also known as Julianna M. Malis
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.
4
Practice Areas
Always
Quickly connect with top attorneys through our legal directory to get help with your legal issue.
Chat with a live agent who can match you with the right attorney for your legal needs.
Chat withState: California
Acquired: 1997
No misconduct found
1514 Anacapa Street, Suite A, Santa Barbara, CA, 93101
4 Client Reviews
Showing 1 - 4 of 4 reviews
Posted by anonymous | June 26, 2023 | Hired Attorney | Estate Planning
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 07, 2020 | Hired Attorney | Elder Law
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 s...
Posted by Cassi | February 13, 2020 | Hired Attorney | Marriage & Prenuptials
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! Ca...
Thank you for the wonderful review, Cassi! I truly enjoyed working with you and appreciate your feedback.
Posted by Susan | February 13, 2020 | Hired Attorney | Trusts
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 ...
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 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."
No Endorsement Data Available Yet
This attorney hasn't created any attorney endorsements recently on Avvo.
2021
Super Lawyer, California Super Lawyers
2020
Certified Dementia Practitioner Trainer, National Council of Certified Dementia Practitioners (NCCDP)
2014
Accredited Attorney, United States Department of Veterans Affairs
2014 - Present
Founder/Managing Attorney, Santa Barbara Estate Planning & Elder Law
1999 - 2014
Partner, Makler & Baker LLP
1997 - 2000
Attorney, Biggam, Christiansen & Minsloff
2021 - Present
Santa Barbara Legal Aid FoundationSecretary, Executive Committee, Board of Directors
2020 - Present
W SourceMember
2019 - Present
Arthritis FoundationVice President, Executive Committee, Board of Directors
2019 - Present
Life Care Planning Law Firms AssociationMember
2018 - Present
Central Coast Senior Care Alliance NetworkMember
2018 - Present
Association for Senior CareMember
2018 - Present
ProVisorsMember
2015 - Present
California State Bar Association, Trusts and Estates SectionMember
2015 - Present
National Association of Elder Law Attorneys (California chapter)Member
2014 - Present
ElderCounselMember
2000 - Present
Santa Barbara County Bar AssociationMember
2002 - 2005
Santa Barbara County Bar AssociationBoard of Directors
2000 - 2002
Santa Barbara BarristersBoard of Directors
Protected spouse from incapacitated spouse's care costs
Stroke patient received full Medi-Cal LTC benefits no share of cost
Full Medi-Cal benefits with zero share of cost
Full estate plan with extensive long-term care planning for spouse living with dementia
1999
LL.M - Master of Laws Taxation (Estate Planning track)
1996
JD - Juris Doctor
1993
BA - Bachelor of Arts
2021
Planning Ahead for Legal Matters
2020
Guardian Nomination & Saving for College
2020
Estate Planning 101
2018
2018
How To Protect Your Life’s Savings from Catastrophic Long-Term Care Costs
2021
2021
2021
2021
2021
2021
2021
2019
2019
English
Legal Answers