Past Events

Michelle Guest Speaking at Wealth Management Seminar

When: May 20th

Where: Palo Alto Elks Lodge – 4249 El Camino Real, Palo Alto, CA

More information:

Michelle will speak about "Trump and Your Estate Plan: What Now?"


What Every Commercial Real Estate Syndicator, Investor, Broker, Property Manager and Advisor MUST Know About New Developments in Law, Tax, Financing, Market, and Cannabis (PLUS Great Networking)

San Rafael:

When: Wednesday, March 29th
8:30 am: Registration & Networking
9:00 am - Noon: Program, Q&A and Networking

Where: Terrapin Crossroads, The Grate Room, San Rafael, CA

San Francisco:

When: Thursday, March 30th
8:30 am: Registration & Networking
9:00 am - Noon: Program, Q&A and Networking

Where: The Olympic Club, 524 Post Street, San Francisco, CA

More Information:

Please join us for the 4th Annual Commercial Real Estate Legal, Tax, Market, Finance and Cannabis Update & Networking Symposium for a morning of networking and essential updates, strategies and discussion among established real estate investment experts in the Bay Area. Click here for more information. Click here to register.


Retirement Income Strategies and Estate Planning Seminar

When: March 9, 6:30 pm to 8:30 pm

Where: Toll House Hotel, 140 S. Santa Cruz Ave., Los Gatos, CA 95030

More information:

"Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future..."


Retirement Income Strategies and Estate Planning Seminar

When: February 9, 11:00 am to 1:00 pm

Where: DoubleTree by Hilton Berkeley Marina Hotel, 200 Marina Blvd., Berkeley, CA 94710

Registration is $25. Lunch will be served.

More information:

Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future.

Please email Michelle Lerman to register or learn more.


The 3 Best Estate Planning Strategies Under Current Law

In Just One Hour, Learn How to Protect Your Family!

When:

October 27, Thursday 4 - 5 p.m.

Where: Lerman Law Building, 802 "B" Street in Downtown San Rafael (at the corner of "B" and 2nd Street in Central San Rafael).

You will learn:

  • The MOST updated strategies to protect assets
  • Critical changes to your plan to MINIMIZE TAXES after death
  • How to PROTECT YOUR KIDS during divorce
  • How to pass on YOUR LOW PROPERTY TAX BASIS
  • How to use CURRENT LAWS to SIMPLIFY your estate plan

Jeff and Michelle Featured Speakers at 4th Annual INVESTING IN CALIFORNIA REAL ESTATE Conference and Networking

When: October 25, 9:00 a.m. - 6:00 p.m.

Where: Bel-Air Country Club, 10768 Bellagio Road, Los Angeles

Join Michelle and Jeff and 19 other great speakers plus a roomful of great networking contacts at this year's Investing in California Real estate. Michelle will be teaching "An Overlooked Estate Planning Strategy For Real Estate Investors" and Jeff will be discussing "The Best Money-Raising Alternative To Syndication".

10 Pillars of Retirement Income Planning

When: Saturday, September 10, 2016
9:00 a.m. to 4:00 p.m.

Where: Four Points by Sheraton-San Rafael
1010 Northgate Dr
San Rafael, CA 94903


Free Estate Planning Workshop

In One Hour, Learn How New Laws Affect You, Your Kids And Your Assets

When:

September 14, 10:00 - 11:00 a.m.

September 20, 4:00 - 5:00 p.m.

Where: Lerman Law Building, 802 "B" Street in Downtown San Rafael (at the corner of "B" and 2nd Street)


Estate Planning Workshops for High Net Worth Individuals (Southern CA)

When: August 23, 2016
10:00 a.m. to 11:00 a.m.

Where: Four Seasons Hotel at Beverly Hills
300 S. Doheny Dr., Los Angeles, CA 90048

Click here for more information


Estate Planning Workshops for High Net Worth Individuals (Southern CA)

When: August 24th, 2016
3:00 p.m. to 4:00 p.m.

Where: Aequitas Wealth Management
5465 S. Centinela Ave., Los Angeles, CA 90066

Click here for more information


Estate Planning Workshops for High Net Worth Individuals

When: August 4th & 5th, 2016
10:00 a.m. to 11:00 a.m.

Where: Lerman Law Building, 802 "B" Street in Downtown San Rafael (at the corner of "B" and 2nd Street)


10 Pillars of Retirement Income Planning

When: Thursday, July 28, 2016
6:30 p.m. to 9:00 p.m.

Where: DoubleTree by Hilton
835 Airport Blvd.
Burlingame, CA 94010


New California Law Impacts Living Trusts

When: June 20, 4:00 PM to 5:15 PM

Where: Lerman Law Building, 802 "B" Street in Downtown San Rafael (at the corner of "B" and 2nd Street)

Limited Seating! Reservations required. Click here for more information


Understand How New Laws Affect You, Your Family and Your Assets!

When:

June 2, 2016 - 11:00am to 12:15pm

June 2, 2016 - 5:00pm to 6:15pm

June 8, 2016 - 2:00pm to 3:15pm

June 9, 2016 - 3:00pm to 4:15pm

Where: Lerman Law Building, 802 B Street, San Rafael, CA 94901

Further details are available HERE


The 10 Pillars of Retirement Income Planning Seminar

What: In this seminar, New Focus Financial will explain the 10 pillars of retirement planning that will help you live well for decades.

When: May 19, 2016, 6:30 p.m. - 9 p.m.

Where: The Four Points San Jose Airport Hotel, 1471 N. 4th Street, San Jose, CA


WEALTH MANAGEMENT AND RETIREMENT PLANNING SEMINAR.

Thursday, January 28, 2016

6:30 p.m. to 9:00 p.m.

Palo Alto Elks Lodge
4249 El Camino Real
Palo Alto, CA 94306

Registration is $5.

WEALTH MANAGEMENT AND RETIREMENT PLANNING SEMINAR.

Thursday, January 15, 2015

6:30 p.m. to 9:00 p.m.

Palo Alto Elks Lodge
4249 El Camino Real
Palo Alto, CA 94306

Registration is $5.


June 4, 2015

6:30 p.m. to 9:00 p.m.

The DoubleTree by Hilton, San Francisco Airport
835 Airport Blvd., Burlingame 94010


July 30, 2015

6:30 p.m. to 9:00 p.m.

The Toll House
140 S. Santa Cruz Avenue, Los Gatos 95030


ATTENTION PARENTS, HOMEOWNERS, AND REAL ESTATE INVESTORS WITH OVER $1 MILLION IN ASSETS: DON'T LEAVE YOUR HEIRS A LEGACY OF CONFUSION AND WASTE. LEARN HOW TO CREATE YOUR BEST LEGACY!

FREE EDUCATIONAL EVENT

FIND OUT WHAT YOU NEED TO DO FOR TODAY'S LAWS AND ECONOMY

NOVEMBER 6th - MILL VALLEY

6:30-8:30 PM

(Refreshments)

ACQUA HOTEL

555 Redwood Hwy

NOVEMBER 11th - SAN RAFAEL

9:00-11:00 AM

(Refreshments)

FOUR POINTS BY SHERATON

1010 Northgate Drive

Attend this event and you will learn:

  • How to avoid the hidden fees that no one talks about. Learn about estate planning strategies that eliminate annual administrative costs of living trusts

  • When to rely on the new law called "portability" to double the amount that you can leave free of estate tax at death

  • Why those with assets between $1M-$5M need to re-think (and perhaps revise) their estate plan to avoid higher income tax

  • How the "Dynasty Trust" adds CRITICAL protection for children

  • How to use the "Standalone Retirement Trust" to protect assets in light of the recent Supreme Court ruling

  • How to avoid common tax disasters when leaving IRAs to your heirs

  • How to maximize your tax bracket and leave a tax free legacy with partial Roth IRA conversions

  • How to create a retirement income plan and adapt to a low interest rate environment

Special Bonuses for Attendees

FREE personal consultation about your estate plan from Michelle C. Lerman*
FREE portfolio analysis from a Certified Financial PlannerTM practitioner
FREE real estate portfolio & investment strategy analysis and consultation from Bradley Real Estate
*with your purchase of new estate planning book "Create Your Best Legacy"

Whether you already have a Living Trust or haven't taken the first step to get one, if you have more than $1 million in assets, this FREE event is for you.

In California alone, 41,419 cases were filed in probate court last year. DON'T LET THIS BE YOU! With the right estate plan, most of those cases might never have been filed, which would have saved heirs hundreds of thousands of dollars of legal fees.

Learn about the forecast of the real estate and equity markets and understand the key steps to protect your assets and your family.