Kairos Fiduciary Services

Herb Thomas

Principle Fiduciary

Herb Thomas, CLPF, a California licensed private professional fiduciary (CLPF #86), is the principal fiduciary of Herb Thomas and Associates. Herb has a passion for people. He has extensive experience serving families throughout California with Special Needs Trusts, public benefits counseling and advocacy, Estate/Trust Administration, and Conservatorships. Additionally Herb is a board member of Behavioral Intervention Association (a non-profit dedicated to providing intervention services to children diagnosed with Autism Spectrum Disorder and their families). Herb also served on the board for Legal Assistance for Seniors, East Bay.

Before starting Herb Thomas and Associates, Herb served as the developer and coordinator of the Kaiser Permanente (KP), East Bay Community Benefits Advocacy program. The goal of this program was to find innovative methods to subsidize KP’s members’ health care costs through the complex maze of public and private benefits (e.g., Social Security, Medi-Cal, COBRA, HIPPA, etc.). Herb served seven years as taxpayer delinquency investigator with the Internal Revenue Service. In this position he located taxpayers who had not filed federal income tax returns and assisted them with becoming compliant with federal regulations. Herb is a graduate of San Francisco State University with a bachelor’s degree in Health Sciences.



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D2 8:30am

Defending the Special Needs Trust Trustee if Accused of Wrongdoing