Return-Path: Delivered-To: andrew@sterlingcal.com Received: from reseller401.webserversystems.com by reseller401.webserversystems.com with LMTP id SFa5FsvXDWVzDgwAchKAPA (envelope-from ) for ; Fri, 22 Sep 2023 13:07:07 -0500 Return-path: Envelope-to: andrew@sterlingcal.com Delivery-date: Fri, 22 Sep 2023 13:07:07 -0500 Received: from s2.csa2.acemsb3.com ([192.92.97.56]:51932) by reseller401.webserversystems.com with esmtps (TLS1.2) tls TLS_ECDHE_RSA_WITH_AES_256_GCM_SHA384 (Exim 4.94.2) (envelope-from ) id 1qjkYU-003JnX-NC for andrew@sterlingcal.com; Fri, 22 Sep 2023 13:07:07 -0500 DKIM-Signature: v=1; a=rsa-sha256; c=relaxed/relaxed; s=acdkim1; d=sollertisnews.com; h=To:From:Subject:Date:MIME-Version:Content-Type:Content-Transfer-Encoding: List-Unsubscribe:List-Unsubscribe-Post:Message-ID; i=wrs@sollertisnews.com; bh=xitO5gwKFfBLmn9AEAk5CvNYlryB1QZYVenXuc8ywQ8=; b=BL4RpFZhVaDQTud/3FP97jGIG/cUWWsYQJtVN8JFo2XA8PF8qywwLD+GSF6jhe7C0Vo4UX5Ey+Ij EDj9knM/IzYV3wRNLPUTN4hkBnfhyG/gFZDzxxi4EYzdpuPzK1IEzv3dwD1lE2lQ3JxxT07vvHds BiLcZGd5FEShSK1SX51zHiSQpuQ2YyIYsOd3ztburIFbK9ytI6cMYBBTuFIjymoEf1bM30nBNCUO 9A0MGEf75JaOaGCAOWLn97U4IupXtdvag8XtbAGzap5hE9gx4hfCeAvhGumcx3U4IuRsBD32bpXY nj+AuVQuqkMmXFJliHNtZqH8Ik64FBqxiChqVQ== Received: by s2.csa1.acemsc3.com id h1nbru34rc8h for ; Fri, 22 Sep 2023 18:06:55 +0000 (envelope-from ) X-Mailer: ActiveCampaign Mailer CFBL-Address: fbl-report@acems1.com; report=arf To: "Andrew Sterling" From: "William R. Simon, Jr." Subject: The Sollertis Summary Date: Fri, 22 Sep 2023 13:06:01 -0500 MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="_=_swift-863340056650dd789582e34.58479538_=_" Content-Transfer-Encoding: 7bit X-DKIM-Options: s=acdkim1 X-mid: YW5kcmV3QHN0ZXJsaW5nY2FsLmNvbSAsIGMxNzAgLCBtMjI1ICwgczIxMw x-virtual-mta: s2.csa1.acemsc3.com Feedback-ID: 2071496:2071496.170:s2.csa1.acemsc3.com:activecampaign X-250ok-CID: 2071496-170 List-Unsubscribe: , List-Unsubscribe-Post: List-Unsubscribe=One-Click Message-ID: <20230922180655.28604.2076324989.swift@sollertis38681.activehosted.com> X-Spam-Status: No, score=0.6 X-Spam-Score: 6 X-Spam-Bar: / X-Spam-Flag: NO --_=_swift-863340056650dd789582e34.58479538_=_ Content-Type: text/plain; charset=utf-8 Delaware LPs, Employee Retirement Plans, and Book Recommendations  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Hi Andrew, We hope you're enjoying the last day of summer! This last year we've seen the economic market continue to become increasingly fluctuant, with more and more businesses arriving at bankruptcy. As the economy continues to shift, we encourage you to continuously reevaluate your financials and ensure your cash flows are safe from potential creditors. If you're unsure how airtight your capital is, you're in the right place. This week we're discussing Delaware LPs, the challenging housing market, and predicting the unpredictable. **Founder's Focus** Bill Simon: Founder and Chief Counsel https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZzb2xsZXJ0aXMuY29tJTJGd2lsbGlhbXNpbW9uJTJG&sig=7irRW6yNTjFTdR4NdbMjQxLwxuojq3i77RAjMfgVq4Q7&iat=1695406015&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=zT79ijRh%2B08edCsQOXGKoiJGrZPhuE5d12E7d2kwDJbIOo%2Bq0hU%3D%3Agz5U2hRW%2Fj3hWWp1d4uVFFKNQIloV1V4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=170A225A20A1096 In a previous Founder's Focus, I primarily discussed the benefits of a Delaware limited liability company, but also touched on limited partnerships ("LP"). I received some follow-up emails from a few clients so in this issue's Founder's Focus, I will elaborate on the benefits of a Delaware LP. As mentioned previously, Delaware law provides that the general partner of an LP can appoint an officer and irrevocably delegate the general partner's rights, powers, and duties to manage and control the business and affairs of the LP to the officer. Typically, our clients want to transfer ownership of their LP to one or more asset protection trusts while retaining control over the business and affairs of the LP, and this Delaware law allows them to do just that. If you would like help determining which state is best for your entity or trust, please let us know. **The Legal Lowdown** **How To Avoid Limits and Employee Participation in Retirement Plans** Bill Simon details the significance of offering a private retirement plan to your employees instead of an ERISA plan. https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ5b3V0dS5iZSUyRlhEVVJuT1VTYklF&sig=DBRsgWM8MrHeXxQWmpb2Ek3cW8346TQHBJZNcjG774wQ&iat=1695406015&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=zT79ijRh%2B08edCsQOXGKoiJGrZPhuE5d12E7d2kwDJbIOo%2Bq0hU%3D%3Agz5U2hRW%2Fj3hWWp1d4uVFFKNQIloV1V4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=170A225A20A1097 **From the Blog** **Defeat Business Legal Problems Before You Get Sued: An In-the-Business Approach for CEO's Protecting Millions in US Assets** https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZzb2xsZXJ0aXMuY29tJTJGYXNzZXQtcHJvdGVjdGlvbiUyRmRlZmVhdC1idXNpbmVzcy1sZWdhbC1wcm9ibGVtcy1iZWZvcmUteW91LWdldC1zdWVkLWFuLWluLXRoZS1idXNpbmVzcy1hcHByb2FjaC1mb3ItY2Vvcy1wcm90ZWN0aW5nLW1pbGxpb25zLWluLXVzLWFzc2V0cyUyRg==&sig=4oEgQEsnVP9M7C3W3ECFgBAb43Ugsq65pFCVwxMcC7YT&iat=1695406015&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=zT79ijRh%2B08edCsQOXGKoiJGrZPhuE5d12E7d2kwDJbIOo%2Bq0hU%3D%3Agz5U2hRW%2Fj3hWWp1d4uVFFKNQIloV1V4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=170A225A20A1098 Let's face it, if simply producing your product or providing your service was all it took to be successful, everyone would have a thriving success of a business. But there's so much more to it for today's business owners regardless of what industry you're in, product you manufacture, or service your render. There are so many unexpected disruptions interfering with your operations. But are these disruptions really unexpected? Are they not predictable? Keep Reading **Check These Out** https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cuZ29vZHJlYWRzLmNvbSUyRmVuJTJGYm9vayUyRnNob3clMkYzMDExMg==&sig=Bz6XMw79CjtvUfvycr9rJj5ETuNocR4GiWXe9GDDCqwi&iat=1695406015&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=zT79ijRh%2B08edCsQOXGKoiJGrZPhuE5d12E7d2kwDJbIOo%2Bq0hU%3D%3Agz5U2hRW%2Fj3hWWp1d4uVFFKNQIloV1V4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=170A225A20A1099 Our recommendation: America Alone by Mark Steyn . Do you think America is not changing? Think again! In his "soon to be banned" book, Mark Steyn describes the potential downfall of the Western world and how the resulting changes are threatening our freedoms in America. https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cuY2JzbmV3cy5jb20lMkZzYW5mcmFuY2lzY28lMkZuZXdzJTJGc2FuLWZyYW5jaXNjby1yZWNlaXZlcy1tb3JlLXRoYW4tMTctbWlsbGlvbi1pbi1zdGF0ZS1mdW5kcy10by1maWdodC1vcmdhbml6ZWQtcmV0YWlsLXRoZWZ0JTJG&sig=Ezi2TDaESZKPWjJ27R85vTwYLg9GpkgFe6StBg4eXTBr&iat=1695406015&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=zT79ijRh%2B08edCsQOXGKoiJGrZPhuE5d12E7d2kwDJbIOo%2Bq0hU%3D%3Agz5U2hRW%2Fj3hWWp1d4uVFFKNQIloV1V4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=170A225A20A1100 The city of San Francisco has received $17.3 million from the state to help combat the retail theft terrorizing its city. After California lawmakers passed a bill to prevent employees from protecting their stores from shoplifters, many big chains have closed their doors and local businesses have been badly hurt. https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZmaW5hbmNlLnlhaG9vLmNvbSUyRm5ld3MlMkZob3VzaW5nLW1hcmtldC1icnV0YWwtNi1jaGFydHMtMjAxNTAxMjMwLmh0bWw=&sig=BeabghSXYG3NyJmjtuuPBA9hDny9AoiWdaesGFYqe6y1&iat=1695406015&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=zT79ijRh%2B08edCsQOXGKoiJGrZPhuE5d12E7d2kwDJbIOo%2Bq0hU%3D%3Agz5U2hRW%2Fj3hWWp1d4uVFFKNQIloV1V4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=170A225A20A1101 According to Redfin, home sales have declined by as much as 28% year over year as monthly home prices skyrocket and mortgage rates refuse to drop. Check out these six charts to see how challenging the housing market has become for potential homeowners. Have a great week! The Sollertis Network Learn More https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cuZmFjZWJvb2suY29tJTJGU29sbGVydGlzTGVnYWwlMkY=&sig=8C8ZcsjEFLQN9fhwJChtJXa2adwvtbYkiUEndCZTguKE&iat=1695406015&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=zT79ijRh%2B08edCsQOXGKoiJGrZPhuE5d12E7d2kwDJbIOo%2Bq0hU%3D%3Agz5U2hRW%2Fj3hWWp1d4uVFFKNQIloV1V4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=170A225A20A1103 https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cubGlua2VkaW4uY29tJTJGY29tcGFueSUyRnNvbGxlcnRpcyUyRg==&sig=E89Rnetfia9TjSLjD51e11YRBJBztDmDoHf73Y2duxAy&iat=1695406015&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=zT79ijRh%2B08edCsQOXGKoiJGrZPhuE5d12E7d2kwDJbIOo%2Bq0hU%3D%3Agz5U2hRW%2Fj3hWWp1d4uVFFKNQIloV1V4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=170A225A20A1104 https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cueW91dHViZS5jb20lMkYlNDBzb2xsZXJ0aXNsYXc1NTQyJTJGZmVhdHVyZWQ=&sig=61bF39LikSBDXmHjq67enA7ZC6vMkfZifirSQb98gBTD&iat=1695406015&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=zT79ijRh%2B08edCsQOXGKoiJGrZPhuE5d12E7d2kwDJbIOo%2Bq0hU%3D%3Agz5U2hRW%2Fj3hWWp1d4uVFFKNQIloV1V4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=170A225A20A1105 Sent to: andrew@sterlingcal.com Unsubscribe Sollertis, 16950 Via de Santa Fe, Suite 5060-160, Rancho Santa Fe, California 92067, United States --_=_swift-863340056650dd789582e34.58479538_=_ Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =0A=09=09=0A=09=09= =09Delaware LPs, Employee Retirement Plans, and Book Recommendations=0A=09= =09=09
=0A= =09=09=09=09 =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C =E2=80=8C&nb= sp;=E2=80=8C =E2=80=8C=0A=09=09=09
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Hi Andrew,

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We hope you're enjoying the last day of summer!=C2=A0This l= ast year=C2=A0we've seen the economic market continue to become increasingl= y fluctuant, with more and more businesses arriving at bankruptcy. As the e= conomy=0Acontinues to shift, we encourage you to continuously reevaluate yo= ur financials and ensure your cash flows are safe from potential creditors.= If you=E2=80=99re unsure how airtight your capital is, you=E2=80=99re in t= he right place. This week we=E2=80=99re discussing Delaware LPs, the challe= nging housing market, and predicting the unpredictable.

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Founder's Focus
Bill Simon: Founder and Chief Counsel

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3D"Bill
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In a previous Founder=E2=80=99s Focus,= I primarily discussed the benefits of a Delaware limited liability company= , but also touched on limited partnerships (=E2=80=9CLP=E2=80=9D). I receiv= ed some follow-up emails from a few clients so in this issue=E2=80=99s=0AFo= under=E2=80=99s Focus, I will elaborate on the benefits of a Delaware LP. A= s mentioned previously,=C2=A0Delaware law provides that the general partner= of an LP can appoint an officer and irrevocably delegate the general partn= er=E2=80=99s rights, powers, and duties to manage and control the business = and affairs of the LP to the officer. Typically, our clients want to transf= er ownership of their LP to one or more asset protection trusts while retai= ning control over the business and affairs of the LP, and this Delaware law= allows them to do just that. If you would like help determining which stat= e is best for your entity or trust, please let us know.

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The L= egal Lowdown
How To Avoid = Limits and Employee Participation in Retirement Plans

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Bill Simon details the significance of offering a private r= etirement plan to your employees instead of an ERISA plan.

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From the Blog
Defeat Business Legal Problems Before You Get Sued: An=0AIn-the-Bus= iness Approach for CEO=E2=80=99s Protecting Millions in US Assets

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Let=E2=80=99s face it, if simply producing your product or p= roviding your service was all it took to be successful, everyone would have= a thriving success of a business. But there=E2=80=99s so much more to it f= or today=E2=80=99s business owners regardless of what industry you=E2=80= =99re=0Ain, product you manufacture, or service your render. There are so m= any unexpected disruptions interfering with your operations.

But are= these disruptions really unexpected? Are they not predictable?

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Keep Reading
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Check These Out

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<= img class=3D"adapt-img" src=3D"https://content.app-us1.com/cdn-cgi/image/dp= r=3D2,fit=3Dscale-down,format=3Dauto,onerror=3Dredirect,width=3D650/YZ5A8/2= 023/06/26/c75c774e-f055-4b02-ae01-cdf401b737ad.jpeg" alt=3D"U.S. flag" data= -cf-ir-is-resized=3D"true"=0Astyle=3D"display:block;border:0;outline:none;t= ext-decoration:none;-ms-interpolation-mode:bicubic" width=3D"176.9852905273= 4375" title=3D"U.S. flag">

Our recommendation: America Alone = by Mark Steyn. Do you think America is not changing? Think again! In hi= s =E2=80=9Csoon to be banned=E2=80=9D book, Mark Steyn describes the potent= ial downfall of the Western world and how the resulting=0Achanges are threa= tening our freedoms in America.

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3D"surveillance=0A

The city of San Francisco has = received $17.3 million from the state to help combat the retail theft te= rrorizing its city. After California=0Alawmakers passed a bill to prevent e= mployees from protecting their stores from shoplifters, many big chains hav= e closed their doors and local businesses have been badly hurt.

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According to Redfin, hom= e sales have declined by as much as 28% year over year as monthly home pric= es skyrocket and mortgage rates refuse to drop. Check out these six charts t= o see how challenging=0Athe housing market has become for potential homeown= ers.

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Have a= great week!
The Sollertis Network

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Learn More
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