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Legal Help in California with Ownership Entity

Form a Legal Ownership Entity

When forming an ownership entity, one of the first critical decisions to make is selecting the most appropriate type of entity and the subsequent formation of that entity. The most common ownership entities considered by real estate investors are limited liability companies, limited partnerships and corporations.

Whether you are a sole investor, have one or more partners, are doing a small private syndication, or are launching a large project with hundreds of investors, an attorney who can drill through a comprehensive analysis can help you make the right decision from the beginning. Changes later on may have severe legal and tax consequences. We can help investors avoid this and other future problems.

Lerman Law Partners: Accomplished Legal Counsel Right from the Start

Selecting the right ownership entity involves a thorough consideration of various business and tax factors. Business factors include the ease or difficulty of formation, costs of formation, management and control issues, agency authority of owners and management, liability of the owners for business obligations, transferability of the interests, ability to raise capital, securities issues, continuity of the business, and the number of participants involved. Tax factors are typically handled in conjunction with a tax advisor. An attorney with 30 years of experience in real estate investor law can be critical to a businesses' success early on.

"The decision as to how to do business with partners is as much tax-driven as it is business-driven. Different ownership structures, with their myriad of issues involving contributions, profits and losses, all have their own tax implications." — Attorney Jeffrey H. Lerman from the publication Avoiding The Biggest Mistakes Real Estate Owners Make When Dealing With Partners and Investors

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Count on the law firm devoted to commercial real estate investors: Lerman Law Partners. Contact us today. We have offices throughout California in San Rafael, San Francisco, Santa Clara and Los Angeles.

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Michelle C. Lerman has been selected for inclusion in 2009 and 2010 Super Lawyers. Only 5% of the lawyers in the state were so selected.

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What Every California Homeowner Must Know

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"Your webinar is the only guidance we have gotten that put all aspects and consequences into one package. Now, we believe we have the necessary tools to make a decision on our unique situation."          Scott and Kim R. of San Ramon

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Office Locations
  • San Rafael Office

    802 "B" Street, Lerman Law Building
    San Rafael, CA 94901

    Phone: 415-448-7778
    Toll Free: 866-671-5902
    Fax: 415-454-0540

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  • Los Angeles Office

    2029 Century Park East, Suite 2200
    Los Angeles, CA 90067

    Toll Free: 866-671-5902
    Fax: 877-253-7626

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  • San Francisco Office

    625 Market Street, Penthouse
    San Francisco, CA 94105

    Toll Free: 866-671-5902
    Fax: 877-253-7626

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  • Santa Clara Office

    5201 Great American Parkway, Suite 320
    Santa Clara, CA 95054

    Toll Free: 866-671-5902

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