Wealth Transfer Solutions in Newport Beach
Complex strategies for Newport Beach's families
Advanced Wealth Transfer Planning in Newport Beach
Our Newport Beach 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
Newport Beach Legal Services
Our legal team provides comprehensive estate planning and business law services for clients in Newport Beach and the surrounding areas. We understand the unique needs of Newport Beach residents and businesses, and we're committed to delivering personalized legal solutions that protect what matters most to you.
Newport Beach Expertise
Our attorneys have extensive experience serving clients in Newport Beach and understand the local legal landscape.
Personalized Service
We provide tailored legal solutions that address the specific needs of Newport Beach residents and businesses.
About LSK Legal in Newport Beach
Our Newport Beach 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 Newport Beach, 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 Newport Beach 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 Newport Beach 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 Newport Beach clients.
Areas We Serve in Newport Beach
Common Legal Questions
Expert answers to help you avoid costly legal mistakes.
Get Started Today
Schedule a consultation with our Newport Beach wealth transfer team