The Law Office of Susan A. Katzen is located in Newport Beach, providing representation for Estate Planning, Special Needs Planning, Settlement Planning, Trust Administration, Probate, and Conservatorships. Contact us today to schedule an appointment. Peace of Mind. It's that simple. 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 peace of mind when it comes to your 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.
Our expert team of caring professionals will help you build your plan right the first time; giving you the peace of mind to be able to focus on what matters most - spending time with your family.We firmly believe in treating all clients like they are our own family. As a result, not only have we put together a compassionate and highly-skilled team of people, but together we have served all generations of families, from the grandparents down to the grandchildren.
We'll build your plan right the first time; giving you peace of mind when it comes to your 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.
Our expert team of caring professionals will help you build your plan right the first time; giving you the peace of mind to be able to focus on what matters most - spending time with your family.We firmly believe in treating all clients like they are our own family. As a result, not only have we put together a compassionate and highly-skilled team of people, but together we have served all generations of families, from the grandparents down to the grandchildren.
Services
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.
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.
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.
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.
Avoid any financial pitfalls involved by understanding what lies ahead and make more informed decisions.
Estate planning by parents who have children with special needs include many challenges that we can help address.
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.
Estate planning by parents who have children with special needs include many challenges that we can help address.
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.
Administering a Trust after the passing of a loved one can be a complicated and overwhelming process.
The Successor Trustee is tasked with following all of the instructions within the Trust document, while having to carefully abide by state and federal laws that govern the decedent's estate.
Serving as a Successor Trustee is a significant responsibility, and many of the tasks required within a Trust Administration may be unfamiliar or unknown.
Trust Administration is a main focus of our practice at the Law Office of Susan A. Katzen.
The Successor Trustee is tasked with following all of the instructions within the Trust document, while having to carefully abide by state and federal laws that govern the decedent's estate.
Serving as a Successor Trustee is a significant responsibility, and many of the tasks required within a Trust Administration may be unfamiliar or unknown.
Trust Administration is a main focus of our practice at the Law Office of Susan A. Katzen.
Children with special needs or disabilities often require a lifetime of care, and parents must start planning early in their child's life to ensure that there are enough financial resources set aside and that foundational safeguards are in place to guarantee a secure future if mom or dad is no longer alive, or physically able to provide care for their child someday.
We strive to help parents alleviate the fear they have about their child's future and empower them with options and resources to stay in control.
We strive to help parents alleviate the fear they have about their child's future and empower them with options and resources to stay in control.
How do you leave funds for the benefit of the child without causing the child to lose important public benefits?.
How do you make sure that your other children are not over-burdened with caring for the sibling with special needs?.
What is fair in terms of distributing your estate between your child with special needs and your other children?.
How do you make sure there is enough money to sustain your special needs child over time?.
Often, parents of children with special needs try to resolve these issues by leaving their estates to their other children and disinheriting the disabled child.
How do you make sure that your other children are not over-burdened with caring for the sibling with special needs?.
What is fair in terms of distributing your estate between your child with special needs and your other children?.
How do you make sure there is enough money to sustain your special needs child over time?.
Often, parents of children with special needs try to resolve these issues by leaving their estates to their other children and disinheriting the disabled child.
Reviews
Be the first to review Law Office Of Susan A. Katzen.
Write a Review
