Wealth Transfer Solutions in Los Altos

Complex strategies for Los Altos's families

Advanced Wealth Transfer Planning in Los Altos

Our Los Altos 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 Los Altos

Los Altos Estate Planning & Business Law

Our Los Altos legal team provides sophisticated estate planning and business law services designed for the specific needs of this exclusive Silicon Valley community, serving technology executives, venture capital professionals, entrepreneurs, and high-net-worth families.

Executive Wealth Expertise

We offer specialized estate planning services for Los Altos' tech executives and venture capital leaders, addressing equity compensation, liquidity events, wealth preservation, and tax-efficient legacy planning.

Family Office Focus

We provide comprehensive legal solutions for Los Altos' family offices, addressing governance structures, investment entity formation, philanthropic planning, and integrated wealth management strategies.

About LSK Legal in Los Altos

Our Los Altos 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 Los Altos, 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 Los Altos 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 Los Altos 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 Los Altos clients.