At The Urbatsch Law Firm P.C., we focus on special needs planning, settlement planning and related practice areas. Our geographic focus includes all counties in California but primarily San Francisco, Contra Costa, Alameda, Marin, San Mateo, and Santa Clara.
We help clients plan for the future, preserve their wealth against the high cost of long-term care health insurance, provide for the future of their loved ones, and leave a lasting legacy. We provide services in the following areas:
- Elder Law – Medi-Cal Planning
- Veteran Benefits
- Special Needs Planning
- Settlement Planning
- Special Needs Trusts (SNT)
- Minor’s Settlement Trusts
- Medicare Set Aside Advisement (MSA)
- Qualified Settlement Funds (QSF)
- Selection/Identification of Trustee
Kevin belongs to the following organizations:
• National Director of the Academy of Special Needs Planners (ASNP);
• American College of Trust and Estate Counsel (ACTEC)
• Editor-in-Chief for the NAELA Journal and member of the National Academy of Elder Law Attorneys (NAELA);
• California Advocates for Nursing Home Reform (CANHR);
• Bar Association of San Francisco, Probate & Trust Section; and the
• State Bar of California, Trust and Estate Section.
Kevin is also a member of the following trial lawyers associations:
• Consumer Attorneys of California
• San Francisco Trial Lawyers Association
• Alameda/Contra Costa Trial Lawyers Association
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 Oakland, California. He has practiced law for over 25-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.
Kevin has a wealth of experience in the area of estate planning, particularly in special needs planning and administration. He was the initial Attorney-Editor, creator, and contributing author of CEB’s two-volume treatise titled Special Needs Trusts: Planning, Drafting and Administration. He is the author of the treatise titled Administering the California Special Needs Trust, the 3rd Edition and Administering the Michigan Special Needs Trust both published in 2020. He is the author for the 5th through 8th Editions of Nolo Press’ book titled Special Needs Trusts: Protecting Your Child’s Financial Future. He has represented clients in establishing and administering hundreds of SNTs throughout California and the United States. He is host of the annual California Special Needs Planning Symposium, a three-day event for attorneys, financial advisors, and professional fiduciaries on mastering this difficult subject. He has been certified and testified as an expert witness on the proper planning needs for Californians with disabilities in Alameda County and in Great Britain.
In 2013, Parenting Magazine named Kevin as one of the nation’s Top Child Advocates for his work in fighting for the rights of children with special needs. In May 2011, Kevin was presented the NAELA’s Presidential Recognition Award for his work in special needs planning. In each year from 2010 to 2020, Kevin was named a Northern California Superlawyer and in 2019-2020, he was named a Michigan Superlawyer. In 2009, Kevin was named KRON-TV’s Best of the Bay estate-planning attorney for Northern California.
Kevin is a frequent lecturer to professionals and consumers on special needs and estate planning. He also is the author (or co-author) of the following books and treatises and you can review his author’s page on Amazon.com at Kevin’s Amazon Author Page.
Kevin has been a member of the California Bar since 1993. He received his law degree from St. Louis University in 1993 and his undergraduate degree from Truman State University in 1988. He began his California law practice as a litigator where he specialized in a variety of matters, including but not limited to elder financial abuse, Americans with Disabilities Act public access cases, and trust and estate litigation. Kevin is married to special needs attorney extraordinaire Michele Fuller who practices in Michigan. The two enjoy traveling, trying to keep up with their four children, and two French Bulldogs Buster and Posie.
Estate Planning for Loved Ones with Special Needs
Jessica Marmolejo is a Supervising 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 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.
Prior to joining The Urbatsch Law Firm, she accumulated over 20 years of paralegal experience working in San Francisco, California focusing on conservatorships, estate planning, trust administration, post-death administration, and guardianships. Jessica began her career in the legal field during her senior year of high school as a file clerk where she quickly earned the respect and confidence of her supervisors. Her initial role as a part-time employee developed into a full-time position with various responsibilities throughout the years including accounting, secretary, paralegal and case manager. Jessica obtained her associate of art degree from Chabot College and completed courses towards her bachelor of arts degree at Kaplan University. It was during these years, working closely with attorneys and partners of the law firm, that she honed her skills and developed her passion for helping clients during challenging times.
Jessica currently trains and supervises support staff, oversees all court supervised matters, assists with client consultations, prepares pleadings, drafts estate planning and transfer documents, handles all conservatorships and probate estate cases and assists attorneys and clients with the orderly administration of all matters. Jessica maintains excellent working relationships with clients, Court personnel, attorneys and others involved in the California probate legal system. Jessica also participates in the planning and execution of the annual Special Needs Planning Symposium, educating attorneys, fiduciaries, and other professionals across the state in this specialized area of the law. She is a member of the Contra Costa County Legal Professionals Association. Jessica speaks fluent Spanish and is a Notary Public.
Ruth Elizondo is a Junior Paralegal at The Urbatsch Law Firm, P.C. located in Pleasant Hill, California. Ruth works directly with attorney Jessica Farinas in settlement planning, special needs planning, trust administration, among other areas Ms. Farinas works on. Ruth joined the team in November 2019 and quickly picked up the concepts she was trained on, delivering work of the best quality to the firm and clients. From a very young age, Ruth has been part of many leadership roles such as Student Board Representative, Student Ambassador, and Student Assistant. These roles have helped shape her confidence and genuine desire to help others. Prior to joining The Urbatsch Law Firm, P.C., Ruth was a filing clerk and legal assistant at a family law, criminal, immigration, and probate firm. After two years of being exposed to working with the law, she decided that becoming a paralegal was perfect for the family-oriented lifestyle she wished to have in the future. Throughout those two years at the firm, Ruth built great relationships with the attorneys she supported and believes that they helped her tremendously with supporting her desire to grow.
Ruth is fluent in English and Spanish. She received her Bachelor’s Degree in Criminal Justice and minor in Anthropology from California State University East Bay in May 2019.
Denise Chacon is the Executive Assistant to Kevin Urbatsch, Principal and Jessica Farinas, Associate at The Urbatsch Law Firm P.C. located in Pleasant Hill, 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 as well as operational roles. Denise earned her Bachelor of Arts degree in Human Development from California State University East Bay, it’s one that’s served her well professionally and personally. She is currently working toward a Bachelor of Arts in Ministry and Leadership. Denise is fluent in English and Spanish.
Outside of work Denise is a passionate volunteer and mentor for kids that have been exposed to drugs and alcohol. She leads a children’s ministry and serves at her churches leadership table.