THE 3 BEST ESTATE PLANNING
STRATEGIES UNDER CURRENT LAW
In Just One Hour, Learn How to Protect Your Family!
Laws have changed drastically in recent years necessitating a fresh look at living trusts and how they are administered
after a loved one dies. This workshop could change your life and the life of your loved ones.
“Michelle does an excellent job of taking a
complex topic and making it understandable by
using plain English…”
– William Bronchick, best-selling author,
attorney, and host of www.legalwiz.com
Michelle truly is an “attorney with heart.”
– Stephen H. Sulmeyer, J.D., Ph.D.,
attorney, mediator
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 if they divorce
• How to pass on YOUR LOW PROPERTY TAX
BASIS
• How to use CURRENT LAWS to SIMPLIFY your
estate plan
Att
endee
comp s receive a
li
15-mi
nute e menta ry
FREE WORKSHOPS
s
con tate plan
(choose one):
VALUsultation! ning
E OF
$125
Friday, October 21
10:00am - 11:00am
-or-
Thursday, October 27
4:00pm - 5:00pm
LOCATION:
Lerman Law Building
802 B Street (corner of B Street and 2nd St in Central San Rafael)
We look forward to meeting you!
Michelle and the Lerman Law Partners Team
Author and featured commentator
on television and radio
Michelle C. Lerman
Attorney at Law
Certified Legal Specialist - Estate Planning, Trust, Probate
by Ca. Bd. Legal Specialization of Ca. State Bar
Selected for inclusion in 2009 and 2010 Super Lawyers.®
Only 5% of California lawyers were so selected.
Co-chair-MCBA Estate Planning Section (fmr)
USC Law - J.D. | UCLA - B.A. magna cum laude
Web: myestateplancenter.com
SPACE IS LIMITED.
CALL OR EMAIL NOW TO RSVP!
[email protected]
(415) 454-0455
Peer Review Rated AV
Preeminent–Highest Rating
for professional excellence
by Martindale-Hubbell
Estate Planning, Real Estate & Business Law
Serving Northern and Southern California since 1991
The testimonials and/or endorsement do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.