• Active Charter Members of Professional Fiduciary Association of California, especially in the areas of education and ethics

• Members of

• National Guardianship Association

• Sonoma County Bar Association

• Redwood Empire Estate Planning Council

• National Legal Assistants Association

• Sonoma County Multi-disciplinary Team (MDT)

• Active in

• Elder Law Programs - Northern California

• Sonoma County Senior Service Providers

• Area Programs on Aging - Sonoma County

• Sonoma County Women in Law

• Elder Advocate Programs

Presenters and speakers at numerous seminars, workshops and in service training sessions for conservators, ombudsmen, social workers, attorneys and other elder assistance providers

Community advocates for an aging population

Information source and referral service

Shelley Ocana and Rene Ocana are among the knowledgeable professionals who work with frail and impaired elders to help them maximize their quality of life. Altogether, they represent many years of experience in the fields of conservatorship, care management, trust administration and business management.

Education

National University of Mexico- Degree in Literature
Continuing Educatuon of the Bar-Elder law programs
Certified Spanish Language Interpreter/translator

Experience

Senior Services in Sonoma County
Registered Private Fiduciary
Certificate Probate Paralegal
Presenter Redwood Empire Estate Planning Council
Board of Directors of Coppertowers Rural Health Clinic
Presenter at Kaiser-Permanente Hospital on conservatorship issues
Sonoma County Multi-disciplinary Team for the care of frail and elderly adults
Expert Witness for Elder Abuse and Elder issues

RENE OCANA

Education

Experience

Keynote speaker and presenter at Sonoma State University, School of Business.
Consultant for private corporations on NAFTA free trade agreement.
Consultant for Corporation for Public Broadcasting.
Certified Judiciary Interpreter/translator.
Professor of Methodology at National University of Mexico.