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Estate Planning Services in Sherman Oaks

Comprehensive estate planning to protect your legacy in Sherman Oaks

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Sherman Oaks

Personalized Estate Planning Solutions in Sherman Oaks

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

Sherman Oaks

Sherman Oaks Estate Planning & Business Law

Our Sherman Oaks legal team serves clients throughout the San Fernando Valley, providing sophisticated estate planning and business law services tailored to the unique needs of Valley residents, professionals, and business owners.

Strategic Wealth Transfer

We provide sophisticated estate planning solutions for Sherman Oaks families, helping clients preserve and transfer wealth across generations through customized trusts and comprehensive succession strategies.

Professional Practice Focus

We specialize in business law solutions for Sherman Oaks professional practices, including medical, dental, legal, and financial service firms, addressing succession planning and business structure optimization.

About LSK Legal in Sherman Oaks

Our Sherman Oaks 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 Sherman Oaks, 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
Sherman Oaks

Our Sherman Oaks 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 Sherman Oaks

Ventura Boulevard Corridor
South of the Boulevard
Sherman Oaks Hills
Van Nuys Adjacent
Studio City Adjacent
Encino Adjacent

Common Legal Questions

Expert answers to help you avoid costly legal mistakes.

We create comprehensive succession plans for Sherman Oaks professional practices that address license transferability, client/patient relationships, goodwill valuation, and liability management to maximize practice value and ensure continuity.
Sherman Oaks property owners can utilize various strategies including qualified personal residence trusts, LLC ownership structures, intentionally defective grantor trusts, and strategic timing of transfers to maximize tax benefits under current California law.
We help Sherman Oaks business owners implement comprehensive liability protection through optimal entity structures, customized operating agreements, appropriate insurance coverage, and strategic asset segregation to safeguard personal and business 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 Sherman Oaks

Helpful resources for Sherman Oaks residents seeking legal and community support.

Sherman Oaks Chamber of Commerce

Resources and networking for local businesses

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Sherman Oaks Neighborhood Council

Local community information and resources

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Valley Economic Alliance

Economic development resources for San Fernando Valley businesses

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