{"title":"Kevin Urbatsch Attorney","description":null,"products":[{"product_id":"administering-the-california-special-needs-trust-book-kevin-urbatsch-attorney-9781532001727","title":"Administering the California Special Needs Trust","description":"\u003cp\u003eAdministering a special needs trust (SNT) is a very important job, which often has a profound impact on the life of persons with disabilities. In most cases, the SNT trustee is providing the beneficiary goods and services that improve their quality of life. In some cases, the SNT trustee may be the only person looking to the beneficiary's welfare. Thus, the role of SNT trustee is often a more substantial role than in many other types of trusteeships. The great SNT trustee is a solid financial manager, accountant, record keeper, legal counselor, public benefits advisor, social worker, housing coordinator, civil rights advocate, guardian, and life coach. This is why author Kevin Urbatsch published his book titled Administering the California Special Needs Trust.\u003c\/p\u003e \u003cp\u003eIt has been five years since the book was published. The reception for it far exceeded expectations. There have been excellent reviews of how it has helped SNT trustees, beneficiaries, their families, and professionals who advise persons with disabilities. After reviewing the book, the Federal Financial Institutions Examination Council (FFIEC) flew Kevin to Washington D.C. to present to federal government bank auditors on what to look for when auditing corporate trustees when banks administer special needs trusts. Other than the numbers that change each year, like SSI or SSDI, the balance of the book was current and up-to-date. However, there were some subjects that were missing in the book plus a couple of big changes that occurred since publication, including the passage of the Affordable Care Act and the ABLE (Achieving a Better Life Experience) Act that provide excellent new tools for the SNT trustee. \u003c\/p\u003e \u003cp\u003eKevin recruited several of his professional colleagues to assist in preparing this Second Edition of the book including Michele Fuller, Robert Nuddleman, Herb Thomas, Courtney Kosnik, Scott MacDonald, and Daniel Cutter. With their assistance, Kevin added the following new chapters to the book Paying Caregivers, Paying Trustee's Fees, Understanding and Utilizing ABLE Accounts, and Protecting the SNT Trustee. Kevin was also able to update and revise the information in the balance of the book and provide additional forms to make the job of being an SNT trustee safer and more efficient.\u003c\/p\u003e \u003cp\u003eWith the checklists, form documents and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing an SNT for persons with disabilities.\u003c\/p\u003e","brand":"WoB","offers":[{"title":"US \/ GOOD \/ SBYB","offer_id":49506777432337,"sku":"CIN153200172XG","price":0.0,"currency_code":"GBP","in_stock":false},{"title":"US \/ VERY_GOOD \/ SBYB","offer_id":49938627264785,"sku":"CIN153200172XVG","price":0.0,"currency_code":"GBP","in_stock":false},{"title":"US \/ NEW \/ INGRAM","offer_id":51034944405777,"sku":"NIN9781532001727","price":0.0,"currency_code":"GBP","in_stock":false},{"title":"GB \/ NEW \/ INGRAM","offer_id":52404764770577,"sku":"NLS9781532001727","price":0.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/4072\/6801\/files\/153200172X.jpg?v=1751117858"},{"product_id":"special-needs-trusts-book-kevin-urbatsch-attorney-9781413324112","title":"Special Needs Trusts","description":"\u003cb\u003eLeave money to a loved one with a disability--without losing benefits\u003c\/b\u003e \u003cbr\u003e Use a special needs trust to provide financial security for your child (or anyone) with a disability, without jeopardizing important government benefits. Funds in a special needs trust do not count against eligibility for benefits and can be used to improve the quality of your child's life. \u003cbr\u003e This book provides everything you need to know about special needs trusts--whether you make one yourself or have an attorney draft one for you. The authors explain: \u003cbr\u003e\u003cul\u003e \u003cli\u003e how special needs trusts work \u003c\/li\u003e\n\u003cli\u003e the trustee's role \u003c\/li\u003e\n\u003cli\u003e ways to pass important information to successor trustees \u003c\/li\u003e\n\u003cli\u003e the pros and cons of joining a pooled trust, and \u003c\/li\u003e\n\u003cli\u003e creating special needs trust with or without a lawyer. \u003c\/li\u003e\n\u003c\/ul\u003e\u003cbr\u003e This 7th edition is thoroughly updated and includes new chapters on ABLE accounts and letters of intent.","brand":"WoB","offers":[{"title":"US \/ GOOD \/ SBYB","offer_id":49804304122129,"sku":"CIN1413324118G","price":0.0,"currency_code":"GBP","in_stock":true},{"title":"US \/ VERY_GOOD \/ SBYB","offer_id":51319754064145,"sku":"CIN1413324118VG","price":0.0,"currency_code":"GBP","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/4072\/6801\/files\/1413324118.jpg?v=1751241106"},{"product_id":"administering-the-california-special-needs-trust-book-kevin-urbatsch-attorney-9781462060511","title":"Administering the California Special Needs Trust","description":"In \u003ci\u003eAdministering the California Special Needs Trust, \u003c\/i\u003e author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. \u003ci\u003eAdministering the Special Needs Trust\u003c\/i\u003e addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With checklists, form documents, and law summaries included, \u003ci\u003eAdministering the Special Needs Trust\u003c\/i\u003e contains a wide range of information for those charged with the responsibility of managing a special needs trust for people with disabilities.","brand":"WoB","offers":[{"title":"US \/ GOOD \/ SBYB","offer_id":50383224078609,"sku":"CIN146206051XG","price":0.0,"currency_code":"GBP","in_stock":false},{"title":"US \/ NEW \/ INGRAM","offer_id":51027661783313,"sku":"NIN9781462060511","price":0.0,"currency_code":"GBP","in_stock":false},{"title":"US \/ VERY_GOOD \/ SBYB","offer_id":51336016363793,"sku":"CIN146206051XVG","price":0.0,"currency_code":"GBP","in_stock":false},{"title":"GB \/ NEW \/ INGRAM","offer_id":52333213417745,"sku":"NLS9781462060511","price":0.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/4072\/6801\/files\/146206051X.jpg?v=1751371219"}],"url":"https:\/\/www.worldofbooks.com\/collections\/author-books-by-kevin-urbatsch-attorney.oembed","provider":"World of Books ","version":"1.0","type":"link"}