Estate Planning for Loved Ones with Special Needs
Settlement Planning for Minors and Persons with Special Needs

The Urbatsch Law Firm PC provides comprehensive special needs, estate and settlement planning as well as trust administration and probate services from the nation’s leading experts.

Special Needs Planning

Special Needs Planning

Special needs planning is a specialized area of the law that focuses on protecting public benefits for people with special needs, while at the same time facilitating a higher quality of life.

Minor’s Settlement Trust (aka 3611(g) Trust)

Minor’s Settlement Trust (aka 3611(g) Trust)

Settling a minor’s complaint adds a level of complexity to a lawsuit that can be daunting to even experienced practitioners. Those attorneys who resolve a minor’s lawsuit must comply with legal procedures designed to protect the minor.

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Settlement Planning

A settlement or judgment received by a person with a disability or a minor requires special planning. If the person with a disability receives a settlement, it could cause that person to lose certain essential public benefits.

The Urbatsch Law Firm, P.C. hosts the annual Special Needs Planning Symposium. A program for professionals who provide service to persons with disabilities. To learn more, click on www.SNTSymposium.com.

Meet Our Staff

Kevin Urbatsch, Esq.

Kevin Urbatsch, Esq.

Kevin Urbatsch is the owner of the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Berkeley, California. He has practiced law for over 30-years. Kevin also serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals. He is a State Bar of California, Certified Specialist in Estate Planning, Trust and Probate law. He is also a fellow of the American College of Trust and Estate Counsel (ACTEC). Kevin served over five years as Editor-in-Chief of the National Academy of Elder Law (NAELA) Journal.

Jessica Jones, Esq.

Jessica Jones, Esq.

Jessica Jones is an attorney at the special needs and settlement planning law firm, The Urbatsch Law Firm P.C., in Berkeley, California. Jessica co-authored the Ninth and Tenth Editions of the Nolo Press book entitled Special Needs Trusts: Protect Your Child’s Financial Future. She is also a California Continuing Education of the Bar (CEB) update author and has co-authored articles in the 2018 California Trusts and Estates Quarterly and the CEB Estate Planning Reporter, both covering Achieving a Better Life Experience (ABLE) accounts.

Michael J. Paque, Esq.

Michael J. Paque, Esq.

Michael J. Paque is an attorney with the special needs and settlement planning firm, The Urbatsch Law Firm, P.C., located in Berkeley, California. Michael’s practice focuses on estate planning, special needs planning, and probate and trust administration. Prior to joining The Urbatsch Law Firm, P.C., Michael was an estate planning attorney at a firm based in Los Angeles, California.

Jessica Marmolejo<br>Supervising Senior Paralegal

Jessica Marmolejo
Supervising Senior Paralegal

Jessica Marmolejo is the Supervising Senior Paralegal at The Urbatsch Law Firm P.C., a specialized law firm in special needs and settlement planning based in Berkeley, California. With nearly 30 years of paralegal experience, Jessica is crucial in supporting Kevin Urbatsch, Principal, Jess Jones, Associate, and Michael Paque, Associate. She focuses on special needs planning, settlement planning, and related practice areas, ensuring the delivery of timely, thorough, and excellent service to clients. Jessica joined the firm in June 2017 to enhance the firm’s commitment to providing a truly personal and professional client experience.

Roxanna Galvan<br>Paralegal

Roxanna Galvan
Paralegal

Roxanna is a Paralegal at the special needs and settlement planning law firm, The Urbatsch Law Firm, P.C., in Berkeley, California. Roxanna is the paralegal for Jessica Jones and Michael Paque and assists Kevin Urbatsch in settlement planning, special needs planning, and trust administration. Roxanna drafts pleadings, estate planning, and transfer documents and completes all in-house accounting schedules for non-Court supervised trusts.

Cris Giron<br>Paralegal

Cris Giron
Paralegal

Cris Giron is a Paralegal at the special needs and settlement planning law firm, The Urbatsch Law Firm P.C., in Berkeley, California. Cris’ primary duty is to assist attorneys and fellow paralegals in providing timely, thorough, and quality service to clients in all aspects of special needs planning, settlement planning, and related practice areas.

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