Wealth Transfer Solutions in Tracy

Complex strategies for Tracy's families

Advanced Wealth Transfer Planning in Tracy

Our Tracy 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 Tracy

Tracy Estate Planning & Business Law

Our Tracy legal team provides sophisticated estate planning and business law services tailored to the unique needs of this growing logistics and distribution hub, serving warehouse operations, transportation companies, commuter families, and local businesses.

Business Law Expertise

We offer specialized legal services for Tracy's business community, addressing risk management and compliance, succession planning, strategic financial insight, and comprehensive business structures tailored to support long-term growth and wealth transfer objectives.

Commuter Family Planning

We provide comprehensive estate planning for Tracy's numerous Bay Area commuter families, addressing the unique challenges of multi-county asset management, work-life integration, and efficient wealth preservation.

About LSK Legal in Tracy

Our Tracy 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 Tracy, 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 Tracy 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 Tracy 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 Tracy clients.