Jacquelynne Ocaña

Practice

Partner of Specialized Services for Law Firms, beginning her fiduciary career in 2010. Practice areas include trust administration, special needs trust administration, probate estate administration, conservatorships, and care management. Focus includes taxation, real estate transactions, and business dissolution. She also specializes in navigating public benefits for disabled clients.

Areas of work

• Administering estates and trusts
• Analyzing existing life insurance coverage for continuing relevance to the estate plan
• Analyzing proposed transactions for estate and gift tax implications
• Developing strategies to minimize potential estate and gift taxes
• Developing plans to conserve assets during lifetime and at death
• Preparing fiduciary accountings
• Probating wills and administering estates
• Succession planning
• Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.