Law Office of Susan A. Katzen

  5.0 – 16 reviews   • Estate planning attorney

Law Office of Susan A. Katzen 92660

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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 a peace of mind. We specialize in 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.

Located In: Koll Center Newport

Service Options: Online appointments· Onsite services

Hours

Friday9AM–1PM
SaturdayClosed
SundayClosed
Monday9AM–5:30PM
Tuesday9AM–5:30PM
Wednesday9AM–5:30PM
Thursday9AM–5:30PM

Address and Contact Information

Address: 4440 Von Karman Ave Suite 350, Newport Beach, CA 92660

Phone: (714) 374-2244

Website: http://skatzenlaw.com/

Services

Estate Planning Attorney
Estate Planning Law
Estate Settlement
Legal Services
Probate And Estate Administration
Probate And Trust Administration
Probate Attorney
Probate Court
Probate Law
Real Estate
Special Needs Planning
Special Needs Trusts
Supplemental Needs Trusts
Tax Problems
Tax Returns Prepare
Trust And Estate
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Last Updates

Related Web Results

Susan A. Katzen # 81588 – Attorney Licensee Search

Additional Languages Spoken: By the attorney: None reported; By staff: Spanish, Tagalog, Vietnamese. Law School: Western State Univ; CA …

The Law Office of Susan A. Katzen

The Law Office of Susan A. Katzen is located in Newport Beach, providing representation for Estate Planning, Special Needs Planning, Settlement Planning, …

Susan A. Katzen – Attorney and Counselor at Law – LinkedIn

Susan A. Katzen is an estate planning attorney with over 35 years of experience. With offices in Newport Beach, California, she practices exclusively in the …

Reviews

Isabelle Karsh
Positive: Professionalism, Quality, Responsiveness, ValueSusan 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. As a result, it is with the utmost confidence that I refer Susan Katzen to family and friends.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 …More
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.
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ALEX WANIEK
Positive: Professionalism, Quality, Responsiveness, ValueSusan 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.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 …More
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.
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JoAnne Cashin
Positive: Professionalism, Quality, Responsiveness, ValueThe 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 the transparency of an accurate final accounting to the beneficiaries. We never missed a deadline. Any questions I had during the process were answered within one business day. The staff reviewed and transformed my spreadsheets and records into detailed, court formatted reporting which was key to diffusing the emotions of a hostile sibling. Susan presented that information with clarity, and achieved a settlement accepted by all. She and her team are simply the best!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 …More
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.
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Nadine Assilian
Positive: ProfessionalismMy 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!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 …More
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!
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Esther Dunhoff
Positive: ProfessionalismI 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!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 …More
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!
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David Toovy
Positive: Professionalism, Quality, ResponsivenessI 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.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 …More
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.
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Margaret Barrett
Susan is a very dedicated attorney who truly cares for her clients. She listens, and works hard on your behalf to help you protect your hard earned money and loved ones.
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Taryn Miller
Positive: Professionalism, Quality, Responsiveness, ValueI 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.
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Traci Kaas
Positive: Professionalism, Quality, ResponsivenessWhen our office works with Susan and her team, we know that they will get the job done accurately and professionally with our clients best interest always in mind. Susan has such a strong advocacy for her clients.
When our office works with Susan and her team, we know that they will get the job done accurately and professionally with our clients best interest always in mind. Susan has such a strong advocacy for her clients.
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Matthew Flemming
Positive: Professionalism, Quality, Responsiveness, ValueA 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.
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