Richard Alan Lehrman specializes in trust and estate planning and administration, philanthropic gift planning, 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 planned giving 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 Retire with Money (published by the editors of Money Magazine), the New York Times and in local publications such as the Miami Herald. He is listed in Who’s Who in American Law and has a Martindale-Hubbell® AV® Preeminent™ rating for 23 consecutive years.
He was honored as the 2005 LEAVE A LEGACY® (n/k/a PhilanthropyMiami®) Professional Advisor of the Year. He was the 2000-2002 Chair of the Miami-Dade County LEAVE A LEGACY® program, the 2002-2004 Chair of the Miami-Dade Partnership for Philanthropic Planning, the 2003-2007 board chair of Lehrman Community Day School and the 2015 Chair of AFP Miami. He was the recipient of National Philanthropy Day Spirit of Philanthropy awards in 2011 and 2012. He was honored as the United HomeCare Services 2016 Claude Pepper Community Builder Award recipient.
Richard Alan Lehrman served 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 the Employee Retirement Income Security Act and the Social Security Act.