Laila J. Kepler, Attorney & Counselor at Law
Estate Planning
About Us

Laila J. Kepler practices exclusively in the area of estate planning, trust administration and probate. She offers her clients sophisticated legal advice, with the personal attention and responsiveness that may only be found in a small firm. She prides herself on building long-term relationships with her clients and offering a personalized, family-oriented approach to estate planning. Ms. Kepler believes that the highest compliment one can receive is the continued trust and relationship she maintains with her clients, many of whom have referred their family, friends and colleagues.

Ms. Kepler knows that your estate is a reflection of years of hard work and careful planning. That’s why she dedicates considerable time designing a plan that is tailored to achieve your family’s unique needs. Ms. Kepler takes the time to fully explain your planning options and possible tax implications in clear and understandable terms. She will guide you through the entire estate planning process from the first meeting through the funding of your plan.

Whether you are concerned with avoiding probate, wealth preservation, protecting your family members from creditors and predators, ensuring privacy, or avoiding unnecessary taxes, Ms. Kepler provides her clients with the practical solutions they are seeking.

 

Laila J Kepler,
Attorney At Law

Laila J Kepler practices in the area of Estate Planning, Trust Administration and Probate. For a detailed description of the services offered by her firm, please visit the Practice Areas page of this website.

Ms. Kepler is an active member of WealthCounsel, LLC., a nationwide collaboration of estate planning attorneys and other legal, tax and business professionals. This collaborative effort has allowed Ms. Kepler to maintain the personal service of a small law firm while providing her clients with the most up-to-date estate planning strategies available.

Ms. Kepler graduated from the University of California Riverside earning a Bachelor of Arts, Magna Cum Laude, in Philosophy and Law in Society. She earned her Juris Doctor from Chapman University School of Law in Orange, California. While at Chapman, Ms. Kepler completed her tax law certificate and represented clients through Chapman’s low income taxpayer clinic. Most recently, in May of 2010, Ms. Kepler received her LL.M. (Legal Masters) in Taxation at Chapman University School of Law.

A resident of Temecula since 1995, Ms. Kepler is a proud mother of two, both graduates of Temecula Valley High School. Her daughter continued her education at the University of Southern California – Go Trojans- earning her BA in Cinematic Arts Film and Television Production in May 2012. Her son is on his way in earning his Art degree. Currently attending classes at Palomar College, Ryan has become immersed in the school’s glass blowing program. Ms. Kepler’s own life experience has given her a unique perspective and in-depth understanding about the challenges facing families today. More importantly, she cares about her clients, their families, their goals and their wishes.

Ms. Kepler is admitted to practice before the courts of the State of California and the U.S. District Court for the Central District of California and served as a co-chair of the Riverside County Bar Association Estate Planning Probate and Elder Law Section (2011-2012).

Professional Affiliations:

 

Areas of Practice

Estate Planning

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.

Trust Administration

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.

Probate

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.

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