Sonoma County Bar Association
Avoiding Common Mistakes When Drafting and Administering Special Needs Trusts
Planning for a person with a disability requires different skills than in traditional estate planning. A person with a disability typically requires public benefits to enhance his or her quality of life. Yet, the public benefit laws are complex and ever-changing. Planners often make mistakes that can cost persons with a disability substantial funds for their care. This program will describe the most common errors the speaker sees and how best to avoid them. Some of these errors include drafting mistakes in the documents, failing to keep current with new laws (such as ABLE accounts), or not understanding proper Special Needs Trust administration.
Kevin Urbatsch, Esq.
Urbatsch Law Firm P.C.
Mr. Urbatsch is a principal of the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Pleasant Hill, California. He serves as National Director of the Academy of Special Needs Planners (ASNP) and Editor-in-Chief of the NAELA Journal. Mr. Urbatsch is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization. He is also a fellow of the American College of Trust and Estate Counsel (ACTEC). He is a frequent lecturer to professionals and consumers on special needs and estate planning and is the author (or co-author) of several books and treatises, including Attorney-Editor and partial author of CEB’s award winning publication titled Special Needs Trusts – Planning, Drafting, and Administration. Mr. Urbatsch has been a member of the California Bar since 1993. He received his law degree from St. Louis University in 1993 and his undergraduate degree from Truman State University in 1988. He began his California law practice as a litigator where he specialized in a variety of matters, including but not limited to elder financial abuse, Americans with Disabilities Act public access cases, and trust and estate litigation.
Thank You Council on Aging For Sponsoring This Program!
Date: Thursday, November 30, 2017
Time: Check-In: 11:45 am; Presentation: 12:00—1:00 pm
Presenter(s): Kevin Urbatsch, Esq., Urbatsch Law Firm P.C.
Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404 Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street at rate of $.75 per hour. Please do not park in the parking lot at 111 Santa Rosa Avenue.
Registration Fee: $55–SCBA Members; $70–Public
MCLE: 1.0 Unit Participatory MCLE Credit in General Law and
1.0 Unit Participatory Specialization Credit in Estate Planning, Trust & Probate Law
Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)
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