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Estate Planning Services in Burlingame

Comprehensive estate planning to protect your legacy in Burlingame

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Burlingame

Personalized Estate Planning Solutions in Burlingame

At LSK Legal, we provide estate planning services tailored to individuals, families, and business owners in Burlingame. Our goal is to ensure your assets are protected, efficiently transferred, and preserved for future generations. Whether you need a will, trust, business succession plan, or special needs trust, we customize your estate plan to reflect your unique circumstances.

Wills & Revocable Living Trusts

Avoid probate and ensure your assets are distributed according to your wishes. A revocable living trust allows assets to be transferred privately and efficiently to your beneficiaries.

Complex Estates

Implement advanced estate tax reduction strategies to help preserve more of your assets, including irrevocable trusts, gifting strategies, family limited partnerships, and charitable trusts.

Business Succession Planning

Plan for the seamless transition of your business to the next generation or new ownership. We help ensure that your hard work and investments are protected for future generations.

Powers of Attorney & Healthcare Directives

Appoint trusted individuals to make financial and medical decisions on your behalf if you become unable to do so. These essential documents ensure your wishes are respected.

Special Needs Trusts

Protect loved ones with disabilities while maintaining their eligibility for government benefits. Special needs trusts provide for supplemental care without jeopardizing crucial benefits.

Burlingame

Burlingame Estate Planning & Business Law

Our Burlingame legal team provides sophisticated estate planning and business law services tailored to the unique needs of this upscale Peninsula community, serving hospitality businesses, technology businesses, retail operations, and affluent families.

Business Law & Compliance Expertise

We offer specialized legal services for Burlingame's business community, addressing corporate law needs, regulatory compliance, risk management, succession planning, and strategic business structures to support long-term growth and wealth transfer objectives.

Technology Business Focus

We provide comprehensive legal solutions for Burlingame's technology businesses, addressing business formation, regulatory compliance, succession planning, and integrated business and personal planning for technology business owners.

High Net Worth Planning

We provide comprehensive estate planning solutions for Burlingame's affluent residents, focusing on sophisticated wealth transfer techniques, tax efficiency strategies, and multi-generational legacy planning.

Business Succession Planning

We provide comprehensive succession planning services for Burlingame's business owners, addressing business continuity, wealth transfer objectives, corporate governance structures, risk management, and strategic financial planning to ensure long-term business sustainability.

About LSK Legal in Burlingame

Our Burlingame legal team combines extensive experience with personalized service to address the unique needs of local residents and businesses. We understand the specific challenges and opportunities in Burlingame, allowing us to provide tailored legal solutions that truly protect what matters most to you. With a focus on building lasting relationships, we take the time to understand your goals and concerns, ensuring that our legal strategies align perfectly with your vision for the future.

Learn more about our team
Burlingame

Our Burlingame Legal Team

Aleks Kelly

Aleks Kelly

Aleks combines his background in finance and economics with extensive experience in client relations to provide exceptional, personalized service. His expertise in working with high-net-worth individuals and strong foundation in finance helps clients navigate complex legal and financial decisions with confidence.

Lela Kelly

Lela Kelly

With 16 years of corporate legal expertise, Lela specializes in estate planning, special needs planning, and business law. Her unique background includes financial advisory experience, allowing her to provide comprehensive legal solutions that protect assets, businesses, and loved ones. As outside general counsel for businesses, she offers strategic guidance on corporate governance, compliance, and risk management.

Areas We Serve in Burlingame

Burlingame Hills
Easton Addition
Burlingame Park
Downtown
Burlingame
Burlingame Terrace
Burlingame Village
Ray Park
Burlingame Gate

Common Legal Questions

Expert answers to help you avoid costly legal mistakes.

Burlingame businesses should focus on comprehensive business law planning addressing corporate structure, succession planning, risk management and compliance, strategic financial insight, and wealth transfer objectives to ensure long-term business sustainability and growth.
We help Burlingame technology businesses implement strategic entity structures addressing regulatory compliance, business operations, partnership arrangements, compensation models, and integrated personal and business planning.
Burlingame's high-net-worth families benefit from sophisticated planning strategies addressing advanced wealth transfer techniques, trust planning, tax minimization, family governance structures, and strategic philanthropic objectives.
Probate can drain up to 7% of your estate in court fees, legal expenses, and administrative costs. For a $1 million estate, that's $70,000 lost to the court system. A properly structured estate plan with a revocable living trust can help your family avoid these expenses entirely, ensuring your assets transfer directly to your beneficiaries without court involvement.
We stay current with all relevant estate planning laws and regulations to ensure your plan meets legal requirements. Our comprehensive approach includes regular reviews and updates to prevent non-compliance issues that could trigger regulatory audits or legal challenges. We also develop legal entity structures that mitigate personal liability while ensuring compliance with all relevant regulations.
A will is a legal document that directs how your assets should be distributed after your death and goes through probate court, which can be expensive and time-consuming. A trust, particularly a revocable living trust, allows assets to be transferred privately without court involvement, providing greater control, privacy, and typically faster distribution to beneficiaries while saving your family from probate costs.
While we do not provide tax advice (please consult with your tax professional), we can help develop legal entity structures that may have potential tax advantages. Our estate planning strategies focus on creating efficient legal frameworks that work alongside your tax planning to maximize the value of your estate for your beneficiaries.

Local Resources in Burlingame

Helpful resources for Burlingame residents seeking legal and community support.

Burlingame Chamber of Commerce

Resources for local businesses and networking

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Downtown Burlingame Business Improvement District

Support for businesses in downtown Burlingame

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