Susan Zurek

Susan Zurek

Director, Client Services

Susan is a Director, Client Services at Laird Norton Wealth Management. She works closely with many different generations within families – children, parents, grandparents – to establish and administer a wide variety of trusts.

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All posts by Susan Zurek

Family and Finance
June 02, 2021
Single Parent, Many Assets: How We Partner with You to Provide Peace of Mind

As a single parent during the pandemic, my mind often wandered to what happens to my teenagers should something happen to me. With whom and where wi...

Family and Finance
December 09, 2020
Is Your Special Needs Trust Well-Managed? 6 Questions to Ask a Trustee

As someone who has been administering Special Needs Trusts (SNTs) for more than 25 years, most of them at the Laird Norton Trust Co., I get many que...

Trusts and Estates
Special Needs Trusts: Caring for a Loved One

A tremendous amount of relief can come from setting up a Special Needs Trust for a family member facing physical or intellectual challenges. LNWM’...

Photo of young doctor hands holding the child hand
Trusts and Estates
May 06, 2019
Ensuring a Special Needs Trust Works As Planned

Choosing the right trustee is key for the success of any trust, but this is especially true for a Special Needs Trust (SNT). A Special Needs Trust i...

TRUSTEE text under a magnifying glass on green background. Illustration
Trusts and Estates
January 18, 2019
Being a Trustee: What to Expect and Consider

You’ve spent your whole life being good with money matters, making good investments, keeping to a budget, understanding the market and the economy...

Family and Finance
August 12, 2016
Dividing an Inheritance? Small Things Can Mean A Lot

  A big part of my job is making sure that wills, trusts and estate plans function like they’re supposed to for our clients. So when my ow...

In the Community
August 29, 2014
Thanks PIANOS IN THE PARKS for Getting Us Out to Play!

My family is always looking for something fun to do. When LNWM announced its sponsorship of Pianos in Parks, I shared the website with my kids. As ...

Trusts and Estates
June 12, 2014
Why a Charitable Lead Trust

Updated May 13, 2020 Charitable Lead Trusts (CLTs) can be a good way to do three very beneficial things: (1) support your favorite charities over m...

Family and Finance
May 23, 2014
A Kids’ Budget for Summer Vacation

It’s almost Memorial Day, and a lot of kids – including mine – can’t wait for summer vacation. The time away from home – be it on Lake Gen...

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