If you’re involved in a dispute, take careful note of the recent California court ruling in Cullen v. Corwin (2012) 206 Cal.App.4th 1074. The key facts of that case may very well apply to you. Make sure you don’t make the same mistake the defendant made in that case...
Jeff Lerman
Jeff in SF Chronicle: “Investors Rushing Into Real Estate Deals”
In real estate, it is unusual for "experts" to agree on what the best type of investments are at any given point in time and when is a good time to invest. However, most experts seem to agree that, at least for now, one particular type of investment is sound and, for...
WSJ: Surprising Profit-Maximizing Risk-Minimizing Investing Strategy of Ultra Wealthy That EVERY Investor Should Consider
A November 1 Wall St. Journal article, “Investing as a Family Affair”, discussed a surprising profit-maximizing, risk-minimizing investing strategy of the “ultra wealthy” that is available to virtually every investor, regardless of how much money you have, and one...
Important Time-Sensitive News For ALL Real Estate Investors
A sobering article in today's Forbes, explaining how higher taxes are certain no matter who wins the election, makes several important, time-sensitive points that could affect every real estate investor's bottom line and ALL investors should heed: For those who want...
Success Story: How To “Win” Contract Disputes Even When The Contract Says You “Lose”
Contract disputes are one of the most common business conflicts that can lead to potentially expensive litigation. With the stakes so high, you must have a lawyer help you evaluate the strengths and weaknesses of your position and that of your opponent. It is...
Missing This Important Deadline Could Cost You Tens of Thousands of Dollars
Right now, if you’re a homeowner and do a short sale on your home, you may be able to claim special tax relief and exclude up to $2 million of debt forgiven on your principal residence under the federal Mortgage Forgiveness Debt Relief Act of 2007 AND up to $800,000...
Success Story: Get The Upper Hand In A Dispute From The Beginning
When our clients have a dispute with somebody that looks like it will escalate to a lawsuit, we typically want at least four things: (1) to win; (2) to win quickly; (3) to win inexpensively, and; (4) to make sure that when we win, there’s money to collect on the other...
Michelle on TV: Changes in Estate Tax Closing Window of Opportunity for Big Savings
Michelle Lerman appeared on Fox News recently to discuss important estate tax law changes. Click here to watch this three-minute video where she discusses: • When the law is scheduled to change • The window of opportunity that is closing, and why you should care •...
Facing Foreclosure? How To Get More Time AND Money In Your Pocket
As if being foreclosed upon isn’t traumatic and stressful enough, that anxiety is unnecessarily compounded exponentially when the foreclosing lender mishandles the very sensitive transition when the borrower must eventually vacate the property. Unfortunately, that is...
Success Story: How To Save Your Joint Venture
In today's challenging economy, joint ventures (meaning any kind of business with two or more principals) are being put to the test more than ever. Here’s a recent success story that may give you hope and a few ideas for you or somebody you know who may be dealing...