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Julianna Makler Malis

Estate planning Attorney at Santa Barbara, CA

5.0   4 reviews

also known as Julianna M. Malis

  • Licensed for 26 years
    State CA
    Acquired 1997
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Julianna

Learn Julianna’s areas of practice.

Practice areas
  1. Estate planning
    Probate Avoidance, Estate Planning for Blended Families, Special Needs and Elder Planning, Asset Protection, Powers of Attorney, Advance Directives, Retirement Planning

    26 years

  2. Elder law
    Irrevocable Trusts, VA Benefits Accreditation

  3. Medicaid and medicare
    Long-term care/elder care planning, Medi-Cal planning, Medi-Cal Asset Protection and application

  4. Probate

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. 

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Contact Julianna

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Santa Barbara Estate Planning & Elder Law
1514 Anacapa Street
Suite A
Santa Barbara, CA, 93101


5.0 / 5.0
  4 customer reviews
5 Star
4 Star
3 Star
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1 Star
Posted by anonymous | June 23, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Very Knowledgeable and Helpful
Julianna and her team helped and addressed all of my concerns. I'm definitely sticking with them and I'm very satisfied with the work done. I highly recommend that anyone needing estate planning go directly to her and her team. You wont be disappointed.
Posted by Maureen | September 5, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Amazing and empathic
Julianna is both insightful and empathetic with her broad understanding of all legal issues dealing with elder care. She has gone above and beyond in all areas. I feel like Julianna is part of the family; fighting for my mom’s welfare, looking out for the best aspects of care for my mom, and making sure both her and her family are protected during these difficult times.
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Posted by Susan | February 4, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Extremely Satisfied Client
Julianna was recommended to us. In our initial consultation my husband and I felt very secure in moving forward with a restatement of our trust. Everything was explained thoroughly, conversation was easy, questions were answered clearly, and when we came in to sign the documents were were astonished that this new document was by far a more thorough and better organized document than our former trust document. Julianna'a knowledge, and her friendly, assuring demeanor made us feel like we were her only clients. I have recommended Julianna's qualities and capabilities to many others who I knew could benefit from her thoroughness in carrying out the services she offers. My husband and I look forward to a long relationship with Anacapa Law.
Read less
Response from Julianna Makler Malis February 13, 2020
Susan, thank you for putting your trust in Anacapa Law! I am so lucky to work with such wonderful clients like you. Your recommendation is always appreciated!
Posted by Cassi | February 3, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Julianna helped me tie the knot!
Julianna was great in looking out for my best interests when I got married last year. In working on a pre-nup, I'm certain I got the best professional input and guidance. She also advised me in looking at my long term goals and needs. Thank you Julianna for a great and professional experience! Cassi
Response from Julianna Makler Malis February 13, 2020
Thank you for the wonderful review, Cassi! I truly enjoyed working with you and appreciate your feedback.


  • Retainer Always
Payment methods
Cash, Check, Credit Card


AVVO RATING 9.8 (Superb)

Work Experience

  • Founder/Managing Attorney
  • Santa Barbara Estate Planning & Elder Law
  • 2014 - Present
  • Partner
  • Makler & Baker LLP
  • 1999 - 2014
  • Attorney
  • Biggam, Christiansen & Minsloff
  • 1997 - 2000


  • 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

Legal Cases

  • 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
View all legal cases


  • 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
View all associations

Languages Spoken

  • English

Honors and Awards

  • 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


  • Santa Barbara Lawyer
  • 'The Talk' with Elderly Parents
  • 2021
  • Santa Barbara Lawyer
  • Planning Ahead for Legal Matters
  • 2021
  • Santa Barbara Lawyer
  • How Veterans Affairs Pension Benefits Can Help Pay for Elder Care Today
  • 2019
View all publications

Speaking Engagements

  • 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
View all speaking engagements

Attorney endorsements

Received (2)
Given (0)
Endorse Julianna
Elder law Attorney | Feb 10
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."
Elder law Attorney | Feb 06
Relationship: Fellow lawyer in community
"I endorse this lawyer."
This attorney hasn't created any attorney endorsements recently on Avvo.