https://sntsymposium.com/wp-content/uploads/2015/12/Kevin-Urbatsch-320x371.png
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.



Make

Connection

Follow Kevin


Meet

Company


https://sntsymposium.com/wp-content/uploads/2016/05/urbatsch-law-firm.png

Kevin’s

Sessions



D1 8:30am

Comprehensive Overview of Public Benefits for Persons with Disabilities

Comprehensive Overview of Public Benefits for Persons with Disabilities

Persons with disabilities come from every background and have different needs. A professional must have a solid grasp of the public benefits available to understand what it takes to create and administer a plan to fully enhance a person with a disability’s life. This is an overview of how the professional identifies available public benefit programs available for persons with disabilities, the eligibility requirements for each program, and the needed tools professionals must have in order to obtain these benefits for their clients. This session is a necessary foundation for the rest of the day’s programs that will build a deeper understanding of the most important benefits for people with disabilities.

READ MORE



D1 10:15am

Obtaining and Evaluating Health Care Coverage for Persons with Disabilities

Obtaining and Evaluating Health Care Coverage for Persons with Disabilities

There has been a historic (and unprecedented) shift in paying for and obtaining healthcare for persons with disabilities. The Affordable Care Act (sometimes known as Obamacare) provides persons with disabilities incredible new access to different types of health care coverage. Yet, the devil is in the details. How is the
professional supposed to know whether obtaining a private health plan is better than keeping existing Medi-Cal coverage? What happens if the person with a disability becomes eligible for Medicare? How do I determine which plan best meets my client’s needs? This session will provide the professional with a roadmap to determine what is the best healthcare coverage for the client and how to set up a plan to take full advantage of all options while maintaining flexibility to make changes when things change.

READ MORE



D1 2:30pm

Advocating for Regional Center Services for Clients with Developmental Disabilities

Advocating for Regional Center Services for Clients with Developmental Disabilities

Regional Center services are a unique California only public benefit. Regional Center services are designed to assist people with developmental disabilities with autism, cerebral palsy, and those that are otherwise developmentally delayed or disabled. It is a valuable lifetime program for these people with disabilities.
However, the promise of Regional Center benefits oftentimes does not often meet the practical reality. This session trains professionals to know what types of services Regional Centers offers and more importantly how to advocate for these services. The presenter James Huyck is a former Executive Director of a Regional Center and has advocated for these services on behalf of hundreds of clients. His experience in this area is unparalleled and he is going to share his vast experience in obtaining these needed services for clients with developmental disabilities.

READ MORE



D1 3:45pm

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

Navigating the SSA Programs of Supplemental Security Income (SSI) and Childhood Disabled Beneficiary (CDB) Benefits for SNT Beneficiaries

Supplemental Security Income (SSI) is often the gateway public benefit program that opens the door to many other programs. It automatically qualifies the recipient for Medi-Cal and its definition of “disability” is used for many other public benefit programs. However, SSI is one of the most densely managed public benefit programs available to persons with disabilities and can be overwhelming to the uninitiated. There are thousands of pages of government policy, hundreds of pages of laws, and active enforcement by the Social Security Administration. Yet, there are fundamental rules that once mastered makes planning and administering SSI much easier for the professional. This session will provide a thorough review of these rules along with handouts and cheat sheets to make the job of managing a client’s SSI eligibility easier.

READ MORE



D1 5:15pm

Putting Together the Public Benefits Puzzle for SNT Beneficiaries

Putting Together the Public Benefits Puzzle for SNT Beneficiaries

The final program of the day will tie together what has been taught all day. The professional is responsible to make sure that the client with a disability’s needs is well taken care of both personally and financially. Is preserving every public benefits always the right answer? What if a program is available by one program but jeopardizes another? What happens when the person with a disability transitions from one program to another? The professional needs the tools to properly evaluate an individual client’s needs and how best to resolve those needs. This session will bring together our professional to assist the attendees in reviewing common planning scenarios and coming up with proposed solutions.

READ MORE



D2 8:30am

Creating Systems to Properly Administer Special Needs Trusts

Creating Systems to Properly Administer Special Needs Trusts

Administering an SNT is a very important job, which often has a profound impact on the life of persons with disabilities. In most cases, the SNT trustee is providing the beneficiary goods and services that improve their quality of life. In some cases, the SNT trustee may be the only person looking to the beneficiary’s welfare. The great SNT trustee is a solid financial manager, accountant, record keeper, legal counselor, public benefits advisor, social worker, housing coordinator, civil rights advocate, guardian, and life coach. This session will provide the professional with the appropriate systems so the SNT trustee properly manages the trust and the attorney can ensure that the trustee is doing an excellent job. The goals of this session are to turn good SNT trustees into great SNT trustees.

READ MORE



D2 11:35am

Ethically Representing the Client with Diminished Capacity (workshop)

Making Sustainable Budgets and Monitoring Prudent Investments in a Special Needs Trust

An SNT trustee has a legal duty to decide how best to make distributions that will enhance the quality of life of a beneficiary with a disability. The best way to do this is to set up a budget of items and services that will be paid from the SNT. But a budget is not a static, one-time task. Once a budget is established, it is immediately beset with unforeseen costs, poor investment performance, and special one-time expenses. This session will
provide the professional with information on how to handle these circumstances. The presenters will discuss the legal standard for SNT investment based on the type of SNT the trustee is managing, provide a summary of the types of proper asset classes for an SNT, discuss the use of professional money advisers to assist the
trustee, cover questions that arise when hiring a professional money adviser, and discuss the best methods for ongoing investment monitoring.

READ MORE



D2 1:30pm

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

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

A challenging aspect of managing an SNT is handling the SNT beneficiary’s housing. This becomes more difficult for the SNT beneficiary on Section 8. There are additional areas of concern for purchasing a home by the SNT trustee, placing a down payment on a home, and additional requirements for court-supervised SNTs. This program will provide a detailed overview of the essential issues the SNT trustee and their attorney needs to know to properly manage this challenging area.

READ MORE

Scroll Up