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Kevin Patrick Urbatsch

Kevin Patrick Urbatsch

Practice areas:

Elder Law, Guardianship, Trusts, Probate, Wills & Living Wills

About Me

Kevin Urbatsch is a Certified Specialist in Estate Planning, Trust, and Probate law by the California State Bar Board of Legal Specialization. His entire practice is devoted to estate planning, trust administration, probate, conservatorship, and guardianship matters. He specializes in cases involving individuals with disabilities and in establishing both first party and third party Special Needs Trusts.

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Practice Areas

Licensed since 1993

  1. Wills & Living Wills: 20%
  2. Probate: 20%
  3. Trusts: 20%
  4. Guardianship: 20%
  5. Elder Law: 20%

Payment

Fees:

Free Consultation (30 minutes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

5 total 

  • Steven Patrick Riley

    Truth: Other attorneys turn to Kevin when they have complex questions or need help serving clients with special needs. He's a nationally recognized thought-leader in his field. If you want the best, Kevin's it. He is highly skilled, knowledgeable and driven to solve complex issues to protect clients and their families.

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    Steven Riley Estate Planning Attorney
    Relationship: Fellow lawyer in community

  • Barbara S Schlichtman

    I endorse this lawyer.

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    Barbara Schlichtman Elder Law Attorney
    Relationship: Other

Contact Info

Myers Urbatsch, P.C.

625 Market Street, 4th Floor
San Francisco, CA, 94105-6123

Resume

License
StateStatusAcquiredUpdated
CAActive199305/20/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
SuperlawyerNorthern California Superlawyer2013
Northern CaliiforniaSuperLawyers2012
Northern California SuperLawyerSuper Lawyers2011
President's Recognition AwardNational Academy of Elder Law Attorneys2011
Northern California SuperLawyerSuperLawyers2010
Top Attorneys - Northern CaliforniaKRON-42010

Work Experience
TitleCompany NameDuration
National DirectorAcademy of Special Needs Planners2013 - Present
PartnerMyers Urbatsch, P.C.2010 - Present
OwnerThe Urbatsch Law Firm2006 - Present

Associations
Association NamePosition NameDuration
American College of Trust and Estate CounselFellow2013 - Present
Academy of Special Needs PlannersAdvisory Board2012 - Present
Academy of Special Needs Trust AttorneysCharter Member2006 - Present
Professional organizations and associationsMember2006 - Present
National Academy of Elder Law AttorneysMember2006 - Present
ScribesMember2006 - 2012
San Francisco Trial Lawyers AssociationMember2004 - Present
State Bar of California, Trusts and Estate SectionMember2004 - Present
Bar Association of San Francisco - Trusts and Estate SectionMember1994 - Present

Legal Cases
Case NameOutcome
Conservatorship of Ida McQueenPerson with a disability prevailed

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Publications
Publication NameTitleDate
Nolo PressSpecial Needs Trusts: Protect Your Child's Financial Future (5th Ed.)2013
Nolo PressSpecial Needs Trusts2011
iUniverse publicationAdministering the California Special Needs Trust2011
California Trusts and Estates Quarterly, Volume 12, Issue 3, Fall 2006 Preserving Eligibility for Public Benefits and Inherited Assets When There Has Been No (or Ineffective) Planning for a Disabled Person2006
California Continuing Education of the Bar (CEB)Problematic Situations — Estate Planning to Benefit Disabled Persons2006
NAELA News (National Academy of Elder Law Attorneys publication)Section 8 and Special Needs Trusts — Stretching out the Dollars for Housing2004
NAELA News, Feb. 2003, Vol. 15, Issue 1529 Plans and Special Needs Trusts, A Round Peg Fits Nicely Into a Square Hole2003

Education
School NameMajorDegreeGraduated
Saint Louis University School of LawLawJD - Juris Doctor1993
Truman State UniversityN/ABS - Bachelor of Science1988

Speaking Engagements
Conference NameTitleDate
AJA webinar seriesQualified Settlement Funds: What are They and How are they Used2013
Special Needs Trusts - Planning for the Disabled in CaliforniaEstate Planning2007
Prep Course for Certified Specialist ExamEstate Planning2007
Estate Planning for Children with DisabilitiesEstate Planning2007
Prep Course for Certified Specialist ExamEstate Planning2005
Will and Trust ContestsEstate Planning2001