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 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)
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.
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 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 is an attorney at the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Pleasant Hill, California. She co-authored an article in Volume 24, Issue 1 of the 2018 California Trusts and Estates Quarterly entitled Achieving a Better Life Experience (ABLE) Accounts: A New Planning Tool for Persons with Disabilities.
Supervising Senior Paralegal
Jessica Marmolejo is a Supervising Senior Paralegal at the special needs and settlement planning law firm, The Urbatsch Law Firm P.C. located in Berkeley, California. Jessica has been a paralegal for over 25 years. Jessica’s primary focus is to assist Kevin Urbatsch, Principal and Jess Jones, Associate, in all aspects of 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.
Denise Chacon is the Executive Assistant to Kevin Urbatsch, Principal and Jessica Jones, Associate at The Urbatsch Law Firm P.C. in Berkeley, California. Denise brings over a decade of experience in Customer Service and Organization Development. She joined the Urbatsch Team in July of 2018 with duties in project management and operational roles.
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 under Jessica Jones, Associate and assists Kevin Urbatsch in settlement planning, special needs planning, and trust administration.
Cris Giron is a Junior 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.