Wealth Transfer Solutions in Lodi

Complex strategies for Lodi's families

Advanced Wealth Transfer Planning in Lodi

Our Lodi 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 Lodi

Lodi Estate Planning & Business Law

Our Lodi legal team provides sophisticated estate planning and business law services tailored to the unique needs of the Lodi appellation's wineries, vineyards, agricultural enterprises, and multi-generational families.

Business Succession Expertise

We offer specialized legal services for Lodi's family-owned businesses, addressing succession planning, business continuity strategies, risk management, regulatory compliance, and wealth transfer planning for multi-generational enterprises.

Agricultural Legacy Planning

We provide comprehensive succession strategies for Lodi's agricultural families, focusing on preserving farming legacies, equitable wealth distribution, operational continuity, and tax-efficient transitions.

About LSK Legal in Lodi

Our Lodi 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 Lodi, 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 Lodi 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 Lodi 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 Lodi clients.