Susan Berkman is an attorney at the Meier Law Firm with a focus on philanthropic giving. Susan helps assist our clients who are interested in making major gifts or bequests to the charities of their choice and works as a liaison between them. Susan also works closely with universities and non-profit organizations who rely on the Meier Law Firm to help educate their alumni, donors, and members on estate planning and charitable giving topics.
Prior to joining the Meier Law Firm, Susan spent twenty-five years raising money as a planned giving officer for various nonprofit organizations. She recently retired from California State University, Long Beach where she and her team raised $170 million in planned gifts during her fifteen-year tenure.
While working in planned giving, Susan maintained a solo practice law firm where she helped start-up nonprofits to gain tax-exempt status and structure for fundraising. She also provided estate planning services to private clients.
Susan graduated cum laude from Western State University where she participated in law review and was named an outstanding student in her graduating class. She and her family live in Dana Point where they enjoy the beach and other outdoor activities. She volunteers with community groups and enjoys educating individuals and nonprofit organizations about fundraising and best practices.
Our overall experience was one of satisfaction as well as a learning experience. The people at The Meier Law Firm are extremely knowledgeable within Family Trust planning. They did a good job of explaining each step of the process in a manner that we could understand. They were always punctual when meeting with us, and the meetings were always concise and comforting. They were also pleasant and friendly.
My brother had lost his living trust documents. Suddenly, we found out he has stage 4 cancer. We called Meier and they were able to put together an updated trust in less than a week. Everyone at the firm was wonderful and caring. Melanie was our attorney. If you are looking for a caring, honest law firm, Meier is the one for you!
Our experience with the Meier Law Firm was positive from our first meeting with Jessica, through the final product we received last week. Very professional yet personable. Every question was answered & suggestions made to simplify our Trusts. Their attention to detail gave us confidence in their work.
We were introduced to Meier Law Firm through a learning session at our daughter’s school district. We eventually decided to establish a family trust, as well as a special needs trust, through their firm. The team at Meier Law Firm were professional and incredibly responsive to our family’s needs. I highly recommend their legal services.
Just thinking about creating a trust or a will can be overwhelming. But Meier Law Firm makes it easy. They tell you what you need to know, ask all of the right questions, & provide great practical suggestions along the way that go far beyond the legal checklist. Highly recommend them for personal, professional service to deliver what you need in a timely manner.
Not only do they provide expert guidance; they will walk the journey with you step-by-step to help with your family trust. They execute at high levels, are very responsive, and deliver the optimal results within difficult situations. You definitely want Meier Law Group on your side of the table. I give my highest recommendation!
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