Portrait of Lauren E. Surdyke

Lauren E. Surdyke

Partner

  • Creates and structures advanced estate planning strategies, including spousal access trusts, family limited partnerships, and gift trusts.
  • Represents a multi-generational family with an incapacitated parent in advanced estate planning matters, including creating a family limited partnership, analyzing federal, state and GST exemptions, and preparing complex trust modifications spanning several states.
  • Represented a high-net-worth client with a $60+ million business in connection with marital planning, including drafting and negotiating a marital agreement with multi-state parties in which the client’s business guaranteed obligations under the marital agreement.
  • Represents a high-net-worth couple in ongoing estate planning matters, including establishing two SLATs with installment sale transactions.

Experience

  • Creates and structures advanced estate planning strategies, including spousal access trusts, family limited partnerships, and gift trusts.
  • Represents a multi-generational family with an incapacitated parent in advanced estate planning matters, including creating a family limited partnership, analyzing federal, state and GST exemptions, and preparing complex trust modifications spanning several states.
  • Represented a high-net-worth client with a $60+ million business in connection with marital planning, including drafting and negotiating a marital agreement with multi-state parties in which the client’s business guaranteed obligations under the marital agreement.
  • Represents a high-net-worth couple in ongoing estate planning matters, including establishing two SLATs with installment sale transactions.