various radio programs.  Mr. Waltar is a widely acclaimed speaker and seminar leader in the field of Estate Planning.  He is appreciated for his ability to reduce complex legal principles into understandable concepts.  He often says he has the “Mind of an Attorney and the Heart of a Pastor.” 


He and his wife and two daughters live in Kirkland, Washington.  Mr. Waltar enjoys getting away to ski at their condo in Sun Valley, Idaho.  He enjoys playing most sports and coaching girls’ basketball. 


His book can be purchased from his office, via his website, and the University of Washington Book Store in Seattle or Bellevue.


 

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Photos and Videos

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Practice Areas

Licensed since 1994

  1. Estate Planning: 50%
    21 years, 2 thousand cases
  2. Trusts: 27%
    21 years, 1 thousand cases
  3. Wills & Living Wills: 14%
    21 years, 2 thousand cases
  4. Probate: 7%
    21 years, 50 cases
  5. Elder Law: 2%
    10 years, 10 cases

Payment

Fees:

Fixed (Always)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

7 total 

  • Megan E. Waugh

    I know Steve through the American Academy of Estate Planning Attorneys. Steve is extremely passionate about his work and an excellent attorney. I highly recommend him for any and all of your estate planning needs.

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    Megan Waugh Litigation Attorney
    Relationship: Fellow lawyer in community

  • Charles Alan Amen

    Stephen and I are both members of the American Academy of Estate Planning Attorneys, which is a professional organization of highly trained attorneys practicing exclusively in estate planning law. We share ideas, experiences, and education with each other. Stephen is an excellant attorney and I would recommend him to any of my clients who needed estate planning work in the Seattle area.

    More 

    Charles Amen Estate Planning Attorney
    Relationship: Worked together on matter

Contact Info

Waltar Stephen M Attorney At Law

1750 112th Avenue Northeast
Suite C245
Bellevue, WA, 98004-3727

Resume

License

StateStatusAcquiredUpdated
WAActive199407/06/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Associations

Association NamePosition NameDuration
American Academy of Estate Planning AttorneysExecutive Member2006 - Present
East King County Estate Planning CouncilMember2000 - Present
Washington State Bar AssociationMember1994 - Present
American Bar AssociationMember1994 - Present

Publications

Publication NameTitleDate
American Academy of Estate Planning AttorneysLegacy Wealth Estate Planning Seminar2010
American Academy of Estate Planning AttorneysSmart Estate Planning In Washington2009
American Academy of Estate Planning Attorneys & Stephen M. Waltar, PSLegacy Wealth Planning Seminar2008
Institute for Paralegal EducationAdvanced Issues in Probate for the Paralegal in Washington1999

Education

School NameMajorDegreeGraduated
Princeton Theological SeminaryN/AMaster of Divinity1998
University of Puget Sound School of LawLawJD - Juris Doctor1993
Seattle Pacific UniversityN/ABA - Bachelor of Arts1984

Speaking Engagements

Conference NameTitleDate
Wills and Living TrustsLegacy Wealth Estate Planning2010
Wills & TrustsLegacy Estate Planning2010
Ruth's ChrisWills and Trusts2010
Kirkland Marriott CourtyardLegacy Wealth Estate Planning2010
Hidden Valley Conference RoomWills & Trusts2010
Estate Planning for 2010 and BeyondLegacy Estate Planning2010
Edward Jones - Sarah Taylor @ Park Place Lucia'sPreparing Your Estate Plan2010
Bellevue SheratonLegacy Estate Planning2010
Legacy Estate PlanningEstate Planning2009
Estate Planning for Certified Financial PlannersPreparation for the CFP Exam2009
Why Most Estate Plans Don't WorkEstate Planning Myths2008
Estate Planning for Financial PlannersEstate Planning for CFPs2008
Advisors Continuing EducationWashington Overview of Probate and Trusts2008