Wealth Transfer Solutions in Belmont

Complex strategies for Belmont's families

Advanced Wealth Transfer Planning in Belmont

Our Belmont wealth transfer practice specializes in sophisticated strategies that help preserve and transfer wealth while minimizing tax impact and maintaining family harmony.

Strategic Gift Planning

Innovative gifting strategies that maximize tax benefits and preserve family wealth.

Trust Structures

Charitable Planning

Generation-Skipping Planning

Family Legacy Planning

Advanced Wealth Transfer Planning in Belmont

Belmont Estate Planning & Business Law

Our Belmont legal team provides sophisticated estate planning and business law services designed for the specific needs of this vibrant Peninsula community, serving technology professionals, healthcare providers, small business owners, and diverse families.

Technology Professional Expertise

We offer specialized estate planning services for Belmont's tech workforce, addressing equity compensation, intellectual property rights, tax efficiency strategies, and comprehensive wealth preservation planning.

Business Law Expertise

We provide comprehensive legal solutions for Belmont's businesses, addressing entity formation, corporate governance, business structure optimization, succession planning, and integrated business and personal asset protection strategies.

About LSK Legal in Belmont

Our Belmont 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 Belmont, 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 Belmont 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 Belmont 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 Belmont clients.