Kevin Urbatch - Author Page
Books
- Administering the California Special Needs Trust, 3rd Edition (2020)
- Administering the California Special Needs Trust: A Guide for Assisting a Person with a Disability as Trustee of a Special Needs Trust, iUniverse (November 2011)
- Special Needs Trusts: Protect Your Child’s Financial Future 8th Edition” Nolo Press (April 2019)
- CEB book, Special Needs Trusts: Planning, Drafting, and Administration Chapter 12 (January 2008)
Articles
- Plan and Preserve: Settlement Planning for Persons with Disabilities – Trial magazine (April 2020)
- SSA’s 2019 POMS Update: Does Every Attorney who Drafts an SNT Required to Obtain Fee Approval from SSA or go to Jail
- Kevin Urbatsch as Featured Member of NAELA
- Depublishing Scott v. McDonald: an Opinion that Nearly Wreaked havoc on Special Needs Trusts
- Letter Kevin Urbatsch’s successful letter to the California Supreme Court seeking depublication of bad law about how Special Needs Trusts can be used to enhance the quality of life of persons with disabilities that was supported by the Academy of Special Needs Planners (ASNP), California Advocates for Nursing Home Reform (CANHR), Consumer Attorneys of California (CAOC), CPT Institute (leading California Pooled Special Needs Trust program), and the Professional Fiduciary Association of California (PFAC).
- Scott v. McDonald The Scott v. McDonald opinion in which a California Appellate Court improperly ruled that SNT trustees cannot use trust funds for a person with a disability’s food, clothing, or shelter and cannot use funds for any other purpose unless it was directly related to her disability. Kevin Urbatsch led the fight to have this case depublished which means that it cannot be used as law against any other SNT trustee.
- “Achieving A Better Life Experience (ABLE) Accounts: A New Planning Tool For Persons With Disabilities” – California Trusts and Estates Quarterly”, June 2018
- “Settlement Planning for Plaintiffs with Special Needs: Using the Special Needs Trust and Qualified Settlement Fund” – The Trial Lawyer, Summer 2013
- “Pooled Trusts: An Approach to Special Needs Planning for Families of Modest Means” – Bifocal, Journal of the ABA Commission on Law and Aging (June 2013)
- “Affordable Care Act’s Financial Effect on Settlement Planning” – OCTLA – The Gavel (Fall 2013)
- “Traps for the Unwary During Special Needs Trust Administration” – Estate Planning (June 20, 2013) Vol 40, No. 6
- “The Future of Planning for Persons with Disabilities: What Challenges Will Arise” – NAELA Journal (May 2013)
- “Settling the Minor’s Lawsuit: Legal Requirements and Practical Advice” -Plaintiff’s Magazine (July 2012)
- “Preserving Plaintiff’s Medi-Cal and Medicare Benefits” Advocate Magazine (September 2011)
- “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” and “Problematic Situations – Estate Planning to Benefit Disabled Persons”, CEB Complete Plans for Small and Mid-Size Estates , 2006
