Wealth Transfer Solutions in Burlingame

Complex strategies for Burlingame's families

Advanced Wealth Transfer Planning in Burlingame

Our Burlingame 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 Burlingame

Burlingame Estate Planning & Business Law

Our Burlingame legal team provides sophisticated estate planning and business law services tailored to the unique needs of this upscale Peninsula community, serving hospitality businesses, technology businesses, retail operations, and affluent families.

Business Law & Compliance Expertise

We offer specialized legal services for Burlingame's business community, addressing corporate law needs, regulatory compliance, risk management, succession planning, and strategic business structures to support long-term growth and wealth transfer objectives.

Technology Business Focus

We provide comprehensive legal solutions for Burlingame's technology businesses, addressing business formation, regulatory compliance, succession planning, and integrated business and personal planning for technology business owners.

High Net Worth Planning

We provide comprehensive estate planning solutions for Burlingame's affluent residents, focusing on sophisticated wealth transfer techniques, tax efficiency strategies, and multi-generational legacy planning.

Business Succession Planning

We provide comprehensive succession planning services for Burlingame's business owners, addressing business continuity, wealth transfer objectives, corporate governance structures, risk management, and strategic financial planning to ensure long-term business sustainability.

About LSK Legal in Burlingame

Our Burlingame 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 Burlingame, 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 Burlingame 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 Burlingame 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 Burlingame clients.