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FAQ

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What happens if I die. If you fail to plan your estate and die without a will, the laws of the State of Florida will create an estate. Plan for you. The law prescribes both the persons. To whom your property will pass and the division of your property among those persons. The distributions provided by. Law are inflexible, and do not take into account any particular or special circumstances that may exist. In addition,. If you die without a will and are survived by your. Spouse, the law states that. What ...

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Home

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Values-based estate planning and estate administration. Planning for the inevitable with principles and purpose:. Health and disability planning. Hope for the best, but plan for the inevitable". Do you believe estate planning is. About "death and taxes? Only for the wealthy? Depersonalized and "cookie cutter". Impervious to changes in laws, circumstances, preferences? Grab a cup of coffee (or tea) and read on! Devoted to the preservation of our clients' wealth. And perpetuation of our clients' legacies.

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Philosophy

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If you are reading this, chances are you want to minimize your family’s estate tax burden. Paying unnecessary estate taxes may be relatively insignificant compared to the threat to your loved ones of a sudden death or incapacity, divorce, lawsuit, creditors, predators, affluenza or plain lack of judgment or experience. Leaving a legacy can transform your family, community, and country, even the world. And more before ever reaching tax and probate issues. Or business and help you leave a lasting legacy.

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Fees

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You pay for me, and you get me. I do not have thousands of cases being worked on by hordes of paralegals. This is a very personal and personalized process. I will come to know your family, circumstances, hopes and fears. I am here to provide you with confidential, impartial advice and to assemble and lead a. Of professional advisors when needed. Fortunately, most clients come to me by referral from accountants, financial planners, insurance experts, trust officers and most importantly, other clients.

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Community Affiliations

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There’s more to life than practicing law! Fortunately, my mission (helping people to leave a legacy) blends in p. Erfectly with involvement in the community I love. Here are some of my local, state and. Association of Fundraising Professionals. Miami-Dade, Board of Directors. Treasurer (2008-present), President-Elect. Baptist Health Systems of South Florida Foundation. Planned Giving Advisory Board (2000-2003). Center for the Advancement of Jewish Education. Board of Directors, Greater Miami (2001-2012).

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Public Presentations

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Part of giving back to the community includes presenting to nonprofit professionals and board members, allied estate planning and financial planning. Professionals such as accountants, bank officers, financial planners, insurance brokers, trust officers and other attorneys, either on behalf of charitable organizations, trade and educational associations such as the. Partnership for Philanthropic Planning. Estate Planning Council, Financial Planning Association. Or as part of continuing education for.

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About

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This is where you’ll want to read about my. Affiliations and other third party recommendations such as. First and foremost, however, I am husband to Sheila Duffy-Lehrman and father of J.J., Joshua and Alexis Rachel Lehrman. Because estate planning is like no other practice area, you may be interested to know. How I got into this in the first place. And why I am so passionate about it. Don’t leave without finding what makes planning with me a little (and, quite often,. What You Can Expect. And perpetuatio...

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How I Got Into This

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How I Got Into This. Marrying your passion and profession inevitably involves a journey. Even during the peaks of the journey, becoming proficient and even accomplished. May bring satisfaction and even accolades, but also a sense that something. Like many of my generation, I was reared to (at least in part) save the world. Even after the reality of an. Extended stint in Washington, D.C. Enough left in me to want to make the world a little bit better. But two things were missing. My non-attorney life ...

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What We Do

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The law offices of Richard Alan Lehrman. Specializing in the planning, design, implementation and administration of trusts. And estates, charitable gift planning, values based planning, asset protection planning and business succession planning. Offshore Private Placement Trusts. Qualified Personal Residence Trusts. Intentionally Defective Grantor Trusts. Revocable Living Trusts - Single Trustmaker. Grantor Retained Annuity Trusts or Unitrusts. Irrevocable Life Insurance Trusts or Gift Trusts. Taken from...

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Biography

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Richard Lehrman specializes in trust and estate planning and administration, charitable planned giving, business succession and generally keeping wealth in the family and structuring it to perpetuate the family’s legacy. He is a featured lecturer (a fancy name for a speaker ) on these topics including. Seminars sponsored by nonprofit organizations. He is an author of. Legacy: Plan, Protect and Preserve Your Estate. Published by the editors of Money Magazine) and in local publications such as the. Formed ...