The Real Estate Investor's Lawyers. 'We understand. We're investors too.' Integrated expertise across real estate transactions, estate planning, and litigation for California investors.
Estate planning, real estate transactions, and litigation for California investors and property owners. Michelle C. Lerman and the firm bring more than four decades of credentialed practice to every matter, from trust administration through closing and into the courtroom when disputes arise.
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Estate Planning, Trusts and Probate
Estate planning at Lerman Law is structured around California's community property rules, multi-generational trust design, and real property ownership. The firm drafts revocable trusts, powers of attorney, and supporting documents with diligence across its transaction and litigation practices. When administration is required, the firm manages creditor notices, court filings, and distributions.
Real Estate Transactions
Lerman Law's attorneys are themselves licensed real estate investors and brokers, which means transactional counsel reflects direct ownership experience. The firm advises on residential and commercial acquisitions, sales, and 1031 exchanges across Marin, Sonoma, and San Francisco, coordinating with the estate planning and litigation practices to surface title issues and document risks before closing.
Litigation
When a transaction or estate matter produces a dispute, Lerman Law litigates in California state courts across Marin, Sonoma, and San Francisco. The practice handles partition actions, quiet title, breach of purchase contract, will contests, and breach of fiduciary duty. Transactional and estate planning experience informs how the firm reads and presents disputed documents.
Venture financing
Seed through Series C. Issuer- and investor-side. Convertible instruments, priced rounds, secondary transactions.
Mergers & acquisitions
Sub-$500M technology and SaaS transactions. Sell-side preferred; selective buy-side for institutional clients.
4 attorneys. Each engagement staffed by a partner.
Michelle C. Lerman
Michelle C. Lerman represents clients across the firm's core practice. Engagements are partner-led and scoped to the matter.
Philip Diamond
Philip Diamond represents clients across the firm's core practice. Engagements are partner-led and scoped to the matter.
Sarah Kern
Sarah Kern represents clients across the firm's core practice. Engagements are partner-led and scoped to the matter.
Dylan Recht
Dylan Recht represents clients across the firm's core practice. Engagements are partner-led and scoped to the matter.
A partial record. Names withheld where confidentiality applies.
Selected publications and bar contributions.
Schedule a confidential consultation to discuss your estate plan, transaction, or dispute.
We accept new matters by referral and direct introduction. The first conversation is brief and at no cost.