Wealth Transfer Solutions in Pleasanton

Complex strategies for Pleasanton's families

Advanced Wealth Transfer Planning in Pleasanton

Our Pleasanton 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 Pleasanton

Pleasanton Estate Planning & Business Law

Our Pleasanton legal team provides sophisticated estate planning and business law services designed for the specific needs of this Tri-Valley hub, serving healthcare professionals, technology companies, financial services firms, and established families.

Business Law & Succession Planning

We offer specialized legal services for Pleasanton's business owners, addressing entity formation, risk management, compliance requirements, succession planning, and integrated business and personal estate planning strategies to protect and transfer wealth.

Technology Business Focus

We provide comprehensive legal solutions for Pleasanton's growing technology sector, addressing business formation, intellectual property protection, employment matters, and strategic growth planning.

About LSK Legal in Pleasanton

Our Pleasanton 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 Pleasanton, 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 Pleasanton 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 Pleasanton 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 Pleasanton clients.