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Sunday, July 21, 2019


BIO
 
Thomas J. Kiernan  
  
 
   
 SUMMARY
Tom is a California Licensed Professional Fiduciary (CLPF license # PF-77) serving clients as their Personal Representative, Attorney-in-Fact with power of  attorney, Family Estate Administrator, Trustee, Executor or court appointed Conservator.  He  specializes in Trust and Special Needs Trust (SNT) Administration, Decedent Estate Management, Probate, Conservatorship, and Elder Financial Abuse Protection. He works closely with other professionals including attorneys, tax specialists, investment advisors and geriatric care managers. Whether privately retained or court appointed, he is 100% dedicated to achieving his client’s best interests with absolute integrity, providing confidential services to them and their families.
 

EDUCATION AND PROFESSIONAL AFFILIATIONS
• University of South Florida, Tampa (USF), Bachelor of Arts in Sociology
• Center for Human Development, Community Mediation and Conflict Resolution
• California Licensed Professional Fiduciary (CLPF License # PF77)
• Registered National Certified Guardian (NCG)
• Member, Professional Fiduciary Association of California (PFAC),
• Member, National Guardian Association (NGA)
• Associate Member, Solano County Bar Association (SCBA)
 

EXPERIENCE
• Administer and manage trusts, including agricultural real estate sales, accountings, tax reporting and estate liquidation.
• Training in trust administration, Special Needs Trust administration, Probate rules, proceedings and accountings.
• Fifteen years as corporate CEO / CFO, including aviation management, tax and financial software development, and capital equipment manufacturing. Formerly the chief  project engineer and designer of underwater vehicles, water filtration products, and financial management software.
 

PERSONAL INTERESTS
• Sailing, flying, reading and history.

 

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