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

How to Handle Special Needs Decision-Making After a Divorce

By Julianna Malis | April 28, 2020

Any type of co-parenting relationship can be complicated, especially when the relationship ends in divorce. Divorcing parents of a special needs child, even one that has reached adulthood, may have questions about their rights and obligations as guardians when it comes to making decisions for a child with disabilities. While laws may vary from state…

How to Choose the Best Dementia Care Facility for Your Loved One

By Julianna Malis | April 28, 2020

Once an older loved one starts to show signs of dementia, you will likely need to start thinking about the type of care he or she will need in the future. When your loved one gets to the point where he or she is no longer able to remain in their home, a dementia care…

Who Will Make Your Healthcare Decisions if You Cannot?

By Julianna Malis | April 14, 2020

National Healthcare Decisions Day (NHDD) is held on April 16th each year. It exists to inspire, educate and empower the public and healthcare providers about the importance of advance care planning. The NHDD initiative encourages patients to express their wishes regarding healthcare, and providers and facilities to respect those wishes, whatever they may be. NHDD…

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

ORDER YOUR FREE BOOK

what you really need to know