In this episode of The Senior Scoop, hosts Deborah and Kelsey Samuel welcome Julianna Malis, attorney and founder of Santa Barbara Estate Planning and Elder Law, for a comprehensive and compassionate conversation about estate planning, elder law, and long-term care preparation.

Julianna shares how her personal life experiences shaped her career and explains why estate planning is not a one-time task, but an evolving process designed to protect loved ones, preserve dignity, and avoid unnecessary stress during moments of crisis. From powers of attorney to trusts, Medi-Cal planning, and family conversations, this episode offers practical guidance for every stage of life.

🏡 Key Topics Covered

00:00 Welcome and introduction to estate planning and elder law

01:30 Julianna’s personal journey and what led her into estate planning

04:46 What estate planning really is and why it’s about protecting others

06:40 The risks of relying on the state’s default plan

07:18 Why powers of attorney and healthcare directives matter

09:09 Wills vs trusts and avoiding probate

11:17 Privacy, predators, and why probate is public record

12:19 Why estate plans need regular updates

15:27 Common mistakes like forgetting to fund a trust

17:28 Capacity, caregivers, and preventing undue influence

20:22 Planning for long-term care and elder law considerations

23:16 Medi-Cal planning and protecting assets for spouses

28:03 The sandwich generation and difficult family conversations

31:58 How to prepare for an estate planning meeting

34:29 Planning for pets, charities, and personal wishes

37:53 Being proactive and avoiding crisis-driven decisions

40:19 Closing reflections and next steps for families

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👤 Guest Information

Julianna Malis

🌐 https://www.sbelderlaw.com/

📍 14 W Valerio St, Suite A, Santa Barbara, CA 93101

📞 805-946-1550