Wealth Transfer Solutions in Cupertino

Complex strategies for Cupertino's families

Advanced Wealth Transfer Planning in Cupertino

Our Cupertino 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 Cupertino

Cupertino Estate Planning & Business Law

Our Cupertino legal team provides sophisticated estate planning and business law services designed for the specific needs of this global technology center, serving tech executives, international families, and businesses in Apple's hometown.

Tech Executive Expertise

We offer specialized estate planning services for Cupertino's tech leadership, addressing executive compensation, stock options, restricted stock units, and sophisticated wealth preservation techniques.

International Family Focus

We provide comprehensive legal solutions for Cupertino's international families, addressing cross-border taxation, foreign asset reporting, international wealth management, and global estate planning strategies.

About LSK Legal in Cupertino

Our Cupertino 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 Cupertino, 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 Cupertino 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 Cupertino 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 Cupertino clients.