Wealth Transfer Solutions in Santa Cruz

Complex strategies for Santa Cruz's families

Advanced Wealth Transfer Planning in Santa Cruz

Our Santa Cruz 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 Santa Cruz

Santa Cruz Estate Planning & Business Law

Our Santa Cruz legal team provides sophisticated estate planning and business law services designed for the specific needs of this vibrant coastal community, serving tourism enterprises, technology startups, educational institutions, and diverse families in this unique university town.

Business Law Expertise

We offer specialized legal services for Santa Cruz's business community, addressing entity formation, risk management and compliance, succession planning, and comprehensive business and estate planning strategies for local enterprises.

Technology Startup Focus

We provide comprehensive legal solutions for Santa Cruz's growing tech ecosystem, addressing entity formation, intellectual property protection, capital raising, and integrated business and personal asset planning for entrepreneurs.

About LSK Legal in Santa Cruz

Our Santa Cruz 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 Santa Cruz, 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 Santa Cruz 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 Santa Cruz 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 Santa Cruz clients.