Wealth Transfer Solutions in Saratoga

Complex strategies for Saratoga's families

Advanced Wealth Transfer Planning in Saratoga

Our Saratoga 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 Saratoga

Saratoga Estate Planning & Business Law

Our Saratoga legal team provides sophisticated estate planning and business law services designed for the specific needs of this exclusive community, serving technology executives, vineyard owners, professional practices, and high-net-worth families.

High Net Worth Estate Planning

We offer specialized estate planning services for Saratoga's affluent residents, addressing sophisticated wealth transfer techniques, advanced tax strategies, complex asset protection, and multi-generational legacy planning.

Estate Planning Excellence

We provide comprehensive legal solutions for Saratoga's high-value estates, addressing complex wealth transfer strategies, succession planning, risk management, and strategic financial insights tailored to protect and preserve family legacies.

About LSK Legal in Saratoga

Our Saratoga 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 Saratoga, 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 Saratoga 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 Saratoga 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 Saratoga clients.