(310) 818-3575

Client Login

Estate Planning Services in San Jose

Comprehensive estate planning to protect your legacy in San Jose

Schedule a Consultation
San Jose

Personalized Estate Planning Solutions in San Jose

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

San Jose

San Jose Estate Planning & Business Law

Our San Jose legal team provides comprehensive estate planning and business law services designed for the specific needs of Silicon Valley's tech professionals, entrepreneurs, and diverse families throughout the South Bay.

Technology Industry Expertise

We offer specialized legal services for San Jose's tech workforce, addressing equity compensation, intellectual property, startup ventures, and wealth preservation strategies for technology professionals.

Entrepreneurial Business Planning

We provide strategic business formation and growth planning for San Jose startups and established companies, with particular focus on technology, innovation, and scalable business models.

About LSK Legal in San Jose

Our San Jose 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 San Jose, 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
San Jose

Our San Jose 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 San Jose

Downtown San Jose
Willow Glen
Almaden Valley
Cambrian
Evergreen
Berryessa
Rose Garden
Santana Row

Common Legal Questions

Expert answers to help you avoid costly legal mistakes.

San Jose tech professionals should implement comprehensive estate plans addressing equity compensation, intellectual property, venture investments, and digital assets with specialized strategies for liquidity events, tax efficiency, and wealth preservation.
San Jose startups benefit from strategic entity selection and structuring addressing founder relationships, equity allocation, intellectual property protection, investor provisions, and scalable governance tailored to rapid growth scenarios.
We help San Jose business owners implement comprehensive succession strategies including business valuation, management development, ownership transition, tax planning, and family governance to ensure successful business continuity.
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 San Jose

Helpful resources for San Jose residents seeking legal and community support.

San Jose Chamber of Commerce

Resources for local businesses and networking

Visit website

Silicon Valley Organization

Business advocacy and support for Silicon Valley

Visit website

San Jose Downtown Association

Resources for businesses in downtown San Jose

Visit website
-->

Get Started Today

Schedule a consultation with our San Jose estate planning team

Get Started