Susan A. Katzen is dedicated to providing comprehensive, highly personalized estate planning counsel to couples, families and individuals. Susan serves her clients by first listening closely to their goals, dreams and fears; she then uses her knowledge and experience to develop superior plans that address these wishes and concerns. Susan is committed to helping her clients understand that an effective estate plan doesn't just save tax dollars, but also provides the peace of mind that comes from knowing their needs and those of their loved ones are protected. With a husband and three children of her own, Susan has experienced the value of this peace of mind first-hand.
Susan received her undergraduate degree from the University of Wisconsin La-Crosse in 1975, and her law degree from Western State University College of Law in 1978.
Susan has been practicing law for more than 35 years. She was admitted to the California State Bar in 1978 and began her private practice focusing on personal injury litigation and estate planning. Her private practice in Newport Beach is now limited exclusively to the area of estate planning, special needs trusts, trust administration, pet trusts and probate.
It is our philosophy that every family is unique and, therefore, worthy of the utmost personal attention. During the initial interview, we will take the time to develop a thorough understanding of your individual requirements, goals, values and dreams. Then we will create a customized plan that ensures the best possible future for you and the ones you love, enabling you to do all, or just some, of the following: increase control over your affairs; assure the continuance of your lifestyle and protection of your assets; pass your values, responsibility and work ethic to your heirs; substantially reduce income, excise, gift, estate and generation-skipping taxes; manage the value of your business interests; keep your affairs free from publicity, and the costs and delay of probate.
Tell us about your special needs issue and we will put you in touch with Susan A. Katzen