Gwendolyn "Wendy" Andrey

Expert guidance through a complex family trust matter

I engaged Wendy Andrey at Greenberg Traurig to assist with restructuring my family's trust, a process made urgent by my mother's declining health and significant out-of-state assets. From our initial consultation in her San Francisco office, her deep knowledge was evident. She possesses a rare clarity when explaining intricate legal concepts, which I attribute to her foundational training at the University of Chicago Law School. Her approach was methodical; she meticulously reviewed decades of documents and proposed several strategic options, always tying her advice back to our core goal of asset protection and minimizing future tax burdens for the beneficiaries. It was clear why she has been recognized for her work in Trusts and Estates. The final trust documents were flawlessly prepared, and she coordinated seamlessly with financial advisors in two other states. The only slight drawback was that during the final review phase, responses to emailed clarifications sometimes took a full business day, which added a bit of anxiety as we neared signing. However, this is a minor critique of an otherwise outstanding service. Wendy provided not just legal expertise, but genuine counsel during a stressful family transition. I have full confidence in her work and would recommend her without reservation for sophisticated estate planning needs.