Wealth Transfer Solutions in San Jose

Complex strategies for San Jose's families

Advanced Wealth Transfer Planning in San Jose

Our San Jose 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 Jose

San Jose Estate Planning & Business Law

Our San Jose legal team provides comprehensive estate planning and business law services designed for the specific needs of Silicon Valley's tech professionals, entrepreneurs, and diverse families throughout the South Bay.

Technology Industry Expertise

We offer specialized legal services for San Jose's tech workforce, addressing equity compensation, intellectual property, startup ventures, and wealth preservation strategies for technology professionals.

Entrepreneurial Business Planning

We provide strategic business formation and growth planning for San Jose startups and established companies, with particular focus on technology, innovation, and scalable business models.

About LSK Legal in San Jose

Our San Jose 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 Jose, 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 Jose 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 Jose 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 Jose clients.