{"id":109529,"date":"2024-05-15T15:00:00","date_gmt":"2024-05-15T22:00:00","guid":{"rendered":"https:\/\/oakmontvillage.com\/?p=109529"},"modified":"2025-08-20T14:44:00","modified_gmt":"2025-08-20T21:44:00","slug":"professional-fiduciaries-planning-with-you-now-serving-your-interests-later","status":"publish","type":"post","link":"https:\/\/oakmontvillage.com\/article\/professional-fiduciaries-planning-with-you-now-serving-your-interests-later\/","title":{"rendered":"Cafe Mortel: Professional Fiduciaries:  Planning With You Now, Serving Your Interests Later"},"content":{"rendered":"\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https:\/\/player.vimeo.com\/video\/947080521?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Professional Fiduciaries:  Planning With You Now, Serving Your Interests Later\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<p class=\"\"><\/p>\n\n\n\n<p class=\"has-luminous-vivid-amber-background-color has-background\"><strong>This event has passed. View video above.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image alignright size-full\"><a href=\"https:\/\/i0.wp.com\/oakmontvillage.com\/wp-content\/uploads\/2024\/04\/Jacquelynne.Ocana_.png?ssl=1\"><img data-recalc-dims=\"1\" fetchpriority=\"high\" decoding=\"async\" width=\"260\" height=\"328\" src=\"https:\/\/i0.wp.com\/oakmontvillage.com\/wp-content\/uploads\/2024\/04\/Jacquelynne.Ocana_.png?resize=260%2C328&#038;ssl=1\" alt=\"\" class=\"wp-image-109530\"\/><\/a><figcaption class=\"wp-element-caption\">Jacquelynne Oca\u00f1a, Professional Fiduciary with Specialized Services for Law Firms<\/figcaption><\/figure>\n\n\n\n<p class=\"\">A&nbsp; Professional Fiduciary is usually involved with the management of assets and may be responsible for the general well-being of someone. Fiduciaries must act on behalf of others and are required by law to put clients\u2019 interests ahead of their own. Whether married with children or aging solo, many people today are turning to fiduciaries for asset and healthcare management for their later years and after death.<\/p>\n\n\n\n<p class=\"\">Caf\u00e9 Mortel welcomes Professional Fiduciary Jacquelynne Oca\u00f1a of Specialized Services for Law Firms. She will speak about the role of fiduciaries in clients\u2019 estate administration and the unique and personal partnership her firm offers for overseeing their clients\u2019 healthcare needs.<\/p>\n\n\n\n<p class=\"\">Come to the East Rec on Wednesday, May 15, at 3:00 till 4:00 to learn how fiduciaries may best serve clients\u2019 health and financial interests when they need it most.<\/p>\n\n\n\n<p class=\"\">Zoom is available:<br>Meeting ID:&nbsp;823 4173 8250<br>Passcode:&nbsp;508353<\/p>\n\n\n\n<p class=\"\">A recording of the meeting will be posted on the OVA website within the following week. Questions: linda@autumnoflifeplanning.com<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how fiduciaries may best serve clients\u2019 health and financial interests when most needed.<\/p>\n","protected":false},"author":2916,"featured_media":109530,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[211,206],"tags":[],"class_list":["post-109529","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-community","category-vid"],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/oakmontvillage.com\/wp-content\/uploads\/2024\/04\/Jacquelynne.Ocana_.png?fit=260%2C328&ssl=1","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/oakmontvillage.com\/wp-json\/wp\/v2\/posts\/109529","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oakmontvillage.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/oakmontvillage.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/oakmontvillage.com\/wp-json\/wp\/v2\/users\/2916"}],"replies":[{"embeddable":true,"href":"https:\/\/oakmontvillage.com\/wp-json\/wp\/v2\/comments?post=109529"}],"version-history":[{"count":1,"href":"https:\/\/oakmontvillage.com\/wp-json\/wp\/v2\/posts\/109529\/revisions"}],"predecessor-version":[{"id":133413,"href":"https:\/\/oakmontvillage.com\/wp-json\/wp\/v2\/posts\/109529\/revisions\/133413"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oakmontvillage.com\/wp-json\/wp\/v2\/media\/109530"}],"wp:attachment":[{"href":"https:\/\/oakmontvillage.com\/wp-json\/wp\/v2\/media?parent=109529"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oakmontvillage.com\/wp-json\/wp\/v2\/categories?post=109529"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oakmontvillage.com\/wp-json\/wp\/v2\/tags?post=109529"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}