Wendy is a Practice Group Specialist in the Tax, Benefits & Wealth Planning Group and focuses on estate planning and trust administration. She is proficient in all aspects of estate planning including preparation of estate planning documents, funding and administration of trusts, and assists in the preparation of gift and estate tax returns. Wendy is experienced in probate administration in Virginia, Maryland and DC. She is also experienced in the formation of corporate entities including the preparation and filing of organizational documents in numerous jurisdictions, as well as maintaining corporate minute books.
- University of British Columbia, Canada, B.A., Psychology