Julianna Malis is a nationally recognized estate planning and elder law attorney focusing on traditional estate planning, special needs planning and estate administration. As the founder of Santa Barbara Estate Planning Law Group, she brings a family-centered approach to planning, with a focus on practical solutions for those going through life transitions. She is also a Certified Dementia Practitioner and a frequent speaker to groups on issues of estate planning, elder law, and special needs planning.
Julianna earned her law degree from University of the Pacific, McGeorge School of Law and has an advanced law degree (LL.M) in Taxation and Estate Planning. She was selected to Super Lawyers for 2021 as a Top Rated Elder Law Attorney. This peer designation is awarded only to a select number of accomplished attorneys in each state.
Practice areas
Probate Avoidance, Estate Planning for Blended Families, Special Needs and Elder Planning, Asset Protection, Powers of Attorney, Advance Directives, Retirement Planning
25 years
Irrevocable Trusts, VA Benefits Accreditation
Long-term care/elder care planning, Medi-Cal planning, Medi-Cal Asset Protection and application
Languages spoken
English
State | Status | Acquired | Updated |
---|---|---|---|
CA | Active | 1997 | 02/07/2022 |
Legal answers | 3 |
Legal guides | 0 |
Award name | Grantor | Date Granted |
---|---|---|
Super Lawyer | California Super Lawyers | 2021 |
Certified Dementia Practitioner Trainer | National Council of Certified Dementia Practitioners (NCCDP) | 2020 |
Accredited Attorney | United States Department of Veterans Affairs | 2014 |
Title | Company name | Duration |
---|---|---|
Founder/Managing Attorney | Santa Barbara Estate Planning & Elder Law | 2014 - Present |
Partner | Makler & Baker LLP | 1999 - 2014 |
Attorney | Biggam, Christiansen & Minsloff | 1997 - 2000 |
Association name | Position name | Duration |
---|---|---|
Santa Barbara Legal Aid Foundation | Secretary, Executive Committee, Board of Directors | 2021 - Present |
W Source | Member | 2020 - Present |
Arthritis Foundation | Vice President, Executive Committee, Board of Directors | 2019 - Present |
Life Care Planning Law Firms Association | Member | 2019 - Present |
Central Coast Senior Care Alliance Network | Member | 2018 - Present |
Association for Senior Care | Member | 2018 - Present |
ProVisors | Member | 2018 - Present |
California State Bar Association, Trusts and Estates Section | Member | 2015 - Present |
National Association of Elder Law Attorneys (California chapter) | Member | 2015 - Present |
ElderCounsel | Member | 2014 - Present |
Santa Barbara County Bar Association | Member | 2000 - Present |
Santa Barbara County Bar Association | Board of Directors | 2002 - 2005 |
Santa Barbara Barristers | Board of Directors | 2000 - 2002 |
Publication name | Title | Date |
---|---|---|
Santa Barbara Lawyer | 'The Talk' with Elderly Parents | 2021 |
Santa Barbara Lawyer | Proposition 19: Children Inheriting Parents' Property Will Be Financially Impacted | 2021 |
Santa Barbara Lawyer | How to Choose a Dementia Care Facilty | 2021 |
Santa Barbara Lawyer | Sandwich Generation Planning Guide | 2021 |
Santa Barbara Lawyer | Sandwich Generation Planning Guide | 2021 |
Santa Barbara Lawyer | Understanding Medi-Cal | 2021 |
Santa Barbara Lawyer | Planning Ahead for Legal Matters | 2021 |
Daily Journal | How Veterans Affairs Pension Benefits Can Help Pay for Elder Care Today | 2019 |
Santa Barbara Lawyer | How Veterans Affairs Pension Benefits Can Help Pay for Elder Care Today | 2019 |
School name | Degree | Graduated |
---|---|---|
Golden Gate University School of Law | LL.M - Master of Laws Taxation (Estate Planning track) | 1999 |
McGeorge School of Law, University of the Pacific | JD - Juris Doctor | 1996 |
University of California - Santa Barbara | BA - Bachelor of Arts | 1993 |
Conference name | Title | Date |
---|---|---|
Financial Legal Planning | Planning Ahead for Legal Matters | 2021 |
Wine Women & Wealth | Estate Planning 101 | 2020 |
Wine Women & Wealth | Guardian Nomination & Saving for College | 2020 |
CC SCAN Event | How To Protect Your Life’s Savings from Catastrophic Long-Term Care Costs | 2018 |
Dinner Seminar | How To Protect Your Life’s Savings from Catastrophic Long-Term Care Costs | 2018 |
Case name | Outcome |
---|---|
Zero Share of Cost Medi-Cal | Protected spouse from incapacitated spouse's care costs |
Unmarried Skilled Nursing Resident Zero Share of Cost | Stroke patient received full Medi-Cal LTC benefits no share of cost |
Married Couple Medi-Cal Planning | Full Medi-Cal benefits with zero share of cost |
Married Couple Estate Planning | Full estate plan with extensive long-term care planning for spouse living with dementia |
Posted by Maureen
September 5, 2020
Posted by Susan
February 4, 2020
Posted by Cassi
February 3, 2020
Cristi Michelon Vasquez, Elder law Attorney on Feb 10, 2020
Relationship: Worked together on matter
Julianna is a fantastic resource, lawyer and individual. After experiencing first hand what lack of planning can do, Julianna has focused her practice on protecting families. What a gift she is to any family lucky enough to hire her.
Natasha Chamberlain, Elder law Attorney on Feb 6, 2020
Relationship: Fellow lawyer in community
I endorse this lawyer.
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