Wealth Transfer Solutions in San Francisco

Complex strategies for San Francisco's families

Advanced Wealth Transfer Planning in San Francisco

Our San Francisco 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 San Francisco

San Francisco Estate Planning & Business Law

Our San Francisco legal team serves clients throughout the Bay Area with sophisticated estate planning and business law services designed for the unique needs of Northern California residents and business owners.

Tech Industry Focus

We specialize in estate and business planning for tech professionals, including equity compensation, startup exits, and digital asset management.

Wealth Transfer Expertise

We provide strategic estate planning solutions to help clients protect their assets and implement sophisticated wealth transfer techniques tailored to San Francisco's unique market conditions.

About LSK Legal in San Francisco

Our San Francisco 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 San Francisco, 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 San Francisco 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 San Francisco 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 San Francisco clients.