Wealth Transfer Solutions in Berkeley

Complex strategies for Berkeley's families

Advanced Wealth Transfer Planning in Berkeley

Our Berkeley 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 Berkeley

Berkeley Estate Planning & Business Law

Our Berkeley legal team provides sophisticated estate planning and business law services designed for the unique needs of academic professionals, socially responsible businesses, and diverse families throughout this progressive community.

Complex Estate Planning Expertise

We offer sophisticated estate planning services for Berkeley professionals, addressing wealth transfer strategies, special needs planning, risk management, and strategic financial considerations for complex estates.

Socially Responsible Business Focus

We provide comprehensive legal solutions for Berkeley's mission-driven businesses, addressing benefit corporation formation, impact investing, sustainable governance, and value-aligned succession planning.

About LSK Legal in Berkeley

Our Berkeley 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 Berkeley, 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 Berkeley 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 Berkeley 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 Berkeley clients.