Law Office of Susan A. Katzen

- 1301 Dove St # 750, Newport Beach, CA 92660

Welcome to a comprehensive look at the Law Office of Susan A. Katzen, a distinguished and compassionate legal practice located in the heart of Newport Beach, California. As residents of the Golden State, we understand that planning for the future is a critical step in securing the well-being of our families and legacies. For many, this process can feel overwhelming, but with the right legal guidance, it becomes a clear and empowering journey. The Law Office of Susan A. Katzen is dedicated to making this experience seamless and stress-free for its clients.

Specializing in estate planning, this women-owned law firm offers a personalized approach to help individuals and families in California navigate the complexities of trusts, wills, and probate. Whether you are looking to create a simple living trust, establish a special needs trust for a loved one, or need assistance with probate and estate administration, Susan A. Katzen and her team provide the expertise and genuine care required to achieve your goals. This article will provide a detailed overview of the firm’s services, location, and the unique qualities that make it a trusted resource for estate planning in the Newport Beach area.

Choosing an attorney for such personal matters is about more than just legal knowledge; it’s about finding a partner who listens to your wishes and understands your specific family dynamics. The Law Office of Susan A. Katzen is known for its kind, caring, and patient approach, ensuring that every client feels comfortable and well-informed throughout the process. The firm's commitment to building trust and providing heartfelt support has earned it a stellar reputation among its clients, particularly those with unique family situations, such as those involving special needs.

The Law Office of Susan A. Katzen is conveniently situated at 1301 Dove St # 750, Newport Beach, CA 92660, USA. This central location in Newport Beach makes it easily accessible for clients throughout Orange County, including residents of Irvine, Costa Mesa, Huntington Beach, and Laguna Beach. The firm’s office is located in a professional building that is designed to be welcoming and accommodating for all visitors.

The firm prioritizes accessibility to ensure a comfortable experience for everyone. The building features a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom, providing convenience and ease of access for clients with mobility needs. To maintain the highest level of service and give each client the time they deserve, the office operates on an appointment-required or appointment-recommended basis. This ensures that when you arrive, you have the full, dedicated attention of the team.

In addition to traditional on-site services, the Law Office of Susan A. Katzen also offers online appointments. This flexibility is a key feature, allowing clients who may have busy schedules or who prefer to handle matters remotely to still receive the same high-quality legal guidance. This commitment to meeting clients where they are, whether in person or online, demonstrates the firm's dedication to providing a convenient and modern legal experience. The office is also proud to be LGBTQ+ friendly, creating an inclusive and supportive environment for all members of the community.

The Law Office of Susan A. Katzen specializes exclusively in estate planning and related legal matters. The comprehensive services offered include:

• Estate Planning Law: Drafting and preparing essential legal documents such as wills, living trusts, and powers of attorney to ensure your assets are distributed according to your wishes.

• Probate and Estate Administration: Providing expert legal assistance in navigating the complex probate court process to settle an estate after a loved one has passed away, including probate court filings and trust administration.

• Special Needs Trusts: A key area of expertise for the firm, providing invaluable legal advice and services for creating supplemental needs trusts to protect the financial future of a loved one with special needs without jeopardizing their eligibility for government benefits.

• Probate Attorney Services: Acting as a dedicated advocate to guide executors, administrators, and heirs through the legal requirements of settling an estate efficiently and correctly.

• Tax-Related Matters: Offering guidance on tax problems related to estates and trusts, and providing services to prepare tax returns as part of the estate settlement process.

• Real Estate: Assisting with the transfer of real estate property within the context of an estate or trust, ensuring all legal requirements are met.

Choosing the Law Office of Susan A. Katzen means you are selecting a firm with distinct qualities that set it apart.

• Women-Owned and Operated: The firm identifies as women-owned, bringing a unique perspective and a strong sense of empathy to the legal practice, which clients often find comforting.

• Specialized Expertise: The firm's deep knowledge and experience in special needs trusts is a significant highlight, with clients noting that few other attorneys possess the same level of expertise and dedication in this area.

• Compassionate and Client-Focused: Clients consistently praise Susan Katzen for her kindness, patience, and generosity with her time. She makes herself available to answer questions and ensures clients never feel rushed, fostering a sense of being cared for and valued.

• Flexible Service Options: The availability of both on-site services and convenient online appointments provides flexibility for clients' diverse needs and schedules.

• Inclusive Environment: As an LGBTQ+ friendly business, the firm provides a welcoming and respectful space for all clients.

To learn more about the legal services offered or to schedule a consultation, you can contact the Law Office of Susan A. Katzen using the following details:

Address: 1301 Dove St # 750, Newport Beach, CA 92660, USA

Phone: (714) 374-2244

Mobile Phone: +1 714-374-2244

When it comes to something as personal and important as estate planning, the choice of an attorney matters deeply. The Law Office of Susan A. Katzen has garnered glowing reviews that speak volumes about the quality of their service. One client shared, "Susan was very helpful and understanding of our wishes, and provided very good advice and ways to specify our wishes and requirements in our Living Trust and in our son’s Special Needs Trust." This review highlights the firm's ability to provide tailored advice and its deep understanding of complex needs. The same client noted, "Her expertise and heartfelt commitment have made a significant difference in our estate planning and peace of mind."

Another client’s review emphasized the firm's personal touch, stating, "From the first meeting, they have made me feel like family. They handled my estate with such grace and ease. I was never overwhelmed during the process with the guidance from Susan all of my wishes were heard." This feedback underscores a crucial element of the firm's success: making a potentially stressful process feel manageable and reassuring. Susan Katzen’s dedication to being an advocate for persons with special needs, combined with her knowledge and kindness, makes her a highly recommended choice for parents seeking to secure their children's future. The consistently positive testimonials reflect a firm that not only excels in legal expertise but also in human compassion, which is truly what sets the Law Office of Susan A. Katzen apart.

In conclusion, for residents of California seeking a knowledgeable, compassionate, and expert estate planning attorney, the Law Office of Susan A. Katzen in Newport Beach is an outstanding choice. Their specialized services, client-focused approach, and commitment to accessibility and care ensure that your estate planning needs are handled with the utmost professionalism and personal attention.

Law Office of Susan A. Katzen

1301 Dove St # 750, Newport Beach, CA 92660, USA