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
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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
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The Urbatsch Law Firm
101 Howard Street, Suite #490
San Francisco, California 94105
You can also send us a message directly through the Contact page of this website.
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