Estate Planning, Trusts, and Probate

Estate Planning, Trusts
And Probate

Real Estate Transactions

Real Estate Transactions




We work with investors all around the country to massively increase their portfolios, and achieve their real estate investing goals faster than they ever thought possible, through syndication, joint ventures and sometimes both at the same time in the same deal. Let’s focus for now just on syndication. Click here if you prefer to jump to our joint venture page.

At some point in every investor’s career, they will most likely run out of their own money to buy more investment property. At that point, an investor may consider working with “other people’s money” to expand their investment portfolio.

While this can be an excellent strategy to take your investment portfolio to the next level, this “pooled investment” or syndication approach must be undertaken with competent counsel. We can guide you through this process, help you understand the relevant securities laws and what exemption(s) may allow you to avoid registering your syndication with the SEC completely.

However, it is crucial to consult a lawyer before you communicate your “offer” to even one investor or else you risk tainting the entire offering. We can help. Attorney Jeff Lerman teaches investors how to syndicate.

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


During the COVID-19 emergency, we are up and running and working hard.

If you are a commercial landlord, click here to download our “Commercial Landlord’s Coronavirus (COVID-19) Guide and Action Plan."

If you are a commercial tenant needing to restructure your lease due to COVID-19, call us to discuss how we can help you.

Everyone should have an estate plan, and especially now in light of this global health crisis. If we can help you in any way, click below to set up a phone call or a zoom video conference with us to start the estate planning conversation.

Stay safe and healthy. We are here to help.

You have Successfully Subscribed!