Lauren E. Surdyke

Lauren represents high-net-worth individuals and families in sophisticated estate planning matters, focusing on asset protection, business succession planning, navigating complex family dynamics, and strategies to leverage federal and state estate and gift tax exemption. She also counsels clients on trust administration, prepares estate and gift tax returns, and negotiates and drafts marital agreements. By considering each client’s unique situation and taking a collaborative approach to client service, she helps families and individuals protect their wealth, minimize tax impact, and secure their futures.

In addition to her estate and tax planning work, Lauren has counseled a variety of business clients on entity formation, contract negotiation, and other business matters. Her previous experience includes working at a large financial services firm, where she reviewed high-net-worth estate plans and assisted with strategies to maximize wealth.