We strive to provide peace of mind by ensuring your most precious asset, your family, will always be safeguarded. With an educational, collaborative approach, we determine your individual needs, desires, and values to craft a customized plan to help you meet your unique objectives. From trusts and wills to power of attorney and health care documents, we'll have you covered.
Schedule an appointment for a complementary 30-minute consultation to determine your estate planning needs. We are able to accommodate your needs with telephone and video consultations and safe in-person appointments with safe distancing, extra cleaning and sanitizing precautions, and safety protocols in our large, airy meeting room. This website and articles posted here are published by and reflect the personal views of Susan Dallas Hattan in her individual capacity.
Any views expressed herein have not been adopted by the State Bar of California's Board of Trustees or overall membership, nor are they to be construed as representing the position of the State Bar of California.
Schedule an appointment for a complementary 30-minute consultation to determine your estate planning needs. We are able to accommodate your needs with telephone and video consultations and safe in-person appointments with safe distancing, extra cleaning and sanitizing precautions, and safety protocols in our large, airy meeting room. This website and articles posted here are published by and reflect the personal views of Susan Dallas Hattan in her individual capacity.
Any views expressed herein have not been adopted by the State Bar of California's Board of Trustees or overall membership, nor are they to be construed as representing the position of the State Bar of California.
Services
Susan Dallas Hattan has been an attorney for over 25 years and is licensed to practice law in California and Colorado.
Estate Planning: Susan has a passion for service and helping others.
The primary focus of her practice is estate planning, and her mission is to provide the highest quality legal services to her clients and to help families achieve financial independence and protection.
She strives to provide certainty, clarity, and peace of mind while eliminating doubt about her clients' futures.
Estate Planning: Susan has a passion for service and helping others.
The primary focus of her practice is estate planning, and her mission is to provide the highest quality legal services to her clients and to help families achieve financial independence and protection.
She strives to provide certainty, clarity, and peace of mind while eliminating doubt about her clients' futures.
When planning something as important as your family's future and protecting your most precious assets, it is best to avoid a one-size-fits all approach.
Together, we will evaluate your needs and create a customized plan to achieve your objectives.
Analysis of proper beneficiary designations on bank accounts, stocks, brokerage accounts, and retirement accounts.
How much does all this cost?
Everyone is unique.
In order to provide the best service and the highest quality of work for you, we need to do some fact finding to determine our fees.
Together, we will evaluate your needs and create a customized plan to achieve your objectives.
Analysis of proper beneficiary designations on bank accounts, stocks, brokerage accounts, and retirement accounts.
How much does all this cost?
Everyone is unique.
In order to provide the best service and the highest quality of work for you, we need to do some fact finding to determine our fees.
If you have lost a loved one, we first want to say that we are very sorry for your loss.
We are here to help you navigate the legal process you may be facing during this difficult time.
Probate is the court-supervised process that is established to ensure the legal transfer of assets from the deceased to his or her rightful heirs or beneficiaries.
An estate may require a probate with or without a will.
When someone dies without a will, it is called dying intestate.
When someone dies intestate, state laws direct the distribution of the assets.
We are here to help you navigate the legal process you may be facing during this difficult time.
Probate is the court-supervised process that is established to ensure the legal transfer of assets from the deceased to his or her rightful heirs or beneficiaries.
An estate may require a probate with or without a will.
When someone dies without a will, it is called dying intestate.
When someone dies intestate, state laws direct the distribution of the assets.
Americans are among the most giving individuals in the world.
We out-donate any other country by huge margins, and more than half of most income classes donate to charity.
There are many ways to benefit your favorite charities, but donating through a charitable remainder trust can offer many benefits to the donor as well!
If charitable giving is of interest to you, read on!
A Charitable Remainder Trust (CRT) is a unique type of trust that allows the creator of the trust, or "donor", to bypass capital gains tax on highly appreciated assets that are contributed to the trust, while offering significant personal benefits (lifetime income and a large charitable income tax deduction) to the donor.
We out-donate any other country by huge margins, and more than half of most income classes donate to charity.
There are many ways to benefit your favorite charities, but donating through a charitable remainder trust can offer many benefits to the donor as well!
If charitable giving is of interest to you, read on!
A Charitable Remainder Trust (CRT) is a unique type of trust that allows the creator of the trust, or "donor", to bypass capital gains tax on highly appreciated assets that are contributed to the trust, while offering significant personal benefits (lifetime income and a large charitable income tax deduction) to the donor.
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