also known as Steve Waltar
Maintain Control, Achieve Clarity, Have Peace of Mind, Preserve Your Legacy. Call us today!Helping people preserve their wealth, protect their family and create their legacyWe assist client in both the avoidance of probate as well as the effective administration of probateDo not put your trust in money, put your money in trust.Wills are an important part of a good estate plan but they rarely control all of your assets.
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.
Cash, Check, Credit card
Are you an attorney? Endorse this lawyer
Stephen Waltar is an exceptional attorney. His main practice areas are Estate Planning, and the preparation of Wills and Trusts. He has been an excellent resource for me and my practice, and I do not hesitate to refer him when the occasion arises.
Michael DuBeau Estate planning Attorney
Relationship: Fellow lawyer in community
|Managing Attorney||Legacy Estate Planning, LLC||2000 - Present|
|Managing Attorney||Stephen M. Waltar, PS||2000 - Present|
|Weekly Radio Show Host of "Legacy Planning"||Legacy Estate Planning, LLC||2016 - 2017|
|Association name||Position name||Duration|
|American Academy of Estate Planning Attorneys||Executive Member||2006 - Present|
|East King County Estate Planning Council||Member||2000 - Present|
|Washington State Bar Association||Member||1994 - Present|
|American Bar Association||Member||1994 - Present|
|CLE Coursebook||Grantor Trusts from Start to Finish||2016|
|Book||Legacy Wealth Planning||2012|
|American Academy of Estate Planning Attorneys||Legacy Wealth Estate Planning Seminar||2010|
|American Academy of Estate Planning Attorneys||Smart Estate Planning In Washington||2009|
|American Academy of Estate Planning Attorneys & Stephen M. Waltar, PS||Legacy Wealth Planning Seminar||2008|
|Book||Smart Estate Planning in Washington||2008|
|Institute for Paralegal Education||Advanced Issues in Probate for the Paralegal in Washington||1999|
|Princeton Theological Seminary||N/A||Master of Divinity||1998|
|University of Puget Sound School of Law||Law||JD - Juris Doctor||1993|
|Seattle Pacific University||N/A||BA - Bachelor of Arts||1984|
|7 Costly Mistakes & Insurance Solutions||Seven Costly Mistakes||2017|
|Public Sweep||Legacy Wealth Planning||2016|
|Member Presentation||Estate Planning Update||2016|
|Industry Update||7 Costly Mistakes||2016|
|Public Sweep||Legacy Estate Planning||2015|
|Wills and Living Trusts||Legacy Wealth Estate Planning||2010|
|Wills & Trusts||Legacy Estate Planning||2010|
|Ruth's Chris||Wills and Trusts||2010|
|Kirkland Marriott Courtyard||Legacy Wealth Estate Planning||2010|
|Hidden Valley Conference Room||Wills & Trusts||2010|
|Estate Planning for 2010 and Beyond||Legacy Estate Planning||2010|
|Edward Jones - Sarah Taylor @ Park Place Lucia's||Preparing Your Estate Plan||2010|
|Bellevue Sheraton||Legacy Estate Planning||2010|
|Legacy Estate Planning||Estate Planning||2009|
|Estate Planning for Certified Financial Planners||Preparation for the CFP Exam||2009|
|Why Most Estate Plans Don't Work||Estate Planning Myths||2008|
|Estate Planning for Financial Planners||Estate Planning for CFPs||2008|
|Advisors Continuing Education||Washington Overview of Probate and Trusts||2008|