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.”

OUR RECENT POSTS

Three Common Trust Mistakes to Avoid

By Julianna Malis | May 27, 2020

If you’ve set up a Revocable Living Trust, congratulations! As a Santa Barbara will and trust lawyer, I assure you that you’ve taken a very important step in protecting your assets and your family in the event you become incapacitated or pass away. However, just because you’ve completed this important step does not mean that…

What Happens If I Receive an Inheritance During Bankruptcy Proceedings?

By Julianna Malis | May 18, 2020

For some families, bankruptcy is the only way out from living under a mountain of debt.  Filing for bankruptcy is a not a decision most people enter into lightly as the process can have a number of long-term and severe consequences. Once such consequence that tends to go overlooked is the possibility that a person…

Three Ways to Protect Your Children in an Emergency

By Julianna Malis | May 8, 2020

If something were to happen to you and your spouse, what would happen if the authorities or medical personnel did not know that you have minor children at home waiting for you? Picture this; your children are at home and more frightened as each hour passes and you have not returned. The babysitter is scrambling…

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