At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Lauren Rocklin is a Managing Director and Senior Trust Officer at Bank of America Private Bank, in our New York City office. Lauren advises families across a wide range of wealth transfer strategies and assists them in the creation and implementation of personal trusts. She also provides fiduciary acumen and oversight in the administration of various types of trusts and other fiduciary investment management accounts.
Prior to joining Bank of America Private Bank, Lauren was a trusts and estates, tax and fiduciary litigation attorney at Withers Bergman in New York City. Her practice focused on trust, estate and succession related disputes involving trustees, beneficiaries, and guardians. She has appeared in Surrogate’s Courts throughout the Metropolitan area, as well as federal and state trial and appellate courts throughout New York State. In addition, Lauren has been involved in the creation, analysis and implementation of complex sophisticated estate plans and succession related transactions.
Lauren received a J.D. from Hofstra University School of Law; a B.A. from the University of Michigan, Ann Arbor; and completed the New York University Summer Institute Course in Taxation, introduction to trusts and estates. She is admitted to practice law in New York and Connecticut. Lauren has authored several published articles, and has been a guest speaker, on various trusts and estates related topics. She is an Executive Board member of the New York City Estate Planning Council; a member of the New York City Bar Association; and a former member of the Estate and Gift Tax, Surrogate’s Court, and Art Law Committees of the New York City Bar Association and the a member of the Trusts and Estates Group Committee of the UJA-Federation of New York’s Lawyers Division.; and a former member of both the of the New York City Bar Association.
Note: Lauren does not provide legal or tax advice in her role at Bank of America Private Bank.
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For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.