Estate Planning, Trusts
And Probate

Real Estate Transactions


Asset Protection

“As far as I know, I have never had a client lose a penny as a result of any failure of my asset protection system.” — Managing Partner Jeff Lerman

Whether you’re investing in your first real estate deal or you’re Donald Trump, virtually every real estate expert agrees: you owe it yourself and your family to put into place and properly maintain a solid asset protection system to keep your personal assets safe from your business (investment) risks and liabilities. However, one of the biggest mistakes investors make is assuming that “one size fits all”, that one asset protection strategy is right for everybody. Nothing could be further from the truth.

We work with real estate investors who live all over the country and when we meet, either in person or by phone, we take the time necessary to understand your unique concerns, needs, objectives, circumstances and desires, and then we explain in plain English your various options (and there is always more than one option). You will meet with me, Jeff Lerman. I am the Managing Partner of this Firm and am also an investor, which makes us stand apart from the vast majority of other asset protection lawyers who don’t invest in any real estate other than their home. Why is this important? Because you can feel confident that I will never recommend to you an asset protection strategy that I, myself, have not used. There are many “popular” investment strategies you may have heard or read about, that I have investigated and have decided not to use and would not recommend to any of my clients. When we meet, we can discuss those, too, if you wish.

I teach asset protection to investors all around the country, so I make it my business to stay on top of all the most recent developments in existing strategies and any new ones.

I will work with you to make sure you get the right asset protection strategy for you and, just as importantly, to make sure you know how to maintain your asset protection system properly so that it’s there to protect you when you need it most.

Count on the law firm devoted to real estate investors: Lerman Law Partners. Contact us today. We have offices in San Rafael and San Francisco.

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