Will Your Special Needs Child Be Taken Care of If Something Happens to You?
How Will We Pay for Long-Term Care Without Going Broke?
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Get Your Complimentary Copy of "Understanding Medi-Cal"

Anacapa Estate Planning & Elder Law helps families and businesses, just like yours, plan wisely and make sound decisions at all stages of life.  While we offer traditional estate planning services, our practice is dedicated to older adults and their families in need of well-guided life care planning and advocacy in the areas of long term care, asset protection, special needs planning, Alzheimer’s planning, and geriatric care.

We assist clients with estate and business succession plans, long-term care and disability/special needs planning, qualifying for Medi-Cal benefits, avoiding Medi-Cal recovery, asset protection, Veterans Aid & Attendance benefits, post death estate administration and many other legal issues associated with growing older.

 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.

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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