We are a private fiduciary firm focused on administration of Special Needs Trusts and Settlement Trusts. Kairos was founded with the purpose of helping trust beneficiaries meet their lifetime goals for well-being and financial stability. To that end, we offer a broad range of financial and care management services for minors, seniors, and adults with disabilities.
Designed specifically for minors, adults, and seniors with physical or mental disabilities, a Special Needs Trust not only protects personal assets, it also preserves the ability to receive public benefits such as Medi-Cal and Supplemental Security Income (SSI).
A Settlement Trust is an irrevocable trust that protect the claimant’s settlement funds from being overspent while still providing funds for their needs. A Settlement Trust can take several forms. A Minor’s
Settlement Trust includes a termination date, at which time the funds become available to the beneficiary. A Preservation
Settlement Trust is usually (but not solely) set up for adults, and can help protect assets from being rapidly depleted by ill-informed advice, or overspending.
Kairos provides Estate Settlement services and manages all properties on behalf of—and in the interest of—the beneficiaries. We also provide Medi-Cal and Social Security advocacy, ensuring compliance with all Social Security rules and regulations so beneficiaries can get the most from public and private resources.
The team have been a life raft in an ocean of complexity & tragedy. We took a leap of faith out of necessity for our son who was in a catastrophic car accident and have never regretted it. They have educated, helped, provided highly skilled expert services to our family, and we are truly grateful for their existence.
- The Wagner Family