Biography

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 and approved by the Florida Bar for continuing legal education credit. He authors articles on estate planning and philanthropic planning for various charitable organizations. He consults with nonprofit organizations on gift planning and governance issues.

He is an author of Legacy: Plan, Protect and Preserve Your Estate, Esperti-Peterson Institute, was a maintenance author of the Law on the Web Wealth Transfer Planning system, has appeared on PBS’ Morning Business Report and has been cited as an authority in national publications such as the New York Times, Retire with Money (published by the editors of Money Magazine) and in local publications such as the Miami Herald. He is listed in Who’s Who in American Law. His firm has achieved the Martindale-Hubbell® AV® Preeminent™ rating

Mr. Lehrman spent six years in Washington, D.C. with the U.S. House of Representatives’ Committee on Rules and the Select Committee on Aging (Claude Pepper, Chairman) and was primarily responsible for extensive hearings and reports on Social Security and employer pension benefits and financing. He was selected by Chairman Pepper to serve as liaison to the National Commission on Social Security Reform formed by President Reagan, and prepared legislation eventually incorporated into theEmployee Retirement Income Security Act and the Social Security Act.

He is extensively involved in the community, and was awarded the 2005 LEAVE A LEGACY® Professional Advisor of the Year. He was the 2000-2002 Chair of the Miami-Dade County LEAVE A LEGACY® program, the 2002-2004 Board Chair of the Miami-Dade Partnership for Philanthropic Planning and the 2003-2007 board chair of Lehrman Community Day School.

He is happily married to Sheila Duffy-Lehrman and father of J.J., Joshua and Alexis Rachel Lehrman. In addition to his technical estate planning publications, he authored the very short and somewhat personal story “How I Got Into This,” right here on this website.

Elegant pictures by mugley Taken from flickr, under creative common. If you keep any of these pictures in your final website, please keep this credit too, thanks

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and perpetuation of our clients' legacies

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