CATHERINE OCAÑA

CATHERINE OCAÑA

Catherine Ocaña is a partner of Specialized Services for Law Firms and began her fiduciary career in 2007. As a sixth-generation Sonoma County native, Catherine’s practice includes trust administration, special needs trust administration, probated estates, family conflict resolution, and cross border fiduciary services including international asset management and probate estate administration in Latin America. She also offers supportive legal and financial remedies for undocumented families with personal-injury settlement trusts, facilitates foreign real estate transactions, and navigates the complexities of the Mexican legal system.

Catherine is a member of the Professional Fiduciary Association of California, the Sonoma County Bar Association, and Sonoma County Women in Law. She is bilingual in Spanish and is an advocate for offering pro bono and low-cost fiduciary consulting services to individuals and families in the greater Bay Area.

Education
  • California State University, Fullerton – Professional Fiduciary Management, CLPF
  • Continuing Education of the California State Bar – Elder Law Programs
  • Universidad de Guadalajara – Centro de la Costa – Business Administration, BA
Experience
  • California Licensed Private Fiduciary #532
  • National Certified Guardian (no longer active)
  • Spanish language interpreter and translation
  • Cross-border estate administration
Member Organizations
  • Professional Fiduciary Association of California (PFAC) – Active General Member
  • Sonoma County Bar Association
  • Sonoma County Women in Law
  • National Guardianship Association (former member)
  • National Center on Law and Elder Rights
Community Engagement
  • Speaker for Professional Fiduciary Association of California (PFAC) mentoring committee
  • Leadership roles for Sonoma County Chapter of PFAC
  • Organizes community programs for low-income mothers in marginalized communities to promote healthy nutrition and physical activity
  • Supports care management and placement of non-English speaking elders and disabled persons in the community
  • Placement of ex-patriots in individual and assisted living options in Mexico
  • Community liaison for United States of America Consulate General – Guadalajara
  • Community advocate for cross-border estate planning