The Urbatsch Law Firm PC - Special Needs Planning

10/03/2025

10/03/2025

The Trisha Friedeberg Scholarship honors the legacy of a deeply respected attorney and advocate by offering full financial support for a deserving law student to attend the 2025 Special Needs Planning Symposium in Napa, California. This opportunity is intended for individuals committed to special ne...

10/14/2024

Due to popular demand, we’ve extended our Early Bird pricing for the 2025 Special Needs Planning Symposium! You now have until Halloween (October 31st) to lock in your savings and join us in Napa, CA, from February 6-8, 2025. Don't miss this opportunity to connect with leading experts in special needs planning. Register today! ://conta.cc/3zZDuT6

Email from Urbatsch Law Firm, P.C. Registration is open for the premier event in special needs planning.   Feb. 6 - 8, 2025 I Meritage Resort & Spa I Napa, CA You Asked, We Listened: Early Bird Pricin

10/07/2024

Join us in Napa for the Ninth Annual Special Needs Planning Symposium at the luxurious Meritage Resort and Spa for in-depth learning at it’s finest. Experience world class cuisine and wine while taking a deep dive into the complex area of special needs planning and administration.https://conta.cc/3XSM5ih

Email from Urbatsch Law Firm, P.C. Registration is now open for the premier event in special needs planning.   Feb. 6 - 8, 2025 I Meritage Resort & Spa I Napa, CA Register Today Early Bird Pricing End

09/10/2024

Join us for a 3-day immersive seminar dedicated to equipping professionals who plan for individuals with disabilities and administer special needs trusts. Whether you are an experienced practitioner or just starting out, this interactive and dynamic educational experience offers invaluable insights into mastering this complex yet deeply rewarding area of practice. Attendees will have the opportunity to engage with nationally renowned experts in special needs planning and administration, network with peers, and tailor their learning with a “pick and choose” menu of breakout sessions. California attorneys and private professional fiduciaries can earn up to 22.25 hours of CLE or CE credits, including 2 hours of Ethics credit, with specialists in Estate Planning, Trust, and Probate Law eligible for up to 20 hours of certified specialist CLE credit. Attend in-person to enjoy Napa’s food and wine while building connections, or join virtually from the comfort of your home. Additionally, exhibitors and sponsors will showcase premier resources designed to enhance the quality of life for individuals with disabilities and help you excel in your practice. https://conta.cc/4e2NNEz

Registration is now open for the premier event in special needs planning.   Feb. 6 - 8, 2025 I Meritage Resort & Spa I Napa, CA Register Today to Take Advantage of Early Bird Pricing   NINTH ANNUAL Sp

08/16/2024

Register Now to take advantage of early bird pricing for the premier special needs planning conference held in Napa, California at the luxurious Meritage Resort and Spa. https://conta.cc/4dqc9I6

Registration is now open for the premier event in special needs planning.   Feb. 6 - 8, 2025 I Meritage Resort & Spa I Napa, CA   NINTH ANNUAL Special Needs Planning Symposium 20+ Hours of CLE/CE Atte

07/15/2024

The Special Needs Planning Symposium is a 3-day experience dedicated to educating professionals who plan for persons with disabilities and administer special needs trusts. This informative and interactive educational adventure benefits both seasoned professionals and those just beginning their practice. There are multiple opportunities to network with nationally-renowned experts on all aspects of special needs planning and administration to ensure your mastering this complex yet rewarding field. https://conta.cc/3XEWMqb

The 2025 Special Needs Planning Symposium is now open for early bird registration!   Ninth Annual Special Needs Planning Symposium February 6 - 8, 2025 Meritage Resort and Spa Napa, California 20+ Hou

04/25/2024

Join Kevin Urbtasch today for our new webinar on Moving to Mastery, Strategic Medi-Cal Planning: Why OBRA 93 Trusts May Be Superior to SNTs.

The elimination of Medi-Cal’s asset test has fundamentally changed special needs planning. Learn when an OBRA 93 Trust can be used in lieu of an SNT and how to properly establish and manage an OBRA 93 that preserves Medi-Cal and bypasses government repayment after death.

Click here to register: https://conta.cc/3WfbL9p

02/19/2024

The 2024 Special Needs Planning Symposium is this week! See you in Napa 🌄

02/15/2024

🌟 One week until showtime! 🌟

This informative and interactive educational adventure benefits both seasoned professionals and those just beginning their practice. There are multiple opportunities to network with nationally-renowned experts on all aspects of special needs planning and administration to ensure your mastering this complex yet rewarding field.

With flexible in-person or virtual attendance, there is still time left to register!
Register Now: https://conta.cc/3RfHkfw