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.