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 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.

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.

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 Walnut Creek, 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).

    Lisa Gallucci

    Lisa Gallucci

    Lisa Gallucci is the Team Leader and supervising paralegal at The Urbatsch Law Firm P.C. She graduated from San Jose State University with a Bachelor of Arts Degree in Business Administration and Management.

      Protecting Elders and Veterans and the Ones they Love