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Law Office of Susan A. Katzen

Special Needs Attorneys
  • Location Address: 4440 Von Karman Avenue Suite 350 | Newport Beach, CA 92660
  • reviews Rating: 4.20 (31 reviews)
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About Law Office of Susan A. Katzen

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.

Reviews

4.20
31 Reviews
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Leadership

  • person icon Susan A. Katzen, Attorney

Founding Story

Susan A. Katzen is an estate planning attorney with over 35 years of experience. With offices in Newport Beach, California, she practices exclusively in the areas of special needs planning, litigation settlement planning, trust and estate planning, will and probate matters, and estate administration. Susan is a member of the Academy of Special Needs Planners and the Special Needs Coalition. She also regularly teaches law courses to attorneys and financial professionals on special needs planning, litigation settlement planning, trust and estate planning, will and probate matters, and estate administration.

Languages

  • English

4440 Von Karman Avenue Suite 350, CA, 92660

Get in Contact

  • orange phone icon (714) 324-2244
  • orange mail icon info@skatzenlaw.com

Reviews

Beaming’s Promise to Families

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4.20
(31 Reviews)
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All Reviews
google review

Very upset with their unprofessionalism. Canceled appointment the day before it was scheduled and said they cant handle it. Said they sent an email which I never received. They had all the information for over a week and at the last minute decided they could not handle it. I would not trust any attorney that responds like this. Obviously not very knowledgeable.

barbara roth
28 April 2024
yelp review

Horrible Very unprofessional...they have attitudes. They represent Trusts of children with disabilities. If you have a Trust keep an eye on it and how much...

Kathy F.
05 April 2024
yelp review

We would like to express our appreciation for your hard work on our Family Living TrustWe value your attention to detail and walking us through every step...

Nancy H.
07 March 2024
yelp review

Always professionalRemedied a bad trust that was written by a shady lawyer for my 2 special needs kids.Highly recommend.

Derek S.
06 February 2024
google review

Ive worked with Susan Katzen for the last 15 years. She has been a huge help with helping me navigate the special needs world with my daughter. She just updated my daughters SNT and I couldnt be more pleased with how fast and smooth the process went. Thanks again

Kymbirley Brake
12 December 2023
google review

Susan Katzen epitomizes the best character attributes one looks for in a trust attorney. She is deeply passionate about her clients and strives to understand their needs as she presents them with creative options to achieve their desired goals. I am continuously impressed with her breath of depth and knowledge which result in her ability to address very specific needs and create highly-personalized trusts and life plans.I first hired Susan more than ten years ago and have worked closely with her to develop trusts for other family members and to revise existing trusts to meet current regulations. As a result it is with the utmost confidence that I refer Susan Katzen to family and friends.

Isabelle
12 May 2021
google review

My parents and I worked with the office of Susan Katzen for creating our family trust and we were very pleased with their professionalism and dedication to taking care of all our needs. They spent valuable time with us explaining everything and we couldnt be happier. They were very knowledgeable and we felt we could trust them completely. Highly recommended for all your estate planning needs

Nadine Assilian
12 May 2021
google review

Susan Katzen and her team of attorneys are a highly qualified group of professionals specializing in drafting and litigating matters involving Supplemental Needs Trusts for disabled persons. I spent over two-years discussing trusts with various law firms in order to provide for one of our family members and finally came upon Susans firm and received immediate attention and solid advice on how to deal with the complexities of these trusts. Susan is very personable and deals well with family members having challenges. I highly recommend this firm for these types of cases.

ALEX WANIEK
12 May 2021
google review

I have trusted Susan Katzen with our family trust and special needs trusts since 2007 when I realized the attorney who drew up our first trusts in 2004 had made multiple errors in the special needs trust. Susan worked endlessly helping me understand social security tax law and listened carefully to my personal wishes. She was patient and thorough. We just amended our trusts using her office again. I cant recommend her enough

Esther Dunhoff
12 May 2021
google review

The Law Office of Susan A Katzen has become the benchmark of excellence by which I measure all legal representation. Their approach to my unique and difficult family situation was based on years of experience as well as research into other areas of law which impacted the settlement of my fathers estate.One of the least glamorous but most essential components of that process was the administration of my fathers trust after his death. Susan and her staff thoroughly explained and reviewed with me each step I was responsible for as trustee from contacting government agencies to providing the transparency of an accurate final accounting to the beneficiaries. We never missed a deadline. Any questions I had during the process were answered within one business day. The staff reviewed and transformed my spreadsheets and records into detailed court formatted reporting which was key to diffusing the emotions of a hostile sibling. Susan presented that information with clarity and achieved a settlement accepted by all. She and her team are simply the best

JoAnne Cashin
12 May 2021
google review

I have been working with Susan Katzen and her staff for many years regarding a family trust with a complicated history and changing focus. She and her staff have been very responsive to my needs and have been available for questions and advice in a timely fashion. As a physician I appreciate professionalism knowledge and quality service.

David Toovy
12 May 2021
google review

Susan is a very dedicated attorney who truly cares for her clients. She listens and works hard on your behalf to help you protect your hard earned money and loved ones.

Margaret Barrett
12 May 2021
google review

PositiveProfessionalismQualityResponsivenessWhen our office works with Susan and her team we know that they will get the job done accurately and professionally with our clients best interest always in mind. Susan has such a strong advocacy for her clients.

Traci Kaas
12 May 2021

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