Wealth Transfer Solutions in Stockton

Complex strategies for Stockton's families

Advanced Wealth Transfer Planning in Stockton

Our Stockton 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 Stockton

Stockton Estate Planning & Business Law

Our Stockton legal team provides sophisticated estate planning and business law services tailored to the unique needs of San Joaquin County's port and logistics businesses, agricultural enterprises, and diverse community members.

Business Law Expertise

We offer specialized legal services for Stockton's business community, addressing entity formation, risk management and compliance, succession planning, and strategic financial insights tailored to help local enterprises thrive and transition effectively.

Diverse Community Focus

We provide culturally sensitive estate planning services for Stockton's diverse communities, ensuring that your legacy is protected in accordance with your values and traditions.

About LSK Legal in Stockton

Our Stockton 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 Stockton, 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 Stockton 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 Stockton 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 Stockton clients.