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Estate Planning Services in Sacramento

Comprehensive estate planning to protect your legacy in Sacramento

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Sacramento

Personalized Estate Planning Solutions in Sacramento

At LSK Legal, we provide estate planning services tailored to individuals, families, and business owners in Sacramento. 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.

Sacramento

Sacramento Estate Planning & Business Law

Our Sacramento legal team provides sophisticated estate planning and business law services tailored to the unique needs of California's capital region, serving state employees, government contractors, small businesses, and families throughout the area.

Government Employee Expertise

We offer specialized estate and retirement planning for Sacramento's state employees, addressing the unique considerations of CalPERS benefits, deferred compensation plans, and public service loan forgiveness programs.

Government Contract Focus

We provide comprehensive legal solutions for businesses working with state agencies, addressing procurement regulations, compliance requirements, and specialized contract provisions unique to government work.

About LSK Legal in Sacramento

Our Sacramento 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 Sacramento, 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
Sacramento

Our Sacramento Legal Team

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.

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.

Areas We Serve in Sacramento

Midtown
East Sacramento
Land Park
Natomas
Oak Park
Pocket
Downtown

Common Legal Questions

Expert answers to help you avoid costly legal mistakes.

State employees in Sacramento should implement comprehensive estate plans addressing their unique benefits including CalPERS pension options, survivor benefits, healthcare continuation, accumulated leave payouts, and specialized tax considerations to maximize protection for their families.
Sacramento businesses working with state government often benefit from specialized entity structures addressing compliance requirements, certification eligibility (veteran-owned, woman-owned, etc.), liability protection, and governance provisions tailored to government contracting needs.
We help Sacramento property investors implement sophisticated strategies including strategic entity structuring, 1031 exchanges, opportunity zone investments, and specialized trust provisions to maximize protection and tax efficiency for valuable real estate assets.
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 Sacramento

Helpful resources for Sacramento residents seeking legal and community support.

Sacramento Metropolitan Chamber of Commerce

Resources for local businesses and networking

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California Department of General Services

Information on state procurement and contracting

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Downtown Sacramento Partnership

Resources for businesses in downtown Sacramento

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