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Kevin Urbatsch
Attorney

Kevin Urbatsch

Estate Planning, Special Needs Planning, Settlement Planning and Probate

San Francisco Bay, California

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Specialties & Experience

Estate Planning

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

Location & Contact

San Francisco Bay, California

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