Julianna M. Malis

Top rated Estate Planning & Probate attorney in Santa Barbara, California

Santa Barbara Estate Planning & Elder Law
Julianna M. Malis
Santa Barbara Estate Planning & Elder Law

Practice Areas: Estate Planning & Probate, Elder Law

Licensed in California since: 1997

Education: University of the Pacific McGeorge School of Law

Selected to Super Lawyers: 2021 - 2024
Free Consultation

Santa Barbara Estate Planning & Elder Law

14 W Valerio St
Ste A
Santa Barbara, CA 93101 Phone: 805-946-1550 Email: Julianna M. Malis Visit website

Details

Julianna Malis is a nationally recognized estate planning and elder law attorney. As the founder of Santa Barbara Estate Planning Law Group, she brings a family-centered ‘holistic’ approach to planning, with a focus on practical solutions that address the legal, medical, financial, social, and family issues we encounter every day regardless of stage of life. She is also Certified Dementia Practitioner Trainer and Certified Dementia Practitioner and a frequent speaker to groups on issues of estate, special needs and asset protection planning. 

Julianna graduated from University of the Pacific-McGeorge School of Law and has a LL.M (Master of Laws) in Taxation.

First Admitted: 1997, California

Professional Webpage: https://www.sbelderlaw.com/julianna-malis

Pro bono/Community Service:
  • Board Member, Hospice of Santa Barbara
  • Board member, Santa Barbara Legal Aid Foundation
  • Board Member, Arthritis Foundation Central Coast Leadership Board
Special Licenses/Certifications:
  • Certified Dementia Practitioner, National Council of Certified Dementia Practitioners Certified Alzheimer's Disease and Dementia Care Trainer, National Council of Certified Dementia Practitioners, 2020
Honors/Awards:
  • Super Lawyers List - Elder Law, Super Lawyers Honoree, Super Lawyers, 2021
  • , Super Lawyers Honoree, Super Lawyers, 2022
  • , Super Lawyers Honoree, Super Lawyers, 2023
Scholarly Lectures/Writings:
  • Understand the New Asset Limits and Recovery Rules Medi-Cal Planning Options for Eligibility and Recovery AvoidanceFirst Party SNTSThird Party SNTsLiving TrustsPOD AccountsDivision Eight ProceedingsHeggstad Petitions3100 PetitionsOBRA 93 Trusts/AB 133 Trusts, Speaker, Understanding New Medi-Cal Asset Limits and Recovery Rules, Continuing Education of the Bar, Law, 2023
  • Many Veterans believe that government benefits are only available if they were wounded in combat or suffer from a disability related to their service. That's simply not true. One of the most valuable benefits available to veterans is also the least understood and underutilized-the Veterans Pension Program., Author, How Veterans Affairs Pension Benefits Can Pay for Elder Care Today, Daily Journal, 2019
Bar/Professional Activity:
  • Board Member, Hospice of Santa Barbara, 2023
  • Board Member, Legal Aid Foundation of Santa Barbara, 2019
  • Board Member, Legal Aid Foundation of Santa Barbara County, 2020
  • Executive Board, Legal Aid Foundation of Santa Barbara County, 2021
  • Executive Board Member, Legal Aid Foundation of Santa Barbara County..., 2022
  • Board Member, Hospice of Santa Barbara, 2022
  • Executive Board Member, Legal Aid Foundation of Santa Barbara County......, 2023

Office location for Julianna M. Malis

14 W Valerio St
Ste A
Santa Barbara, CA 93101

Selections

4 Years Super Lawyers
  • Super Lawyers: 2021 - 2024

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