Special Needs Answers
Kairos Fiduciary Services
Herb Thomas, CLPF, a California licensed private professional fiduciary (CLPF #86), is the principal fiduciary of Kairos Fiduciary Services. Herb has a passion for people.
Fasesky Law
Bio coming soon !
Kato, Feder & Suzuki, LLP
Partner Bruce A. Feder is a graduate of the University of Pacific McGeorge School of Law. Prior to founding the firm, Mr. Feder was managing attorney at Legal Assistance to the Elderly in San Francisco.
Hall Law Firm, P.C.
Mercy Hall is the principal of Hall Law Law Firm, P.C., representing clients in special needs planning, conservatorship, settlement planning, probate, and estate planning matters. She enjoys being able to help clients through challenging legal processes.
True Link Financial Advisors, LLC
Peter J. Wall is the Director of Fiduciary Services for True Link Financial. He has over 20 years of professional trust administration with a focus in Elder Law & SNT planning.
Equitable Advisors
Kyle Daniels is from the Bay Area and graduated from California Polytechnic University, San Luis Obispo. He became a Financial Advisor because of his passion to help people achieve their goals.
Gilfix & La Poll Associates LLP
Michael Gilfix is a nationally known authority in the field of law, aging and estate planning.
Herb Thomas, CLPF, a California licensed private professional fiduciary (CLPF #86), is the principal fiduciary of Kairos Fiduciary Services. 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...
(510) *** ****
Partner Bruce A. Feder is a graduate of the University of Pacific McGeorge School of Law. Prior to founding the firm, Mr. Feder was managing attorney at Legal Assistance to the Elderly in San Francisco. He is a founding member of the National Academy of Elder Law Attorneys and is a member of the State Bar of California...
(415) *** ****
Mercy Hall is the principal of Hall Law Law Firm, P.C., representing clients in special needs planning, conservatorship, settlement planning, probate, and estate planning matters. She enjoys being able to help clients through challenging legal processes. Mercy is a Certified Specialist in Estate Planning, Trust, and Pr...
(415) *** ****
Peter J. Wall is the Director of Fiduciary Services for True Link Financial. He has over 20 years of professional trust administration with a focus in Elder Law & SNT planning. Prior to joining True Link Financial: Developed and helped lead the BOK Financial Disability and Elder Trust Solutions division&...
(303) *** ****
Kyle Daniels is from the Bay Area and graduated from California Polytechnic University, San Luis Obispo. He became a Financial Advisor because of his passion to help people achieve their goals. Kyle is a Chartered Financial Consultant (CHFC®) and maintains his Series 7 and 66 FINRA registrations. Kyle has the priv...
(415) *** ****
Michael Gilfix is a nationally known authority in the field of law, aging and estate planning. A 1973 graduate of Stanford Law School, he is a Fellow of the National Academy of Elder Law Attorneys (NAELA), a co-founder of NAELA, and a Certified Legal Specialist in Estate Planning, Trust and Probate Law. Mr. Gilfix regu...
(650) *** ****
