Estate Planning,
Trusts and Probate

Taking a practical approach to estate planning, we draw upon our extensive knowledge of post-death administration and litigation to anticipate conflicts and implement your goals.

Real Estate Transactions

We help investors with their transactions throughout the entire cycle of their real estate investments, including asset protection, syndication, joint ventures, entity formation, purchase, loan documents, commercial leases, construction documents, easements and eventual sale.

Litigation

Our litigation clients tell us they appreciate that we are aggressive, creative and effective trial attorneys.

Photo of attorney Michelle Lerman

Michelle Lerman

Photo of attorney Jeffrey Lerman

Jeffrey Lerman

Photo of attorney Philip Diamond

Phil Diamond

Photo of attorney Sarah Kern

Sarah Kern

Photo of attorney Dylan Recht

Dylan Recht

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North Bay Business Journal
San Francisco Chronicle
Marin Independent Journal - marinij.com

JEFF & MICHELLE LERMAN AND THEIR TEAM JOIN CUNNINGHAMLEGAL!

The Lerman Law Partners, LLP team has joined the CunninghamLegal team, bringing expansive new expertise to clients

We are delighted to announce that we, along with our talented team have joined the CunninghamLegal team—and we are confident that this will greatly expand our collective ability to provide you with the highest-quality legal services.

Michelle C. Lerman, Esq., Of Counsel, CunninghamLegal

Lerman Law Partners, LLP and CunninghamLegal share many similarities—making this an ideal fit as the staff joins to provide expansive expertise dedicated to addressing your legal needs. We are truly aligned in how we work: with professionalism and care. Like Michelle Lerman, CunninghamLegal founder and CEO Jim Cunningham is a California State Bar Certified Specialist in Estate Planning, Trust, and Probate Law with nearly 30 years of experience; and like Jeff Lerman, Jim is a licensed real estate broker with significant experience in real estate. Jim is a second-generation attorney and third-generation pilot. He has three grown children, is an avid boater, and is a Marin resident.

Michelle C. Lerman, Esq., Of Counsel, CunninghamLegal

Jeffrey H. Lerman, Esq., Of Counsel, CunninghamLegal

“We are so excited to be working with Jim and the entire CunninghamLegal team. Our firms have many similarities, making it a great fit.”— Michelle & Jeff Lerman

Jeffrey H. Lerman, Esq., Of Counsel, CunninghamLegal

CunninghamLegal is an established, mid-size firm with a strong reputation statewide and a team of lawyers who work closely together on client issues. In addition to Estate Planning, Trust Administration, Probate, Tax Planning, and Real Estate Law, CunninghamLegal brings deep experience in related areas that we have not traditionally handled—enabling us collectively to serve you even better than before.

Importantly, CunninghamLegal has offices conveniently located in both Northern California (including San Rafael) and Southern California—helping lawyers and staff work with individuals, families, real estate investors, and business owners throughout the state.

More about CunninghamLegal

You will find that CunninghamLegal is a truly dynamic, forward-thinking Estate, Trust, Real Estate Transaction, and Tax-Planning firm staffed by attorneys at the forefront of the field. The firm is dedicated to in-depth client education and extraordinary support for multi-generational wealth transfer.

As we mentioned, the firm is proudly “medium-sized” and stable: big enough to handle anything, but small enough to know you personally. Here’s a link to our practice areas.

A great way to get familiar with CunninghamLegal is to take a look at our webinars and read through our authoritative blogs.

Questions? Contact us!

We understand you may have questions regarding the transition and how it may affect your ongoing matters. Please know that we are committed to seamless integration and will work diligently to ensure that your needs are met without interruption. We invite you to reach out with any questions or needs at 415-448-7778 or 866-671-5902 or request a call by using the form on this page.

We stand ready to provide our expert guidance and take care of all your Estate Planning, Real Estate Transactions, Trust Administration, Tax Planning, and Asset Protection needs—in the fastest, most expert way. The well-being of you and your loved ones is our first and only priority.

We look forward to getting to know you, your family, and your advisors—while providing you top-level legal services.

 

In Our Clients’ Words

Jeff Lerman negotiated savings for me throughout my lease term that more than paid for his legal fees.– George Savage, Partner, Kallis & Savage
I am a lawyer as well as a businessman. I used to practice law at one of the most prestigious firms in Los Angeles. I know good legal work and that is exactly what I got from Jeff Lerman, at reasonable rates.– Gary K. Ravet, President, Adventure Travel Specialists
We are commercial property investors and managers. We use Lerman Law Partners for all of our needs, from negotiating purchase and sale agreements, loan documents, broker listing agreements, and leases, to handling all of our litigation needs. They have saved us many times what we have paid them in fees through their aggressive representation. They give us practical, business-oriented advice and the results have been excellent. We cannot imagine doing business without them.– Tammy Arima, President, K.O. Investment

You Want:

Rated by Super Lawyers - Lerman Law Partners, LLP - SuperLawyers.com

Top lawyers who are
respected by their peers.

Our lawyers come from top law schools, have decades of experience in estates, trusts, probate and real estate investment law and the partners have received the highest ratings possible for professional excellence, based on peer reviews, from Super Lawyers, Martindale-Hubbell and Avvo. Jeff Lerman was also elected by his peers to be President of the Marin County Bar Association.
AV - AV Preeminent - Martindale-Hubbell Lawyer Ratings
AV - AV Preeminent - Martindale-Hubbell Lawyer Ratings
America's Top 100 Bet-The-Company Litigators | 2019 Top 100

Lawyers who have been
recognized for their expertise.

Lerman Law Partners, LLP, is a trusted resource for national and local television news programs, radio shows, podcasts and newspaper reporters. Our lawyers are highly sought-after speakers for real estate investment clubs and real estate professional associations. We count among our client list many real estate investment club leaders.
5 stars - We have 14 reviews - yelp
Avvo Rating 10.0 Superb
Avvo Rating 10.0 Superb

Lawyers who come with
outstanding references
from other clients.

In 2007, Michelle Lerman was voted the “#1 Favorite Attorney for Marin/Sonoma” by the readers of J. Weekly News magazine. Please read our many client testimonials, and make sure to watch the client testimonial video, too.

You want lawyers who can anticipate your needs.

We focus on the unique concerns, needs and objectives of our clients at every stage in the cycle of estate planning (from initial planning through estate administration and, if necessary, probate) and of real estate ownership (including asset protection, entity formation, acquisition, syndication, financing, development, construction, leasing, management and sale).
At Lerman Law Partners, LLP, you also receive the benefits of integrated expertise in the areas of transactions, litigation and estate planning.
  • The fact that we practice in each of these areas makes us better than we would be if we only practiced in one of them.
  • The fact that we are trial lawyers makes us better transactional lawyers because we have seen how and why transactional documents end up in court, and we can use that unique perspective to draft better documents to minimize future disputes.
  • The fact that we handle estate planning makes us better transactional lawyers because we can identify and address estate planning issues in your documents.
  • The fact that we’re also real estate investors gives us a truly unique understanding of our investor clients – their dreams, goals, fears, challenges and problems – and, we believe, makes us the best qualified lawyers to devise effective, cost-efficient and creative solutions to their problems.
All of this gives you the convenience of one-stop shopping for your estate, trust, probate and real estate needs. Contact us today. We have offices in San Rafael and San Francisco.
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