Estate Planning, Trusts, and Probate

Estate Planning, Trusts
And Probate

Real Estate Transactions

Real Estate Transactions




Jeffrey H. Lerman, Managing Partner

One of the things clients say they most appreciate about Mr. Lerman is his ability to take complex legal concepts and information, synthesize it and present it in a way that allows an investor to make a good decision quickly. Mr. Lerman handles acquisitions and sales, entity formation, syndication, commercial leases, loan documents, construction documents, loan work-outs and litigation. Mr. Lerman frequently lectures on various real estate and litigation topics, has written numerous articles and has been featured in national news.

Michelle C. Lerman, Partner

Michelle C. Lerman, an estate planning attorney who is passionate about helping people reach their estate planning goals, has been selected for Super Lawyers® of Northern California- 2009, 2010, 2017, and 2018, has received the Top Attorney in Northern California 2019 and Top Women Attorneys award in Northern California 2019 and is a certified specialist in Estate Planning, Trust and Probate Law by the California State Bar Board of Legal Specialization. Having just released the 3rd Edition of her book “Create Your Best Legacy,” Ms. Lerman is a featured commentator on radio and television and a sought-after professional speaker in the community. Ms. Lerman has been helping clients with their estate planning needs for over 25 years. Ms. Lerman has helped hundreds of individuals throughout Northern and Southern California with her creative solutions and solid advice about estate planning.

2016 has been a busy year for Michelle with speaking engagements throughout California nearly every few weeks talking about taxes, philanthropy and new estate planning strategies. The Jewish Community Federation of Northern California invited Michelle as a panelist on September 22nd for their Day of Philanthropy, an annual all-day tax conference attended by over 450 people. Michelle spoke to CPAs, attorneys and financial advisors about Life Stages of Giving, explaining estate planning strategies for charitable giving.

An international organization, Israel Bonds, also invited Michelle as a panelist at their Golda Meir Circle luncheon at the Los Angeles Four Season’s Hotel on November 9th. Her fellow panelists included Emmy Award-winning filmmaker Amy Ziering, the first female CEO ranked in the research industry’s top 25, Shelley Zalis, and casting director, Orly Schedker, who is currently co-casting the new Star Trek series for CBS. The panel, discussing “The Power of Women: The Now Generation,” inspired women to reach their highest potential in their chosen careers. Michelle was also invited by the Cancer Support Community of Los Angeles to present two estate planning talks at the Benjamin Center in Los Angeles in the summer of 2016, one about estate planning basics and one advanced seminar explaining charitable lead trusts, charitable remainder trusts and other means of accomplishing charitable goals thru estate planning.

In addition to leading the monthly mentor group meetings for the Marin County Bar Association office (which she has been doing for 15 years) and her other talks educating attorneys, CPAs and financial advisors, this year Michelle reached out to her local Marin community, leading 10 estate planning workshops explaining strategies such as QTIPable trusts, Dynasty Trusts and IRA Beneficiary Trusts. Michelle was also invited to speak at five New Focus Financial Group Seminars on retirement planning. This year, Michelle was also invited to join the Board of Directors of Congregation Kol Shofar, where she continues to chair the Legacy Circle. Visit her website for video and written testimonials from Michelle’s clients.

Philip R. Diamond, Of Counsel

Philip R. Diamond has over 40 years of experience in all phases of civil litigation and appellate work in state and federal courts, with extensive jury and trial experience. Over the years, Mr. Diamond’s diverse civil litigation practice has included commercial and securities litigation, product liability, professional liability (including medical, legal, architectural and engineering malpractice and insurance brokers’ errors and omissions), employment law, real estate and construction law, insurance coverage and bad faith claims, and general and toxic tort litigation. Mr. Diamond has represented some of the nation’s largest product manufacturers and insurance companies. Mr. Diamond is also a mediator, arbitrator, and special master in all areas of civil litigation, through Diamond Dispute Resolution. Mr. Diamond is also a licensed Real Estate Broker (BRE License No. 01968370).

Daniel E. Dersham, Attorney

Daniel is an attorney with Lerman Law Partners, LLP in San Rafael, California. His practice focuses on commercial real estate transactions. Daniel regularly represents commercial landlords and tenants, investors, developers, corporate clients, and individuals in purchasing, selling, financing, leasing, and developing commercial properties. He also represents owners, developers, lenders, and investors in purchasing, selling, financing, leasing, and developing residential real estate. Daniel’s practice also includes transactional corporate matters, such as joint ventures, acquisitions, formation, dissolution, and governance. Daniel is a litigator by training with extensive experience in federal and state litigation, including bench and jury trials, arbitration, and mediation.

Sarah Kern, Partner

Attorney Sarah Kern specializes in estate planning, trust administration and probate. Her practice focusses on helping parents, individuals, business owners and same sex couples pass on their wealth in a tax efficient manner that avoids the time and expense of probate. She also assists in the distribution and administration of assets after a death, guiding her clients to minimize their stress. Sarah uses her years of experience to custom design trusts, wills, durable powers of attorney, health care directives, and other estate planning documents.

Dylan Recht, Associate Attorney

Dylan Recht is an estate planning attorney whose practice focuses on custom-tailoring estate plans for families, couples, and individuals. Dylan has counseled people from around the world and from all walks of life in preparation of California estate plans, and has experience in international planning. Dylan has utilized many estate planning tools to meet each client’s objectives, including revocable living trusts, irrevocable trusts, LLCs, and international wills. Dylan has also represented trustees and beneficiaries, including charitable organizations, in trust administration matters and has experience handling probate matters.

Learn more about our upcoming seminars and appearances or book a speaker for your next event.

Contact us today. We have offices throughout California in San Rafael, San Francisco, Santa Clara and Los Angeles.


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