Dave Katra and Sue Katra have been involved in family estates, trusts, personal finances, conservatorships, elder care, and the mental health system for over 20 years.
Sue, a former PE Special Education teacher for the physically disabled and multi-handicapped, had first-hand experience with special needs issues, Elder financial abuse, Elder issues, conservatorship, the legal system, and mental health advocacy. As a co-founder of Kiwanis Special Games, Sue won community service awards from Parents Helping Parents and SCC Kiwanis. She wanted to use her extensive life experience to help people struggling with their Care Management, and to prevent elder abuse.
Dave worked in the Electronics industry for over 20 years, most recently managing a $40M high-tech product line. In addition to serving as a family Trustee, Estate Manager, and Executor for nine years, his extensive experience included financial and project management, real estate, investments, asset protection,and in-home assistance for Elders. He wanted to put his extensive skill sets and life experience to work full time, serving and helping people in need.
In 2006 we formed Trusted Solutions Los Gatos
We have been serving professionally as Executor, Probate Administrator, Trustee, Agent, Conservator, Special Needs Trustee, Family Trust Mediator, Hospital Patient Advocate, Geriatric Care Manager, and Elder advisor/helper.
