Master Asset Protection Plans®
or
MAPP®
Master Asset Protection Plan (MAPP®)
Is the framework we have developed for protecting all of the individual assets that contribute to your financial success. Based on an analysis of your unique needs, each plan is a customized blueprint outlining the types and mix of legal structures needed to properly meet your specific goals and objectives.
Once we have designed your MAPP, you then have a plan in place to strategically protect your assets and to guide business, personal and investment decisions. Most traditional asset protection plans tend to take a “one-size-fits-all” approach, but a MAPP adapts to your changing circumstances, as needed. Whether the plan is implemented all at once or over time, we will have created greater financial freedom for you. And you’ll know you’ve legally protected the wealth you have earned.
U.S. and Offshore Asset Protection
Lawyers You Can Trust
A Master Asset Protection Plan, or MAPP as we like to call it, is a comprehensive custom strategy designed specifically to safeguard your wealth and assets from potential risks, lawsuits, and other threats. It involves implementing a series of legal and financial measures to mitigate the risks associated with asset loss and preserve wealth for future generations. The primary goal of your MAPP will be to create a robust and legally sound structure that shields your assets from potential creditors and legal liabilities.
Your MAPP will include a combination of strategies such as the use of trusts, limited liability companies (LLCs), limited partnerships (LPs), corporations, insurance policies, and other legal tools, most of which will be formed in a domestic jurisdiction, but some of which may be formed in an offshore jurisdiction. These tools are strategically employed to create barriers and layers of protection around your assets, making it more challenging for creditors or legal adversaries to access and seize them. By utilizing various legal entities and jurisdictions, a MAPP seeks to create complexity and mitigate the risk of losing assets in the event of legal disputes or financial challenges.
A MAPP often involves estate planning considerations to ensure the seamless transfer of wealth to future generations while minimizing tax obligations. It may also involve the development of contingency plans and the establishment of mechanisms to maintain control over your assets while still enjoying the benefits they provide. Overall, a MAPP is a proactive and comprehensive approach that aims to protect your wealth and assets from potential risks and preserve financial security for you and your beneficiaries.
Unlike most traditional asset protection plans which tend to take a “one-size-fits-all” approach, your MAPP will adapt to your changing circumstances, as needed. Whether your MAPP is implemented all at once or over time, you will have greater financial freedom and less stress as you will know you have legally protected the wealth you have earned or inherited.
Your MAPP will include a combination of strategies such as the use of trusts, limited liability companies (LLCs), limited partnerships (LPs), corporations, insurance policies, and other legal tools, most of which will be formed in a domestic jurisdiction, but some of which may be formed in an offshore jurisdiction. These tools are strategically employed to create barriers and layers of protection around your assets, making it more challenging for creditors or legal adversaries to access and seize them. By utilizing various legal entities and jurisdictions, a MAPP seeks to create complexity and mitigate the risk of losing assets in the event of legal disputes or financial challenges.
A MAPP often involves estate planning considerations to ensure the seamless transfer of wealth to future generations while minimizing tax obligations. It may also involve the development of contingency plans and the establishment of mechanisms to maintain control over your assets while still enjoying the benefits they provide. Overall, a MAPP is a proactive and comprehensive approach that aims to protect your wealth and assets from potential risks and preserve financial security for you and your beneficiaries.
Unlike most traditional asset protection plans which tend to take a “one-size-fits-all” approach, your MAPP will adapt to your changing circumstances, as needed. Whether your MAPP is implemented all at once or over time, you will have greater financial freedom and less stress as you will know you have legally protected the wealth you have earned or inherited.
MAPP® Benefits
Defined Financial
Goals
Organized approach to asset management
Limited exposure in case of liability
Enhanced tax-reduction strategies
Preservation of assets for future generations
What Clients Say About Sollertis
“Bill has set up every single possible thing I’ve needed personal and business-wise … personal corporations, partnerships, purchases of offices, family wills, and family trusts ... he’s done everything! …100% precise, 100% of the time – it’s very rare to find that in another professional – but Bill is at the exact same level as me in another professional.”
“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.”
“…Bill is the master … shield the liabilities … make sure that where you’re exposed, you’ve taken whatever defensive steps you can take to protect yourself.”
"Bill Simon has a way of putting my mind at ease and relaxing my nerves. I find I can trust his expertise and his demeanor has a way of relaxing my anxiety. He shares the next three, five, or 10 steps that will happen and I don't ever feel like I'm in the dark... I love that. I'm a construction company owner, and I made a choice to hire [Sollertis] to handle all of my legal needs: personal and business. So now, I have one team that handles everything, and all my big picture plans work together... When I'm calling for expert advice, I expect to get expert advice, and I do. That's why I choose Sollertis."
"With Sollertis, I get multiple attorneys working together for a common cause... to protect me. I wanted everything to be coordinated under one firm, and that's exactly what I get with Sollertis. It's refreshing to find a law firm that "gets it" and can handle all of my legal needs and explain the jargon in terms that makes sense... We are all at risk and have liability. Why not actively protect yourself? If anyone is considering hiring an attorney for their business, do yourself a favor, and at least have a conversation with Bill."
"What really impressed me about Bill... Bill's advice was focused to get me MY goals. I can ask Bill to do anything, and he will be there... Bill is not selling a program or a cookie- cutter template trust. I've never seen so much creativity and finesse with legal knowledge and asset protection strategy... I am so grateful."
"I look to [the Sollertis] team to handle all of my legal needs, from asset protection to real estate leases, and even defending a lawsuit... Everyone on the staff has been friendly, professional, helpful, and they show real concern for my family... I find the billing structure to be very fair with different rates and levels of people doing the work without doing any double work. They are a firm that just makes sense. Sollertis has a very smooth, organized, and thoughtful way of doing things that makes me feel secure... I wanted a win-win situation, and that's what Sollertis gave me."
"Bill was recommended to me by another advanced asset protection attorney... That says something about a lawyer's competency and personality when a competitor is willing to recommend him. Sollertis and Bill do a great job of organizing my complex real estate businesses... The details do matter, and I don't have to worry... I leave all of that up to Bill and the team of Sollertis attorneys. The hard part of asset protection isn't coming up with a plan, it's putting the plan in place and maintaining [it ]...Sollertis sees asset protection as an ongoing dance, and I love that Bill and the team are there to help... I have yet to work with any other firm besides Sollertis that was able to lawyer at such a high level from strategy through implementation. Bill takes [a] comprehensive and collaborative team approach, and "quarterbacks" all my key players/people... Bill helps me put all the pieces together... with the mind of an expert business, real estate, and asset protection lawyer."
"I have worked together with the Sollertis team for well over a decade. They are exceptional, and they genuinely care. I would characterize them as elites within the industry... [Bill] serves as an amazing "quarterback", providing you with all the best players for your winning team."
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