Wealth Transfer Solutions in Millbrae

Complex strategies for Millbrae's families

Advanced Wealth Transfer Planning in Millbrae

Our Millbrae 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 Millbrae

Millbrae Estate Planning & Business Law

Our Millbrae legal team provides sophisticated estate planning and business law services designed for the specific needs of this dynamic Peninsula community, serving transportation-related businesses, technology professionals, hospitality enterprises, and diverse families.

Business Law Expertise

We offer specialized legal services for Millbrae's businesses, addressing corporate law matters, regulatory compliance, risk management, liability protection, and strategic business planning tailored to help companies navigate complex legal landscapes.

Tech Professional Focus

We provide comprehensive legal solutions for Millbrae's tech workforce, addressing equity compensation, intellectual property considerations, tax efficiency strategies, and integrated wealth planning for professionals commuting to Silicon Valley.

About LSK Legal in Millbrae

Our Millbrae 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 Millbrae, 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 Millbrae 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 Millbrae 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 Millbrae clients.