Wealth Transfer Solutions in San Mateo

Complex strategies for San Mateo's families

Advanced Wealth Transfer Planning in San Mateo

Our San Mateo 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 Mateo

San Mateo Estate Planning & Business Law

Our San Mateo legal team provides sophisticated estate planning and business law services designed for the specific needs of this Peninsula community, serving technology companies, financial services firms, startups, and diverse families.

Technology Business Expertise

We offer specialized legal services for San Mateo's technology sector, addressing business formation, funding strategies, intellectual property protection, and growth planning for companies from startups to established enterprises.

Financial Services Focus

We provide comprehensive legal solutions for San Mateo's financial services firms, addressing regulatory compliance, business succession, and specialized planning needs for finance professionals and wealth managers.

About LSK Legal in San Mateo

Our San Mateo 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 Mateo, 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 Mateo 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 Mateo 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 Mateo clients.