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

Santa Barbara Trust Attorney: Reduce Your Tax Burden with a Qualified Personal Residence Trust

By Julianna Malis | December 7, 2018

A family home or vacation property is often the most valuable asset in their estate. While the homeowner may want to leave their cherished property to children or other beneficiaries as an inheritance, taxes can quickly thwart well-meaning plans. The sad truth is that without proper planning, most heirs simply cannot afford the tax bills…

Elder Law Update: 1st Qtr 2018

By Julianna Malis | April 9, 2018

In our recent Elder Law Update newsletter, we explore whether you should use genetic testing to determine if you are predisposed to Alzheimer’s disease.  We also discuss important Veteran’s benefits that may help you or your spouse obtain in-home care or assisted living.  Read more below:

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