The Law Office of Susan A. Katzen is located in Newport Beach, providing representation for Estate Planning, Special Needs Planning, Settlement Planning, Trust Administration, Probate, and Conservatorships. Contact us today to schedule an appointment. 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.
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.
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About
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I firmly believe our clients should be treated the way I would want my own family members to be treated. As a result, not only have I put together a compassionate and highly skilled team of people, but together we have served families from the grandparents down to the grandchildren. My staff and I love what we do, and truly are humbled by the trust our clients have placed in us over the years.
Services
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Avoid any financial pitfalls involved by understanding what lies ahead and make more informed decisions. Estate planning by parents who have children with special needs include many challenges that we can help address. The Law Office of Susan A. Katzen is committed to answering your questions about Estate Planning, Special Needs Planning, Settlement Planning, Trust Administration, Probate, and Conservatorships issues in Newport Beach, California.
Trust Administration
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Administering a Trust after the passing of a loved one can be a complicated and overwhelming process. The Successor Trustee is tasked with following all of the instructions within the Trust document, while having to carefully abide by state and federal laws that govern the decedent's estate. Serving as a Successor Trustee is a significant responsibility, and many of the tasks required within a Trust Administration may be unfamiliar or unknown.
Special Needs Planning
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Children with special needs or disabilities often require a lifetime of care, and parents must start planning early in their child's life to ensure that there are enough financial resources set aside and that foundational safeguards are in place to guarantee a secure future if mom or dad is no longer alive, or physically able to provide care for their child someday.
What is Special Needs Planning
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How do you leave funds for the benefit of the child without causing the child to lose important public benefits?. How do you make sure that your other children are not over-burdened with caring for the sibling with special needs?. What is fair in terms of distributing your estate between your child with special needs and your other children?.
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