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Julianna Makler Malis

also known as Julianna M. Malis
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Avvo Rating9.9
  • Santa Barbara, CA
  • Licensed for 24 years
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About Julianna

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

  1. Estate planning: 40%

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

    25 years

  2. Elder law: 30%

    Irrevocable Trusts, VA Benefits Accreditation

  3. Medicaid and medicare: 20%

    Long-term care/elder care planning, Medi-Cal planning, Medi-Cal Asset Protection and application

  4. Probate: 10%

Languages spoken

English

Photos and videos

174766 1580954061

Contact

Santa Barbara Estate Planning & Elder Law

1514 Anacapa Street
Suite A
Santa Barbara, CA, 93101

    Resume

    License
    StateStatusAcquiredUpdated
    CAActive199702/07/2022
    We have not found any instances of professional misconduct for this lawyer.
    Avvo Contributions
    Legal answers3
    Legal guides0
    Awards
    Award nameGrantorDate Granted
    Super LawyerCalifornia Super Lawyers2021
    Certified Dementia Practitioner TrainerNational Council of Certified Dementia Practitioners (NCCDP)2020
    Accredited AttorneyUnited States Department of Veterans Affairs2014
    work experience
    TitleCompany nameDuration
    Founder/Managing AttorneySanta Barbara Estate Planning & Elder Law2014 - Present
    PartnerMakler & Baker LLP1999 - 2014
    AttorneyBiggam, Christiansen & Minsloff1997 - 2000
    associations
    Association namePosition nameDuration
    Santa Barbara Legal Aid FoundationSecretary, Executive Committee, Board of Directors2021 - Present
    W SourceMember2020 - Present
    Arthritis FoundationVice President, Executive Committee, Board of Directors2019 - Present
    Life Care Planning Law Firms AssociationMember2019 - Present
    Central Coast Senior Care Alliance NetworkMember2018 - Present
    Association for Senior CareMember2018 - Present
    ProVisorsMember2018 - Present
    California State Bar Association, Trusts and Estates SectionMember2015 - Present
    National Association of Elder Law Attorneys (California chapter)Member2015 - Present
    ElderCounselMember2014 - Present
    Santa Barbara County Bar AssociationMember2000 - Present
    Santa Barbara County Bar AssociationBoard of Directors2002 - 2005
    Santa Barbara BarristersBoard of Directors2000 - 2002
    publications
    Publication nameTitleDate
    Santa Barbara Lawyer'The Talk' with Elderly Parents2021
    Santa Barbara LawyerProposition 19: Children Inheriting Parents' Property Will Be Financially Impacted2021
    Santa Barbara LawyerHow to Choose a Dementia Care Facilty2021
    Santa Barbara LawyerSandwich Generation Planning Guide2021
    Santa Barbara LawyerSandwich Generation Planning Guide2021
    Santa Barbara LawyerUnderstanding Medi-Cal2021
    Santa Barbara LawyerPlanning Ahead for Legal Matters2021
    Daily JournalHow Veterans Affairs Pension Benefits Can Help Pay for Elder Care Today2019
    Santa Barbara LawyerHow Veterans Affairs Pension Benefits Can Help Pay for Elder Care Today2019
    education
    School nameDegreeGraduated
    Golden Gate University School of LawLL.M - Master of Laws Taxation (Estate Planning track)1999
    McGeorge School of Law, University of the PacificJD - Juris Doctor1996
    University of California - Santa BarbaraBA - Bachelor of Arts1993
    speaking engagements
    Conference nameTitleDate
    Financial Legal PlanningPlanning Ahead for Legal Matters2021
    Wine Women & WealthEstate Planning 1012020
    Wine Women & WealthGuardian Nomination & Saving for College2020
    CC SCAN EventHow To Protect Your Life’s Savings from Catastrophic Long-Term Care Costs2018
    Dinner SeminarHow To Protect Your Life’s Savings from Catastrophic Long-Term Care Costs2018
    legal cases
    Case nameOutcome
    Zero Share of Cost Medi-CalProtected spouse from incapacitated spouse's care costs
    Unmarried Skilled Nursing Resident Zero Share of CostStroke patient received full Medi-Cal LTC benefits no share of cost
    Married Couple Medi-Cal PlanningFull Medi-Cal benefits with zero share of cost
    Married Couple Estate PlanningFull estate plan with extensive long-term care planning for spouse living with dementia

    Reviews

    5.0 stars5.0 (3)
    5 Star
    		100%
    4 Star
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    Review Julianna Makler Malis

    Amazing and empathic

    5.0 stars

    Posted by

    This review is from a person who hired this attorney.
    Hired attorney

    Extremely Satisfied Client

    5.0 stars

    Posted by

    This review is from a person who hired this attorney.
    Hired attorney
    Julianna Makler Malis's response: 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!

    Julianna helped me tie the knot!

    5.0 stars

    Posted by

    This review is from a person who hired this attorney.
    Hired attorney
    Julianna Makler Malis's response: Thank you for the wonderful review, Cassi! I truly enjoyed working with you and appreciate your feedback.

    Attorney endorsements

    (2)
    Are you an attorney? Endorse this lawyer
    Lawyer Cristi Michelon Vasquez

    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.

    Lawyer Natasha Adele Chamberlain

    Natasha Chamberlain, Elder law Attorney on Feb 6, 2020
    Relationship: Fellow lawyer in community

    I endorse this lawyer.

    Cost

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