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  • Home
  • About Us
  • Practice Areas
    • Estate Planning
    • Elder Law
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    • Veteran’s Benefits Planning
    • Special Needs Planning
    • Probate & Trust Administration
  • Events
  • Blog
  • Contact
  • 805-946-1550

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Author Archive for: "member"
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By Julianna Malis
In Estate Planning
Posted January 31, 2019

Santa Barbara Estate Planning: Parents, Here’s What Can Happen to Your Kids If You Pass Away Without a Will or Trust in Place

One of my greatest passions as a Santa Barbara estate planning lawyer is teaching parents how to wisely prepare for death. I realize the possibility of dying while your children are still young [...]

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By Julianna Malis
In Estate Planning, Wills and Trusts
Posted January 26, 2019

Santa Barbara Trust Lawyer: Protect Your Family from Privacy Intrusions and Scam Artists When You Are Gone with a Living Trust

As a Santa Barbara trust lawyer, I’ve found that most people do not understand the serious privacy intrusions that their family can face if they die without a Living Trust. Here in California and [...]

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By Julianna Malis
In Estate Planning, Wills and Trusts
Posted January 18, 2019

San Luis Obispo Trust and Estates Lawyer Answers, “What Happens If I Receive an Inheritance During Bankruptcy?”

For some families, bankruptcy is the only way out from living under a mountain of debt.  Filing for bankruptcy is a not a decision most people enter into lightly as the process can have a number [...]

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By Julianna Malis
In Estate Planning
Posted January 9, 2019

Santa Barbara Will and Estates Attorneys: How Does a Healthcare Directive Work in California?

As a Santa Barbara will and estates attorney, I’m often asked, “How does a Healthcare Directive or Living Will work in California?” Essentially, an Advance Healthcare Directive, sometimes [...]

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By Julianna Malis
In Special Needs
Posted December 30, 2018

San Luis Obispo Special Needs Planning Attorney: How to Plan for Your Child’s Future When You Are Divorcing

Raising a child with special needs is challenging. Sadly, the stress of the situation contributes to the high rate of divorce among couples who are raising children with special needs. In fact, [...]

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By Julianna Malis
In Estate Planning, Wills and Trusts
Posted December 21, 2018

San Luis Obispo Will and Trust Lawyer Answers: “Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?”

The answer to this question and so many other estate planning questions is, “Yes, but….”. It is true that if you own an asset jointly with rights of survivorship in California, the joint tenant [...]

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By Julianna Malis
In Estate Planning
Posted December 17, 2018

Santa Barbara Estate Planning Attorney Urges Millennials to Rethink this Common Estate Planning Myth

As a Santa Barbara estate planning attorney, I know Millennials have a lot going on; they are starting their careers, buying their first homes, and starting their families. With so many [...]

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By Julianna Malis
In Estate Planning, Wills and Trusts
Posted December 7, 2018

Santa Barbara Trust Attorney: Reduce Your Tax Burden with a Qualified Personal Residence Trust

A family home or vacation property is often the most valuable asset in their estate. While the homeowner may want to leave their cherished property to children or other beneficiaries as an [...]

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By Julianna Malis
In Elder Law News
Posted April 9, 2018

Elder Law Update: 1st Qtr 2018

In our recent Elder Law Update newsletter, we explore whether you should use genetic testing to determine if you are predisposed to Alzheimer’s disease.  We also discuss important [...]

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