Return-Path: Delivered-To: andrew@sterlingcal.com Received: from reseller401.webserversystems.com by reseller401.webserversystems.com with LMTP id AMtEMbcAimQDYQcAchKAPA (envelope-from ) for ; Wed, 14 Jun 2023 13:02:31 -0500 Return-path: Envelope-to: andrew@sterlingcal.com Delivery-date: Wed, 14 Jun 2023 13:02:31 -0500 Received: from s1.csa1.acemsc2.com ([192.92.97.69]:46722) by reseller401.webserversystems.com with esmtps (TLS1.2) tls TLS_ECDHE_RSA_WITH_AES_256_GCM_SHA384 (Exim 4.94.2) (envelope-from ) id 1q9UpD-0022ho-4I for andrew@sterlingcal.com; Wed, 14 Jun 2023 13:02:31 -0500 DKIM-Signature: v=1; a=rsa-sha256; c=relaxed/relaxed; s=dk; d=s2.csa1.acemsc2.com; h=To:From:Subject:Date:MIME-Version:Content-Type:Content-Transfer-Encoding: Sender:List-Unsubscribe:List-Unsubscribe-Post:Message-ID; i=sollertis38681.activehosted.com@s2.csa1.acemsc2.com; bh=gnblmHyfEYumd7MKtO1Ve2BkSzcwlmuCwbm2SKj1qMs=; b=P+SepQNnWmnfGLjEPBC/ELI6c/W4e/VY/hF1HHA5hIZHf9E4OTxggmJdmDJsBKo+xiU9Hf0xTfUt LSocXSZnXmoiAHY5eI9ZUFdxLtjKOecnHaOTt+G9nYnTDGX4kQytHmrFiR4P/vckNhtXOG62rKB7 jV0rdi0mSevTcH59eXM= Received: by s1.csa1.acemsc2.com id hh80ao30sfoi for ; Wed, 14 Jun 2023 18:02:19 +0000 (envelope-from ) X-Mailer: ActiveCampaign Mailer To: "Andrew Sterling" From: "William R. Simon, Jr." Subject: The Sollertis Summary Date: Wed, 14 Jun 2023 13:01:05 -0500 MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="_=_swift-1597868146648a0061a31f61.25299841_=_" Content-Transfer-Encoding: 7bit X-DKIM-Options: s=dk Sender: X-Sender: X-Report-Abuse: Please report abuse to abuse@activecampaign.com X-mid: YW5kcmV3QHN0ZXJsaW5nY2FsLmNvbSAsIGMxNTkgLCBtMjE1ICwgczIwNw x-virtual-mta: s2.csa1.acemsc2.com Feedback-ID: 2071496:activecampaign X-250ok-CID: 2071496-159 List-Unsubscribe: , List-Unsubscribe-Post: List-Unsubscribe=One-Click Message-ID: <20230614180219.2114.1745268419.swift@www.news.sollertis.com> X-Spam-Status: No, score=-0.3 X-Spam-Score: -2 X-Spam-Bar: / X-Spam-Flag: NO --_=_swift-1597868146648a0061a31f61.25299841_=_ Content-Type: text/plain; charset=utf-8 Digital Asset Protection, Life Coaches, and FedNow  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Hi Andrew, You've made it halfway through the week! As we close the first half of 2023 and embark on the second, we encourage you to reexamine your goals for the year and note any progress or deficiencies. Keep in mind there is still plenty of time to accomplish any goals you haven't made much progress on before the end of the year. This week we're discussing Bitcoin, protecting your equipment and inventory, and Credit Suisse. **Founder's Focus** Bill Simon: Founder and Chief Counsel https://www.news.sollertis.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZzb2xsZXJ0aXMuY29tJTJGd2lsbGlhbXNpbW9uJTJG&sig=Frdz97g1sX6aGaUfaj4onmmXoKBtosAWdm9ZkZa9g9e3&iat=1686765739&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=8GoSojKTRKS%2FGgMi0m%2BQ1npCD7WxoQTChcVxL6bC3%2B%2BFmVB5j%2Bw%3D%3AUsLcqwkuzjHhzJyWNFL4iZJuHSzpq9%2F2&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=159A215A20A1025 Many people think their Bitcoin is protected from their creditors. To dispel this myth, Bitcoin is not an asset protection tool. A court can order you to turn over your keys, or transfer your BTC, to a creditor and if you fail to comply with the court's order, you can be incarcerated. This does not mean that you cannot protect your BTC. They key is to not put yourself in a position of control over your BTC, as then you are not subject to a court order to turn it over. We help our clients do this by creating an asset protection trust and then placing the BTC in the trust. So long as the trustee of the trust is outside the court's jurisdiction, your creditor will not be able to attach your BTC. If this is something we can help you with, please let us know. **The Legal Lowdown** **Equipment, Vehicles, and Inventory** Bill Simon explains how to keep your equipment, vehicles, and inventory safe from creditors while receiving a tax advantage. https://www.news.sollertis.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ5b3V0dS5iZSUyRl90dHJSNm0ySC1z&sig=D6zQdPiW9yuii8Sib7RqQcPXi1iRhZMrqCzq3khX1hg3&iat=1686765739&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=8GoSojKTRKS%2FGgMi0m%2BQ1npCD7WxoQTChcVxL6bC3%2B%2BFmVB5j%2Bw%3D%3AUsLcqwkuzjHhzJyWNFL4iZJuHSzpq9%2F2&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=159A215A20A1026 **From the Blog** Protecting Your Digital and Financial Assets Requires More Than a Simple Firewall and a Family Trust https://www.news.sollertis.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZzb2xsZXJ0aXMuY29tJTJGYXNzZXQtcHJvdGVjdGlvbiUyRnByb3RlY3RpbmcteW91ci1kaWdpdGFsLWFuZC1maW5hbmNpYWwtYXNzZXRzLXJlcXVpcmVzLW1vcmUtdGhhbi1hLXNpbXBsZS1maXJld2FsbC1hbmQtYS1mYW1pbHktdHJ1c3Q=&sig=QVnv9CU6MZAEnfTMe4yBS2YGmJPXFrSD9c7tYkPkZDx&iat=1686765739&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=8GoSojKTRKS%2FGgMi0m%2BQ1npCD7WxoQTChcVxL6bC3%2B%2BFmVB5j%2Bw%3D%3AUsLcqwkuzjHhzJyWNFL4iZJuHSzpq9%2F2&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=159A215A20A1027 The average person's number of digital assets has increased, raising questions about what happens to these assets upon a person's death or incapacitation. These assets may have a definite economic or sentimental value, from online gaming items to digital music to client lists. Yet, few laws govern fiduciary rights over digital assets. Keep Reading **Check These Out** https://www.news.sollertis.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cuZ29vZHJlYWRzLmNvbSUyRmVuJTJGYm9vayUyRnNob3clMkY0MjExODA3Mw==&sig=G8HDWns1y9AmrfJmG4xJE5pw66daPx9JwXPbpn48yxsH&iat=1686765739&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=8GoSojKTRKS%2FGgMi0m%2BQ1npCD7WxoQTChcVxL6bC3%2B%2BFmVB5j%2Bw%3D%3AUsLcqwkuzjHhzJyWNFL4iZJuHSzpq9%2F2&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=159A215A20A1028 Our recommendation: Trillion Dollar Coach by Eric Schmidt, Jonathan Rosenberg and Alan Eagle . This book is centered around Bill Campbell, the business/life coach to Silicon Valley's most successful executives. This book will make you realize how valuable a coach is to your team. https://www.news.sollertis.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cuZm94YnVzaW5lc3MuY29tJTJGbWFya2V0cyUyRmZlZC1qdWx5LWxhdW5jaC1uZXctZmVkbm93LXN5c3RlbS1saXZlLXRyYW5zYWN0aW9ucw==&sig=BFH1Q5jp7fobNVCNvZRrmtnBLSNr6f9VE9z5fMhnc9pT&iat=1686765739&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=8GoSojKTRKS%2FGgMi0m%2BQ1npCD7WxoQTChcVxL6bC3%2B%2BFmVB5j%2Bw%3D%3AUsLcqwkuzjHhzJyWNFL4iZJuHSzpq9%2F2&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=159A215A20A1029 As July is quickly approaching, the Fed is preparing to launch their new banking system, FedNow . FedNow will allow Americans to connect banks across multiple platforms in one instant payment system that processes payments nonstop. But is giving the Fed access to all of your accounts a good thing? https://www.news.sollertis.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cuY25iYy5jb20lMkYyMDIzJTJGMDYlMkYxMiUyRnVicy1zYXlzLWl0LWhhcy1jb21wbGV0ZWQtdGhlLXRha2VvdmVyLW9mLWNyZWRpdC1zdWlzc2UuaHRtbA==&sig=GZeDm2ppMZvqAWpUmYnsrfZWSqWiPF2zfoZGCjad6L6G&iat=1686765739&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=8GoSojKTRKS%2FGgMi0m%2BQ1npCD7WxoQTChcVxL6bC3%2B%2BFmVB5j%2Bw%3D%3AUsLcqwkuzjHhzJyWNFL4iZJuHSzpq9%2F2&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=159A215A20A1030 This week UBS announced that is has completed the Credit Suisse takeover after purchasing the company three months ago for $3.2 billion. While the takeover was finished quickly and a worldwide banking crisis avoided, there still remains a large amount of work to be done by UBS to fully integrate the company. Have a great week! The Sollertis Network Learn More https://www.news.sollertis.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cuZmFjZWJvb2suY29tJTJGU29sbGVydGlzTGVnYWwlMkY=&sig=FUbbKk8BbAkcGocKTKwXbgrEANS4xFXKcNc54ZqwnW7Z&iat=1686765739&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=8GoSojKTRKS%2FGgMi0m%2BQ1npCD7WxoQTChcVxL6bC3%2B%2BFmVB5j%2Bw%3D%3AUsLcqwkuzjHhzJyWNFL4iZJuHSzpq9%2F2&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=159A215A20A1032 https://www.news.sollertis.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cubGlua2VkaW4uY29tJTJGY29tcGFueSUyRnNvbGxlcnRpcyUyRg==&sig=FXQN5j8cFvNN4d1ex5PVGsdH5wa744ZcTHfHyaabNZWp&iat=1686765739&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=8GoSojKTRKS%2FGgMi0m%2BQ1npCD7WxoQTChcVxL6bC3%2B%2BFmVB5j%2Bw%3D%3AUsLcqwkuzjHhzJyWNFL4iZJuHSzpq9%2F2&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=159A215A20A1033 https://www.news.sollertis.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cueW91dHViZS5jb20lMkYlNDBzb2xsZXJ0aXNsYXc1NTQyJTJGZmVhdHVyZWQ=&sig=Cn93xrJPkvy8jH9CnufPtuptHrZZoRAdVyn7gaVbQuCw&iat=1686765739&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=8GoSojKTRKS%2FGgMi0m%2BQ1npCD7WxoQTChcVxL6bC3%2B%2BFmVB5j%2Bw%3D%3AUsLcqwkuzjHhzJyWNFL4iZJuHSzpq9%2F2&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=159A215A20A1034 Sent to: andrew@sterlingcal.com Unsubscribe Sollertis, 16950 Via de Santa Fe, Suite 5060-160, Rancho Santa Fe, California 92067, United States --_=_swift-1597868146648a0061a31f61.25299841_=_ Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =0A=09=09
=0A=09=09=09Digital Asset Protection, Life Coaches= , and FedNow=0A=09=09=09
=0A=09=09=09=09 =E2=80=8C =E2=80=8C =E2=80= =8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C = =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C=0A=09=09=09
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Hi Andrew,

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You=E2=80=99ve made it= =C2=A0halfway through the week! As we close the first half of 2023 and emba= rk on the second, we encourage you=0Ato reexamine your goals for the year a= nd note any progress or deficiencies. Keep in mind there is still plenty of= time to accomplish any goals you haven=E2=80=99t made much progress on bef= ore the end of the year. This week we=E2=80=99re discussing Bitcoin, protec= ting your equipment and inventory, and Credit Suisse.

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Founder's Focus
Bill Simon: Founder an= d Chief Counsel

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3D"Bill
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Many people think their = Bitcoin is protected from their creditors. To dispel this myth, Bitcoin is = not an asset protection tool. A court can order you to turn over your keys,= or transfer your=0ABTC, to a creditor and if you fail to comply with the c= ourt=E2=80=99s order, you can be incarcerated. This does not mean that you = cannot protect your BTC. They key is to not put yourself in a position of c= ontrol over your BTC, as then you are not subject to a court order to turn = it over. We help our clients do this by creating an asset protection trust = and then placing the BTC in the trust. So long as the trustee of the trust = is outside the court=E2=80=99s jurisdiction, your creditor will not be able= to attach your BTC. If this is something we can help you with, please let = us know.

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The Legal Lowdown
E= quipment, Vehicles, and=0AInventory

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Bill Simon explains how to keep you= r equipment, vehicles, and inventory safe from creditors while receiving a = tax advantage.

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3D"Equipment,
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The average person's number of digital assets has increased, raising q= uestions about what happens to these assets upon a person's death or incapa= citation. These assets may have a definite economic or sentimental=0Avalue,= from online gaming items to digital music to client lists. Yet, few laws g= overn fiduciary rights over digital assets.

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Keep Reading
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Check These Out

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Our recommendation: Trillion Dollar Co= ach by Eric Schmidt, Jonathan Rosenberg and Alan Eagle. This book is ce= ntered around Bill Campbell, the business/life coach to Silicon Valley's mo= st successful executives. This book will make=0Ayou realize how valuable a = coach is to your team.

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3D"Two
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3D"Outside

As July is quickly approaching, the Fed is preparing to launch their new bank= ing system, FedNow. FedNow will allow Americans to connect banks across= multiple platforms in one instant=0Apayment system that processes payments= nonstop. But is giving the Fed access to all of your accounts a good thing= ?

=0A
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3D"UBS=0A=0A=0A=0A

This week UBS announced that is has completed the = Credit Suisse takeover after purchasing the company three months ago fo= r $3.2 billion. While the takeover was finished quickly and a=0Aworldwide b= anking crisis avoided, there still remains a large amount of work to be don= e by UBS to fully integrate the company.

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Have a great week!
The Sollertis Network

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Learn More=
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Sent to: andrew@sterlingc= al.com

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= Sollertis, 16950 Via de Santa Fe, Suite 5060-160, Rancho= Santa Fe, California 92067, United States

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