Knowing How to Draft a Special Needs Trust
Is One Thing,
Knowing How to Properly Administer It
Is a Whole ‘Nother Thing!

A Special Needs Trust, correctly drafted, can preserve a disabled beneficiary’s public benefits - - but only if the SNT is also properly administered!

And consider this…most people appointed as Trustee don’t have a clue! And most estate planning attorneys and financial advisors have very little experience or knowledge of how to administer an SNT either!

You have the opportunity to carve out a planning niche that will differentiate you from the competition (while also protecting yourself from future malpractice liability) by learning the answers to:

  • What are the most common mistakes in administering Special Needs Trusts (and how to avoid them)?
  • How do you make distributions that will not interfere with public benefits?
  • What are the SNT reporting requirements to public agencies?
  • What are the key differences between the various types of Special Needs Trusts and how do they impact your clients differently?
  • How and when should you terminate a Special Needs Trust?

Learn how to solve these and other critical SNT and critical disability planning issues by joining us on for a program entitled, “Administering Special Needs Trusts” sponsored by the Academy of Special Needs Planners with guest speaker, estate planning attorney and California State Bar Certified Specialist in Estate Planning, Trust & Probate Law, Kevin Urbatsch.

  • Program Title: Administering Special Needs Trusts
  • Speaker:
  • Duration: 90 minutes

Kevin Urbatsch

J.D., California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Kevin Urbatsch

Kevin Urbatsch is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization.  In May 2011, Kevin was presented the NAELA’s Presidential Recognition Award for his work in special needs planning. In 2010, 2011 and 2012, Kevin was named a Northern California Superlawyer. In 2009, Kevin was named KRON-TV’s Best of the Bay estate planning attorney for San Francisco and for Northern California. In 2012, Kevin Urbatsch was named a member of the Advisory Board to the Academy of Special Needs Planners, a national organization of special needs planning professionals.

Kevin is the author (or co-author) of several books and treatises, including Administering the California Special Needs Trust published in 2011 by IUniverse, Special Needs Trusts: Protecting Your Child’s Financial Future 4th Ed. published in 2011 by Nolo Press, and is the contributing-editor and partial author of CEB’s award winning publication titled Special Needs Trusts – Planning, Drafting, and Administration.  He is also the Co-Executive Editor of the NAELA Journal. The Journal is a compilation of scholarly articles concerning elder law and special needs law read by the over 4,000 member NAELA organization.

Kevin has been a member of the California Bar since 1993. He received his law degree from St. Louis University in 1993 and his undergraduate degree from Truman State University in 1988. He began his California law practice as a litigator where he specialized in a variety of matters, including but not limited to elder financial abuse, American with Disabilities Act public access cases, and trust and estate litigation. He has participated in several trials as lead counsel, numerous arbitrations, mediations and other formal dispute resolution forums. He also represented a plaintiff in overturning a Northern District of California opinion in the Ninth Circuit case Graham v. USA 96 F.3d 446 (1996).


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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