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

Estate Planning Tips for Blended Families

By Julianna Malis | September 25, 2019

Santa Barbara Will and Trust Lawyer Offers Estate Planning Tips for Blended Families Modern American families come in all shapes, sizes, colors, and configurations. This creates unique circumstances when creating wills and trusts and putting long-term care plans in place. There is always the potential for conflict when it comes to estate planning in general,…

How to Protect an Inheritance for a Loved One Battling Bipolar Disorder

By Julianna Malis | September 18, 2019

Santa Barbara Trust Lawyer: How to Protect an Inheritance for a Loved One Battling Bipolar Disorder Our Santa Barbara trust lawyers are often asked by parents if it is possible to protect an inheritance for an adult child who battles Bipolar Disorder. Unfortunately, one of the hallmarks of the condition is excessive financial spending while…

Understanding the Basics of Probate in Santa Barbara, CA

By Julianna Malis | September 9, 2019

Santa Barbara Estate Administration Lawyer: Understanding the Basics of Probate in Santa Barbara, CA By Julianna M. Malis, Attorney at Law  The thought of going through the probate process here in Santa Barbara county can strike fear in the hearts of most people, and with good reason. The time it takes is long and grueling,…

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