
"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."
- Susan A. Katzen, Esq.
As principle attorney, Susan A. Katzen has created a practice committed to providing comprehensive and highly personalized services in the areas of Estate Planning, Special Needs Planning, Trust Administration, and Probate. Her dedication and focus allow Susan to create customized plans which thoroughly address her clients' goals, dreams, and concerns. Susan provides peace of mind to her clients by addressing their needs, and protecting their assets for those who matter most - the clients' families.
Expertly counseling individuals, couples, families, and businesses over the past 35 years has led to Susan being a sought after speaker, author, and presenter for private groups, professional organizations, workshops, and corporate events. A longtime advocate for those in the special needs community, Susan has worked tirelessly to support such organizations as Autism Speaks, the Down Syndrome Association of Orange County, the Special Olympics Southern California division, the Orange County Asperger's Support Group, and Goodwill.
Susan received her undergraduate degree from the University of Wisconsin La-Crosse and her law degree from Western State University College of Law. Based in Newport Beach, California, Susan's practice serves the communities in Orange County as well as the surrounding counties of Los Angeles, Riverside, San Bernardino, and San Diego. Susan and her husband, Bob, live in Huntington Beach and have three grown children.
Recent Blog Posts
Understanding Exclusions: What Assets are NOT Part of the Probate Process?
Choosing the Right Guardian for Your Child with Special Needs
Broaching the Sensitive Topic of Estate Planning
Understanding 'Community Spouse' in Medicaid Context
Understanding the 'Step-Up in Basis' When Selling Inherited Assets
Recommendations
- “We can't express how wonderful an experience we've had with Susan and her office. They did an excellent job; professional and complete in all the details. They are definitely the Nordstrom of the estate planning industry and worth every penny!”