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Kevin Patrick Urbatsch

Elder law Attorney at Berkeley, CA

5.0   1 review

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About Kevin

Learn Kevin’s areas of practice.

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

Photos and videos

Kevin Urbatsch named as Special Needs Child Advocate by Parenting Magazine
Licensed for 29 years
State MI
Status Active in Good Standing
Acquired 2016
Updated 12/25/2022
State CA
Status Active
Acquired 1993
Updated 11/30/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Kevin

The Urbatsch Law Firm, P.C.
1240 6th Street
Berkeley, CA, 94710

Reviews

5.0 / 5.0
  1 customer review
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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 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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Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 9.9 (Superb)

Work Experience

  • National Director
  • Academy of Special Needs Planners
  • 2013 - Present
  • Owner
  • The Urbatsch Law Firm
  • 2006 - Present
  • Partner
  • Myers Urbatsch, P.C.
  • 2010 - 2015

Education

  • Saint Louis University School of Law
  • JD - Juris Doctor
  • 1993
  • Truman State University
  • BS - Bachelor of Science
  • 1988

Legal Cases

  • Conservatorship of Ida McQueen
  • Person with a disability prevailed

Associations

  • American College of Trust and Estate Counsel
  • Fellow
  • 2013 - Present
  • Academy of Special Needs Planners
  • National Director
  • 2013 - Present
  • Academy of Special Needs Planners
  • Advisory Board
  • 2012 - Present
  • Academy of Special Needs Trust Attorneys
  • Charter Member
  • 2006 - Present
  • Professional organizations and associations
  • Member
  • 2006 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 2006 - Present
  • San Francisco Trial Lawyers Association
  • Member
  • 2004 - Present
  • State Bar of California, Trusts and Estate Section
  • Member
  • 2004 - Present
  • Bar Association of San Francisco - Trusts and Estate Section
  • Member
  • 1994 - Present
  • Scribes
  • Member
  • 2006 - 2012
View all associations

Languages Spoken

  • English

Honors and Awards

  • Super Lawyer - Northern California
  • SuperLawyers
  • 2018
  • Super Lawyer
  • SuperLawyers
  • 2017
  • Super Lawyer
  • SuperLawyers
  • 2016
  • SuperLawyer
  • SuperLawyers
  • 2015
  • Superlawyer
  • SuperLawyers
  • 2014
  • Superlawyer
  • Northern California Superlawyer
  • 2013
  • Northern Caliifornia
  • SuperLawyers
  • 2012
  • Northern California SuperLawyer
  • Super Lawyers
  • 2011
  • President's Recognition Award
  • National Academy of Elder Law Attorneys
  • 2011
  • Northern California SuperLawyer
  • SuperLawyers
  • 2010
  • Top Attorneys - Northern California
  • KRON-4
  • 2010
View all awards

Publications

  • Nolo Press
  • Special Needs Trusts: Protect Your Child's Financial Future (5th Ed.)
  • 2013
  • Nolo Press
  • Special Needs Trusts
  • 2011
  • 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
  • 2006
  • California Continuing Education of the Bar (CEB)
  • Problematic Situations — Estate Planning to Benefit Disabled Persons
  • 2006
  • NAELA News (National Academy of Elder Law Attorneys publication)
  • Section 8 and Special Needs Trusts — Stretching out the Dollars for Housing
  • 2004
  • NAELA News, Feb. 2003, Vol. 15, Issue 1
  • 529 Plans and Special Needs Trusts, A Round Peg Fits Nicely Into a Square Hole
  • 2003
View all publications

Speaking Engagements

  • AJA webinar series
  • Qualified Settlement Funds: What are They and How are they Used
  • 2013
  • Estate Planning for Children with Disabilities
  • Estate Planning
  • 2007
  • Special Needs Trusts - Planning for the Disabled in California
  • Estate Planning
  • 2007
  • Prep Course for Certified Specialist Exam
  • Estate Planning
  • 2007
  • Prep Course for Certified Specialist Exam
  • Estate Planning
  • 2005
  • Will and Trust Contests
  • Estate Planning
  • 2001
View all speaking engagements

Attorney endorsements

Received (5)
Given (1)
Endorse Kevin
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 | Aug 16
Relationship: Other
"I endorse this lawyer."
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."
Elder law Attorney | Jul 31
Relationship: Fellow lawyer in community
"Kevin is an accomplished attorney with a level of professionalism, responsiveness and balanced approach to the practice of law that clients deserve."
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."
Estate planning

Avvo Contributions

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Berkeley Elder law Lawyer Kevin Patrick Urbatsch
Kevin Patrick Urbatsch
Elder law Attorney
Berkeley, CA
Licensed for 29 years
Free Consultation