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estate-planning

Estate Planning, Trusts
And Probate

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Past Events

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

Real Estate 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.

 


 

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