Who we are
We are a private fiduciary firm focused on administration of Special Needs Trusts and Settlement Trusts. Kairos (Kai-ros) 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. Previously known as Herb Thomas and Associates, our new name Kairos Fiduciary Services reflects the new era our company is moving into, as we add more licensed fiduciaries to our growing team. The word Kairos in ancient Greek means “action at the right, critical, or opportune time." This name is extremely apt because fiduciary services often become part of a client’s life just at the moment, they most need help.
At Kairos, we believe in putting our clients first. Empathy and being worthy of trust are at the top of our list of priorities.
We work closely with families, attorneys, financial planners, and care managers to address all aspects of a client’s well-being.
Our comprehensive and up to date knowledge of public and private benefits and entitlement programs such as Medi-Cal, Social Security, State Disability, Medicare, and VA benefits allows us to defend, support, and advocate for our clients’ best interest.
CLPF #86 – Licensed Fiduciary
For Herb Thomas, founder of Kairos Fiduciary Services, serving as a trustee for Special Needs Trusts and Settlement Trusts is more than a job or career. It is a calling that holds a personal significance, since he has a child diagnosed with special needs. Herb understands what parents and people who are injured need to consider as they move forward in their lives.
Herb has years of expertise in Special Needs Trust and Settlement Trust administration in the state of California and nationwide as well as a depth of experience in Conservatorships, Public Benefits Advocacy, and Probate Estate Administration. He is a California Licensed Professional Fiduciary (CLPF), with license number #86—meaning he was one of the first 100 people in California to earn the authority to serve as a professional fiduciary.
He is a frequent speaker at conferences such as the Academy of Special Needs Planners (ASNP), the Professional Fiduciary Association of California (PFAC), and the California SNT Symposium. He is the co-author of chapter 15, “Setting Up Systems for Efficient SNT Administration” in the well-received book, Administering the California Special Needs Trust:
A Guide for Trustees and Those Who Advise Them. He was also a recent guest on the podcast Absolute Trust, where he discussed the benefits of working with a professional Special Needs Trust fiduciary.
Before opening a fiduciary practice, Herb served as the Benefits Advocate for Kaiser Permanente’s very first Community Benefits Advocacy program. He also worked at the
Internal Revenue Service (IRS) for seven years as a Taxpayer Delinquency Investigator. He holds a Bachelor of Science degree in Health Sciences from San Francisco State University, and has served on the boards of a variety of non-profit organizations including Behavioral Intervention for Autism (BIA4Autism) and Legal Assistance for Seniors.
Herb is married and the father of three children. In his free time, he loves spending time with family and friends. The family loves to travel together and have visited Russia, Brazil, the African continent, Western Europe, and a great many beaches throughout Hawaii. He is an avid foodie and enjoys tinkering with and repairing electrical and mechanical gadgets.