NorCal CCIM May Chapter Meeting
When: May 11, 2021
Topic: Estate Planning for Real Estate Investors and Critical Planning Under the Biden Administration
Guest Speakers: Michelle C. Lerman and Dylan J. Recht
8th Annual Commercial Real Estate Update, Trends & Networking Symposium
When: March 25, 2021
Topic: What Every Commercial Real Estate Syndicator, Investor, Broker, Property Manager, and Advisor MUST Know About New Developments and New Strategies to Help You SURVIVE AND THRIVE DURING COVID-19 IN 2021
Jackson Square Financial Webinar
When: February 18, 2021
Topic: Estate Planning in Volatile Times
Guest Speaker: Michelle C. Lerman with Bill Vlahos
Marin County Bar Association Webinar
When: February 4, 2021
Topic: What our clients must know about Prop 19
Presenter: Michelle C. Lerman
Provisors Bay Area Real Estate Affinity Group
When: January 6, 2021
Topic: Prop 19
Guest Speaker: Michelle C. Lerman
Family Law and Estate Planning |Probate Issues from COVID19 Era
When: November 19, 2020
Topic: Divorce amidst a pandemic is made more complicated with Estate Planning and Probate issues. Planning for each of these areas requires a vulcan mind meld. The panel will discuss tips on avoiding pitfalls and preparing for the new normal.
Speakers: Renee Chernus and Michelle Lerman
Provisors Bay Area Woman’s Affinity
When: October 21, 2020
Topic: Planning for Life’s Unexpected Events
7th Annual commercial Real Estate Update, Trends & Networking Symposium
When: March 20, 2020
Topic: 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)
New Focus Financial Group Seminar – Retirement Income and Tax Planning
When: February 06, 2020
Topic: 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.
Guest Speaker: Michelle C. Lerman
Monthly Commercial Real Estate Networking Group
When: 1st Tuesday of every month
Topic: Click here for more information.
Historic New Law: Urgent Action Steps and Planning for Retirement Accounts under the SECURE Act
When: January 30 – 31, 2020
Topic: In this timely presentation, you will earn what you can do immediately to minimize the problems created by the new law, including:
- How to change your retirement account beneficiary to avoid all income tax
- How to best protect the assets from the claims of creditors
- How to prevent beneficiaries from wasting away their inheritance
- How to use a special charitable trust to create an income stream for your beneficiaries and minimize income tax
- How to integrate insurance into your estate plan to preserve wealth for your beneficiaries
- And more….
Joint Ventures: The Cheapest, Easiest, Fastest and Safest Alternative to Syndication
When: January 2020
Topic: Most investors need other people’s money (OPM) to achieve their real estate goals. The problem is that most investors incorrectly believe that syndication is the only way to do deal with OPM. Join us as “The Real Estate Investor’s Lawyer”, Jeff Lerman, explains in plain English why, even though he helps investors with syndication, he believes joint ventures are the cheapest, easiest, fastest, and safest alternative to syndication.
Presenter: Jeff Lerman
6th Annual Commercial Real Estate Update, Trends & Networking Symposium
When: March 21, 2019
Topic: New Developments Impacting Commercial Real Estate: What every investor, broker, property manager and CRE advisor must know in today’s new economy.
NEW FOCUS FINANCIAL GROUP EVENT: RETIREMENT INCOME AND TAX SEMINAR!
When: January 24, 2019
Topic: 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
Guest Speaker: Michelle C. Lerman
New Focus Financial Group Seminar
When: Saturday, November 17, 2018
Topic: Whether you’re 25 or you’re 65, managing your money can get complicated. Please join us for one of our two seminars to learn strategies that can help you build wealth, invest confidently, and retire better.
Seminar 1 | Retirement Income and Tax Planning Seminar
Seminar 2 | Investing Beyond a 401(k)—Wealth Accumulation
Guest Speaker: Michelle C. Lerman
Provisors’ Bay Area Lawyers Affinity Group
When: November 13, 2018
Topic: 2018 Tax Cuts & Jobs Act and critical estate planning revisions needed under the New Tax Act
Presenter: Michelle C. Lerman
America’s Largest Wealth Expo
When: October 13 – 14 , 2018
Topic: 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.
Guest Speakers: Michelle C. Lerman and Jeff Lerman
NEW FOCUS FINANCIAL GROUP EVENT: RETIREMENT INCOME SEMINAR
When: September 20, 2018
Topic: 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
Guest Speaker: Michelle C. Lerman
NEW FOCUS FINANCIAL GROUP SEMINAR: 10 Pillars of Retirement Income Planning
When: June 28, 2018
Topic: 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.*
Guest Speaker: Michelle C. Lerman
New Leaf Financial Advisory Event
Topic: Women’s Financial Wellness Series – Estate Planning
Guest Speaker: Michelle C. Lerman
HISTORIC NEW TAX ACT PROVIDES ESTATE PLANNING OPPORTUNITIES
When: May 4, 2018 and May 9, 2018
Topic: 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…
New Focus Financial Group Seminar
When: May 3, 2018
Topic: 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.
Guest Speaker: Michelle C. Lerman
ASSET PROTECTION & ESTATE PLANNING UNDER THE NEW TAX ACT
When: April 5, 2018
Topic:
- 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…
Hosts: Jacob Stein of Aliant, LLP and Michelle C. Lerman
5th Annual Commercial Real Estate Update, Trends & Networking Symposium
When: March 26th, 2018 (San Francisco) and March 22nd, 2018 (Los Angeles)
Topic: Important New Developments Impacting Commercial Real Estate. What every investor broker, property manager and CRE advisor must know in today’s economy.
Speakers: Jeff Lerman and Michelle C. Lerman
New Focus Financial Group Seminar
When: March 8, 2018
Topic: 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.
Guest Speaker: Michelle C. Lerman
ASSET PROTECTION & ESTATE PLANNING UNDER THE NEW TAX ACT
When: February 15, 2018
Topic:
- 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…
Hosts: Jacob Stein of Aliant, LLP and Michelle C. Lerman
NEW FOCUS FINANCIAL GROUP SEMINAR: RETIREMENT INCOME STRATEGIES AND ESTATE PLANNING SEMINAR
When: January 11, 2018
Topic: 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.
Guest Speaker: Michelle C. Lerman
Retirement Income Strategies and Estate Planning Seminar
When: November 16, 2017
Topic: How to update your estate plan to reflect the latest laws.
Guest Speaker: Michelle C. Lerman
New Laws Affect Your Living Trust!
When: September 14 & 15, 2017
Topic: Essential planning for today’s laws. Attendees receive FREE consultations.
Guest Speaker: Michelle C. Lerman
Retirement Income Strategies & Estate Planning
When: September 9, 2017
Guest Speaker: Michelle C. Lerman
Retirement Income Strategies and Estate Planning
When: July 13, 2017
Topic: Critical estate planning for today’s laws.
Guest Speaker: Michelle C. Lerman
Wealth Management Seminar
When: May 20, 2017
Topic: “Trump and Your Estate Plan: What Now?”
Guest Speaker: Michelle C. Lerman
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
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.
