Upcoming events

    • July 27, 2021
    • 3:00 PM (PDT)
    • Zoom Meeting
    • 69
    Register

    The Financial Forum will host a Zoom event on Tuesday, July 27th at 3 PM. The topic will be Special Needs Trusts presented by Kevin Urbatsch.

    Kevin Urbatsch 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, specializing in a variety of matters, including but not limited to elder financial abuse, Americans with Disabilities Act public access cases, and trust and estate litigation.

    He is the National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals. In addition, he is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization. He is also a fellow of the American College of Trust and Estate Counsel (ACTEC).

    In 2013, Parenting Magazine named him one of the nation’s Top Child Advocates for his work in fighting for children’s rights with special needs. In each year from 2010 to 2017, he was named a Northern California Superlawyer. In 2009, he was named KRON-TV’s Best of the Bay estate-planning attorney for Northern California.

    This event is open to all members of the Financial Forum. Registration is required, just click the Register button to sign up. There will be a limit of 100 registrations. We will send out the Zoom link several days before the event. For information on the event or on becoming a member, please contact Joe Hoffman at 925-954-7912.

Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595

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