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 and settlement planning 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.

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 a principal of the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Pleasant Hill, California. Kevin also serves as National Director of the Academy of Special Needs Planners (ASNP), a national organization of special needs and settlement planning professionals. Kevin also serves as Editor-in-Chief of the NAELA Journal. Kevin is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization. Kevin is also a fellow of the American College of Trust and Estate Counsel (ACTEC).

Jessica Farinas, Esq.

Jessica Farinas, Esq.

Jessica Farinas is an Associate at the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Pleasant Hill, California. Jessica drafts petitions for the establishment of special needs trusts, probate, court approval of accountings, appointments of successor trustees, trust disbursements, and motions to seal.

Jessica Marmolejo<br>Senior Paralegal

Jessica Marmolejo
Senior Paralegal

Jessica Marmolejo is a Senior Paralegal at the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Pleasant Hill, California. Jessica’s primary focus is to assist Kevin Urbatsch, Principal and Jessica Farinas, Associate in all aspects of the special needs planning, settlement planning and related practice areas to ensure timely, thorough and overall excellent service to meet the needs of their clients. Jessica joined the Urbatsch team in June 2017 to provide a truly personal and professional experience to their clients.

Jolanta Hastings<br>Administrative Assistant

Jolanta Hastings
Administrative Assistant

Jolanta Hastings is an Administrative Assistant at the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Pleasant Hill, California. Jolanta joined the Urbatsch team in August 2017 to provide administrative support to Kevin Urbatsch, Principal and Jessica Farinas, Associate and to serve as a primary point of contact for their clients. She handles client intake and appointments including daily correspondence processing, court calls scheduling, posting client payments and expenses among other administrative tasks.

Protecting Elders and Veterans and the Ones they Love