Estate Planning Services in Santa Cruz
Comprehensive estate planning to protect your legacy in Santa Cruz
Personalized Estate Planning Solutions in Santa Cruz
At LSK Legal, we provide estate planning services tailored to individuals, families, and business owners in Santa Cruz. 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.
Santa Cruz Estate Planning & Business Law
Our Santa Cruz legal team provides sophisticated estate planning and business law services designed for the specific needs of this vibrant coastal community, serving tourism enterprises, technology startups, educational institutions, and diverse families in this unique university town.
Business Law Expertise
We offer specialized legal services for Santa Cruz's business community, addressing entity formation, risk management and compliance, succession planning, and comprehensive business and estate planning strategies for local enterprises.
Technology Startup Focus
We provide comprehensive legal solutions for Santa Cruz's growing tech ecosystem, addressing entity formation, intellectual property protection, capital raising, and integrated business and personal asset planning for entrepreneurs.
About LSK Legal in Santa Cruz
Our Santa Cruz 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 Santa Cruz, 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
Our Santa Cruz Legal Team
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 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 Santa Cruz
Common Legal Questions
Expert answers to help you avoid costly legal mistakes.
Local Resources in Santa Cruz
Helpful resources for Santa Cruz residents seeking legal and community support.
Get Started Today
Schedule a consultation with our Santa Cruz estate planning team