Julianna Makler Malis

Julianna Makler Malis

also known as Julianna M. Malis

5.0
Rating: 9.7

Licensed for 28 years

Estate planning Lawyer at Santa Barbara, CA
Practice Areas: Estate Planning, Elder Law, Medicaid & Medicare, Probate

1514 Anacapa Street, Suite A, Santa Barbara, CA

About Julianna

Biography

Practice Areas

4

Practice Areas

Estate Planning 40%

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

29 years

40%
Elder Law 30%

Irrevocable Trusts, VA Benefits Accreditation

30%
Medicaid and Medicare 20%

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

20%

Fees and Rates

Cost

Retainer

Always


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in California for 28 years

State: California

Acquired: 1997

Active

No misconduct found

Location

Santa Barbara Estate Planning & Elder Law

1514 Anacapa Street, Suite A, Santa Barbara, CA, 93101

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Julianna Makler Malis's Reviews

Avvo Review Score

5.0 /5.0

4 Client Reviews

Filter Avvo Reviews (4) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.
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5 stars 4
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Practice Areas

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...ure both her and her family are protected during these difficult times.

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...ssi

Julianna Makler Malis

Replied last February 13, 2020

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 ...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.

Julianna Makler Malis

Replied last 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!

See All Client Reviews

Julianna Makler Malis's Lawyer Endorsements

Endorse Julianna
Cristi Michelon Vasquez headshot
Cristi Michelon Vasquez

Elder law lawyer | 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."

Natasha Adele Chamberlain headshot
Natasha Chamberlain

Elder law lawyer | Feb 06

Relationship: Fellow lawyer in community

"I endorse this lawyer."

View All Endorsements

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This attorney hasn't created any attorney endorsements recently on Avvo.

Experience

Rating:  9.7 (Superb)

Honors

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

Work Experience

2014 - Present

Founder/Managing Attorney, Santa Barbara Estate Planning & Elder Law

1999 - 2014

Partner, Makler & Baker LLP

1997 - 2000

Attorney, Biggam, Christiansen & Minsloff

Associations

2021 - Present

Santa Barbara Legal Aid Foundation

Secretary, Executive Committee, Board of Directors

2020 - Present

W Source

Member

2019 - Present

Arthritis Foundation

Vice President, Executive Committee, Board of Directors

2019 - Present

Life Care Planning Law Firms Association

Member

2018 - Present

Central Coast Senior Care Alliance Network

Member

2018 - Present

Association for Senior Care

Member

2018 - Present

ProVisors

Member

2015 - Present

California State Bar Association, Trusts and Estates Section

Member

2015 - Present

National Association of Elder Law Attorneys (California chapter)

Member

2014 - Present

ElderCounsel

Member

2000 - Present

Santa Barbara County Bar Association

Member

2002 - 2005

Santa Barbara County Bar Association

Board of Directors

2000 - 2002

Santa Barbara Barristers

Board of Directors

Sample of 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

Married Couple Estate Planning

Full estate plan with extensive long-term care planning for spouse living with dementia

See More Legal Cases

Education

1999

Golden Gate University School of Law

LL.M - Master of Laws Taxation (Estate Planning track)

1996

McGeorge School of Law, University of the Pacific

JD - Juris Doctor

1993

University of California - Santa Barbara

BA - Bachelor of Arts

Speaking Engagements

2021

Financial Legal Planning

Planning Ahead for Legal Matters

2020

Wine Women & Wealth

Guardian Nomination & Saving for College

2020

Wine Women & Wealth

Estate Planning 101

2018

CC SCAN Event

How To Protect Your Life’s Savings from Catastrophic Long-Term Care Costs

Publications

2021

Santa Barbara Lawyer 'The Talk' with Elderly Parents

2021

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

2019

Santa Barbara Lawyer How Veterans Affairs Pension Benefits Can Help Pay for Elder Care Today

Languages

English

Activity

Avvo Rating

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  • Experience & background Years licensed, work experience, education
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