ARTICLES

Kevin Urbatsch has several published articles including:

“Administering the California Special Needs Trust” IUniverse (November 2011)

“Special Needs Trusts: Protect Your Child’s Financial Future, 4th Edition” Nolo Press (April 2011)

“Succession Planning for Law Practices” CEB book Business Succession Planning, Chapter 15 (June 2010)

“Tax Efficient Gifting to a Third Party Special Needs Trust” ElderLaw Answers (May 2008)

“Special Needs Trusts: How to Keep Your Win From Becoming Your Client’s Loss” Plaintiff’s Magazine (April 2008)

“Suggested Provisions in a (d)(4)(A) SNT” CEB book, Special Needs Trusts: Planning, Drafting, and Administration Chapter 10 (January 2008).

“Establishing a (d)(4)(A) Special Needs Trust” CEB book, Special Needs Trusts: Planning, Drafting and Administration Chapter 11 (January 2008).

“Pooled Special Needs Trust” CEB Special Needs Trusts: Planning, Drafting and Administration Chapter 12 (January 2008).

“Preserving Eligibility for Public Benefits and Inherited Assets When There Has Been No (or Ineffective) Planning for a Disabled Person”, California Trusts and Estates Quarterly, Volume 12, Issue 3, Fall 2006.

“Problematic Situations – Estate Planning to Benefit Disabled Persons”, CEB book Complete Plans for Small and Mid-Size Estates, 2006.

Section 8 and Special Needs Trusts – Stretching out the Dollars for Housing” -- NAELA News (National Academy of Elder Law Attorneys publication) 2004;

“529 Plans and Special Needs Trusts, A Round Peg Fits Nicely Into a Square Hole”, NAELA News, Feb. 2003, Vol. 15, Issue 1.

“2005 Updates to Prep Course for California Specialist Exam for Estate Planning” -- Course Materials, Estate and Trust Education Resources, LLC .

“2003 Updates to Prep Course for California Specialist Exam for Estate Planning” -- Course Materials, Estate and Trust Education Resources, LLC.