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Susan A. Katzen, Attorney & Counselor at Law
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.
Education
Susan received her undergraduate degree from the University of Wisconsin La-Crosse in 1975, and her law degree from Western State University College of Law in 1978.
Experience
Susan has been practicing law for 27 years. She was admitted to the California State Bar in 1978 and began her private practice focusing on personal injury litigation, business litigation and estate planning. Her private practice in Huntington Beach is now limited exclusively to the area of estate planning, trust administration, and probate.
Memberships
- State Bar of California
- Estate Planning, Trust & Probate Section of State Bar of California
- Orange County Bar Association
- Women & Company
- Women's Business Connection
- WealthCounsel, LLC
- Huntington Beach Chamber of Commerce
- Fountain Valley Chamber of Commerce
Training
Susan has lent her expertise in teaching Basic Estate Planning, Advanced Estate Planning, Life Insurance Trusts Planning, and Retirement Plan Distributions for the Southern California Institute "Practice Developer Programs." Susan also provides training in estate planning to major financial institutions including:
- Union Bank of California, NA & Union Bank of California Investments
- Bank of America & Bank of America Investment Services, Inc.
- Citibank
- Hartford Insurance
- Wachovia
- Edward Jones Investment Companies
Author/Presenter
- "California Durable Powers Of Attorney" Contributing author — CEB (Continuing Education of the Bar).
- "California Developments in the Probate Code" presented at the California Forum hosted by the Southern California Institute — San Diego, CA 2006.