Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-2_15-cv-02511/USCOURTS-caed-2_15-cv-02511-2/pdf.json

Nature of Suit Code: 440
Nature of Suit: Other Civil Rights
Cause of Action: 42:1983 Civil Rights Act

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Order Establishing James Smith’s Special Needs Trust. 1

UNITED STATES DISTRICT COURT 

FOR THE EASTERN DISTRICT OF CALIFORNIA

JAMES SMITH, a handicapped adult and 

JA.S., a minor; all by and through their 

mother and guardian TERESA SMITH,

 Plaintiffs

 v.

CITY OF STOCKTON; ERIC JONES,

individually and in his capacity as Chief of 

the Stockton Police Department;

HOUSTON SENSABAUGH, individually; 

TRAVIS WEBER, individually; T. REES, 

individually; BENJAMIN RATZLAFF, 

individually; KENNY HOANG MINH 

PHAM, individually; and DOES 1 to 100.

 Defendants.

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Case No. 2:15-CV-02511-MCE-AC

ORDER GRANTING PETITION TO 

ESTABLISH A SPECIAL NEEDS 

TRUST FOR JAMES SMITH

[U.S.D.C., E.D. Cal. Local Rule 202]

Date: May 5, 2016

Time: 2:00 p.m.

Judge: Hon. Morrison C. England, Jr.

Courtroom: 7

Plaintiffs’ Petition to Establish A Special Needs Trust for James Smith came on for 

hearing. Plaintiffs were represented by Quinton B. Cutlip, Esq., of the Dolan Law Firm 

and Kevin Urbatsch, Esq., of the Urbatsch Law Firm. There was no opposition to the 

petition. Having considered the papers presented in support of the petition, the Court 

issues the following findings and orders:

///

1. Notice of this petition has been given in the manner required by law;

Case 2:15-cv-02511-MCE-AC Document 15 Filed 05/09/16 Page 1 of 2
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Order Establishing James Smith’s Special Needs Trust. 2

2. The Court authorizes the establishment of the James Smith Special Needs Trust, as 

attached here as Exhibit A and Teresa Smith, is directed to execute it as Settlor;

3. The James Smith Special Needs Trust shall be under the continuing jurisdiction of 

Alameda County Probate court where the principal place of administration will occur;

4. After payment of the personal injury Medi-Cal lien, the payment of all monies due 

plaintiff in the settlement shall be paid directly to the Trustee of the James Smith 

Special Needs Trust; 

5. Herb Thomas shall serve as the initial Trustee of the James Smith Special Needs 

Trust with bond to be filed in the amount required by California Rules of Court 

7.207;

6. James Smith has a disability that substantially impairs his ability to provide for his

own care or custody, and constitutes a substantial handicap;

7. James Smith is likely to have special needs that will not be met without the trust;

8. The money to be paid to the trust does not exceed the amount that appears reasonably 

necessary to meet James Smith’s special needs;

9. The Trustee of the James Smith Special Needs Trust is authorized to invest in mutual 

funds and bonds with maturity dates greater than five years;

10.The Trustee of the James Smith Special Needs Trust is authorized to spend up to 

$7,500 for James Smith’s moving expenses, including security deposits and other 

expenses related to finding a new residence;

11.The Court approves and directs the payment of $4,810.00 to The Urbatsch Law Firm, 

P.C., for their legal services rendered to Petitioner.

IT SO ORDERED.

Dated: May 5, 2016

Case 2:15-cv-02511-MCE-AC Document 15 Filed 05/09/16 Page 2 of 2