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About me

Susan A. Katzen is dedicated to providing comprehensive, highly personalized estate planning counsel to couples, families, individuals and businesses. Susan serves her clients by first listening closely to their goals, dreams and fears; she then uses her knowledge and experience to develop superior plans that address these wishes and concerns. Susan is committed to helping her clients understand that an effective estate plan doesn’t just save tax dollars, but also provides the peace of mind that comes from knowing their needs and those of their loved ones are protected. With a husband and three children of her own, Susan has experienced the value of this peace of mind first-hand.


 


Several of Susan's close family friends experienced much heart ache trying to navigate the complex nature of government benefits and ensuring that their child or loved was provided with the resources to allow them to thrive and become independently functioning individuals.  Through this experience Susan has developed a heart for assisting special needs families and a large portion of her practice is now exclusively dedicated to ensuring prudent planning for special needs individuals.  In addition, Susan works closely with personal injury attorneys that assist special needs families in receiving a settlement as a result of negligence causing a disability.  Such settlements need to be carefully placed inside a special needs trust in order to protect the special needs individual's government benefits.


 


Susan is actively involved with many associations such as the Down Syndrome Associaiton of Orange County, Academy of Special Needs Planners, Special Needs Coalition and is a well-sought out speaker on topics involving special needs planning.

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Languages spoken: English, Vietnamese, Spanish

Practice areas

Licensed

  1. Trusts: 34%
    38 years
  2. Probate: 33%
    38 years
  3. Estate Planning: 33%
    38 years

Payment

Payment types:

Cash, Check, Credit card

Attorney endorsements

4 total 

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  • Michael John Jeandron

    Susan is a fantastic lawyer that always puts her client first. She can easily understand various needs and interests and drafts effective and efficient trust documents. She is friendly, kind and sensitive to her clients. If you are in need of a trust, there are few lawyers with the knowledge and skill set of Susan Katzen.

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    Michael Jeandron Car Accidents Attorney
    Relationship: Fellow lawyer in community

  • Catherine Anne Lerer

    I can highly recommend Susan. I have referred many of my personal injury clients to her and she they have all been very happy and appreciative. She does a terrific job, really knows her area of law, and has great communication skills.

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    Catherine Lerer Car Accidents Attorney
    Relationship: Fellow lawyer in community

Contact info

Law Office of Susan A. Katzen

5000 Birch Street
Suite 9600
Newport Beach, CA, 92660

Resume

License
StateStatusAcquiredUpdated
CAActive197811/19/2015
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Associations
Association namePosition nameDuration
Orange County Bar AssociationMemberN/A
Special Needs CoalitionMemberN/A
National Alliance of Mental IllnessMemberN/A
Special Needs Settlement Planning CommitteeMemberN/A
National Academy of Elder Law Attorneys, Special Needs Law SectionMemberN/A
Huntington Beach Chamber of CommerceMemberN/A
American Bar AssociationMemberN/A
Academy of Special Needs PlannersMemberN/A
Orange County Trial Lawyers AssociationMemberN/A
State Bar of CaliforniaMemberN/A
Publications
Publication nameTitleDate
Academy of Special Needs Planners"All The Bunnies" -Contributing AuthorN/A
California Continuing Education of the Bar (CEB)California Durable Powers of Attorney - Contributing AuthorN/A
Education
School nameMajorDegreeGraduated
Western State University College of LawN/AJD - Juris DoctorN/A
University of WisconsinN/AOther - BachelorsN/A
Speaking engagements
Conference nameTitleDate
Annual Education ConferenceAdministering the Special Needs Trust2012
Williams Syndrome National Conference"Planning for a Loved One with Special Needs"2008
California Forum"California Developments in Probate Code"2006
Continuing Education Event for AttorneysSpecial Needs Trusts - A Case StudyN/A