ESTATE PLANNING & ELDER LAW

PLANNING FOR YOUR SECOND HALF OF LIFE

CONTACT US !

Member of Academy of Special Needs Planners Logo
Avvo Logo
Elder Law Answers Logo
Wealth Counsel Member Logo
Elder Counsel Member Logo
NAELA Member Logo
Life Care Planning Law Firms Association Member Logo

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.”

OUR RECENT POSTS

Santa Barbara Estate Planning and Elder Law: How to Prepare for an Unexpected Disability

By Julianna Malis | July 3, 2020

As a Santa Barbara will and trust attorney, I often see the results of what happens when someone does not plan for the possibility of an unexpected disability. Most people come to our office ready to plan for their retirement or how they would like to see their estates managed after they have passed away.…

Should My Elderly Parent Be Driving?

By Julianna Malis | July 2, 2020

One of the hardest things a senior must come to grips with is that he or she can no longer operate an automobile safely. However, this is not usually something they’ll admit to themselves, even if they know it’s the truth. Most of the time it is up to their adult children to determine when…

July: Sandwich Generation Month

By Julianna Malis | July 1, 2020

By Julianna Malis, Attorney at Law July is Sandwich Generation month. If you’re wondering what the Sandwich Generation is, the average age of parents raising children in the US has continued to rise, leaving many middle-aged Americans in a category commonly referred to as the the “sandwich” generation:  often still raising kids at home when…

Learn How To Protect Your Family In The Second Half Of Life

ORDER YOUR FREE BOOK

what you really need to know