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Sollertis

We are a law firm focused on helping you achieve financial freedom through strategic asset protection

08/23/2022

Clients at Sollertis love the Main Street experience they feel.

Main Street USA is such an incredible pastime that Walt Disney built the entrance to Disneyland, in this very fashion.

Clients want a close and personal relationship with their attorney. Clients want to come into the law office and be met by someone they know who is ready to engage in a conversation about the weather, arts and entertainment, sports, news, family, work, travel, and numerous other topics.

You want attorneys who know your interests, the names of your kids, and where you went on vacation.

You want to have coffee with your attorney, dine over lunch at a favorite restaurant, golf, attend concerts, and be made to feel like you’re special.

You want an attorney who is also a friend.

Find out more, and connect with us today.

Check out the details at www.sollertis.com.

08/18/2022

Are you approaching financial freedom?

Sollertis is here to help you achieve your financial freedom through asset protection strategies that protect your wealth.

With proactive legal strategies, we combine business acumen to help you accomplish your goals without exposing you to risks that could threaten the wealth you've worked so hard to build.

Our network of attorneys and team based in San Diego simplifies the management of all your related legal needs.

Learn more about asset protection strategies by visiting our website at www.sollertis.com.

08/11/2022

If your warranties are not carefully drafted and ambiguous, you could be sued for not just the cost of the products but for the consequential damages suffered by the end-users.

Let me share a story.

This is exactly what happened when we were asked to help a certain manufacturer who sold $300k worth of product to a billion-dollar company.

The billion-dollar company used the product as a material in a larger product, claimed that our client’s product was defective and that the cost to replace all of the end-products was $15 million.

Unfortunately, our client’s warranties were not clear – different versions of the warranty were included in the sales documents, the purchase orders, and the invoices, and yet a different version appeared on our client’s website.

Luckily for our client, our extraordinary team at Sollertis was able to persuade their insurance carrier to cover both the attorney fees and the settlement, so their out-of-pocket expenses were minimized.

But it does not always turn out this well so if you find yourself in this situation, it would be much less stressful if you knew you had your assets protected.

Do you have clearly drafted warranties?

08/01/2022

Do you know the benefits of having a legal quarterback? You need an on-seasoned person to give your advisors marching orders.

Sollertis is the law firm solution for business owners who want to operate their business and now manage their advisors.

With Sollertis, you get Main Street relationships, Wall Street skills, and a full team ready to meet your needs.

05/11/2022

Risky dominoes in your business are no small game.

Deloitte and The Manufacturing Institute launched their fourth skills gap study.

The study shows that the positions relating to digital talent, skilled production, and operational managers may be three times as difficult to fill in the next three years.

An inadequate labor force leads to other enterprise risks. One such risk is workplace safety. Without enough workers in place, companies will be forced to employ less qualified, skilled, and experienced workers which will then lead to more risk of workplace injuries.

Another such risk will be delays in production, which could lead to contract breaches and reduced sales, and increased product defects which could lead to increased product returns, breach of contract/warranty claims, and even injury claims.

05/04/2022

A trust protector is a person appointed to watch over the Trustee of a trust, and who has the power to remove and replace the Trustee if the Trustee is not doing what the Settlor intended them to do.

Typically, your Trust Protector will be your Chief Counsel or Sollertis.

This is an additional safeguard in case your Trustee and you have a difference of opinion on a major issue, your attorney, acting as your Trust Protector, can remove your Trustee and appoint another person in their place.

Read more on our website at www.sollertis.com.

04/27/2022

The importance of the Slide Provision is that the laws in the various states of the United States may change from time to time.

For this reason, you need to have the ability for your Slide Trust to slide from its current jurisdiction to a more favorable jurisdiction.

For example, right now, we prefer Wyoming. But what if we help you settle a Slide Trust in Wyoming and then, 7 years from now, Wyoming enacts unfavorable legislation changing their asset protection laws? Without the Slide Provision, you would be stuck in Wyoming with these new unfavorable laws. But with the Slide Provision, you could simply slide your trust to another state.

We help clients do this all the time, and we can help you too. Get in touch with our office to discuss your options further at (858) 771-8400.

04/20/2022

It takes just one employee to start an employment claim.

You can be in business for many years with no problems, but then you get that one letter demanding what you consider to be an exorbitant amount from a former disgruntled employee who fairly and rightfully deserved to be terminated. You did nothing wrong, so you reject the ridiculous demand.

Next thing you know an attorney has filed a class-action lawsuit against your company and possibly named you individually as a defendant in the lawsuit. You might have employment practices liability insurance, but your manufacturer's employment practices liability policy does not cover this type of claim.

Even if you and your business do encounter these unfortunate circumstances, all will not be lost by putting in place an asset protection plan before things take a turn for the worst.

To know how you can protect your assets from this threat, contact us at (858) 771-8400.

04/13/2022

Yes.

If you haven’t properly separated your business and
personal assets, you could lose everything if your business gets sued.

The regulatory environment, the litigation landscape, taxes, and wealth transfer limitations leave high-achieving people frustrated by all that it takes to protect their assets and stressed that the government, class action, or some other business mistake will take it all way.

This is the reason why you should protect and separate your assets.

To know more about asset protection, contact us today at (858) 771-8400.

04/06/2022

If you suffer a data breach, this will most likely lead to lost revenue, damage to your brand reputation, and loss of intellectual property.

Then there are the legal ramifications as cyber breaches often result in class-action lawsuits.

In recent years, examples of breaches that affected consumers have led to tens of millions of dollars being paid out by lawsuits in settlements.

The companies paying out include Target, Home Depot, and Neiman Marcus.

Tack on all the legal fees that go along with these settlement payouts, and businesses face much higher costs than most prepare for, sadly.

Protect your business and personal assets from lawsuits today, call (858) 771-8400.

03/30/2022

When you think about enterprise risk, think about risks outside of your control that will affect your company’s profits.

When you drive through a town and see that abandoned dilapidated factory, that is a manifestation of enterprise risk. Many entrepreneurs have had a thriving manufacturing business suddenly become nonexistent.

Oftentimes, the owner didn’t even see it coming – they were preoccupied with making the products, and just didn’t have time to stop and consider all the changes occurring around them.

Manufacturing, more than any other industry, can be affected by outside factors, factors that have nothing to do with the day-to-day process of making the products.

Are you exposed to risk in your business?

Meet the legal team at Sollertis at www.sollertis.com.

03/23/2022

Hear what our clients have to say. . .

“One thing I liked about Bill … [He] can be your Quarterback, and handle the ball [with each person] you do this, you do that – otherwise [I’d] have to make the decisions … hire these [different advisors]… and keep track of all these people … that’s a bear, that’s why people stay disorganized because they don’t have a Quarterback. Bill is a really great Quarterback.”

See more testimonials on our website at www.sollertis.com.

Address

16950 Via De Santa Fe, Suite 5060/160
Rancho Santa Fe, CA
92067

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18587718400

Website

http://www.sollertis.com/

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Unique Legal Services

Sollertis Founder & Chief Counsel Bill Simon had a vision when he formed the firm. He not only set out with the goal to help clients achieve financial freedom through asset protection strategies that protect your wealth, but also wanted to provide a network of attorneys who will simplify the management of all your related legal needs. Bill wants to be your legal quarterback. He serves as your primary point of contact and oversees this team of experienced attorneys who handle all of the underlying legal work.