Peter S. Myers Business Succession Lawyer of the Year USA Firm Profile

When closely held businesses need help planning an orderly succession, other firms and advisers turn with confidence to the experts at Myers Urbatsch P.C. in San Francisco. Led by founding partners Peter Myers and Kevin Urbatsch, the boutique firm specializes in matters of business planning and succession, along with estate planning, probate and trust administration and related disputes. The firm has broad and deep expertise in business succession, which is why Lawyers Monthly has awarded it Business Succession Planning Firm of the Year.

Its recognized attorneys lecture and write regularly and have a number of well-regarded publications in their portfolio of work, including the touted Business Succession Planning for California Estate and Business Attorneys, published by the Regents of the University of California, for which Peter Myers was Executive Editor and author of four chapters. Myers Urbatsch remains small enough to provide each client family with undivided, personalized attention, and collaborate effectively with accounting firms, attorneys of other specialties and advisers of many types. This collaborative model has led to successes in planning and implementing efficient succession plans for the closely-held business-owner and family.

Myers and Urbatsch are again Northern California Super Lawyers, and Myers was recently named to the Top 100 estate planning

About Peter Myers

Peter Myers is a lecturer, author and Certified Specialist

in Estate

Planning. Mr. Myers’s most

recent books

are Business Succession for

Estate Planning

and Business Lawyers (Executive Editor and author of four chapters,

CEB 2013) and The WonderDads Guide to California Estate Planning (WonderDads 2013). He is working on a book for fiduciaries and related professionals called California Trust Administration and International Estate Planning for U.S. Persons to be published in 2014.

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Peter Myers was graduated from Hasting College of Law in 1984 after receiving his B.A. from American University (attending the campuses in Rome, Paris and Washington, D.C.). Mr. Myers is licensed in California and Nevada, U.S. Tax Court, and all federal courts (Southern, Central, Eastern and Northern Districts) in California, including the Ninth Circuit Court of Appeals.

Mr. Myers has served on a number of Boards of Directors for local charities and was adjunct professor at Golden Gate University. He serves as an expert witness and mediator in business succession, trusts and estates law. The firm handles difficult and/or complex matters where

experience in problem-solving is important, such as high-net-worth succession planning, and complex intrafamily dynamics.

Advisory Collaboration Families who work with Myers Urbatsch seek out collaboration among an advisory team, which is critical to a client's planning outcome. It is common for the firm to collaborate with an accountant and financial advisor, among others, who critically evaluate each other's recommendations.

The supportive

communication and sharing of evaluation among the team members leads to better overall results for the family.

Lawyer Monthly Legal Awards 2013

attorneys in the country. Urbatsch was awarded the NAELA’s Presidential Recognition Award and recognized by Parenting Magazine as a Top Child Advocate for 2013.

Licensed in California and Nevada, the firm often uses Nevada Dynasty Trusts, Limited Liability Companies, and various trust structures to accomplish family client objectives. These can include “IDGTs,” “ILITs,” “GRATs,” “CLATs,” “CRUTs,” “NINGs,” and other similar structures. The firm counsels clients through the asset- protection planning decision tree, from liability coverage to exempt-asset classification.

In addition, the firm assists clients with income- tax planning structures, using transfers to non-grantor trusts, qualified retirement plans, charitable trusts and deferred-payment sales to defer or reduce income taxes for certain high-income clients. Relationships and communications pertaining to all wealth- planning strategies are discrete and confidential.

Contact

Myers Urbatsch P.C. 625 Market Street, 4th Floor San Francisco, CA 94105

Ph: (415) 896-1500 Fx: (415) 979-0761 www.MyersUrbatsch.com

Areas of Focus • Business Succession • Trusts of all Types • Limited Liability Companies • Individual and Partnership Tax • Property Tax and Reassessment • Federal and California Income Tax • Estate and Gift Tax Planning • Estate and Gift Tax Controversies • Beneficiary-Trustee Disputes • Regulatory Compliance • Special Needs Trusts • Qualified Settlement Funds • Conservatorships • VA Planning • Elder Law • Medi-Cal Planning

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