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He was brought into estate, asset protection and tax planning through experiencing the devastating impact that poor planning can have on a family and into elder law through experiences dealing with family members who have needed care because of Alzheimers, COPD, and other disabling conditions. Practicing in Southern California, Joel has served thousands of clients and helped them maintain control of their own affairs, financially parent their children, hold on to their assets, pay less tax and cost efficiently get the care they need when they are old. He has been recognized for the past five years by Martindale-Hubble and its affiliated website Lawyers.com with their “Client Distinction” award as being in the top 1% of attorneys in client service and satisfaction. In addition, Attorney Weissler has received a Superb rating each year by Avvo for more than ten years. He is a California Board of Legal Specialization Certified Tax Specialist. Attorney Weissler has served as a co-author and contributing editor of the 2019 and 2020 edition of the University of California CEB Press’s highly regarded California Estate Planning Practice Guide and their Business Succession Planning Guide since 2010, authoring chapters on dealing with estate and tax planning issues. This year he will be serving as update author for their chapters covering asset protection, the use of self cancelling installment notes and Medi-Cal Planning. Attorney Weissler is the author of the book “The California Guide to Growing Old Without Going Broke” available as an e-book and paperback through Amazon where it gained best seller recognition during its first three days after it was released. It is also available through Barnes & Nobel online and by special order through local retailers. Joel has been a featured speaker for attorney continuing education firms within and outside of California on estate planning and elder law issues. A new edition of that book is expected in the late spring or early Summer 2022. He is also putting the final touches on a new book to help families chose the right trustee for their trust should be released in the late fall of 2022. He makes available to his client families who have suffered a loss a guidebook for living trust successor trustees produced as a collaborative effort in part authored by Attorney Weissler personally and in part composed of licensed materials. He received his JD from California Western School of Law in 1989 after completing the traditional three you program in two years. He was awarded an LLM in taxation (cum laude) from the University of San Diego in 1995. Attorney Weissler is an active member of the National Academy of Elder Law Attorneys (NAELA) and past president of its southern California chapter. In addition, he is a member of Wealth Counsel, and a charter member of Elder Counsel. 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Hilliard Olson Terri E. Hilliard, Esq. is the principal of Terri Hilliard, P.C. in Westlake Village, CA. Her practice centers on advanced estate and business succession planning, asset protection, special needs trusts, and family protection planning for seniors. She is a private mediator focused on helping families, elders, individuals and businesses resolve disputes through Family Meetings and if needed Mediation. She earned her law degree from Loyola Law School in 1989. Terri Hilliard Olson focuses her practice upon advanced estate and business succession planning, asset protection for families and elders, special needs trust, family protection planning. She is also a private mediator for the community and businesses. She is a Veterans Accredited Attorney. Hilliard is keen on providing ongoing education for the public, as well as, for professionals serving seniors in health care, long-term care, and financial services. Her firm offers unbiased assistance in how to locate quality nursing home and assisted living resources, including strategies for how to pay for long-term care. She is a frequent speaker at community and professional events and offers her own series of seminars on elder care and estate planning issues on a monthly basis. She publishes articles on trending topics, estate planning for seniors and individuals with special needs called “Terri Talks.” And she updated and republished her first collaborative book titled “Protecting Your Legacy. What You Really Need to Know for the Second Half of Life” that focuses on family mediation and aging. https://www.terrihilliard.com/estate-planning daily 0.75 2022-11-10 https://images.squarespace-cdn.com/content/v1/5febcdc560208b428eb92d53/1628958902749-3WRKMGZCHS7E4I4YPA1X/THPC.Signing.jpeg Estate Planning - Estate Planning https://images.squarespace-cdn.com/content/v1/5febcdc560208b428eb92d53/0d093cd2-1da7-4f54-9990-daf6b6b764f2/image-asset.gif Estate Planning https://www.terrihilliard.com/faqs daily 0.75 2021-08-17 https://www.terrihilliard.com/business-succession-exit-planning daily 0.75 2022-11-10 https://images.squarespace-cdn.com/content/v1/5febcdc560208b428eb92d53/1634616828134-Z8V0N3YE0NDNZNW03564/Business+Succession.jpeg Business Succession & Exit Planning - Business Succession & Exit Planning https://www.terrihilliard.com/our-offices daily 0.75 2025-10-27 https://images.squarespace-cdn.com/content/v1/5febcdc560208b428eb92d53/8309f2fc-f058-4b21-b73e-1aa4aab0ee41/WV.4.jpeg Our Office room https://images.squarespace-cdn.com/content/v1/5febcdc560208b428eb92d53/a37e5dbf-d971-41d4-bf9b-6baf7253aab7/WV.6.jpeg Our Office painting https://images.squarespace-cdn.com/content/v1/5febcdc560208b428eb92d53/69b6030c-88b1-43a4-8fa9-cad076fcf251/WV.5.jpeg Our Office room with circular table https://images.squarespace-cdn.com/content/v1/5febcdc560208b428eb92d53/17cf28a1-2276-453b-bd9c-a489cae2f583/WV.3.jpeg Our Office room with long table https://images.squarespace-cdn.com/content/v1/5febcdc560208b428eb92d53/fded762e-0638-46a0-bdbc-2361f5943e7a/WV.8.jpeg Our Office room with coffee machine https://images.squarespace-cdn.com/content/v1/5febcdc560208b428eb92d53/b3427174-0748-4722-b10d-8af53d4e5bbe/WV.1.png Our Office conference room https://images.squarespace-cdn.com/content/v1/5febcdc560208b428eb92d53/c04ba024-9c38-4a79-b291-af9340816dd3/WV.7.jpeg Our Office room with desk and copier machine https://www.terrihilliard.com/car-jackson-lewis daily 0.75 2022-01-09 https://images.squarespace-cdn.com/content/v1/5febcdc560208b428eb92d53/1634614247379-EC59RU5R482M4MQLXTVU/Cari+Jackson+Lewis.jpeg Carí Jackson Lewis - Carí Jackson Lewis Carí Jackson Lewis is the Founder and Principal of California Philanthropic Consulting (CPC). CPC partners with individuals and families, private foundations, businesses, and allied advisors to facilitate income, estate, and capital gains tax minimization and business exit/succession planning goals through both simple and sophisticated charitable giving vehicles; assists nonprofit staff in establishing and administering planned giving and legacy society programs, donor prospecting and stewardship programs; and uses diversity, equity and social justice lenses to create connections and build relationships between nonprofits - including and especially BIPOC (Black, Indigenous and People of Color)-led and BIPOC-serving nonprofit organizations - and donors in the private, public and philanthropic sectors. A nonprofit, tax, and philanthropy strategist and a seasoned trusts and estates lawyer with over 20 years of experience in estate, tax, and charitable gift planning across diverse international, and domestic settings, Carí is a Board Member of the Los Angeles Council of Charitable Gift Planners (LACGP), the Chair of LACGP's 2022 Western Regional Planned Giving Conference, and a Lay Leader and member of the United Methodist Church of Westlake Village Memorial Foundation. Carí is also a member of Women of Color in Fundraising and Philanthropy, the African American Development Officers Association, and the Association of Black Estate Planning Professionals, and she has served as a Board Member on a number of nonprofit community organizations. Carí is a Certified Specialist in Planned Giving, an Accredited Estate Planner, a member of the Society of Trusts and Estates Practitioners, and is currently enrolled in and a co-moderator of the June 2021 Advisors of Color Study Group for the Chartered Advisor in Philanthropy (CAP) program offered by the American College of Financial Services. Carí earned her undergraduate degree at Dartmouth College, her Juris Doctor at Fordham University School of Law, and her LL.M. in Taxation (with distinction) from Loyola Law School (Los Angeles). https://www.terrihilliard.com/schedule-a-consultation daily 0.75 2022-01-08 https://www.terrihilliard.com/kathysmaul daily 0.75 2023-08-02 https://images.squarespace-cdn.com/content/v1/5febcdc560208b428eb92d53/249308b2-5a0d-41d3-911c-da326b87eae2/IsabelLawrence-7_WebSize+%282%29.jpg