ESTATE PLANNING & ELDER LAW

PLANNING FOR YOUR SECOND HALF OF LIFE

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WELCOME TO SANTA BARBARA ESTATE PLANNING & ELDER LAW

At Santa Barbara Estate Planning & Elder Law our mission is to provide families and the elderly throughout California with the knowledge and resources they need when planning for and protecting their future. We want to be your legal partners, guiding you through the important decisions necessary to protect your wealth and assets for future generations. Whether drafting a will or trust, learning about your options regarding Medi-Cal planning, getting more information about holistic legacy planning, or exploring other elder law matters, our experienced Santa Barbara Estate Planning Attorney can help you create a solid plan that avoids probate, minimizes estate taxes, and protects your Medi-Cal or Veterans benefits.

Protecting Your Unique Circumstances

Everything from caring for family members with special needs, protecting your business assets, taking care of important issues should you be incapacitated, or even making plans to care for your pets can all be addressed with a carefully drafted estate plan. No matter what your age or health, it is important that your wishes are made clear and protected to ensure your hard-earned assets are preserved for your family and heirs.

Santa Barbara Estate Planning & Elder Law  has over 20 years experience to help you make informed decisions based on our unique insights and in-depth knowledge of the law. Our Santa Barbara Elder Law Lawyer provide families and individuals throughout California with the resources they need to create solid, legally-binding plans tailored to your unique circumstances. At our firm, we strive to be your long-term legal partner, no matter what stage of life you are in.

Julianna Malis, Attorney at Law, LL.M (Taxation-Estate Planning)

MEET OUR FOUNDER

Julianna M. Malis is the founder of Santa Barbara Estate Planning & Elder Law. She is a mom, wife, estate planning and elder law attorney who has been practicing law on the Central Coast for over twenty years and devoted to protecting families and small businesses. 

“In our office, we are passionate about helping people to protect their assets from taxes, lawsuits, relatives, nursing home costs — anything that threatens their savings and property,” Julianna says. “We also help people arrange their affairs so they will avoid emotional pain and family conflict in leaving their wealth to their heirs, and pay the least possible amount in taxes and fees.”

Julianna Makler Malis

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OUR RECENT POSTS

Can Minors Inherit Assets?

By Julianna Malis | October 22, 2020

Most parents expect their children to inherit their assets if they unexpectedly pass away. But what happens if the child is a minor when mom or dad dies? Because the minor is not a legal adult and cannot inherit assets, a California probate judge will need to appoint a legal guardian who will be responsible…

“When It Comes to Cryptocurrency, Estate Planning Is a Must!”

By Julianna Malis | October 2, 2020

You’ve most likely seen articles and news segments about cryptocurrency. The most popular form is Bitcoin, but there are several others on the horizon. For the uninitiated, cryptocurrency is a digital or virtual currency that uses cryptography for security, making it difficult to counterfeit. One of the main reasons why people and investors like cryptocurrencies…

Parents, Here’s What Can Happen to Your Kids If You Pass Away Without a Will or Trust in Place

By Julianna Malis | September 17, 2020

One of my greatest passions as a Santa Barbara estate planning lawyer is teaching parents how to wisely prepare for death. I realize the possibility of dying while your children are still young can be difficult to accept, and that’s why many parents choose to not think about it. Unfortunately, this fear can prevent parents…

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