At Myers Urbatsch P.C., we focus on business planning, estate planning, special needs planning, and related practice areas. Our geographic focus includes the Counties of San Francisco, Alameda, Contra Costa, San Mateo and Marin. We help clients plan for the future, preserve their wealth against the high cost of long-term care and onerous estate taxes, provide for the future of their loved ones, and leave a lasting legacy.
We invite you to explore this site to learn more about how we can help you accomplish these and other goals. Click on the About Us tab to see our approach to the practice of law and information about our attorneys. Go to the blog, articles and practice areas sections of the site for an introduction to business and estate planning, as well as recent developments in the law that can impact your financial well-being. You’ll also find helpful links on topics that interest you by clicking the Links tab.
Or better yet, contact us for an initial consultation. We welcome the opportunity to get to know you and discuss how we can design a customized plan capable of addressing your concerns and achieving your goals.
Education and Training
The professionals at Myers Urbatsch P.C. provide educational seminars and training courses for consumers, attorneys, fiduciaries, business owners, accountants, health care providers, and other related professionals. We cover a wide range of topics dealing with both the fundamentals of estate planning to sophisticated topics such as business succession planning and special needs planning. Please see our Seminars page for upcoming events.
Two of our regular and popular programs are:
The Fiduciary Attorney Summit in Lake Tahoe.
This is a fun and educational gathering intended for attorneys and fiduciaries to draw on each other’s experience, inspire creativity, and find solutions to mutual problems. Please go to http://www.fiduciaryattorneysummit.com for information and registration on our latest conference. Our upcoming 2016 summit is on January 28, 2016 – January 30, 2016.
Review Course to Take Exam to Become a California Certified Specialist in Estate Planning, Trust and Probate Law.
Since 2001, Peter Myers and Kevin Urbatsch have taught California estate planning attorneys how to prepare and take the exam to become a State Bar Board Certified Specialist in Estate Planning, Trust and Probate Law. There are both on-line courses and a multi-day live cram session. Please go to http://prep-course.com for information and registration. Our next Estate Planning, Trust and Probate Law – 3 Day Live Review and Refresher Course is on September 17, 2015 – September 19, 2015. Be fully prepared for the exam on October 27, 2015!
- Business Planning
- Estate Planning
- Elder Law – Medi-Cal Planning
- Special Needs Planning
- Settlement Planning
- Trust Administration
- Probate of Estates
- Charitable Giving