Will Your Special Needs Child Be Taken Care of If Something Happens to You?
Are Your Estate Planning Documents Up to Date?
How Will We Pay for Long-Term Care Without Going Broke?
Anacapa Estate Planning & Elder Law provides comprehensive lifetime planning for families, entrepreneurs and family-owned businesses

Estate Planning       Elder Law       Business Planning

Anacapa Estate Planning & Elder Law is a boutique estate planning, elder law and business planning firm serving the Santa Barbara and San Luis Obispo County areas. We help families and businesses, just like yours, plan wisely and make sound decisions at all stages of life. While we offer all the services of a traditional estate planning firm, we focus on the increasingly important and complex area of elder law. We assist clients with estate and business succession plans, long-term care and disability planning, qualifying for Medi-Cal benefits, avoiding Medi-Cal recovery, asset protection, Veterans Aid & Attendance benefits, and many other legal issues associated with growing older.

We have two office locations conveniently located in Santa Barbara, CA and Arroyo Grande, CA.  Contact us today to schedule a personal meeting with our firm’s founder, attorney Julianna Malis. We welcome the opportunity to get to know you better and create a customized plan that alleviates your greatest concerns and helps you achieve all of your goals. Let’s talk soon.

Services

Elder Law

Elder law encompasses a wide range of practice areas, including long-term care planning, conservatorships, Medi-Cal planning, veterans benefits, and essential estate planning. The primary goal of elder law is to ensure that you and your loved ones are adequately prepared for the medical, financial and legal challenges you will face as you grow older. Learn More

Estate Planning

Most people think that estate planning is only concerned with the distribution of assets after a person passes away. This is certainly part of it, but a proper estate plan provides a number of benefits while you are still alive and well. Let’s look at what estate planning can help you accomplish and why everyone needs a plan of his or her own. Learn More

Medi-Cal & Long-Term Care Planning

There has been a steady drift towards more complex and limiting rules regarding Medi-Cal eligibility. Qualifying for assistance from Medi-Cal is no longer as easy as reviewing one’s bank statements. There are a myriad of regulations involving look-back periods, income caps, transfer penalties and waiting periods that must be taken into account. Learn More

Meet Our Founder

Julianna M. Malis, Esq.

I am a mom, a wife and an estate planning attorney. I have been practicing law on the Central Coast for over twenty years and devoted to protecting families and small businesses. While my law firm offers all of the traditional estate and business planning services, my passion is to help seniors and their families manage the financial and emotional challenges that come with growing older. Having recently dealt with my mother’s terminal illness and subsequent incapacity, I understand on a personal level what my clients are going through.

More about Julianna

Contact us today.

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