The Law Office of Laila J. Kepler offers personalized comprehensive estate planning services, including revocable living trusts, wills, durable powers of attorney, HIPAA authorizations, advance health care directives and attorney guided funding. Every estate plan is custom drafted, tailored to your family’s individual needs and wishes.
The firm also offers advanced estate and tax planning services to minimize or eliminate potential taxes to your estate upon your death by using techniques such as life insurance trusts (ILITs), gifting, charitable, and inheritance trusts.
The firm will also assist clients with many of the legal issues associated with growing older including long-term care and disability planning, qualifying for Medi-Cal benefits, avoiding Medi-Cal recovery and qualifying for Veterans Aid & Attendance benefits.
Setting herself apart from other attorneys, Ms. Kepler recognizes that every client’s situation is unique and she prepares your documents accordingly. Second marriages, blended families, special needs children, beneficiaries with creditor problems, problem son/daughter-in-laws – these are the most obvious reasons why “cookie cutter” documents do not work.
Ms. Kepler can also assist with the selection and formation (incorporation) of your business entity including C-corporations, S-corporations and Limited Liability Companies (LLCs), as well as provide comprehensive partnership, operating, and buy-sell agreements as part of your estate planning package. We offer preferred rates to our corporate clients ensuring their annual minutes and board resolutions are always up to date.
The Law Office of Laila Kepler also offers complete postmortem trust administration counsel for successor trustees after the death or incapacity of a Grantor, including post-death tax planning and updating the estate plans of other family members when appropriate. Ms. Kepler will help you collect and value assets, pay debts and taxes, and prepare the necessary transfer documents in connection with the eventual distribution of trust property to the appropriate beneficiaries. Ms. Kepler will also prepare any accountings and reports to be given to the beneficiaries.
Ms. Kepler also represents clients in small estate administration matters as well as formal probate proceedings when necessary. As your attorney, Ms. Kepler will assist you in carrying out your duties as Executor. She will help you prepare and file all of the necessary court documents and guide you through the legal system. She will assist you in collecting and valuing assets, paying debts and taxes, and prepare the necessary transfer documents in connection with the eventual distribution of the estate to the appropriate beneficiaries. Ms. Kepler will help you identify the creditors and negotiate any claims against the estate. Further, she will prepare the court accountings and reports and assist you in bringing the estate to a close in the most efficient way possible.
If you have questions regarding the preparation of your estate plan, or have been named as the successor trustee or executor/executrix under a Will, call and schedule a free consultation today (951) 265-9716. Even if you already have a plan, chances are Ms. Kepler can make it significantly better. After all, an outdated or inadequate plan is often worse than no plan at all.