Peter S. Myers has been named one of the nation's top 100 wealth planning attorneys by Worth Magazine. Kevin Urbatsch has developed a specialty in the unique planning needs for minors and for individuals with disabilities. He has a particular expertise in assisting personal injury attorneys in assisting their plaintiff clients to properly plan after obtaining a settlement or judgment. Sean R. Kenney's practice complements both shareholders' expertise because of his continued success in obtaining positive results in federal and state tax controversies, in addition to knowing what pitfalls to avoid when making critical planning decisions involving sophisticated tax issues.
Our unique ability is in the area “major life events” and “crisis” representation, such as a major liquidity event in a business (for the owner or senior executive), an estate or tax planning problem or opportunity, a pressing asset protection need, or a sudden or unexpected incapacity or death in the family. We work exclusively for individuals, families and businesses who deserve a “white glove” approach.
Myers Urbatsch, P.C. Attorneys Announce New Business Succession Planning Book
Peter S. Myers, Kevin Urbatsch and Sean Kenney are pleased to announce the publication of CEB’s new book Business Succession Planning: Strategies for California’s Business and Estate Planning Attorneys. This book is the first of its kind in California to address the unique planning issues that arise when attempting to transfer a closely held or family business from one generation to the next. Peter S. Myers is the Executive Editor of the entire book and wrote or co-wrote the following chapters, “Introduction to Family Business Transfer Techniques,” “Intrafamily Loans, Intrafamily Sales, and Private Annuities,” and “Nonqualified Deferred Compensation, Employee Stock Ownership Plans, and Stock Options.” Kevin Urbatsch co-authored the chapter on “Professional Practice and Licensee Succession.” Sean Kenney co-authored the chapter “Family Limited Partnerships and Family Limited Liability Companies.” To obtain a copy of the book, visit CEB’s website here
We welcome any questions or comments you may have. Feel free to contact us at any time:
Telephone
(415) 896-1500
Email
kevin@urbatsch.com
Myers Urbatsch PC
100 Spear Street, Suite 1430
San Francisco, California 94105
2025 Rose Street, Suite 101
Berkeley, CA 94709
DISCLAIMER: The content of this website is intended for informational purposes only. Nothing herein is intended to form the basis of an attorney-client relationship or constitute legal advice. Sending an e-mail to this firm or to an attorney at this firm will not create an attorney-client relationship. No attorney-client relationship will be created unless and until a written attorney-client agreement is signed by an attorney for Myers Urbatsch P.C. Your use of this web site is at your own risk. We are not responsible for any errors or omissions in the content of this site or for damages arising from the use or performance of this site under any circumstances.
By accessing our web site, you agree that the statutes and laws of the State of California will apply to all matters relating to use of this web site and you agree to submit to the exclusive personal jurisdiction and venue of the Superior Court of San Francisco and/or the United States District Court for the Northern District of California with respect to such disputes. The inclusion of any link on this site does not imply any recommendation, approval or endorsement of that site by us. In any State where this web site fails to comply with all laws and ethical rules of that state, this web site is not intended to be advertising and we do not wish to represent anyone desiring representation based upon viewing this web site.
