Dave Katra and Trusted Solutions Los Gatos
Dave Katra is a California Licensed Professional Fiduciary (CLPF) with extensive expertise in real estate, business, and various high-tech markets. He has also garnered over 20 years of experience working with clients who face a variety of elder issues, trust management, and family challenges. After graduating with an electronics engineering degree in Seattle, Dave Katra began his extensive career in high tech with a successful startup. Later he moved to California to open two service offices, and went on to a successful high tech career in Silicon Valley.
In 2006, Dave Katra changed careers and went on to earn certificates in Trust and Conservatorship administration from California State University, Fullerton. He remains up-to-date with the latest advancements in his field as a member of the Professional Fiduciary Association of California (PFAC). He is also called upon to give presentations on such issues as estate and disability planning, elder care, and related topics to both public and professional audiences.
Since 2007, Dave Katra has provided a wide range of private fiduciary services with Trusted Solutions Los Gatos. Headquartered in Los Gatos, California, the company focuses on financial, trust, and estate management issues that are commonly faced by elderly and special needs individuals. Mr. Katra’s daily responsibilities with Trusted Solutions include serving as an executor, trustee, special-needs trustee, estate administrator, and general financial agent.
Warning Signs of Financial Elder Abuse
A fiduciary at Trusted Solutions Los Gatos, Dave Katra handles the financial and estate needs of elderly clients. Dave Katra has experience in care management and legacy planning and safeguards clients from financial elder abuse.
Each year, more than half a million Americans suffer from financial elder abuse. In total, these victims lose billions of dollars to exploitation. To protect loved ones from being preyed upon, you should pay attention to these signs.
1. Unusual spending can indicate a senior citizen is being taken advantage of. For example, if a person purchases a gym membership that he or she is not physically capable of using, this should spark some concern.
2. Financially abused seniors tend to isolate from friends and family. You can also observe their hesitance to speak when in the presence of their abuser. This stems from fear.
3. Sudden changes to important documents, including real estate deeds and wills, can derive from financial exploitation. Abusers, at times, ask seniors to sign over the title to their property in exchange for care.