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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 and her staff are actively involved in volunteering with many associations such as the Down Syndrome Association of Orange County, Academy of Special Needs Planners, Special Olympics Southern California, Special Needs Coalition and is a well-sought out speaker on topics involving special needs planning.
Languages spoken: English, Spanish
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Susan is a highly skilled, experienced attorney with a genuine compassion for her clients. Susan's clients are consistently pleased with not only her work product, but also with the overall experience of working with her.
Shaun Phillips Personal injury Attorney
Relationship: Fellow lawyer in community
|Association name||Position name||Duration|
|Orange County Bar Association||Member||N/A|
|Special Needs Coalition||Member||N/A|
|National Alliance of Mental Illness||Member||N/A|
|Special Needs Settlement Planning Committee||Member||N/A|
|National Academy of Elder Law Attorneys, Special Needs Law Section||Member||N/A|
|Huntington Beach Chamber of Commerce||Member||N/A|
|American Bar Association||Member||N/A|
|Academy of Special Needs Planners||Member||N/A|
|Orange County Trial Lawyers Association||Member||N/A|
|State Bar of California||Member||N/A|
|Academy of Special Needs Planners||"All The Bunnies" -Contributing Author||N/A|
|California Continuing Education of the Bar (CEB)||California Durable Powers of Attorney - Contributing Author||N/A|
|Western State Univ||N/A||law||N/A|
|Univ of Wisconsin||N/A||undergraduate||N/A|
|Annual Education Conference||Administering the Special Needs Trust||2012|
|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 Attorneys||Special Needs Trusts - A Case Study||N/A|