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5th Annual Commercial Real Estate Update, Trends & Networking Symposium

Important New Developments Impacting Commercial Real Estate. Visit for more info.

Los Angeles

When: Thursday, March 22nd, 2018
Where: Bel-Air Country Club, Los Angeles

San Francisco

When: Monday, March 26th, 2018
Where: 333 Market Street, San Francisco

Why you should attend!

Presented by Standard Management Company, Lerman Law Partners & Gelt Inc. Featuring Shark tank & Billion Dollar Brain Trust.

What every investor broker, property manager and CRE advisor must know in today's economy.

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Speakers include:

Samuel K. Freshman, is Board Chairman of Standard Management Company which performs real estate acquisitions, bridge finance, and property management and Chairman Emeritus of Stanford Professionals in Real Estate (SPIRE).

Jeff Lerman has established a nationwide reputation as "The Real Estate Investor's Lawyer". He has been featured on TV, radio, in publications and in front of numerous real estate investment clubs as an expert on various real estate topics.

Michelle Lerman is dedicated to the estate planning professional community. She founded and co-chairs the Marin County Bar Association Mentor Group and co-chaired the Marin County Bar Association Estate Planning Section for many years.


Webinar hosted by Jacob Stein of Aliant, LLP and Michelle Lerman of Lerman Law Partners, LLP.

When: Thursday, April 5th, 2018 - 12:00 p.m. to 1:00 p.m.

Topics being covered include:

  • Asset Protection:
    • Asset Protection under the New Tax Act
    • Advanced Trust Structures - DINGs,SLATs, IDGTs and more
    • Sophisticated Offshore Structures
  • Estate Planning:
    • Three Critical Steps in light of the New Tax Act
    • How the wrong estate plan could increase income tax
    • Planning opportunities with the new (temporary) transfer tax law
  • And much more...

Please contact Michelle Lerman for more information and registration.

Retirement Income Strategies and Estate Planning Seminar

When: Thursday, May 3, 2018 from 6:30 PM to 8:30 PM (PDT)

Where: Juniper Hotel Cupertino | 10050 S. De Anza Blvd. | Cupertino, CA 95014

Michelle C. Lerman will be a guest speaker at New Focus Financial Group Seminar.

Monthly Commercial Real Estate Networking Group

When: 1st Tuesday of every month

Where: San Francisco

The first three meetings are free. Click here for more information

Past Events

Click here to see some of our past events.