Past Events

Michelle and Jeff to speak at America's Largest Wealth Expo

Real Estate Wealth Expo

Michelle and Jeff Lerman will be speaking at the Real Estate Wealth Expo with Tony Robbins, Grant Cardone, Daymond John, Pitbull, Earvin "Magic" Johnson, Madison Hildebrand, Egypt Sherrod and 9 Self-Made Millionaires. Michelle will be speaking on the topic of "Estate Planning for Investors, Homeowners and Parents". Jeff will be speaking on "Real Estate Dealmaking: Negotiate to Win-Secrets of The Real Estate Investor's Lawyer". Both speaking engagements are on Sunday morning.

VIP TICKETS cost $69 but, as speakers, Michelle and Jeff have a limited number available to gift to serious investors. If you want one, please e-mail Jeff ASAP. Please see below for more details, including four bonuses for those holding VIP tickets. If you have any more questions about the event, please click here for more details.

AMERICA'S LARGEST WEALTH EXPO. SF BAY AREA | SAT. & SUN. OCT 13-14

When: Saturday, October 13th & Sunday, October 14th | 8am - 6:30pm

Where: San Mateo County Event Center | 1346 Saratoga Drive, San Mateo, CA 94403

Cost: Click here to see ticket options. Ticket is valid for BOTH days

Event Details:

Peak Performance Training with Tony Robbins, greatest living sales expert Grant Cardone, Shark Tank's Daymond John, business powerhouse Earvin "Magic" Johnson, a special live performance by Pitbull, Flip or Flop's Christina El Moussa, Flipping Virgin's Egypt Sherrod, Madison Hildebrand from Million Dollar Listing LA, Podcasting King Adam Carolla and more than 30+ classes on entrepreneurship, real estate, sale & marketing, e-commerce and more! Non-stop networking opportunities plus tons of booths and exhibitors.

LEARN HOW TO MAKE MONEY If you're interested in being more successful, don't miss this event!

This exciting Expo will show you 100's of WAYS TO MAKE MONEY FAST.

Learn How To:

  • Develop your millionaire mindset
  • Flip properties; strategies to increase your income
  • Make money with stocks no matter which way the market is going
  • Close your first deal in 30 days working part-time. For beginner and experienced investors
  • Buy and sell tax liens and income producing properties
  • Build a thriving Internet business
  • Increase sales and market your business
  • Find a small business you can operate from home for under $3500 dollars
  • Start selling on e-commerce with products you never even own
  • And Much MORE!

What You'll Get:

  • Peak Performance Training from Tony Robbins LIVE!
  • All-day networking opportunities with big investors and dealmakers
  • Show guide
  • Workbook
  • Certificate of Real Estate Investing
  • 30+ classes

YOU CAN MEET NEW PARTNERS, FRIENDS, OR PEOPLE WITH CASH TO LEND DURING OUR SPEED-NETWORKING EVENT & FIND DEALS AT THE DEAL CAFÉ.

Thousands of people who had little or no experience in business OR real estate are now making INSANE money.

Who should attend:

  • Investors, entrepreneurs, small business owners, realtors, 2nd income earners, anyone starting or growing a business, homeowners, mompreneurs, salespeople, mortgage brokers, real estate brokers and contractors.
  • You'll be given all the tools, systems & funding to make money in Real Estate in the Austin area.
  • BONUS #1 Three Hour Peak Performance Training with success coach Tony Robbins.
  • BONUS #2 Find or bring your great deals to the DEAL CAFÉ. Many of these deals are not published anywhere else & are only for insiders attending the Expo.
  • BONUS #3 Largest Speed Networking Event in the world. Get introduced to Partners, Friends, or People with cash to lend, or even investors looking to invest in your idea. "Amazing, Fun, Get Lots of New Business!"
  • BONUS #4 Experience a bonus performance from entertainer and entrepreneur Pitbull, Mr. Worldwide.
  • WIN Cash Prizes!

MICHELLE C. LERMAN IS GUEST SPEAKER AT NEW FOCUS FINANCIAL GROUP EVENT: RETIREMENT INCOME SEMINAR!

When: Thursday, September 20, 2018
6:30 pm to 8:30 pm

Where: Toll House Hotel
140 Santa Cruz Ave
Los Gatos 95030

Registration is $25
Use promo code EVENT25 for free admission.

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 join us for our Retirement Income Strategies and Estate Planning Seminar.* Chad Burton, CFP®, will discuss:

  • How to minimize taxes in retirement after the 2017 tax reform
  • Transitioning your portfolio from the accumulation phase to the income phase
  • Choosing the right accounts to draw from first
  • Minimizing your retirement income taxes
  • Social Security strategies
  • Good and bad retirement products
  • Managing your IRAs and 401(k)s in retirement
  • Measuring risk in your portfolio
  • Protecting your estate from long-term-care costs

In addition, Rob Black will discuss the market outlook, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws.

Register Now


NEW FOCUS FINANCIAL GROUP SEMINAR: 10 Pillars of Retirement Income Planning

Use promo code EVENT25 for free admission. Click HERE to register.

When: Thursday, June 28, 2018
6:30 p.m. to 8:30 p.m.

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

Retirement planning is more complicated than ever. It can be hard to even know where to begin. But focusing on just a few essential issues can increase your chances of enjoying a secure future.*

Join Chad Burton, CFP®, and Rob Black for a discussion on the issues that can affect your retirement plan. Chad will review:

  • How to reduce risk with diversification
  • Bond alternatives and retirement products that make sense given today's interest rates
  • How to rebalance your portfolio in retirement and create a tax-efficient distribution plan
  • Portfolio structuring, asset allocation, and much more!

Rob will discuss market conditions, his favorite sectors, dividend stocks to consider now, and recent world events that could affect your portfolio.

In addition, attorney and well-known author Michelle Lerman will explain how to update your estate plan to reflect the latest laws.


Michelle C. Lerman is Guest Speaker at New Leaf Financial Advisory Event

Women's Financial Wellness Series - Estate Planning

By invitation only.


HISTORIC NEW TAX ACT PROVIDES ESTATE PLANNING OPPORTUNITIES

When: Friday, May 4th, 10:00am
- Or -
Wednesday, May 9th, 4:00pm

Where:Lerman Law Building
802 B street, San Rafael CA

Whether you have a Living Trust, or need to prepare one, you must know:

  • 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. Registration fee waived if you mention this ad!


Michelle C. Lerman to speak at New Focus Financial Group 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

Please register through New Focus Financial Group's website. Registration is $25, but free if you use promo code EVENT25.

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 join us for our Retirement Income Strategies and Estate Planning Seminar.* Chad Burton, CFP®, will discuss:

  • Find out how the new tax law affects your retirement
  • Transitioning your portfolio from the accumulation phase to the income phase
  • Choosing the right accounts to draw from first
  • Minimizing your retirement income taxes
  • Social Security strategies
  • Good and bad retirement products
  • Managing your IRAs and 401(k)s in retirement
  • Measuring risk in your portfolio
  • Protecting your estate from long-term-care costs

In addition, Rob Black will discuss economic and market trends, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws. Contact Michelle Lerman for more information.


ASSET PROTECTION & ESTATE PLANNING UNDER THE NEW TAX ACT

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.


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

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

San Francisco

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

Los Angeles

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

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.

Register Now

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.


Michelle C. Lerman to speak at New Focus Financial Group Seminar

When: Thursday, March 8, 2018
6:30 p.m. to 8:30 p.m.

WhereCrowne Plaza Hotel Foster City
1221 Chess Drive
Foster City, CA 94404

Please register through New Focus Financial Group's website. Registration is $25, but free if you use promo code EVENT25.

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 join us for our Retirement Income Strategies and Estate Planning Seminar.* Chad Burton, CFP®, will discuss:

  • Find out how the new tax law affects your retirement
  • Transitioning your portfolio from the accumulation phase to the income phase
  • Choosing the right accounts to draw from first
  • Minimizing your retirement income taxes
  • Social Security strategies
  • Good and bad retirement products
  • Managing your IRAs and 401(k)s in retirement
  • Measuring risk in your portfolio
  • Protecting your estate from long-term-care costs

In addition, Rob Black will discuss the market outlook for 2018, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws. Contact Michelle Lerman for more information.


ASSET PROTECTION & ESTATE PLANNING UNDER THE NEW TAX ACT

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

When: Thursday, February 15, 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...

Click here for more information on the webinar. Please email Michelle Lerman for a copy of the recording.


NEW FOCUS FINANCIAL GROUP SEMINAR: RETIREMENT INCOME STRATEGIES AND ESTATE PLANNING SEMINAR

Michelle Lerman to guest speak. Please register through New Focus Financial Group's website. Registration is free if you use Guest Code 25 (for Michelle Lerman).

When: January 11, 2018
6:30 p.m. to 8:30 p.m.

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

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 join us for our Retirement Income Strategies and Estate Planning Seminar.* Chad Burton, CFP®, will discuss:

Transitioning your portfolio from the accumulation phase to the income phase

  • Passive vs. active portfolio management
  • Choosing the right accounts to draw from first
  • Minimizing your retirement income taxes
  • Social Security strategies
  • Good and bad retirement products
  • How to manage your IRAs and 401(k)s in retirement
  • Measuring risk in your portfolio
  • Protecting your estate from long-term-care costs

In addition, Rob Black will discuss the market outlook for 2018, and attorney Michelle Lerman will explain how to update your estate plan to reflect the latest laws. Contact Michelle Lerman for more information.


Retirement Income Strategies and Estate Planning Seminar

When: Thursday, November 16th, 2017, 6:30 p.m. to 8:30 p.m.

Where: Toll House Hotel-Summit Ballroom140 S. Santa Cruz Ave. Los Gatos, CA 95030

More Information:

Registration is $25

Use promo code EVENT25 for free admission

Michelle Lerman will explain how to update your estate plan to reflect the latest laws.

Register Now


New Laws Affect Your Living Trust!

When:

  • Thursday, September 14th, 10 a.m. to 11 a.m.
  • Friday, September 15th, 12 p.m. to 1 p.m.

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

Attorney Michelle Lerman will explain essential planning for today's laws. Attendees receive FREE consultations. Click here for more information, or email Michelle now to RSVP.


Retirement Income Strategies & Estate Planning

When: Saturday, Sept 9th 10:00 a.m. to 12:00 p.m.

Where: Four Points by Sheraton San Rafael in the Marin II Room

Michelle Guest Speaking at Wealth Management Seminar


Retirement Income Strategies and Estate Planning

When: July 13th, 11:00 a.m. to 1:00 p.m. (Lunch will be served)

Where: Double Tree by Hilton San Francisco Airport – 835 Airport Blvd, Burlingame, CA

More information:

Registration is $25

Michelle will guest speak about critical estate planning for today’s laws, including:

  • Transitioning your portfolio from the accumulation phase to the income phase
  • Passive vs. active portfolio management
  • Choosing the right accounts to draw from first
  • Minimizing your retirement income taxes
  • Social Security strategies
  • Good and bad retirement products
  • Managing your IRAs and 401(k)s in retirement
  • Measuring risk in your portfolio
  • Protecting your estate from long-term-care costs
  • Estate planning tips for 2017 by Michelle Lerman

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.