The Law Office of Susan A. Katzen is located in Newport Beach, providing representation for Estate Planning, Special Needs Planning, Settlement Planning, Trust Administration, Probate, and Conservatorships. Contact us today to schedule an appointment. Peace of Mind. It's that simple. It's our goal to create customized plans to thoroughly address your goals, dreams, and concerns.
We'll build your plan right the first time; giving you peace of mind when it comes to your Estate Planning, Special Needs Planning, Trust Administration, and Probate. By addressing your needs and protecting your assets, you will walk away feeling lighter, knowing those that matter most to you - your family - are being taken care of.
We'll build your plan right the first time; giving you peace of mind when it comes to your Estate Planning, Special Needs Planning, Trust Administration, and Probate. By addressing your needs and protecting your assets, you will walk away feeling lighter, knowing those that matter most to you - your family - are being taken care of.
Services
I firmly believe our clients should be treated the way I would want my own family members to be treated. As a result, not only have I put together a compassionate and highly skilled team of people, but together we have served families from the grandparents down to the grandchildren. My staff and I love what we do, and truly are humbled by the trust our clients have placed in us over the years.
Avoid any financial pitfalls involved by understanding what lies ahead and make more informed decisions. Estate planning by parents who have children with special needs include many challenges that we can help address. The Law Office of Susan A. Katzen is committed to answering your questions about Estate Planning, Special Needs Planning, Settlement Planning, Trust Administration, Probate, and Conservatorships issues in Newport Beach, California.
Administering a Trust after the passing of a loved one can be a complicated and overwhelming process. The Successor Trustee is tasked with following all of the instructions within the Trust document, while having to carefully abide by state and federal laws that govern the decedent's estate. Serving as a Successor Trustee is a significant responsibility, and many of the tasks required within a Trust Administration may be unfamiliar or unknown.
Children with special needs or disabilities often require a lifetime of care, and parents must start planning early in their child's life to ensure that there are enough financial resources set aside and that foundational safeguards are in place to guarantee a secure future if mom or dad is no longer alive, or physically able to provide care for their child someday.
How do you leave funds for the benefit of the child without causing the child to lose important public benefits?. How do you make sure that your other children are not over-burdened with caring for the sibling with special needs?. What is fair in terms of distributing your estate between your child with special needs and your other children?.
Reviews (11)
Janice Chen
Aug 01, 2021
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Taryn Miller
Dec 26, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
I could not have chosen a better law office to support my daughter and I in getting the legal help we needed for malpractice. Susan made what could have been a long, horrendous process, very easy on us and held our hand every step of the way. We were treated like family and I trust the entire team whole heartedly.
I could not have chosen a better law office to support my daughter and I in getting the legal help we needed for malpractice. Susan made what could have been a long, horrendous process, very easy on us and held our hand every step of the way. We were treated like family and I trust the entire team whole heartedly.
Esther Dunhoff
Nov 20, 2020
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I have trusted Susan Katzen with our family trust and special needs trusts since 2007 when I realized the attorney who drew up our first trusts in 2004 had made multiple errors in the special needs trust. Susan worked endlessly helping me understand social security, tax law and listened carefully to my personal wishes. She was patient and thorough. We just amended our trusts using her office again. I can’t recommend her enough!
Isabelle Karsh
Nov 11, 2020
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Susan Katzen epitomizes the best character attributes one looks for in a trust attorney. She is deeply passionate about her clients and strives to understand their needs as she presents them with creative options to achieve their desired goals. I am continuously impressed with her breath of depth and knowledge which result in her ability to address very specific needs and create highly-personalized trusts and life plans.
I first hired Susan more than ten years ago and have worked closely with her to develop trusts for other family members and to revise existing trusts to meet current regulations
I first hired Susan more than ten years ago and have worked closely with her to develop trusts for other family members and to revise existing trusts to meet current regulations
Minnie Yeh
Nov 08, 2020
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Matthew Flemming
Oct 06, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
A highly professional and knowledgeable firm. They are a crucial resource for families considering Special Needs Trusts. Katzen Law provides a wonderful balance of experience and a personal connection with clients that helps them to make important decisions for themselves and their loved ones.
A highly professional and knowledgeable firm. They are a crucial resource for families considering Special Needs Trusts. Katzen Law provides a wonderful balance of experience and a personal connection with clients that helps them to make important decisions for themselves and their loved ones.
Alex Waniek
Aug 17, 2020
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Susan Katzen and her team of attorneys are a highly qualified group of professionals specializing in drafting and litigating matters involving Supplemental Needs Trusts for disabled persons. I spent over two-years discussing trusts with various law firms in order to provide for one of our family members and finally came upon Susan's firm, and received immediate attention and solid advice on how to deal with the complexities of these trusts. Susan is very personable and deals well with family members having challenges. I highly recommend this firm for these types of cases.
David Toovy
Aug 03, 2020
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I have been working with Susan Katzen and her staff for many years regarding a family trust with a complicated history and changing focus. She and her staff have been very responsive to my needs and have been available for questions and advice in a timely fashion. As a physician, I appreciate professionalism, knowledge and quality service.
JoAnne Cashin
May 11, 2020
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The Law Office of Susan A Katzen has become the benchmark of excellence by which I measure all legal representation. Their approach to my unique and difficult family situation was based on years of experience, as well as research into other areas of law which impacted the settlement of my father’s estate.
One of the least glamorous, but most essential components of that process was the administration of my father’s trust after his death. Susan and her staff thoroughly explained and reviewed with me each step I was responsible for as trustee, from contacting government agencies to providing
One of the least glamorous, but most essential components of that process was the administration of my father’s trust after his death. Susan and her staff thoroughly explained and reviewed with me each step I was responsible for as trustee, from contacting government agencies to providing
Nadine Assilian
May 04, 2020
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My parents and I worked with the office of Susan Katzen for creating our family trust and we were very pleased with their professionalism and dedication to taking care of all our needs. They spent valuable time with us explaining everything and we couldn’t be happier. They were very knowledgeable and we felt we could trust them completely. Highly recommended for all your estate planning needs!
Monica McDade
Oct 12, 2016
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