Wealth Transfer Solutions in Sherman Oaks

Complex strategies for Sherman Oaks's families

Advanced Wealth Transfer Planning in Sherman Oaks

Our Sherman Oaks 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 Sherman Oaks

Sherman Oaks Estate Planning & Business Law

Our Sherman Oaks legal team serves clients throughout the San Fernando Valley, providing sophisticated estate planning and business law services tailored to the unique needs of Valley residents, professionals, and business owners.

Strategic Wealth Transfer

We provide sophisticated estate planning solutions for Sherman Oaks families, helping clients preserve and transfer wealth across generations through customized trusts and comprehensive succession strategies.

Professional Practice Focus

We specialize in business law solutions for Sherman Oaks professional practices, including medical, dental, legal, and financial service firms, addressing succession planning and business structure optimization.

About LSK Legal in Sherman Oaks

Our Sherman Oaks 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 Sherman Oaks, 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 Sherman Oaks 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 Sherman Oaks 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 Sherman Oaks clients.