Business Succession Planning in Walnut Creek

Ensuring business continuity for Walnut Creek's enterprises

Strategic Succession Planning in Walnut Creek

Our succession planning services help Walnut Creek business owners create and implement comprehensive transition strategies that ensure business continuity and preserve value for future generations.

Ownership Transition

Structured approaches to transferring business ownership while maintaining operational stability.

Leadership Development

Value Preservation

Tax Efficiency

Family Business Planning

Strategic Succession Planning in Walnut Creek

Walnut Creek Estate Planning & Business Law

Our Walnut Creek legal team provides sophisticated estate planning and business law services tailored to the unique needs of this upscale East Bay community, serving financial services professionals, retail business owners, healthcare practices, and affluent families.

Financial Services Expertise

We offer specialized legal services for Walnut Creek's financial services sector, addressing wealth management practices, investment advisory firms, securities compliance, and integrated business and personal planning for financial professionals.

Business Succession Planning

We provide comprehensive legal solutions for Walnut Creek businesses, addressing strategic succession planning, wealth transfer strategies, risk management, and compliance needs to ensure long-term business continuity and protection of assets.

About LSK Legal in Walnut Creek

Our Walnut Creek 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 Walnut Creek, 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 Walnut Creek Legal Team

Lela Kelly

Founder and Principal Attorney

With 16 years of corporate legal expertise, Lela specializes in estate planning, special needs planning, and business law in Walnut Creek and surrounding areas.

Aleks Kelly

Paralegal and Client Relations

Aleks combines his background in finance and economics with extensive experience in client relations to provide exceptional, personalized service to Walnut Creek clients.