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Kevin Patrick Urbatsch
About Kevin
Biography
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
Practice Areas
5
Practice Areas
Fees and Rates
Cost
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in Michigan for 9 years
State: Michigan
Acquired: 2016
No misconduct found
Licensed in California for 32 years
State: California
Acquired: 1993
No misconduct found
Location
The Urbatsch Law Firm, P.C.
1240 6th Street, Berkeley, CA, 94710
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Kevin Patrick Urbatsch's Reviews
Showing 1 - 1 of 1 client review from Avvo
Posted by Will | May 23, 2011
Broad knowledge in Special Needs
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 hav...
Kevin Patrick Urbatsch's Lawyer Endorsements
"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."
"I endorse this lawyer."
"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."
"Kevin is an accomplished attorney with a level of professionalism, responsiveness and balanced approach to the practice of law that clients deserve."
"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."
Michele Fuller
Estate planning lawyer
Experience
Honors
2023
Superlawyer, SuperLawyers
2022
Super Lawyer, SuperLawyers
2021
Super Lawyer, SuperLawyers
2020
Super Lawyer, Superlawyers
2019
Superlawyers, California Super Lawyers
2018
Super Lawyer - Northern California, SuperLawyers
2017
Super Lawyer, SuperLawyers
2016
Super Lawyer, SuperLawyers
2015
SuperLawyer, SuperLawyers
2014
Superlawyer, SuperLawyers
2013
Superlawyer, Northern California Superlawyer
2012
Northern Caliifornia, SuperLawyers
2011
Northern California SuperLawyer, Super Lawyers
2011
President's Recognition Award, National Academy of Elder Law Attorneys
2010
Northern California SuperLawyer, SuperLawyers
2010
Top Attorneys - Northern California, KRON-4
Work Experience
2013 - Present
National Director, Academy of Special Needs Planners
2006 - Present
Owner, The Urbatsch Law Firm
2010 - 2015
Partner, Myers Urbatsch, P.C.
Associations
2013 - Present
American College of Trust and Estate CounselFellow
2013 - Present
Academy of Special Needs PlannersNational Director
2012 - Present
Academy of Special Needs PlannersAdvisory Board
2006 - Present
Academy of Special Needs Trust AttorneysCharter Member
2006 - Present
Professional organizations and associationsMember
2006 - Present
National Academy of Elder Law AttorneysMember
2004 - Present
San Francisco Trial Lawyers AssociationMember
2004 - Present
State Bar of California, Trusts and Estate SectionMember
1994 - Present
Bar Association of San Francisco - Trusts and Estate SectionMember
2006 - 2012
ScribesMember
Sample of Legal Cases
Conservatorship of Ida McQueen
Person with a disability prevailed
Education
1993
Saint Louis University School of Law
JD - Juris Doctor
1988
Truman State University
BS - Bachelor of Science
Speaking Engagements
2013
AJA webinar series
Qualified Settlement Funds: What are They and How are they Used
2007
Special Needs Trusts - Planning for the Disabled in California
Estate Planning
2007
Prep Course for Certified Specialist Exam
Estate Planning
2007
Estate Planning for Children with Disabilities
Estate Planning
2005
Prep Course for Certified Specialist Exam
Estate Planning
2001
Will and Trust Contests
Estate Planning
Publications
2017
iUniverse publication
Administering the California Special Needs Trust - 2nd Edition
2013
Nolo Press
Special Needs Trusts: Protect Your Child's Financial Future (5th Ed.)
2011
Nolo Press
Special Needs Trusts
2011
iUniverse publication
Administering the California Special Needs Trust
2006
California Continuing Education of the Bar (CEB)
Problematic Situations — Estate Planning to Benefit Disabled Persons
2006
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 Person
2004
NAELA News (National Academy of Elder Law Attorneys publication)
Section 8 and Special Needs Trusts — Stretching out the Dollars for Housing
2003
NAELA News, Feb. 2003, Vol. 15, Issue 1
529 Plans and Special Needs Trusts, A Round Peg Fits Nicely Into a Square Hole
Languages
English