May Chapter Meeting

When:
05/11/2021 @ 10:00 am – 11:00 am
2021-05-11T10:00:00-07:00
2021-05-11T11:00:00-07:00
Where:
Zoom Meeting
Cost:
Free
Contact:
Terry Shores
707-795-8095

Join us next Tuesday at 10 am as a panel of attorneys walks us through new and proposed changes to federal laws and regulations that may impact estate planning for you and your investor clients.

Learn what every commercial real estate investor must know about proposed changes under the Biden Administration that will impact you, your assets and generations to come. Understand the most common pitfalls investors make and how to avoid them.  Taking action now could save tens of thousands of dollars in estate tax.

An attorney, author and frequent radio and TV commentator, Michelle Lerman founded Lerman Law Partners, LLP over 20 years ago with her husband, attorney Jeffrey H. Lerman. Known as the “Real Estate Investor’s Lawyers”, in addition to probate, trusts and estate planning, Lerman Law Partners, LLP assists clients with loan work outs, real estate transactions, litigation and business succession.

Dylan Recht is an estate planning attorney whose practice focuses on custom-tailoring estate plans for families, couples, and individuals. Dylan has counseled people in preparation of California estate plans, and has experience in international planning. Dylan has utilized many estate planning tools to meet each client’s objectives, including revocable living trusts, irrevocable trusts, LLCs, and international wills. Dylan has also represented trustees and beneficiaries, including charitable organizations, in trust administration matters and has experience handling probate matters.

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