Herb Thomas

Herb Thomas

Kairos 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.

Conference Sessions

Pre Conference Intensive B
E6 - Making HEMS Human
D1 – Successor Trustee Issues: Taking Over A Disaster