Top Estate Planning Lawyers in Santa Barbara | 17 available

Firm: Law Offices of April M. Lavigne, PC

5290 Overpass Road, Suite 122 , Santa Barbara , California 93111

Practice Areas: Estate Planning

I currently focus my practice in the areas of Estate Planning, including wills, trusts, durable powers of attorney, and advanced health care directives; Estate Administration, including probate, trust administration, and trust litigation; Property Law, including property tax reassessment and exemption issues; Contracts; and Business and Corporate law. My clients will tell you I have a strong attention to detail, exceptional client care, and provide straightforward legal advice.. I joined a boutique Santa Barbara law firm in 2005, while studying estate planning at UC Santa Barbara’s paralegal program, and continued studying law at Santa Barbara College of Law while working as a paralegal. I graduated from Santa Barbara College of Law in December of 2011 earning a specialization in business law. After being admitted to the bar in 2012, I focused my practice in estate planning and administration issues.. My extensive experience as in all roles of a law firm gives me a unique perspective on client needs, service, and case management.  In March 2020 I opened my own practice and continue to serve the Santa Barbara and the Santa Ynez Valley.

Firm: Santa Barbara Estate Planning & Elder Law

1514 Anacapa Street , Santa Barbara , California 93101

Practice Areas: Estate Planning

Julianna Malis is a nationally recognized estate planning and elder law attorney focusing on traditional estate planning, special needs planning and estate administration. As the founder of Santa Barbara Estate Planning Law Group, she brings a family-centered approach to planning, with a focus on practical solutions for those going through life transitions. She is also a Certified Dementia Practitioner and a frequent speaker to  groups on issues of estate planning, elder law, and special needs planning.. Julianna earned her law degree from University of the Pacific, McGeorge School of Law and has an advanced law degree (LL.M) in Taxation and Estate Planning.  She was selected to Super Lawyers for 2021 as a Top Rated Elder Law Attorney. This peer designation is awarded only to a select number of accomplished attorneys in each state.

Firm: Law Office of Timothy R. Deakyne

800 Garden Street , Santa Barbara , California 93101

Practice Areas: Estate Planning

Firm: Fell, Marking, Abkin, Montgomery, Granet & Raney, LLP

222 East Carrillo Street Suite 400 , Santa Barbara , California 93101

Practice Areas: Estate , Estate Planning, Probate , Trusts, Tax

831 State St Ste 279 , Santa Barbara , California 93101

Practice Areas: Estate Planning

1415 Chapala Street. , Santa Barbara , California 93101

Practice Areas: Estate Planning, Real Estate , Tax

Firm: Ring & Associates Attorneys At Law

1234 Santa Barbara Street , Santa Barbara , California 93101

Practice Areas: Animal Bites, Asbestos , Assault & Battery, Banking & Finance, Bankruptcy, Business & Commercial, Business Organizations, Civil Rights, Constitutional , Construction , Consumer Protection, Contracts, Debtor/Creditor, Discrimination, Drugs & Medical Devices, Elder , Employment & Labor , Entertainment & Sports , Environmental , Estate Planning, Franchise , Government Contracts, Health Care & Hospitalization, Housing & Construction Defects, Insurance , Intellectual Property , Labor , Land Use & Zoning, Landlord & Tenant, Lemon , Motor Vehicle Accidents, Motor Vehicle Defects, Patents, Personal Injury, Probate , Products Liability, Real Estate , Securities , Sexual Harassment, Toxic Substances, Trusts, Wills, Wrongful Death, Business

Firm: Law Office of Kuldeep Kaur

1035 Santa Barbara Street, Second Floor , Santa Barbara , California 93101

Practice Areas: Estate Planning

Ms. Kaur focuses on taking the stress out of planning your estate. She can help people who are not sure what they need, as well as those who already have an established estate plan. She will analyze your circumstances and then create a plan that carries out your wishes.. Ms. Kaur assists clients with many types of estate planning documents, including:. Wills. Durable power of attorney. Health care Directives and living wills. Revocable and irrevocable Trusts. Charitable planning. Special needs trusts. Ms. Kaur can also guide your family through the probate court process and will help estate administrators perform their duties efficiently and effectively.. To schedule your free consultation with Ms. Kaur call. She will find a time that works for your schedule and will answer your questions.

Firm: Seed Mackall LLP

1332 Anacapa Street   200  9310 , Santa Barbara , California 93101

Practice Areas: Business & Commercial,Corporate ,Estate Planning,Trusts

Firm: Law Offices of Dallas Leigh Atkins

5290 Overpass Road Suite 209 , Santa Barbara , California 93111

Practice Areas: Elder Law, Estate Planning

Dallas Atkins is an elder care and estate planning attorney.  She helps seniors and their loved ones plan for long term care, quality of life, autonomy, and asset preservation.  Her work includes Medi-Cal estate planning, Medi-Cal applications for nursing home benefits, court petitions to preserve the assets and income of couples with a spouse in a nursing home, VA pensions for Aid and Attendance benefits for home care and assisted living care, estate planning documents geared towards  long term care planning, revocable and irrevocable trusts, protection of the home without endangering public benefits, nursing home admissions and contracts, and special needs trusts.. Dallas assists seniors, elders, persons with disabilities, and their families prepare for and meet the challenges of aging, disability, and incapacity.  The focus of her practice is planning and problem solving to maximize legal and financial options for quality care at home, in the community, in assisted living facilities, and in skilled nursing facilities. Aging well in place by finding, getting, and paying for quality care is a major goal of her work.  She values ensuring quality care across the life span, not protecting wealth to the exclusion of the elder’s quality of life.. The Section Head of the Elder Law Section of the Santa Barbara County Bar Association in 2003 and 2004, Dallas is a member of the National Academy of Elder Law Attorneys (NAELA), the Academy of Special Needs Planners, and ElderCounsel.  She is a frequent contributor to professional journals and other publications. A dynamic and popular speaker, she has presented seminars before community groups, elder care organizations, UCSB, the Omega Program of SBCC Adult Education Department, the Santa Barbara County Bar Association, law firms, training conferences for tax professionals and lawyers, and other public and private organizations and events.. A graduate of Bryn Mawr College (A.B. 1970), Villanova University School of Law (J.D. 1975), and University of California, Santa Barbara (M.A. in Counseling Psychology 1988), she was admitted to the California State Bar in 1977.  She practiced as a legal aid attorney and then a private adoption attorney prior to finding elder law in 1999.  She became licensed as a Marriage and Family Therapist in 1991 and continues to enjoy the integration of psychology and law through her elder law and special needs practice.

Firm: California Trust & Estate Counselors LLP

1224 Coast Village Circle, Suite 32 , Santa Barbara , California 93108

Practice Areas: Estate Planning, Family , Taxation - State & Federal, Trusts

Firm: Rogers, Sheffield & Campbell, LLP

427 E Carrillo St , Santa Barbara , California 93101

Practice Areas: Business Organizations, Estate Planning, Probate , Taxation - State & Federal, Trusts, Tax

3463 State St # 507 , Santa Barbara , California 93105

Practice Areas: Estate Planning

Independent and resourceful, I will provide you with better solutions leaving you with more money in your pocket and a greater appreciation of the legal process. For over 22 years as a Santa Barbara attorney I have served hundreds of clients providing a wide range of services from drafting estate plans with wills and trusts to effectively arguing family law, business, and real property cases before a judge. All legal tasks are approached with a cost benefit analysis and an attentive ear to my clients particular needs.

Firm: Fell, Marking, Abkin, Montgomery, Granet and Raney, LLP

222 East Carrillo Street   400 , Santa Barbara , California 93101

Practice Areas: Estate ,Estate Planning,Probate ,Trusts

Firm: Rogers Sheffield & Campbell

427 E. Carrillo Street , Santa Barbara , California 93101

Practice Areas: Business & Commercial, Estate Planning, Probate , Real Estate , Taxation - State & Federal

Mr. David is one of the top tax and estate planning attorneys on the Central Coast. He also has substantial experience and expertise advising U.S. clients on wealth preservation, trust and estate administration and real estate, finance and business transactions, and advising foreign clients on structuring inbound purchases and investments and U.S. estate and gift tax planning.Mr. David is well versed in all aspects of advanced estate and gift tax planning. The primary focus of his estate planning practice, however, is advising clients on personal family issues, including assisting with clients' philanthropic goals, helping to educate heirs about legal and financial matters, establishing trusts to create incentives for heirs to be self-sufficient, protecting family assets from heirs' creditors (including potential future ex-spouses) and providing tools to trustees to deal with substance abuse issues.. Before moving to Santa Barbara from Los Angeles in 1999, Mr. David's practice included representing clients in real estate and corporate equity and debt financings. As a result of his knowledge of finance and capital markets, Mr. David has a unique ability to work with clients' money managers to ensure that financial risk is being adequately assessed and addressed.Mr. David's career accomplishments include acting as California counsel for the Commercial Lending Division of Bank of New York, and, in 2006, requiring changes to the standard escrow terms under the Master Derivatives Agreement then used by investment banks in diversification transactions involving concentrated stock positions. These changes avoided the risk of losing over $70 million of a client’s stock from investment bank bankruptcies during the 2008-2009 financial crisis.. Mr. David received his B.A. with High Honors and a Master’s Degree in Environmental Science from the University of Virginia. He went on to receive his law degree in 1983 from the University of California, Berkeley School of Law (Boalt Hall). He started practicing law as a tax attorney in the Tax Department of the international law firm of Loeb and Loeb, which was at the time one of the preeminent Tax Departments in the country.

Firm: Law Offices of Philip J. Longo

509 Brinkerhoff Avenue , Santa Barbara , California 93101

Practice Areas: Business Formation, Corporate , Estate Planning, Guardianship and Conservatorship, Probate , Trusts

Mr. Dana F. Longo graduated from U.C. Santa Cruz in 1993 with degrees in biology and legal studies, and earned his law degree from California Western School of Law in 1997. Initially employed with the Office of the District Attorney for the County of San Diego, Bureau of Child Support Enforcement, Mr. Longo joined the firm in 1998. His practice now focuses on Wills, Trusts, and other aspects of Estate Planning, Trust Administration, Trust Litigation, Real Estate Transactional and Litigation Matters, and the formation of Corporations, Limited Liability Companies and other business entities.. Mr. Longo has been an active member of the local legal community. He served on the Board of Directors of the Barrister’s Club from 1998 through 2000, acting as President for the year 2000. He was also active in the Santa Barbara Inns of Court from 1999 through 2001, serving on the Board of Directors in 2001. Further, he served on the Board of Directors of the Santa Barbara County Bar Association from 2001 through 2006, and remains active with the Bar Association. Mr. Longo also serves on the executive committee of the Board of Directors of the Santa Barbara Semana Nautica Association, as well as being a founding member, Director, and Legal Counsel for the Channel Islands Park Foundation, a 501(c)(3) organization formed to benefit the Channel Islands National Park. Mr. Longo is also fluent in Spanish and regularly represents Spanish speaking clients.

1117 State Street , Santa Barbara , California 93101

Practice Areas: Estate Planning, Business, Contracts, Corporate, Employment

Virginia focuses on supporting individuals, families, and small business owners through financial and legal decisions (including employment decisions). My mission is to empower clients to reach their goals by using the best legal strategies available. My core competencies include estate planning, small business, employment law, human resources management, workplace investigations, sexual harassment and more. As part of my practice, I dedicate much of my time towards educating the community on issues related to family asset protection, Kids Protection Planning, “LIFT” (Legal, Insurance, Financial and Tax) issues related to running a small business, and creating and preserving a lasting Legacy that includes more than just money.