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

How Does a Healthcare Directive Work in Santa Barbara?

By Julianna Malis | August 10, 2020

As a Santa Barbara will and estates attorney, I’m often asked, “How does a Healthcare Directive or Living Will work in California?” Essentially, an Advance Healthcare Directive, sometimes referred to as a Living Will in California, is a legal document that spells out your wishes for healthcare if you are incapacitated or otherwise unable to…

“Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?”

By Julianna Malis | July 30, 2020

The answer to this question and so many other estate planning questions is, “Yes, but….”. It is true that if you own an asset jointly with rights of survivorship in California, the joint tenant will automatically retain ownership of the property when you pass away. The assets held in joint tenancy will avoid probate when…

What are the Warning Signs of Dementia? (SB Elder Law)

By Julianna Malis | July 22, 2020

Dementia is one of the most devastating conditions affecting seniors, resulting in an eventual loss of cognitive functions. While there is no cure for dementia or the two leading diseases that cause dementia, Alzheimer’s and Lewy body dementia, there are treatments that can slow the effects and help make life more manageable. In order for…

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