Business Planning | Exit Strategy Planning | Huntington Beach CA | Susan Katzen

Susan A. Katzen is dedicated to providing comprehensive, highly personalized estate planning counsel to couples, families, individuals and businesses. 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.

Kelly A. Willis joined our firm in 2000. She quickly earned the title "Strategic Assistant" thanks to her extraordinary level of personal charisma and technical knowledge. Titles such as "Legal Secretary" or "Legal Assistant" simply didn't do her justice. Kelly has a wealth of experience in estate planning, trust administration and probate, and she works closely with all of our attorneys in these practice areas.

As our Client Relations and Events Coordinator, Andrea Burgess plays a crucial role in helping us provide the level of client service our firm is recognized for. One of Andrea’s many accomplishments has been the development of innovative programming, helping educate our clients, potential clients and nationally known financial institutions on the many complexities of estate planning.