Kevin Urbatsch

Kevin Urbatsch Email and Phone Number

Estate Planning, Special Needs Planning, Settlement Planning and Probate @ Special Needs Planning Symposium
Kevin Urbatsch's Location
San Francisco Bay Area, United States, United States
Kevin Urbatsch's Contact Details

Kevin Urbatsch work email

Kevin Urbatsch personal email

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About Kevin Urbatsch

I am a Certified Specialist in Estate Planning awarded by the California State Bar Board of Legal Specialization. I am also a fellow with the American College of Trust and Estate Counsel (ACTEC). I work as a special needs trust planning attorney, settlement planning attorney, an elder law attorney, a veteran's benefit attorney, and an estate planning attorney. I am also the National Director of the Academy of Special Needs Planners and assist this group of dedicated special needs planning professionals by providing education, marketing materials, practice assistance, and legal updates on all aspects of special needs planning.As part of my law practice, I assist clients with their living trusts, wills, and during trust administration and probate. I have developed an expertise in the planning needs of the disabled and prepared many plans that include special needs trusts. Our law firm also establishes and administers many types of conservatorships. We also work with many medical malpractice and personal injury attorneys in developing plans for their clients when they settle a lawsuit. I also assist elders and veterans in obtaining all the benefits they are entitled to receive which may require long term skilled nursing home care. Our law firm also does planning for high net worth individuals who wish to leave assets to the next generation while paying the lowest amount in tax and . I have written and am a frequent lecturer on all aspects of estate planning.Specialties: Special Needs Trusts, Medi-Cal planning, Elder law, Veteran's Benefits, VA, Limited Conservatorship; General Conservatorships, Estate Planning; Living Trusts; Wills; Advanced Health Care Directives; Powers of Attorney; and related planning

Kevin Urbatsch's Current Company Details
Special Needs Planning Symposium

Special Needs Planning Symposium

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Estate Planning, Special Needs Planning, Settlement Planning and Probate
Kevin Urbatsch Work Experience Details
  • The Urbatsch Law Firm, P.C.
    Attorney At Law
    The Urbatsch Law Firm, P.C. Jan 2016 - Present
    Our law firm specializes in planning for plaintiffs with special needs, elders, and minors. We also provide estate planning services and specialize in special needs planing, elder law, and veteran's benefit planning.
  • Academy Of Special Needs Planners
    National Director
    Academy Of Special Needs Planners Feb 2013 - Present
    My role as National Director of the Academy of Special Needs Planners is to assist the organization in its mission to aid special needs attorneys in providing the highest quality service and advice to individuals with special needs and to their families. In addition to providing its member attorneys with up-to-date information on legal developments and a forum for exchanging best practices, the Academy provides information to consumers through this web site and its monthly e-mail newsletter.The Academy provides both webinar and live seminars around the country on special needs planning and assisting persons with disabilities. My role will be to organize those programs, find the right speakers, and market the seminars around the country. My role is to also reach out to other professionals who plan for persons with disabilities including financial advisors, accountants, social workers, or other charitable organizations so we can work together in a collaborative role to assist each other and our clients with disabilities.
  • Michigan Law Center
    Of Counsel
    Michigan Law Center Jan 2016 - Present
    Working with Michele Fuller, the preeminent special needs and elder law attorney in Michigan.
  • Special Needs Planning Symposium
    Host
    Special Needs Planning Symposium Feb 2016 - Present
    A 3-day event dedicated to the education of the professionals who plan for persons with disabilities and administer special needs trusts. The conference will educate professionals on identifying public benefit and administration issues for persons with disabilities and provide multiple options and viewpoints on resolving these issues. The program will benefit experienced professionals and those just starting out. There will be multiple opportunities to meet with experts on all aspects of special needs planning and administration to ensure the attendee moves towards mastery of this complex but rewarding field.
  • Myers Urbatsch, P.C.
    Shareholder
    Myers Urbatsch, P.C. Jan 2010 - Dec 2015
    At Myers Urbatsch P.C., we focus on business planning, estate planning, special needs planning, and related practice areas. Our geographic focus includes the Counties of San Francisco, Alameda, Contra Costa, San Mateo and Marin. We help clients plan for the future, preserve their wealth against the high cost of long-term care and onerous estate taxes, provide for the future of their loved ones, and leave a lasting legacy.
  • The Urbatsch Law Firm
    Attorney
    The Urbatsch Law Firm Jan 2006 - Dec 2009
  • Continuing Education Of The Bar
    Attorney-Editor
    Continuing Education Of The Bar Feb 2006 - Oct 2009
    I was the Attorney Editor for the Estate Planning Group. Responsible for editing secondary source material for attorneys practicing in estate planning. Books I edited include Special Needs Trust - Planning, Drafting & Administration; California Powers of Attorney and Health Care Directives; Guardianships; Business Succession Planning; and assorted action guides and periodicals.

Kevin Urbatsch Skills

Trusts Wills Estate Planning Powers Of Attorney Legal Writing Litigation Guardianship Elder Law Legal Research Civil Litigation Special Needs Trusts Courts Conservatorships Appeals Mediation Estate Administration Personal Injury Legal Assistance Real Estate Family Law Public Speaking Legal Issues Corporate Law High Net Worth Individuals Commercial Litigation Tax Product Liability Special Education Westlaw Dispute Resolution Asset Protection Real Estate Transactions Charities Llc Special Needs

Kevin Urbatsch Education Details

  • Saint Louis University School Of Law
    Saint Louis University School Of Law
    Law
  • Truman State University
    Truman State University
    History
  • Pleasant Valley High School
    Pleasant Valley High School

Frequently Asked Questions about Kevin Urbatsch

What company does Kevin Urbatsch work for?

Kevin Urbatsch works for Special Needs Planning Symposium

What is Kevin Urbatsch's role at the current company?

Kevin Urbatsch's current role is Estate Planning, Special Needs Planning, Settlement Planning and Probate.

What is Kevin Urbatsch's email address?

Kevin Urbatsch's email address is ke****@****sch.com

What is Kevin Urbatsch's direct phone number?

Kevin Urbatsch's direct phone number is +141571*****

What schools did Kevin Urbatsch attend?

Kevin Urbatsch attended Saint Louis University School Of Law, Truman State University, Pleasant Valley High School.

What skills is Kevin Urbatsch known for?

Kevin Urbatsch has skills like Trusts, Wills, Estate Planning, Powers Of Attorney, Legal Writing, Litigation, Guardianship, Elder Law, Legal Research, Civil Litigation, Special Needs Trusts, Courts.

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