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Simon, Jr." Subject: The Sollertis Summary Date: Wed, 25 Oct 2023 15:20:07 -0500 MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="_=_swift-125866249265397877723b77.97920739_=_" Content-Transfer-Encoding: 7bit X-DKIM-Options: s=acdkim1 X-mid: YW5kcmV3QHN0ZXJsaW5nY2FsLmNvbSAsIGMxNzQgLCBtMjI5ICwgczIxNg x-virtual-mta: s2.csa1.acemsc3.com Feedback-ID: 2071496:2071496.174:s2.csa1.acemsc3.com:activecampaign X-250ok-CID: 2071496-174 List-Unsubscribe: , List-Unsubscribe-Post: List-Unsubscribe=One-Click Message-ID: <20231025202113.10778.2093551064.swift@sollertis38681.activehosted.com> X-Spam-Status: No, score=-0.3 X-Spam-Score: -2 X-Spam-Bar: / X-Spam-Flag: NO --_=_swift-125866249265397877723b77.97920739_=_ Content-Type: text/plain; charset=utf-8 Our Private Trust Company Model, Big Tech Quarterly Reports, and LLCs  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ Hi Andrew, Happy Wednesday! With Halloween just around the corner, you may notice many businesses and homes covered in festive, yet scary, decor and an increase in spooky themed candy everywhere you look. You won't be surprised to hear that this frightful holiday comes with a pretty price tag. The National Retail Federation estimates Americans will spend $12.2 Billion on Halloween this year, a new record that seems to be beat year after year. Check out this article to learn more about consumer spending habits this holiday season, and read on to learn about limited liability companies, overcrowded airport lounges, and cash flows. **Founder's Focus** Bill Simon: Founder and Chief Counsel https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZzb2xsZXJ0aXMuY29tJTJGd2lsbGlhbXNpbW9uJTJG&sig=3D8488kYrWuYpwdGSL8q9feFKcL7aaBtoaJASCVSLMHU&iat=1698265273&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=kUsTNbihBa6PPEcHGWk7fIEZ0lXSxhROBcph2Zj77Sr2QoE8ftM%3D%3A%2BBOJZxA8C1SEgJH2wDwsG6B1FC2LE0I4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=174A229A20A1148 In the world of asset protection, control and flexibility are paramount. At Sollertis, we've addressed the challenge of dealing with third-party trustees by introducing our Private Trust Company (PTC) model. This innovation empowers you with control and reduces the complexity by allowing us to manage your PTC. No more dealing with unfamiliar third parties who want you to disclose your confidential information; you have direct access to your trusted advisor, ensuring a smoother and more efficient experience. Our commitment is to provide peace of mind and offer tailored solutions, all while keeping your assets under your supervision. At Sollertis, we are redefining asset protection with our PTC model, making your financial security our top priority. **The Legal Lowdown** **Establish a Cash Flow Before Creditor Claims** Bill Simon explains how an entity's cash flows are typically set up and why this works to a creditor's advantage. https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cueW91dHViZS5jb20lMkZ3YXRjaCUzRnYlM0R1YkVDQmdRMHc0dw==&sig=C2TFaVhyRoP2Di9LTX2uLk4iDcDbXwdhnt8n4CvH5FVU&iat=1698265273&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=kUsTNbihBa6PPEcHGWk7fIEZ0lXSxhROBcph2Zj77Sr2QoE8ftM%3D%3A%2BBOJZxA8C1SEgJH2wDwsG6B1FC2LE0I4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=174A229A20A1149 **From the Blog** **Pieces of the puzzle: Limited Liability Company** https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZzb2xsZXJ0aXMuY29tJTJGYXNzZXQtcHJvdGVjdGlvbiUyRnBpZWNlcy1vZi10aGUtcHV6emxlLWxpbWl0ZWQtbGlhYmlsaXR5LWNvbXBhbnklMkY=&sig=8k9NCkxJAxu1M2Zwp96V3PVzgFUhEfV3jcaahfECcE6y&iat=1698265273&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=kUsTNbihBa6PPEcHGWk7fIEZ0lXSxhROBcph2Zj77Sr2QoE8ftM%3D%3A%2BBOJZxA8C1SEgJH2wDwsG6B1FC2LE0I4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=174A229A20A1150 A limited liability company (LLC) is a relatively new type of business entity that was first authorized in the U.S. in the 1970's. It is considered a sort of hybrid, with the limited liability of a corporation and the pass-through taxation of a partnership or sole proprietorship. As it relates to asset protection, the most important aspect of the LLC is right there in the name: limited liability. As an LLC owner, your personal assets are protected from claims against the LLC itself. Different states have different laws. Which state you choose to form your LLC in will depend on your situation and your goals. One consideration is the remedies that are available to the creditor. Keep Reading **Check These Out** https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZvcGVuLnNwb3RpZnkuY29tJTJGZXBpc29kZSUyRjNkQlNGSzRHVk1tUnZJV3NOTVVJbTQlM0ZzaSUzRDEwNTQzMDZlYTFmZDRlMTU=&sig=D4tktAUwq9yQJbsJC8j5BifxCQ9t5LRjWDdzJbzux2Cr&iat=1698265273&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=kUsTNbihBa6PPEcHGWk7fIEZ0lXSxhROBcph2Zj77Sr2QoE8ftM%3D%3A%2BBOJZxA8C1SEgJH2wDwsG6B1FC2LE0I4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=174A229A20A1151 Our recommendation: Lex Fridman's interview with Jared Kushner on Israel, Palestine, Hamas, Gaza, Iran, and the Middle East . I found every second of this 3 hr and 48 minutes captiviating, especially the discussion on the Middle East and the Israeli/Hamas conflict. For more on Kushner, see his book Breaking History: A White House Memoir . https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cua2lwbGluZ2VyLmNvbSUyRmludmVzdGluZyUyRnN0b2NrcyUyRjE3NDk0JTJGbmV4dC13ZWVrLWVhcm5pbmdzLWNhbGVuZGFyLXN0b2NrcyUyM3NlY3Rpb24td2VkbmVzZGF5LTEwLTI1&sig=8sPbec33YSvQNbuphXD63Pxzfed6SEiSC1dELhkbDjWF&iat=1698265273&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=kUsTNbihBa6PPEcHGWk7fIEZ0lXSxhROBcph2Zj77Sr2QoE8ftM%3D%3A%2BBOJZxA8C1SEgJH2wDwsG6B1FC2LE0I4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=174A229A20A1153 If you haven't been keeping up with third-quarter earnings reports from the U.S.' top publicly traded companies, then this week is a great time to start . Many of the largest Big Tech companies have and will continue to release reports before the end of this week. Be sure to look out for Meta Platforms' release today at market close, followed by Amazon tomorrow. https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cuY25iYy5jb20lMkYyMDIzJTJGMTAlMkYyMSUyRmFpcnBvcnQtbG91bmdlcy1hcmUtYm9vbWluZy1hbmQtZXZlcnlvbmUtd2FudHMtaW4uaHRtbA==&sig=CKaMh23hxoU35EZF95RxcrhkH1d5KYqZH28p5CJRcnWA&iat=1698265273&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=kUsTNbihBa6PPEcHGWk7fIEZ0lXSxhROBcph2Zj77Sr2QoE8ftM%3D%3A%2BBOJZxA8C1SEgJH2wDwsG6B1FC2LE0I4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=174A229A20A1154 Have you grown frustrated by the long lines and crowded spaces in premium airport lounges ? If you answered yes, then you're not alone. As more and more travelers are gaining access to these private spaces, Airlines and Credit Card companies alike are scrambling to figure out how to accommodate this surge. Have a great week! The Sollertis Network Learn More https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cuZmFjZWJvb2suY29tJTJGU29sbGVydGlzTGVnYWwlMkY=&sig=9pFge6qwSjuBJg3tsjgmHFejisRV9xB3datQc5FLZn2G&iat=1698265273&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=kUsTNbihBa6PPEcHGWk7fIEZ0lXSxhROBcph2Zj77Sr2QoE8ftM%3D%3A%2BBOJZxA8C1SEgJH2wDwsG6B1FC2LE0I4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=174A229A20A1156 https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cubGlua2VkaW4uY29tJTJGY29tcGFueSUyRnNvbGxlcnRpcyUyRg==&sig=8XiTBRr8fSgguzST9R4JAEQDuL522yKAKidGHT1adJab&iat=1698265273&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=kUsTNbihBa6PPEcHGWk7fIEZ0lXSxhROBcph2Zj77Sr2QoE8ftM%3D%3A%2BBOJZxA8C1SEgJH2wDwsG6B1FC2LE0I4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=174A229A20A1157 https://sollertis38681.lt.acemlnc.com/Prod/link-tracker?redirectUrl=aHR0cHMlM0ElMkYlMkZ3d3cueW91dHViZS5jb20lMkYlNDBzb2xsZXJ0aXNsYXc1NTQyJTJGZmVhdHVyZWQ=&sig=DKGxL36dEMiQT8SUEVfZsJhWN5A6Hwk688vSpGY7TZ5E&iat=1698265273&a=%7C%7C611422546%7C%7C&account=sollertis38681%2Eactivehosted%2Ecom&email=kUsTNbihBa6PPEcHGWk7fIEZ0lXSxhROBcph2Zj77Sr2QoE8ftM%3D%3A%2BBOJZxA8C1SEgJH2wDwsG6B1FC2LE0I4&s=a7300d063dde19b9bf5e5ed18f31c5ee&i=174A229A20A1158 Sent to: andrew@sterlingcal.com Unsubscribe Sollertis, 16950 Via de Santa Fe, Suite 5060-160, Rancho Santa Fe, California 92067, United States --_=_swift-125866249265397877723b77.97920739_=_ Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable =0A=09=09=0A=09=09= =09Our Private Trust Company Model, Big Tech Quarterly Reports, and LLCs=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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Happy Wednesday! With Halloween just around= the corner, you may notice many businesses and homes covered in festive, y= et scary, decor and an increase in spooky themed candy everywhere you look.= You won=E2=80=99t=0Abe surprised to hear that this frightful holiday comes= with a pretty price tag. The National Retail Federation estimates American= s will spend $12.2 Billion on Halloween this year, a new record that seems = to be beat year after year. Check out this article to learn more about consumer spending habits this ho= liday season, and read on to learn about limited liability companies, overc= rowded airport lounges, and cash flows.

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Founder's FocusBill Simon: Founder and Chief Counsel

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In the world of asset protection, control and flexibilit= y are paramount. At Sollertis, we've addressed the challenge of dealing wit= h third-party trustees by introducing our Private Trust Company (PTC) model= . This innovation empowers you with=0Acontrol and reduces the complexity by= allowing us to manage your PTC. No more dealing with unfamiliar third part= ies who want you to disclose your confidential information; you have direct= access to your trusted advisor, ensuring a smoother and more efficient exp= erience. Our commitment is to provide peace of mind and offer tailored solu= tions, all while keeping your assets under your supervision. At Sollertis, = we are redefining asset protection with our PTC model, making your financia= l security our top priority.

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The Legal Lowdown
Establish a Cash Flow Before Creditor Claims

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Bill Simon explains how an entity's ca= sh flows are typically set up and why this works to a creditor's advantage.=

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From the Blog
Pieces of the puzzle: Limited Liability=0ACompany=0A

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A limited liability compan= y (LLC) is a relatively new type of business entity that was first authoriz= ed in the U.S. in the 1970=E2=80=99s. It is considered a sort of hybrid, wi= th the limited liability of a corporation and the pass-through taxation of = a partnership or=0Asole proprietorship.

As it relates to asset prote= ction, the most important aspect of the LLC is right there in the name: lim= ited liability. As an LLC owner, your personal assets are protected from cl= aims against the LLC itself.

Different states have different laws. W= hich state you choose to form your LLC in will depend on your situation and= your goals. One consideration is the remedies that are available to the cr= editor.

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=0AKeep Reading
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Check These Out

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3D"Poscast

Our recommend= ation: Lex Fridman's interview with Jared Kushner on Israel, Palestine, Hamas, = Gaza, Iran, and the Middle East. I found every second of this 3 hr and = 48 minutes captiviating,=0Aespecially the discussion on the Middle East and= the Israeli/Hamas conflict. For more on Kushner, see his book Breaking History: A White House Memoir.

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If you haven't been keeping up with third-quarter earni= ngs reports from the U.S.' top publicly traded companies, then this week is a great time to start. Many of th= e=0Alargest Big Tech companies have and will continue to release reports be= fore the end of this week. Be sure to look out for Meta Platforms' release = today at market close, followed by Amazon tomorrow.

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Have you g= rown frustrated by the long lines and crowded spaces in premiu= m airport lounges? If you answered yes, then you're not alone. As more = and more travelers are gaining access to=0Athese private spaces, Airlines a= nd Credit Card companies alike are scrambling to figure out how to accommod= ate this surge.

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Have a great week!
The Sollertis Network

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Learn More
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Sent to:= andrew@sterlingcal.com

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Sollertis, 16950 Via de Santa F= e, Suite 5060-160, Rancho Santa Fe, California 92067, United States<= /p>=0A

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