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What Is a Special Needs Trust?

Posted by Susan Katzen | Jun 23, 2020 | 0 Comments

If a person with special needs has assets — perhaps from a lawsuit award or settlement or from a gift or inheritance – those assets can disqualify the person from receiving essential public benefits like Medicaid and Supplemental Security Income (SSI).  A special needs trust can allow the person ...

Facts About Estate Settlement

Posted by Susan Katzen | May 27, 2020 | 0 Comments

You should be aware of some of the other procedures involved in estate settlement. Here is a quick review of some of them. Your attorney, as well as the organizations mentioned, can provide more details. Transferring property When thinking about transferring your property, what probably first c...

Who is minding the family store?

Posted by Susan Katzen | May 23, 2020 | 0 Comments

For many families, their wealth is inextricably intertwined with a family business enterprise. Financial and legal decisions made for the business will impact the family, and estate planning for the family can likewise have consequences for the business. Entrepreneurs should begin with the end in...


Posted by Susan Katzen | May 21, 2020 | 0 Comments

If you share your estate with charity, it will cut your estate tax bill. Direct bequests to charity are fully deductible for estate tax purposes. Leave your entire estate to charity, and you'll owe no estate taxes at all. In addition to tax advantages, contributing to charity is a good way to lea...

Community Property Issues

Posted by Susan Katzen | May 09, 2020 | 0 Comments

Ten states have community property systems: Alaska (elective), Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington and Wisconsin. Under a community property system, your total estate consists of your 50% share of community property and 100% of your separate property. What...


Posted by Susan Katzen | May 05, 2020 | 0 Comments

Few people have more estate planning issues to deal with than the family-business owner. The business may be the most valuable asset in the owner's estate. Yet, two out of three family-owned businesses don't survive the first generation. If you are a business owner, you should address the followi...

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Contact Us Today

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.

We offer a free consultation for qualified clients and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.