Law Office of Susan A. Katzen

Law Office of Susan A. Katzen The Law Office of Susan A. Contact us today to schedule an appointment.

Katzen is located in Newport Beach, providing representation for Estate Planning, Special Needs Planning, Settlement Planning, Trust Administration, Probate, and Conservatorships.

One of the most common questions I hear is:“Do I actually need a trust?”The answer depends on more than people realize.H...
06/04/2026

One of the most common questions I hear is:
“Do I actually need a trust?”

The answer depends on more than people realize.

Here’s how I typically help families think through that decision.

If you:
💠Own a home
💠Have children or grandchildren
💠Want to avoid probate
💠Value privacy
💠Have concerns about long-term care costs
💠Want to make things easier for your family someday

…then a trust may be worth discussing.

Estate planning is not about selling documents.
It’s about creating a strategy that fits your family, your assets, and your goals.

And in many cases, the biggest mistakes happen when families assume a simple will is “good enough” without understanding the consequences later.

Every family situation is different.
That’s why thoughtful planning matters.

If you are unsure whether your current plan is truly protecting your family the way it should, request a consultation and let’s review it together.

https://www.skatzenlaw.com/contact-us

If your estate plan hasn’t been reviewed in 3 years, it may already be outdated.Most people think estate planning is som...
06/03/2026

If your estate plan hasn’t been reviewed in 3 years, it may already be outdated.

Most people think estate planning is something you do once and never revisit.

But life changes constantly.

Families change.
Assets change.
Relationships change.
Laws change.

And I cannot tell you how many times families discover problems only after someone becomes ill, loses capacity, or passes away.

A trust created years ago may no longer reflect your wishes.
A power of attorney may name the wrong person.
Beneficiaries may be outdated.
Assets may never have been properly titled.

That’s where real problems begin.

Estate planning is not just about having documents. It’s about making sure they actually work when your family needs them most.

If you have not reviewed your plan recently, this is your reminder.

Outdated planning can create just as much stress as having no plan at all.

Request a consultation to review your current estate plan and make sure it still protects the people you love.

“We thought having a trust meant everything was protected.”That is one of the most common misconceptions families have a...
06/02/2026

“We thought having a trust meant everything was protected.”

That is one of the most common misconceptions families have about estate planning.

Not all trusts work the same way.

Some trusts help families avoid probate.
Some help protect assets from long-term care costs.
Some help preserve privacy.
Some help vulnerable beneficiaries.
And some provide far less protection than people realize.

The difference between a revocable trust and an irrevocable trust is not just legal terminology buried in paperwork.

It changes what happens when real life gets complicated.

It changes:
• Whether your home may be vulnerable during a nursing home crisis
• Whether your children face probate court later
• Whether certain assets remain exposed to lawsuits or creditors
• Whether a loved one with disabilities could lose important benefits
• Whether your family experiences clarity or chaos during difficult moments

One of the biggest mistakes families make is assuming that simply “having a trust” means everything is fully protected.

Unfortunately, that is not always true.

Susan Katzen recently wrote a new blog breaking down the real-life differences between revocable and irrevocable trusts, why those differences matter, and how the wrong assumptions can create serious problems later.

If your estate plan has not been reviewed in years, or if you are not completely sure your current trust would actually protect your family during a crisis, this is worth reading.

https://www.skatzenlaw.com/revocable-trusts-vs-irrevocable-052826

Not the big, dramatic moves.The small, quiet ones.Drinking water.Making the call.Taking the walk.Resting when you’re tir...
06/01/2026

Not the big, dramatic moves.

The small, quiet ones.
Drinking water.
Making the call.
Taking the walk.
Resting when you’re tired.
Tiny choices shape your tomorrow.

What’s one small thing you can do today for your future self? 🌿

Some days, that “light” doesn’t look like a big breakthrough.It might be a quiet cup of coffee, a kind text from a frien...
05/29/2026

Some days, that “light” doesn’t look like a big breakthrough.
It might be a quiet cup of coffee, a kind text from a friend, a deep breath that doesn’t hurt as much as yesterday.

Hope isn’t pretending everything is okay.
Hope is gently reminding yourself that even in the hardest seasons, moments of light still exist—and you are worthy of every single one of them.

If today feels heavy, may you notice even the smallest glimmer. 🌤️

Trust planning isn’t about control. It’s about protection and thoughtful stewardship.Depending on your financial situati...
05/28/2026

Trust planning isn’t about control. It’s about protection and thoughtful stewardship.

Depending on your financial situation, a revocable living trust can:
✅ Help your family avoid probate
✅ Let you guide how and when your children receive assets
✅ Put a trusted person in charge of managing funds responsibly

Instead of everything going to your child at 18, you can design distributions for education, housing, or meaningful milestone ages—so support is there when they truly need it.

At The Law Office of Susan A. Katzen, we help families create trust plans that feel protective, not restrictive—and that reflect your values as a parent.

We offer a free consultation for qualified clients and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment. 714-374-2244

Choosing an estate planning attorney isn’t just a “paperwork” decision.You’re trusting someone with your family’s future...
05/27/2026

Choosing an estate planning attorney isn’t just a “paperwork” decision.

You’re trusting someone with your family’s future—so it’s more than okay to be picky.

Estate planning is about protecting the people you love, making sure your wishes are honored, and reducing stress and confusion when life takes an unexpected turn.

Here’s what many families don’t realize:
✅ Signed documents don’t always mean you’re truly protected
✅ Not all estate planning experiences are created equal
✅ The real difference is often in the guidance, education, and long-term support you receive

At The Law Office of Susan A. Katzen, we combine compassionate guidance with deep expertise, so your plan actually works when your family needs it most.

👉 Thinking about getting started—or wondering if your current plan is enough? It may be time for a review. Give us a call: 714-374-2244

Think estate planning is only for millionaires? Think again.Many families quietly believe “we don’t have enough” to plan...
05/26/2026

Think estate planning is only for millionaires? Think again.
Many families quietly believe “we don’t have enough” to plan—yet that single misconception is exactly what leaves their loved ones vulnerable.

Estate planning isn’t really about dollars. It’s about who steps in for your kids, how your assets are managed, and what happens if life takes an unexpected turn.

The difference between planning and not planning often shows up in very real, very painful ways—for the people you love most.

At The Law Office of Susan A. Katzen, we help families of all sizes create clear, compassionate plans that protect their futures and bring true peace of mind.

👉 Ready to find out what planning could look like for your family?

Caring for aging parents or loved ones isn’t just a responsibility—it’s a tender act of gratitude. It asks a lot of our ...
05/25/2026

Caring for aging parents or loved ones isn’t just a responsibility—it’s a tender act of gratitude. It asks a lot of our time, our hearts, and our strength, but it also reflects the deepest kind of love: showing up for those who once showed up for us.

This quote gently reminds us that while the journey can be hard, there is profound meaning in walking beside the people who once held our hands.

It’s not about being perfect—it’s about being present, honoring their dignity, and remembering the love that brought us here.

Address

1301 Dove Street, Suite 750
Newport Beach, CA
92660

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17143742244

Website

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