Terri Hilliard Olson | J.D.

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TERRI HILLIARD PC, ESTATE, ELDER AND SPECIAL NEEDS LAW
WWW.TERRIHILLIARD.COM


THILLIARD@TERRIHILLIARD.COM
(805) 201-2552

About:  Terri Hilliard's practice centers on advanced estate and business succession planning, asset protection, special needs trusts, and family protection planning for seniors. She is also a mediator focused on helping families, elders, individuals and businesses.

Terri has given her time for over a decade to the senior and special needs communities, making a big impact on her clients and the community. Her creative solutions helps elders and their families with finding programs and resources so older people can stay in their homes longer and avoid or delay nursing homes or care homes. She helps elders find and keep veterans' benefits of Medi-Cal benefits.

Terri writes a monthly column about estate planning for seniors and special needs folks, called "Terri Talks," for the Moorpark Community Link, a monthly business publication. She has served as a panel moderator and keynote speaker on a wide variety of subjects, including caring for seniors, Medi-Cal, long-term care, deed transfers upon death, divorce and estate planning, senior abuse and scams, purposeful estate planning, the Able Act, transition planning and conservatorships for special needs young adults, estate and financial planning, aging, strategies for health and wealth, planned giving, business succession planning, and politics and the special needs community. Her many years of volunteer work and Board of Director leadership with Senior Concerns of the Conejo has assisted countless seniors, their families and caregivers. As well as Board Leadership of Pause4kids providing scholarships for kids with special needs to enhance their lives and fill the gaps.

Terri is actively involved in the community and gives her time to scores of different organizations including the Moorpark Morning Rotary; Conejo Valley Estate Planning Council; Pause4kids, which supports special needs individuals, and Senior Concerns of the Conejo providing services and respite to elders and their caregivers in her community.

She created and founded the successful Pro Bono Panel of Attorneys program called "Legal Concerns" at Senior Concerns, where Hilliard oversees a panel of volunteer, attorneys and lends her expertise in eldercare, estate planning, mediation, and planned giving.

Specialties: Terri's practice centers on advanced estate and business succession planning, asset protection, special needs trusts, and family protection planning for seniors. She is also a mediator focused on helping families, elders, individuals and businesses. Terri is a Juris doctor in Law and certified Mediator as well as a Veteran's Administration Accredited attorney.

Quote: "You gain strength, courage, and confidence by every experience by in which you really stop to look fear in the face. You are able to say to yourself, 'I lived through this horror. I can take the next thing that comes along.' You must do the thing you think you cannot do." - Eleanor Roosevelt

Connect: Contact Terri at thilliard@terrihilliard.com or at (805) 201-2552, or visit her website below!

MEMBER SINCE AUGUST 2018

Laurie Jackson | Recovery Coaching Coordinator

RECOVERY COACHING INC. | RECOVERYCOACHINGINC.COM
INFO@RECOVERYCOACHINGINC.COM | (800) 470-2826

About: Lorilei Safran is a Pyschotherapist in the San Fernando Valley that started Recovery Coaching over 20 years ago. Lorilei Safran works closely with each client to make sure they have the best chance at recovery after detox or treatment. Lorilei will help to fit the right coach with each individual client to give them the best transitional experience to their home environment after treatment. Coaches are ideal for executives, entertainers, housewives, students and teenagers who want to have a better chance with the transition back to life after detox and/or treatment. Lorilei helps the client and coach find the schedule that works the best. Recovering Coaching Inc. is here so that you don’t have to navigate the transition alone.

Specialties: Recovery Coach Inc. is a qualified, dedicated, empathetic team of professionals who assist in the process of recovery from alcohol, drugs and other addictions. Coaches have extensive experience in supportive counseling to individuals experiencing life changes such as new mothers and those dealing with separation and divorce.

Quote: “Nothing Changes If Nothing Changes.”

Connect:
Contact Laurie at Info@recoverycoachinginc.com or at (800) 470-2826 or visit her website below!

MEMBER SINCE SEPTEMBER 2018

Patricia Mann | Attorney at Law

PATRICIA MANN ATTORNEY AT LAW WWW.WESTLAKELAW.COM
PATTI@WESTLAKELAW.COM | (805) 371-4066

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About: Ms. Mann is a lifelong Ventura County resident. She is a graduate of the Ventura College of Law in 1989 and commenced working as a family law attorney. She is currently in private practice in Westlake Village, California serving the Family Law needs for the residents of Ventura and Northern Los Angeles Counties. Ms. Mann is very familiar with the Ventura Family Court system. Her practice is dedicated to helping people during the difficulties of family law situations.

Specialties: FAMILY LAW

Quote: Helping families in difficult situations for over 30 years.

Connect: Contact Patrcia at patti@westlakelaw.com or at (805) 371-4066, or visit her website below!

member since june 2018

Pauline Pitman | Realtor®

COLDWELL BANKER RESIDENTIAL MORTGAGE | PAULINEPITMAN.COM
PAULINE@PAULINEPITMAN.COM | (805) 796-7716

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About: Pauline holds a bachelor’s degree in Organization Leadership and Master of Public Policy and Administration from California Lutheran University. She served as a Graduate Admission Counselor and Assistant Director of Graduate Admission at California Lutheran University for almost 10 years working with students in the Business and Computer Science graduate programs. She brings her passion for helping people to her real estate business, along with her strong ethics, integrity,

hard work, professionalism and exceptional customer service. You can count on Pauline to exceed your expectations in meeting your real estate needs.

Specialties: Pauline's specialty is residential real estate. She believes in the pursuit of continued education to better serve her clients. She has earned the National Association of Realtors PSA certificate (Pricing Strategy Advisor).

Quote: “Those who are happiest are those who do the most for others.” - Booker T. Washington

Connect: Contact Pauline at Pauline@PaulinePitman.com or at (805) 796-7716, or visit her website below!

member since april 2018


CalRE# 02022127