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San Diego’s Asset Protection Lawyers You Can Trust

Our clients find the way we streamline management of business and legal issues to be a difference maker. Our team of asset protection lawyers combines business acumen with legal experience to help you think big picture, get deals done and anticipate problems before they happen.

SOLLERTIS simplifies the management of your legal affairs. Our Chief Counsel serves as your primary point of contact for all major and strategic decisions and oversees a team of experienced Private Practice Attorneys, not associates, who handle the underlying legal work. We build strong relationships with other advisors, and, should legal issues arise outside of our areas of expertise, we will identify and quarterback the work of qualified domestic and international strategic partners.

This management structure frees up your time so you can focus on what matters most while ensuring your work gets done right, on time, and with precision accuracy.

William R. Simon, Jr.

William R. Simon, Jr.

Founder, Chief Counsel & Private Practice Attorney

Bill helps business owners achieve financial freedom through legal strategies that maximize and protect their assets. Bill’s approach to the law is focused on defining success for each client and then crafting a Master Asset Protection Plan™ to realize that success.  Read more…

David Lizerbram*

David Lizerbram*

Vice President & Private Practice Attorney

A co-founder of the Craft Beer Association of San Diego, David drafts business agreements and handles internet, trademark and copyright law matters for Sollertis clients. David was appointed by the Governor to the Board of Directors of the 22nd District Agricultural Association, which oversees the Del Mar Fairgrounds.

David Lizerbram helps a lot of our clients ensure that their trademarks are protected, so no one else can use that same name. Read More …

Mandy Turnbull*

Mandy Turnbull*

Vice President & Private Practice Attorney

A former Cambridge University student, Mandy drafts real estate, corporate, partnership, and limited liability company agreements and documents for Sollertis clients. Mandy has extensive experience in the area of real estate finance.

Mandy Turnbull, helps many of our clients review their loan documents so their interests are protected, and they understand what they are getting into.

John M. Masnica*

John M. Masnica*

Private Practice Attorney

A former director of operations for a congressional district office, John works with Bill to form entities, draft real estate, corporate, partnership, and LLC agreements and documents, and register and police trademarks. John is the owner of Tailored Legal, APC. Read more…

Steven J. Roberts*

Steven J. Roberts*

Private Practice Attorney

An All-American swimmer from UC-Berkeley, Steve litigates lawsuits and resolves disputes for Sollertis clients in the areas of asset protection, trusts, business, intellectual property, real estate, securities, and employment. Steve has served as a public arbitrator hearing cases for the National Association of Securities Dealers.

Steve Roberts helps a lot of our clients get out of lawsuits/disputes so they can get back to focusing on their business.

Douglas Lodmell*

Douglas Lodmell*

Private Pratice Attorney

Born in Geneva, Switzerland, Doug works with Bill to draft domestic and international trusts and other asset protection agreements, and to foster relationships with offshore corporate trustees and asset managers. Doug has a LL.M. – Master of Laws in Taxation degree.
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Keith Denny*

Keith Denny*

Private Practice Attorney

A University of Michigan Law School graduate, Keith is an experienced litigator, complex litigation specialist and detail-oriented self-starter with a strong track record of winning at trial, on appeal, on demurrer/12(b)(6), and on summary judgment. He brings to Sollertis an award-winning writing ability with an excellent academic record and publication history, including having sat on the editorial board of the Michigan Law Review.

Keith Denny helps a lot of our clients make sure they have the insurance they need to protect their businesses and their personal assets.

Giovanni A. Correa*

Giovanni A. Correa*

Private Practice Attorney

Fluent in Spanish, Giovanni works with the Sollertis team as a Private Practice Attorney. He is a 2015 graduate of Thomas Jefferson Law School and draws on his experience as a bankruptcy paralegal to help clients avoid traps and identify best practices to protect their financial interests

Giovanni Correa helps a lot of our clients ensure their employment practices are in compliance with the law so they minimize the risk of employee lawsuits. Giovanni also helps our clients ensure their business is in compliance with the ADA Act and related laws, so they minimize the risk of ADA lawsuits.

Shawn Zorick

Shawn Zorick

Managing Paralegal

An avid Manchester United supporter, Shawn supports Bill in managing cases and in coordinating the work of the Private Practice Attorneys in the Sollertis Network. Shawn is a graduate of the University of San Diego where he obtained a B.A. in English.

Kristi N. Wilson

Kristi N. Wilson

Client Account Manager

A graduate of San Diego State University, Kristi oversees all financial and management issues for Sollertis and works directly with clients to ensure bills are accurate and fair. Kristi resides in San Carlos with her husband, Mike, three children — twins Bennett and Madelyn, and daughter Kate — and her yellow lab, Daisy.

*Sollertis is privileged to work with a network of highly qualified lawyers who own and operate their own law practices. Members of the Sollertis Network have been vetted by Sollertis to ensure they meet the highest standards of excellence. Each Private Practice Attorney is trained in the proven Sollertis delivery model and thereafter is managed and supervised by Sollertis' Chief Counsel, also a Private Practice Attorney.

 

© SOLLERTIS, INC.

Sollertis is a law firm focused on helping you achieve financial freedom through asset protection strategies that protect your wealth and simplify the management of your related legal needs.

 

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