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Urbatsch Law Firm PC

Kevin Urbatsch

National Director for The Academy of Special Needs Planners. Author of several books on Special Needs Trusts.

Kevin Urbatsch is a principal of the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Walnut Creek, California. Kevin also serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals. Kevin also serves as Editor-in-Chief of the NAELA Journal. Kevin is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization. Kevin is also a fellow of the American College of Trust and Estate Counsel (ACTEC).

In 2013, Parenting Magazine named Kevin as one of the nation’s Top Child Advocates for his work in fighting for the rights of children with special needs. In May 2011, Kevin was presented the NAELA’s Presidential Recognition Award for his work in special needs planning. In each year from 2010 to 2015, Kevin was named a Northern California Superlawyer. In 2009, Kevin was named KRON-TV’s Best of the Bay estate-planning attorney for Northern California.


Author

Kevin is a frequent lecturer to professionals and consumers on special needs and estate planning. He also is the author (or co-author) of the following books and treatises:
  • Administering the California Special Needs Trust published in 2011 by IUniverse;
  • Special Needs Trusts: Protecting Your Child’s Financial Future (4th Edition), (5th Edition) and (6th Edition) published by Nolo Press.
  • Attorney-Editor and partial author of CEB’s award winning publication titled Special Needs Trusts – Planning, Drafting, and Administration and author of chapters:
    o Chapter 8B – Qualified Settlement Funds
    o Chapter 11 – Establishing the (d)(4)(A) SNT
    o Chapter 12 – Pooled SNTs

Kevin has been a member of the California Bar since 1993. He received his law degree from St. Louis University in 1993 and his undergraduate degree from Truman State University in 1988. He began his California law practice as a litigator where he specialized in a variety of matters, including but not limited to elder financial abuse, Americans with Disabilities Act public access cases, and trust and estate litigation.



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Kevin’s

Sessions



D1 8:30am

Comprehensive Overview of Public Benefits for Persons with Disabilities

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D1 10:15am

Obtaining and Evaluating Health Care Coverage for Persons with Disabilities

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D1 2:30pm

Advocating for Regional Center Services for Clients with Developmental Disabilities

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D1 3:45pm

Navigating the SSA Programs of (SSI) and (CDB) Benefits for SNT Beneficiaries

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D1 5:15pm

Putting Together the Public Benefits Puzzle for SNT Beneficiaries

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D2 8:30am

Creating Systems to Properly Administer Special Needs Trusts

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D2 11:35am

Ethically Representing the Client with Diminished Capacity (workshop)

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D2 1:30pm

Properly Paying for Housing for an SNT Beneficiary and Avoiding Unintended Consequences

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