Kevin Urbatsch

Kevin Urbatsch

Bio as of July 2012:

Kevin Urbatsch is a settlement planning attorney in San Francisco, California. He is a Certified Specialist in Estate Planning, Probate, and Trust law and practices exclusively in the estate planning field with an expertise in planning for minors and persons with disabilities on receipt of settlement funds. He is the author of several books on special needs planning and a frequent lecturer on Qualified Settlement Funds, Medicare Set-Aside Accounts, and Special Needs Trusts. Contact him at Kevin@Urbatsch.com or visit the Web site: www.MyersUrbatsch.com.

Articles written by this author:

Special Needs Trusts: How to keep your win from becoming your client’s loss

Avoiding great hardship for a client who receives certain public benefits requires careful planning

Kevin Urbatsch

2008 April


Establishing the Special Needs Trust: How to keep your win from becoming your client’s loss

Avoiding great hardship for a client who receives certain public benefits requires careful planning

Kevin Urbatsch

2008 May


Settling a minor’s lawsuit: A procedural and practical primer

Resist the pressure to wrap up a minor’s personal injury case quickly so all bases are covered

Kevin Urbatsch
Mercy Hall

2012 July


The Affordable Care Act and settlement planning

Plaintiffs with disabilities may require a Special Needs Trust to preserve eligibility for Medi-Cal or to qualify for government-subsidized health insurance under ACA.

Kevin Urbatsch

2013 December