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 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).
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 2017, Kevin was named a Northern California 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 https://www.amazon.com/Kevin-Urbatsch/e/B010E22YV6/ref=ntt_dp_epwbk_0.
• Administering the California Special Needs Trust published in 2011 by IUniverse;
• Special Needs Trusts: Protecting Your Child’s Financial Future (4th Edition), (5th Edition) and (6th Edition) published by Nolo Press.
• Attorney-Editor and partial author of CEB’s award winning publication titled Special Needs Trusts – Planning, Drafting, and Administration and author of chapters:
o Chapter 8B – Qualified Settlement Funds
o Chapter 11 – Establishing the (d)(4)(A) SNT
o Chapter 12 – Pooled SNTs
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.
Estate Planning for Loved Ones with Special Needs
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.
Prior to working at The Urbatsch Law Firm P.C., Jessica worked with Kevin Urbatsch as a Law Clerk at his previous firm, Myers Urbatsch, P.C., where she prepared comprehensive estate plans, determined appropriate non-probate procedures for estates on a case-by-case basis, and drafted petitions for court approval of special needs trusts and conservatorships. As a law student, Jessica worked as an Extern with the Honorable Sandra K. Bean in Alameda Superior Court’s probate division, where she prepared memoranda on guardianship and conservatorship cases, and attended non-jury trials, hearings, and court investigator interviews of conservatees. Also as a law student, Jessica worked with the Corey & Corey Law Firm, where she prepared deeds, affidavits, and associated assessors’ files, and with the Council on American-Islamic Relations, where she prepared discrimination complaints to be filed with the California Department of Fair Employment and Housing and the U.S. Equal Employment Opportunity Commission. Before enrolling in law school, Jessica worked in the field of intellectual property law with Raj Abhyanker P.C.
Jessica has been a member of the California Bar since 2016. She earned her law degree from Golden Gate University School of Law in 2015, where she won a place on the Moot Court Board, founded and chaired the Estate Planning Society, and joined the Asian Pacific American Law Students Association and the Public Interest Law Foundation. Jessica earned her undergraduate degree in Politics from University of California Santa Cruz in 2011, where, as a student, she spent a summer in Israel studying the political conflict in the Middle East.
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. Prior to joining The Urbatsch Law Firm, she accumulated over 20 years of paralegal experience working at a firm in San Francisco, focusing on estate planning, trust administration, post death administration, conservatorships and guardianships. Jessica began her career as a paralegal during her senior in high school at, San Lorenzo High School, where she quickly earned the respect and confidence of her supervisors. Her initial role as a part time employee, assisting in document management, developed into a full-time position with various responsibilities throughout the years including file clerk, receptionist, accounting assistant, 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 handles client intake, prepares initial and final pleadings, drafts of estate planning and transfer documents and assists attorneys and clients with the orderly administration of all Probate matters. Jessica maintains excellent working relationships with clients, Court personnel, attorneys and others involved in the California Probate legal system. Jessica speaks fluent Spanish and is a Notary Public.
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.
Prior to joining The Urbatsch Law Firm, she has worked in administration and management for over 17 years.Jolanta brings on board a skill set developed through experience within both for profit and nonprofit settings. She excelled in fulfilling multifaceted roles and acted as liaison between board president and executive director of a non-profit organization serving adults with neurodevelopmental disabilities and autism spectrum disorders. She handled Regional Center and Social Security Representative Payee related matters. Her extensive work experience includes managing the elder care agency, property and care management. Since 2012 she has provided an accounting and administrative support to private fiduciaries, attorneys, CPAs and other professionals offering services in Trust/Estate/SNT Administration, Conservatorship of the Person/Estate matters.
Jolanta obtained her bachelor of science in business management degree from University of Phoenix as well as completed accounting and fiduciary management courses at Los Medanos Collage and at University of Fullerton. Jolanta is a strong believer in lifelong learning and professional development. Jolanta speaks fluent Polish and is a Notary Public.