Shareholder

Wendy Denton Heleen

Pittsburgh Office North Hills Office

Education

Undergrad: Bucknell University, 1984, magna cum laude, B.S. in Business Administration, Phi Beta Kappa

Law School: University of Pittsburgh School of Law, J.D., 1994, Order of the Coif and the Order of Barristers

Areas of Focus

Introduction

Biography

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.

Supreme Court of Pennsylvania

United States District Court for the Western District of Pennsylvania

Allegheny County Bar Association: Probate and Trust Law Section

Estate Planning Council of Pittsburgh

University of Pittsburgh - Osher Learning Institute and the Office of Institutional Advancement: Past Presenter

Five Star Wealth Manager

Allegheny HYP Club: Board of Directors

Pittsburgh Foundation: Professional Advisory Committee

Mt. Lebanon United Methodist Church - Adult Handbell Choir

Pittsburgh South Hills Delta Gamma Alumnae Chapter: Member, Chairperson for Charitable Distribution and Past President
Awards & Affiliations
News

& Insights

To Probate or Not to Probate? That is the Question.

By: Wendy Denton Heleen

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