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Estate and Special Needs Planning Estate and Special Needs Planning Estate and Special Needs Planning Estate and Special Needs Planning
  • About the Firm
    • Testimonials
  • Services
  • Special Needs News
  • Articles & Videos
    • Publications
    • Videos & Podcasts
  • Contact
  • 415-593-9944

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Author Archive for: "Kevin Urbatsch"
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By Kevin Urbatsch
In Special Needs News
Posted May 21, 2025

How to Get an Expedited Reinstatement of Your SSDI Benefits

Since not all disabilities are permanent, some people are able to return to work and no longer need SSDI. But what happens if a person's disability returns or worsens and, again, prevents them [...]

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By Kevin Urbatsch
In Special Needs News
Posted May 16, 2025

Plan for Autism Spectrum Disorder ‘Registry’ Sparks Concerns

The Department of Health and Human Services has announced a plan to research the cause of autism spectrum disorder (ASD), which includes compiling data about people with autism to determine [...]

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By Kevin Urbatsch
In Special Needs News
Posted May 15, 2025

Passing Retirement Benefits to a Child With Special Needs

Many parents have their retirement savings socked away in 401(k)s and IRAs. There are ways for beneficiaries to avoid paying taxes on the funds prematurely, but when a beneficiary has special [...]

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By Kevin Urbatsch
In Special Needs News
Posted May 15, 2025

Individualized Education Plans in Special Needs Planning

If you have a child with special needs, you may be wondering how you can ensure that their educational needs will be met and they will get the most out of their school experience. You [...]

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By Kevin Urbatsch
In Special Needs News
Posted May 15, 2025

Estate Planning for Parents of Children With Mental Illness

Planning for the future of a child with mental illness involves careful consideration of their unique needs and circumstances.

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By Kevin Urbatsch
In Special Needs News
Posted May 15, 2025

For People With Autism, New Law Signals Renewed Support

President Joe Biden signed the Autism CARES Act of 2024 in early January.

 

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By Kevin Urbatsch
In Special Needs News
Posted May 15, 2025

A Vocational Training Program for Students With Disabilities

Many parents are unaware of a half-billion-dollar federal program providing funding to states that is supposed to help students with disabilities enter the workforce when they leave high [...]

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By Kevin Urbatsch
In Special Needs News
Posted May 15, 2025

10 Tips to Consider for Special Needs Planning

Careful planning for a loved one with special needs is critical in protecting their future. This article offers tips and a comprehensive approach to care and financial support without [...]

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By Kevin Urbatsch
In Special Needs News
Posted May 15, 2025

I Don’t Need SSI or Medicaid. Why Get a Special Needs Trust?

There are many benefits to having a special needs trust that go far beyond the ability to maintain eligibility for SSI or Medicaid. For example, although Social Security Disability Insurance [...]

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By Kevin Urbatsch
In Special Needs News
Posted May 15, 2025

Have a Disability? Avoid IRA Early Withdrawal Penalties

The early withdrawal penalty has been very effective at forcing retirement plan owners to keep money in their retirement accounts, but if a retirement account owner becomes disabled, the IRS [...]

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