Catherine T Luong

Catherine T Luong

Ambrosi & Doerges, APC
  • Estate Planning
Badges
Claimed Lawyer Profile
Education
Whittier Law School
J.D. | Law
Honors: Whittier Law Review, Articles Editor and Published Author
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University of California - Irvine
B.A. | Psychology (Cognitive Sciences)
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Professional Experience
Associate Attorney
Ambrosi & Doerges, APC
Current
Assisted clients in all aspects of estate planning, trust administration, and probate. Draft estate plan documents including revocable/irrevocable trusts and ancillary documents; draft necessary documents for trust administration and probate including accounting. Form and file businesses including the drafting of formation documents and annual maintenance. Review and draft various contracts including residential/commercial leases.
Managing Attorney
Beling & Associates, Inc
Current
Handling caseload of over 300 clients in the dispute of their private student loans with big lenders such as Sallie Mae/Navient, Wells Fargo, and Citizens Bank. Research issues regarding consumer debt including predatory lending, FDCPA, TILA, and FCRA. Review loan documents to ensure compliance with federal regulations. Heavy client interaction. Conduct multiple attorney consultations a day as well as update current clients on progress of their case. Deal with lenders on a daily basis to negotiate and reach settlement. Review settlement offers and draft counteroffers. Draft answers and conduct discovery for cases in litigation. Thus far, have reached a favorable settlement for over 200 clients with an average of 30% of the total balance.
Associate Attorney
Law Offices of David Kozich
Current
Met with clients to discuss assets and finances. Reviewed clients’ documents and drafted will and/or trust packages. Researched/drafted pleadings for probate cases and attended court appearances. Communicated with opposing counsel to settle cases as amicably and as early as possible.
Professional Associations
State Bar of California  # 297740
Member
Current
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Practice Area
Estate Planning
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Additional Practice Area
  • Trust Administration
Languages
  • English: Spoken, Written
Contact & Map
Shoup Legal
39755 Date Street
Suite 203
Murrieta, CA 92563
Telephone: (951) 445-4114