Wealth Transfer Solutions in Palo Alto

Complex strategies for Palo Alto's families

Advanced Wealth Transfer Planning in Palo Alto

Our Palo Alto 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 Palo Alto

Palo Alto Estate Planning & Business Law

Our Palo Alto legal team provides sophisticated estate planning and business law services tailored to the unique needs of Silicon Valley's venture capital professionals, tech executives, and high-net-worth families in this innovation hub.

High Net Worth Expertise

We offer specialized estate planning services for Palo Alto's affluent residents, addressing sophisticated wealth transfer techniques, tax efficiency strategies, and complex asset protection planning.

Venture Capital Focus

We provide comprehensive legal solutions for Palo Alto's venture capital ecosystem, addressing fund formation, portfolio management, carried interest planning, and strategic exit planning.

About LSK Legal in Palo Alto

Our Palo Alto 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 Palo Alto, 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 Palo Alto 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 Palo Alto 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 Palo Alto clients.