As a Enrollment Director of a national Pooled Special Needs Trust program with Charities Pooled Trust we have continual complex issues to address with each of clients needs. Kevin's knowledge and support has been instrumental in our success over the last few years. With his help and expertise we have been able to broaden our help to the disabled community to include court supervised trusts. Kevin's is prompt, responsive and reliable.
Kevin Urbatsch is a principal of the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Berkeley, 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).
Kevin hosts the Special Needs Planning Symposium an annual conference for planning professionals in wine country in Northern California. See .
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 2021, 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.
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 and you can review his author’s page on
As a Enrollment Director of a national Pooled Special Needs Trust program with Charities Pooled Trust we have continual complex issues to address with each of clients needs. Kevin's knowledge and support has been instrumental in our success over the last few years. With his help and expertise we have been able to broaden our help to the disabled community to include court supervised trusts. Kevin's is prompt, responsive and reliable.
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Elder law Attorney | Aug 21
Relationship: Fellow lawyer in community
"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."
Elder law Attorney | Jul 31
Relationship: Worked together on matter
"Kevin is a nationally recognized expert in special needs planning. He was also recently quoted in the the Wall Street Journal in an article about estate planning for special needs families. He is a compassionate and zealous advocate for his clients."
Estate planning Attorney | Feb 02
Relationship: Fellow lawyer in community
"Kevin Urbatsch is a leader in estate planning, particularly in the very specialized area of Special Needs Trusts. He edited the widely used treatise on Special Needs Trusts published by the Regents of the University of California, and is well-regarded by his many friends in the profession. I had the good fortune to present a professional seminar on Special Needs Trusts with him at a regional conference and was delighted by the thoroughness of his knowledge. Mr. Urbatsch should be at the top of the list for anyone seeking a special needs planning attorney."