Wealth Transfer Solutions in Oakland

Complex strategies for Oakland's families

Advanced Wealth Transfer Planning in Oakland

Our Oakland 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 Oakland

Oakland Estate Planning & Business Law

Our Oakland legal team provides sophisticated estate planning and business law services tailored to the unique needs of East Bay residents, entrepreneurs, property investors, and diverse community members.

Small Business Expertise

We offer specialized legal services for Oakland's vibrant small business community, addressing entity formation, growth strategies, commercial leasing, and succession planning tailored to the East Bay business environment.

Strategic Asset Protection

We provide comprehensive solutions for Oakland business owners and families, addressing complex wealth transfer strategies, risk management planning, and sophisticated estate planning tailored to protect diverse asset portfolios.

About LSK Legal in Oakland

Our Oakland 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 Oakland, 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 Oakland 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 Oakland 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 Oakland clients.