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Welcome!
The Urbatsch Law Firm is dedicated to providing comprehensive, highly personalized estate planning counsel to couples, families, individuals and businesses. Kevin Urbatsch has developed a specialty in the unique planning needs for minors and for individuals with disabilities and representing the interests of minors.

To accomplish his goal, Kevin Urbatsch serves his clients by first listening closely to their goals and concerns. He then draws on his knowledge and experience as he works with his clients to develop superior plans that reflect their unique situations for their benefit.
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Kevin Urbatsch is committed to helping his clients understand that the foundation of estate planning is not just saving tax dollars, but also appreciating the value of planning for themselves and their loved ones. The Urbatsch Law Firm engages in all forms of estate planning, ranging from the preparation of traditional wills and revocable trusts along with ancillary documents such as Advanced HealthCare Directives, Powers of Attorney, and Pour-Over Wills.

We also assist our clients with more complicated planning, such as Special Needs Trusts, pet trusts, family limited partnerships (or limited liability companies), sales to intentionally defective irrevocable trusts and business succession planning. Other common planning matters include lifetime gift programs, charitable split interest trusts, private foundations, grantor retained annuity trusts, generation-skipping transfer tax planning and life insurance planning (including irrevocable life insurance trusts and split dollar arrangements).

We also engage in all aspects of probate and trust administration, both domiciliary and ancillary. In addition to the administration process, tax-related activities for estates regularly include a full range of post-mortem planning (including qualified disclaimers and the use of the credit for tax on prior transfers).

We welcome any questions or comments you may have. Feel free to contact us at any time:
Telephone...

415-593-9944
Email...

kevin@urbatsch.com

The Urbatsch Law Firm
101 Howard Street, Suite #490
San Francisco, California 94105
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