Shelly ocana fiduciary

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August undefined, 2024

WebWebsite: californiatrustee.com; Address: 2544 Cleveland Ave, #206, Santa Rosa, CA 95403; Cross Streets: Near the intersection of Cleveland Ave and Terry Ln; Phone: (707) 528-1364 WebThere are 3 professionals named "Shelley Ocana", who use LinkedIn to exchange information, ideas, and opportunities. ... Professional Private Fiduciary at Specialized Services for Law Firms

What Is a Fiduciary Duty? Examples and Types Explained - Investopedia

WebShelley R. Perry. Shelley is a trust and estates attorney who has also held senior fiduciary planning and administration positions in a multi-family office and corporate trust department, in addition to practicing in a boutique estate planning law firm. She has extensive experience with financial records management and trust and estate ... WebShelley Ocana. Senior Partner at Law Firms. Shelley Ocaña is a Principal at Law Firms based in Santa Rosa, California. Previously, Shelley was a Senior Partner at Law Firms. Read … create and craft logo

Shelley Ocana - Senior Partner - Law Firms ZoomInfo.com

WebJan 7, 2024 · A fiduciary is a person or legal entity, such as a bank or financial firm, that has the power and responsibility of acting for another (usually called the beneficiary or principal) in situations ... WebShelley Ocaña is the founding partner of Specialized Services for Law Firms. She began her fiduciary practice in 1983 while maintaining a career as a certificated probate paralegal and judicial interpreter. As a fifth-generation Sonoma County native, Shelley’s dedication to... WebSpecialties: Specializing in: - Estate Planning, Probate, & Living Trusts - Trust Companies Established in 1985. Specialized Services for Law Firms brings 40 years of bilingual experience in the field of fiduciary management to clients across Sonoma, Napa, and Marin counties, and throughout California. Dear Reader: please keep in mind many reviews for … dnd 3.5 polymorph any object

Shelly ocana fiduciary

Shelley Ocaña - Professional Private Fiduciary - LinkedIn

WebJun 24, 2015 · Shelley Ocana Fiduciary Service at P.O. Box 14100, Santa Rosa, CA 95402 WebThere are 3 professionals named "Shelly Ocana", who use LinkedIn to exchange information, ideas, and opportunities. View the ... Professional Private Fiduciary at Specialized Services for Law Firms

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WebSpecialties: Specializing in: - Estate Planning, Probate, & Living Trusts - Trust Companies Established in 1985. Specialized Services for Law Firms brings 40 years of bilingual experience in the field of fiduciary management to …

WebProfessional Private Fiduciary at Specialized Services for Law Firms Santa Rosa, California, United States. 3 followers ... Shelley OCana -- United States. 2 others named ... WebOcana Fiduciary Services. Website (707) 528-1364. 2544 Cleveland Ave. Santa Rosa, CA 95403. CLOSED NOW. Sponsored Links. Showing 1-2 of 2. About Search Results.

WebMar 27, 2024 · On April 9, 2012, the court relieved all four siblings as co-Trustmanagers and appointed Shelly Ocana as the interim Trustmanager. On August 28, 2012, Michael provided Ocana with a letter signed by Mildred that was dated April 12, 2011. The ... misrepresentation and breach of fiduciary duty under Code of Civil Procedure section 338. WebCatherine 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 areas …

WebLicensed, private, professional fiduciary services for law firms, families in need and individuals requiring special care and supervision. Provided by Shelley ocana

WebMar 8, 2024 · Currently, Shelly Verhoye works as a Licensed Fiduciary Professional at ProFiduciary. Work Experience. Trust and Legal Administration. Anderson & Yocum. 2004-2007. Trust Administrator. California Bank & Trust. 2003-2005. Trust Officer. Northern Trust. 2000-2003. Position, Business Trust Division. dnd 3.5 psionic plane shiftWebThe fiduciary acts for or on behalf of the beneficiary in certain circumstances. This is a bond established by utmost confidence and trust. A fiduciary is either a person or an … create and craft members pageWebDaughter was entitled to statutory attorney fees and costs as father's temporary conservator even though she dismissed her petition for permanent conservatorship after he strenuously objected ... create and craft new studioWebIn 2012, the court relieved all four siblings as co-trust managers and appointed Shelly Ocana as the interim trust manager. Michael provided Ocana with a witnessed 2011 letter signed by Mildred that stated that Steven has been engaged in "rogue [activities]" and "secretive dealings" and was not authorized to act under her power of attorney. create and craft official siteWebThere are 3 professionals named "Shelly Ocana", who use LinkedIn to exchange information, ideas, and opportunities. View the ... Professional Private Fiduciary at Specialized … create and craft natasha makesWebSM2 Trust. Jul 2024 - Present3 years 8 months. Central Coast, California. Licensed private fiduciary specializing in working as a successor trustee, … create and craft new websiteWebFind 2 listings related to Ocana Shelley Fiduciary Services in Santa Rosa on YP.com. See reviews, photos, directions, phone numbers and more for Ocana Shelley Fiduciary … dnd 3.5 phade fearsome aspect