Herb Thomas & Associates

Kairos Fiduciary Services is a private fiduciary firm based in Alameda, CA, specializing in the administration of Special Needs Trusts and Settlement Trusts. With a focus on helping trust beneficiaries achieve their lifetime goals for well-being and financial stability, they offer a wide range of financial and care management services for individuals of all ages with disabilities.

Their expertise lies in the management of Special Needs Trusts, designed to protect personal assets while preserving eligibility for public benefits such as Medi-Cal and Supplemental Security Income. Additionally, Kairos provides Estate Settlement services, property management, and advocacy for Medi-Cal and Social Security, ensuring beneficiaries receive the maximum support from both public and private resources.

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