Podcasts about bootstrap legal

Welcome to the Syndication Made Easy with Vinney Chopra show everybody! Today we are with Amy Wan, the founder, and CEO of Bootstrap Legal. Our topic for this conversation is Amy will be sharing her expertise and how to avoid some pretty serious legal troubles through oversights and non-disclosures. Learn the essentials and also hear some great, specific details in the Q&A following the presentation. As you enter a deal, it is vital to know the standard fees that are customary to charge to get compensation. It is essential to hire a syndication attorney to assist with the legal matters of real estate investments. Amy Wan breaks down the fees every realtor and investor should be aware of prior to making and closing deals. A well-known legal expert, Amy reveals the charges sponsors usually advance personally, the three most common ways to structure your investor distributions, and the real estate waterfall method. On the side, she gives away the things you have to take note of before taking money from investors. Topics discussed - 1. Don't pay someone to raise money for you 2. Transaction attorney 3. Enforcement attorney 4. Securities attorney 5. Local real estate attorney 6. SEC investigation 7. Syndications 8. Raising capital 9. Fund of funds 10. Changes from Covid – 19 Vinney agrees with Amy Wan as we all love our privacy, So there is an importance of Privacy Laws. It was a pleasure to interview attorney @AmyWan of BootStrap Legal to discuss Navigating the Securities Law and Capital Fund Raising. It was fun and I learned a lot! Enjoy. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/investor/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ ------------------------------------------------

In today's episode, we are graced by Amy Wan - one of the most prominent legal tech and blockchain attorney to talk about where technology and real estate really intersect! Prepare to be amazed and inspired by this marvellous achiever's accomplishments, current projects and future endeavours! Amy Wan is CEO & co-founder of Bling, which rewards mobile gamers with bitcoin. Previously, she founded Bootstrap Legal, which helps real estate syndicators get legal document faster and more efficiently. Amy is a securities attorney and has been in-house and outside counsel for various fintech startups. Episode Highlights: Amy talks about real estate in today's pandemic-striken world The world of syndications from a legal standpoint Upgrading your skills set to better communicate in this digital world Millennials and Investing Economic trends that Amy see in today's multi family marketplace Where does Amy Wan place her investment dollars Amy talks about Bootstrap Legal - a service that offers tools to bring legal help to entrepreneurs in a non-intimidating way, at an affordable and predictable price point. Amy Wan's most successful investment and her greatest takeaway from it   Connect with Amy LinkedIn  Email  About Our Guest: Amy Wan is Founder & CEO of Bootstrap Legal, which automates real estate syndication legal documents. She hosts The Law and Blockchain Podcast (a show on The Bitcoin Podcast Network) and has authored the Bloomberg Law practice guide to ICOs and Lexis Nexus' Private Equity practice guide. Previously, she was a Partner at a boutique securities law firm and General Counsel at a real estate crowdfunding platform. Amy founded Legal Hackers LA, which programs around the intersection of law and technology; was named one of ten women to watch in legal technology by the American Bar Association Journal in 2014 and one of 18 millennials changing legaltech by law.com in 2018; and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal. Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California. --- Did you enjoy today's episode? Please click here to leave a review for The We Build Great Apartment Communities. Be sure to subscribe on your favorite podcast app to get notified when a new episode comes out! Do you know someone who might enjoy this episode? Share this episode to inspire and empower! Connect with John Brackett and We Build Great Apartment Communities Instagram @webuildgreatcommunities Facebook @buildingreatcommunities LinkedIn @brackettjohn Website www.fidelitybps.com Subscribe to The We Build Great Apartment Communities Apple Podcasts Spotify Google Podcasts Do you think you would be a great fit for the show? Apply to be a guest by clicking . Fidelity Business Partners, Inc. 6965 El Camino Real Suite 105-190 Carlsbad, CA 92009 D: 760-301-5311 F: 760-987-6065

What is the best business structure for a real estate syndication? In this Highlights episode, we look back at our conversations with Amy Wan of Bootstrap Legal and Scott Smith of Royal Legal Solutions where they share their thoughts about the best structure for your syndication business.Amy shares the pros and cons of a GP/LP structure with an LLC. She also dispels some common misconceptions. Meanwhile, Scott talks about having a series LLC and the advantages of this particular structure. He also elaborates why there's a need to separate your assets from liabilities. Tune in now to this informative show!

In this episode, Paul speaks to Amy Wan about Blockchain and crowdfunding. They go in-depth about blockchain and title records, the tokenization of real estate, and the advantages of blockchain enabled syndication deals.About our guest: Amy Wan is Founder & CEO of Bootstrap Legal, which automates real estate syndication legal documents, and co-founder and CEO of Sagewise, a legaltech blockchain company. She hosts The Law and Blockchain Podcast and has authored the Bloomberg Law practice guide to ICOs and LexisNexis' Private Equity practice guide.You can listen to her podcast in The Bitcoin Podcast Network, or follow her on Twitter: @amyywanAmy's LinkedIn: https://www.linkedin.com/in/amyywan/Disclaimer: This real estate podcast is for informational and educational purposes only, and does not imply suitability. The views and opinions expressed by the presenters are their own. The information is not intended as investment advice.For any inquiries or comments, you can reach us as info@indepthrealestate.com.

Title: Investor and Sponsor Syndication Dynamics with Amy Wan   Amy Wan is the Founder & CEO of Bootstrap Legal, which automates real estate syndication legal documents, and a Partner at Sosnow & Associated, a securities law firm. She hosts The Law and Blockchain Podcast and has authored the Bloomberg Law practice guide to ICOs and Lexis Nexus' Private Equity practice guide. Previously, she was a Partner at a boutique securities law firm and General Counsel at a real estate crowdfunding platform. Amy founded Legal Hackers LA, which programs around the intersection of law and technology; was named one of ten women to watch in legal technology by the American Bar Association Journal in 2014 and one of 18 millennials changing legaltech by law.com in 2018; and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal.   Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California.   Let's tune in to her story!   [00:01 - 05:00] Opening Segment   Get to know my guest Amy Wan Amy Wan talks about her life and career  Having to end her international career Finding her way to beginning Bootstrap Legal   [05:02 - 10:26] Securing Your Real Estate Syndications   Regulatory requirements in real estate syndications Exemptions in registering an offering Wolf 506 B under regulation D Rule 506 C What you should know before investing in a deal   [10:27 - 22:29] Investor and Sponsor Syndication Dynamics   The Waterfall Structure Fully understanding what you're getting The different waterfall structures Refinancing and paying back investors  Amy talks all about fees Standard fees in real estate syndications Legal ownerships in a company, Class B and Class A ownerships   [22:30 - 24:31] Closing Segment   Final words Connect with my guest, Amy in the links below Tweetable Quotes   “It's not uncommon in the industry for sponsors to get sued by their own investors.” - Amy Wan   “Always be sure to ask your sponsor.” - Amy Wan   “People should be looking at government provisions to fully understand what their rights are when things go south.” - Amy Wan   ------------------------------------------------------------------------   Reach Amy through amy@blingfi.com and LinkedIn   Check out her website: https://www.bootstraplegal.com/  WANT TO LEARN MORE?   Connect with me through LinkedIn   Or send me an email sujata@luxe-cap.com    Visit my website www.luxe-cap.com or my Youtube channel Thanks for tuning in!     If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!  

Amy Wan is Founder & CEO of Bootstrap Legal, which automates real estate syndication legal documents, and co-founder and CEO of Sagewise, a legaltech blockchain company. She hosts The Law and Blockchain Podcast (a show on The Bitcoin Podcast Network) and has authored the Bloomberg Law practice guide to ICOs and Lexis Nexus' Private Equity practice guide. Previously, she was a Partner at a boutique securities law firm and General Counsel at a real estate crowdfunding platform. Amy founded Legal Hackers LA, which programs around the intersection of law and technology; was named one of ten women to watch in legal technology by the American Bar Association Journal in 2014 and one of 18 millennials changing legaltech by law.com in 2018; and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal. Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California.

Amy Wan is Founder & CEO of Bootstrap Legal, which uses artificial intelligence to help draft real estate syndication legal documents faster and cheaper. She has authored Lexis Nexus' Private Equity practice guide. Previously, she was a Partner at a boutique securities law firm and General Counsel at a real estate crowdfunding platform. Amy is also the founder and co-organizer of Legal Hackers LA, which programs around the intersection of law and technology; was named one of ten women to watch in legal technology by the American Bar Association Journal in 2014 and one of 18 millennials changing legaltech by law.com in 2018; and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal. Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California. Connect with Amy Website: https://www.bootstraplegal.com Website: https://jobsactlawyers.com/ All the social media: Bootstrap Legal ___________________________________ Want to appear on our podcast?  Contact Us Learn how you can passively put your hard earned money to work for you through multifamily syndication:  Steed Talker Capital Connect with Us: Facebook Twitter Linkedin Instagram Youtube

Amy Wan with Bling joins us to discuss how you can earn real Bitcoin just by playing mobile games! Amy is Founder & CEO of Bling, a mobile gaming platform that enables game developers to monetize and acquire users through bitcoin rewards. With her securities law background, she hosts the American Bar Association’s Law and Blockchain Podcast and has authored the Bloomberg Law practice guide to ICOs and Lexis Nexus' Private Equity practice guide. She is also a Partner at Sosnow & Associates PLLC and founder of Bootstrap Legal, a document automation service. Previously, Amy was General Counsel at a real estate crowdfunding platform, and founder of Legal Hackers LA. Accolades include being named one of ten women to watch in legal technology by the American Bar Association Journal in 2014 and one of 18 millennials changing legaltech by law.com in 2018; and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal. Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California. Links: www.blingfi.com https://play.google.com/store/apps/details?id=app.getloaded.bitcoinblast&hl=en_US https://play.google.com/store/apps/details?id=com.bling.bitcoinblocks https://play.google.com/store/apps/details?id=com.playday.bitcoinsolitaire View this episode on our website here. *Disclaimer. None of this information is financial advice. ~ Want to learn more about cryptocurrency? Check out our blog today! ~ Looking to attend a cryptocurrency or blockchain event? Check out our events page! ~ Follow us on Instagram, Twitter, Facebook, LinkedIn, Pinterest and Uptrennd today! ~ Enjoying our podcast? Please leave us a 5 star review here! ~ Stay up to date with the latest news in cryptocurrency by opting-in to our newsletter! You will receive daily emails (M-S) that are personalized and curated content specific to you and your interests, powered by artificial intelligence.  ~ We were featured as one of the Top 25 Cryptocurrency Podcasts and one of the 16 Best Cryptocurrency Podcasts in 2020. ~ Are you an accredited investor looking to invest in cryptocurrency? Check out Crescent City Capital. ~ Want to take educational courses on cryptocurrency & blockchain? Sign up for Blockchain Training Academy today! ~ Earn Interest. Receive Loans. Trade Crypto. Start Today! Learn more about how you can sign up for Blockfi  ~ Want to be on our show or know someone who should? Contact us today! ~ We hope you are enjoying our cryptocurrency and blockchain educational content! We greatly appreciate donations, which all go directly towards creating even better educational content. Thank you for your generosity! Buy us a coffee here :) BTC: 3BpSmgS8h1sNtbk6VMiVWxoftcwBxAfGxR  ETH: 0x743c0426CE838A659F56aFC4d3c10872d758EC79  LTC: MKCpf3qEVfT6yprhDhkJJcdNpqh5PZXSbx

Welcome to the Syndication Made Easy with Vinney Chopra show everybody! Today we are with Amy Wan, the founder, and CEO of Bootstrap Legal. Our topic for this conversation is Amy will be sharing her expertise and how to avoid some pretty serious legal troubles through oversights and non-disclosures. Learn the essentials and also hear some great, specific details in the Q&A following the presentation. As you enter a deal, it is vital to know the standard fees that are customary to charge to get compensation. It is essential to hire a syndication attorney to assist with the legal matters of real estate investments. Amy Wan breaks down the fees every realtor and investor should be aware of prior to making and closing deals. A well-known legal expert, Amy reveals the charges sponsors usually advance personally, the three most common ways to structure your investor distributions, and the real estate waterfall method. On the side, she gives away the things you have to take note of before taking money from investors. Topics discussed - 1. Don’t pay someone to raise money for you 2. Transaction attorney 3. Enforcement attorney 4. Securities attorney 5. Local real estate attorney 6. SEC investigation 7. Syndications 8. Raising capital 9. Fund of funds 10. Changes from Covid – 19 Vinney agrees with Amy Wan as we all love our privacy, So there is an importance of Privacy Laws. It was a pleasure to interview attorney @AmyWan of BootStrap Legal to discuss Navigating the Securities Law and Capital Fund Raising. It was fun and I learned a lot! Enjoy. -------------------------------------------------------------------------------------------------------------------------------------------- Get your copy of Vinney’s #1 International Best Selling book – Syndication Made Easy – https://amzn.to/2kwjHDN -------------------------------------------------------------------------------------------------------------------------------------------- ☑️ Check out Mr. Vinney Smile Chopra at

Amy Wan, CEO of Bootstrap Legal, shares valuable tips she learned as General Counsel to Startup Founders and her own personal Startup experiences.Amy explains how Blind Pools work for people wanting to structure a real estate deal and raise equity before they decide on a specific property to purchase. This is often a preferred path to structure an opportunistic real estate acquisition in a distressed market. Bootstrap Legal can save you thousands on real estate legal docs while still providing exceptional service.

The Real Estate CPA podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax dvice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Always consult your own tax, legal, and accounting advisors before engaging in any transaction. -- In this episode, we're joined by Amy Wan, founder and CEO of Bootstrap Legal, a company that automates real estate syndication legal documents. She's also co-founder and CEO of Sagewise, a legal blockchain company, and co-host of The Law and Blockchain Podcast. Today we discuss how Bootstrap Legal automates and streamlines the creation of PPMs, subscription agreements, and other documents involved in the syndication process, when to get your CPA involved to review docs, the legalities of raising capital as a business, how setting expectations is a key to success, and much more. Learn more about Amy and her work: https://www.bootstraplegal.com/ To learn more about The Tax and Legal Summit visit www.taxandlegalsummit.com and use promo code RECPA to get a 50% discount on your ticket! For more education about optimizing your tax position, use this guide as a resource for just about every topic that applies to you as a real estate investor: www.therealestatecpa.com/the-ultimate…te-investors To sign up for our Virtual Workshops visit: www.therealestatecpa.com/virtual-workshop/ Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa Like us on Facebook www.facebook.com/realestatecpa/

Mindful Multi-Family host Chris Salerno chat with Amy Wan. One of the top SEC attorneys in the U.S. Amy Wan is Founder & CEO of Bootstrap Legal, which automates real estate syndication legal documents and has authored the Bloomberg Law practice guide to ICOs and Lexis Nexus' Private Equity practice guide. Previously, she was a Partner at a boutique securities law firm and General Counsel at a real estate crowdfunding platform.  If you like what you hear please leave us a review so we can help add value to other people.  If you like what you hear be sure to like, share, subscribe! Podcast- Mindful Multi-Family show Network on Facebook- Mindful Multi-Family Network Instagram- Chris_Salerno_ Youtube Channel- Chris Salerno Like, subscribe, share, and comment below!

  Not all are mindful of the laws that go along with private lending since some lenders base their transaction on relationships and trust. Although it all boils down to trust, being well-informed of the legal aspects of private lending will not harm anyone. In today's time, there is a practical reality that people trying to raise a small amount of capital have limited ability to be compliant with securities laws, and this is what Attorney Amy Wan delves into. Founder and CEO of Bootstrap Legal, Amy breaks down the types of rules, regulations, and securities in private lending. As she explains when an investment loan becomes security, Amy reveals that lenders are much less regulated when you lend your own money to another investor. She goes in-depth on the event when you need to have a license when making loans, the legal documents required with investors, the process she does that make legal matters and paperwork less stressful to clients, and how she has brought digital and legal to smaller investors. On the side, she shares details about her podcast show, Law and Blockchain. — Listen to the podcast here: Private Lending And The SEC with Attorney Amy Wan Syndicating, Private Lending And SEC Compliance I’d like to welcome you to this episode. I’m very grateful to have the pleasure of speaking with an attorney who happens to specialize in helping investors handling the paperwork and the filings required by the SEC, Securities Exchange Commission. My guest, http://www.amywanlaw.com/ (Amy Wan), has an impressive resume to say the least. She lives on the leading edge of the financial and legal tech world and was named one of the Ten Women to Watch in Legal Tech by the ABA Journal, that’s the American Bar Association. I’m honored and grateful to have her on the show. I have a new slogan that I actually put on a Private Lender Podcast t-shirt. The back says, “Never trust, always verify.” Nonetheless, never trust, always verify is a perfect segue into an interview with an SEC attorney. Let’s go ahead and get down to the brass tacks and let’s get to the interview with Amy Wan. — I’ve got a special treat for you. Our guest is Amy Wan, Founder and CEO of https://www.bootstraplegal.com/ (Bootstrap Legal). I am excited to have her on the show. Amy, welcome to the show. Thank you for having me. Thank you for coming out and being interviewed. You deal in an area of expertise of the law that’s beyond my scope of understanding. You’re bringing it down to where people like me can participate, and I definitely want to get into that part of it. I promise we’ll keep this about 30,000 feet as much as possible and we’ll drill down when we need to because I know the law. You can go down some rabbit holes. Tell us a little bit about yourself and how you became the securities and syndication guru that you are. I actually started my career in the federal government. We were doing interesting things in DC, international trade and international regulatory affairs. When I moved back to LA, there’s not much of an international trade law industry out in LA except for import-export compliance paperwork which was very different from negotiating free trade agreements. I started over. I became general counsel of an early stage real estate crowdfunding platform at that time. The interesting thing about that crowdfunding platform is that I had to deal with two different areas of law, one on the real estate lending side and then one on the actual security side. We did private lending. We would make hard money, private money loans to folks flipping houses and then we would fractionalize those loans and turn it into a security and sell it to accredited investors through our marketplace. I spent a couple of years there and I learned the ins and outs of both of those different sides of the industry. I went on to become a partner at a boutique law firm that

Welcome back to the Real Estate Syndication Show everybody! Today we are once again joined Amy Wan, the founder, and CEO of Bootstrap Legal. Our topic for this conversation is material disclosures and Amy will be sharing her expertise and how to avoid some pretty serious legal troubles through oversights and non-disclosures.

Amy Wan, Esq., is Founder and Chief Legal Hacker at Sagewise, a project of Bootstrap Legal. Sagewise aims to build a dispute resolution infrastructure for smart contract disputes. Amy was previously a Partner at a law firm and general counsel of a real estate crowdfunding startup. Amy is also Founder and Co-Organizer of Legal Hackers LA and served as a Presidential Management Fellow.   Give Amy a follow on these platforms: Web: bootstraplegal.com LinkedIn: https://www.linkedin.com/in/amyywan     —   If you’re interested in real estate investing, particularly passive real estate investing Dwaine Clarke has the resources you need to achieve financial freedom and wealth. If you are an accredited investor you can partner with Dwaine in a passive investment opportunity, receiving all the benefits of an active owner without being an active owner.   http://dwainelclarke.com/invest-with-dwaine   Thank you and I appreciate you watching this video. Please like, subscribe, and share with others that you may find this valuable. Your comments are useful and helps us generate better quality content based on your feedback.   —   Subscribe to my channel here: https://www.youtube.com/channel/UCb66-jA-WR4-LlJqp8Sn2wg?sub_confirmation=1   —   Dwaine L. Clarke is the Founder and Managing Partner of Jackson Clarke Capital Partners a real estate investment firm focused on the acquisition and re-positioning of Apartment properties in major metropolitan markets.   http://jacksonclarkegroup.com   In addition to Jackson Clarke Capital, Dwaine is also the Founder and President of GCT Net Lease an investment real estate services firm exclusively focusing on Single and Multi-Tenant Net Lease Properties. The firm provides a full range of brokerage and advisory services nationwide to High Net worth Investors, Developers, REITs and Institutional Investment Funds.   http://buynnnproperties.com   Dwaine is also the host of Wealth Through Real Estate Investing and Small Business, Big Ideas Podcasts. He is also the author of three best selling real estate investing books.   —   Follow Me Online Here:   Instagram: https://www.instagram.com/dwainelclarke/ Facebook: https://www.facebook.com/DwaineClarkeOfficial LinkedIn: https://www.linkedin.com/in/dwaineclarke/ Website: http://dwainelclarke.com Twitter: http://twitter.com/dwaineclarke Medium: http://medium.com/@dwaineclarke Sound Cloud: https://soundcloud.com/dwaineclarke Podcast: http://dwainelclarke.com/podcast   Subscribe to my VIP Newsletter for upcoming investment opportunities, exclusive content and giveaways here: http://dwainelclarke.com/VIP

As you enter a deal, it is vital to know the standard fees that are customary to charge to get compensation. As mentioned in the previous episode, it is essential to hire a syndication attorney to assist with the legal matters of real estate investments. Amy Wan, Founder and CEO of Bootstrap Legal, breaks down […]

  Not all are mindful of the laws that go along with private lending since some lenders base their transaction on relationships and trust. Although it all boils down to trust, being well-informed of the legal aspects of private lending will not harm anyone. In today's time, there is a practical reality that people trying to raise a small amount of capital have limited ability to be compliant with securities laws, and this is what Attorney Amy Wan delves into. Founder and CEO of Bootstrap Legal, Amy breaks down the types of rules, regulations, and securities in private lending. As she explains when an investment loan becomes security, Amy reveals that lenders are much less regulated when you lend your own money to another investor. She goes in-depth on the event when you need to have a license when making loans, the legal documents required with investors, the process she does that make legal matters and paperwork less stressful to clients, and how she has brought digital and legal to smaller investors. On the side, she shares details about her podcast show, Law and Blockchain. — Listen to the podcast here: Private Lending And The SEC with Attorney Amy Wan Syndicating, Private Lending And SEC Compliance I’d like to welcome you to this episode. I’m very grateful to have the pleasure of speaking with an attorney who happens to specialize in helping investors handling the paperwork and the filings required by the SEC, Securities Exchange Commission. My guest, http://www.amywanlaw.com/ (Amy Wan), has an impressive resume to say the least. She lives on the leading edge of the financial and legal tech world and was named one of the Ten Women to Watch in Legal Tech by the ABA Journal, that’s the American Bar Association. I’m honored and grateful to have her on the show. I have a new slogan that I actually put on a Private Lender Podcast t-shirt. The back says, “Never trust, always verify.” Nonetheless, never trust, always verify is a perfect segue into an interview with an SEC attorney. Let’s go ahead and get down to the brass tacks and let’s get to the interview with Amy Wan. — I’ve got a special treat for you. Our guest is Amy Wan, Founder and CEO of https://www.bootstraplegal.com/ (Bootstrap Legal). I am excited to have her on the show. Amy, welcome to the show. Thank you for having me. Thank you for coming out and being interviewed. You deal in an area of expertise of the law that’s beyond my scope of understanding. You’re bringing it down to where people like me can participate, and I definitely want to get into that part of it. I promise we’ll keep this about 30,000 feet as much as possible and we’ll drill down when we need to because I know the law. You can go down some rabbit holes. Tell us a little bit about yourself and how you became the securities and syndication guru that you are. I actually started my career in the federal government. We were doing interesting things in DC, international trade and international regulatory affairs. When I moved back to LA, there’s not much of an international trade law industry out in LA except for import-export compliance paperwork which was very different from negotiating free trade agreements. I started over. I became general counsel of an early stage real estate crowdfunding platform at that time. The interesting thing about that crowdfunding platform is that I had to deal with two different areas of law, one on the real estate lending side and then one on the actual security side. We did private lending. We would make hard money, private money loans to folks flipping houses and then we would fractionalize those loans and turn it into a security and sell it to accredited investors through our marketplace. I spent a couple of years there and I learned the ins and outs of both of those different sides of the industry. I went on to become a partner at a boutique law firm that

Amy Wan, founder & CEO, Bootstrap Legal shares some crucial Do's and Dont's that will help syndicators work within SEC guidelines This informative show starts off with Amy comparing the Pros & Cons of a GP/LP structure to a LLC. Which is the best structure for syndicators, and why? Amy dispels some common misconceptions. Next, […]

Amy Wan, founder & CEO, Bootstrap Legal shares the pros & cons of crowdfunding. In this show, we share the complete workflow for crowdfunding a real estate deal. This show starts off with Amy clearing some common misconceptions pertaining to crowdfunding. You will learn about the four different kinds of crowdfunding. Which option is best […]

Amy Wan, founder & CEO, Bootstrap Legal reveals the pros & cons of raising capital under Rule 504, 506 (b), Regulation CF, 506 (c) and A+. Towards the end of the show, you shall be able to determine the right regulation type for your real estate business. In this show, we continue our conversation from […]

Amy Wan, founder & CEO, Bootstrap Legal reveals the Do's and Dont's for raising money under Regulation D for a real estate syndication. This show starts off with Amy explaining the difference between private markets and capital markets. What options do real estate investors have while raising money from private markets? You will also learn […]

Amy Wan, founder & CEO, Bootstrap Legal reveals why having a knowledgeable and experienced attorney on board is a prerequisite for a successful real estate syndication. This show start off with Amy sharing her background information. How did Amy end up in real estate law? And, why did she transition from the corporate world to […]

Amy Wan is Founder & CEO of Bootstrap Legal, which builds dispute resolution infrastructure for smart contracts. Previously, she was a Partner at a boutique securities law firm and General Counsel at a real estate crowdfunding platform. Amy is also the founder and co-organizer of Legal Hackers LA, which programs around the intersection of law and technology; was named one of the one of ten women to watch in legal technology by the American Bar Association Journal in 2014; and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal. Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. In my interview with Amy, we learn about her journey to founding Bootstrap Legal. Her attention to detail and focus on pattern recognition allowed her to realize that she was "almost" doing the same thing every day. In realizing this, she was able to automate a majority of the process which allowed her to focus on much more important tasks at hand.

Show Notes Here Author of upcoming Bloomberg Law guide on ICOs. Amy Wan, Esq., is Founder and Chief Legal Hacker at Sagewise, a project of Bootstrap Legal. Sagewise aims to build a dispute resolution infrastructure for smart contract disputes. Amy was previously a Partner at a law firm and general counsel of a real estate crowdfunding startup. Amy is also Founder and Co-Organizer of Legal Hackers LA and served as a Presidential Management Fellow. Ian and Amy discuss; Blockchain Technology Explanation Upsides & Downsides of Blockchain Environmental impact of Blockchain Cryptocurrency / Altcoins Origins - Bitcoin, Ethereum, Dogecoin Bitcoin Mining Cryptocurrency use case Cryptocurrency value Initial Coin Offering (ICO) Hacking & Smart Contracts Digital Wallets

Raising Other People's Money to invest in real estate is a time honored tradition.  But did you know that once you have more than two investors in an investment that you technically have a syndication?  Are you also aware that the Security and Exchange Commission (The "SEC") has rules regulating how you go about raising that money and the types of investors you can allow in your deals, and that if you don't follow those rules you can get into serious trouble? Now that I've made syndications sound scary, its a good time to make them more understandable and accessible with Amy Wan, the Founder & CEO of Bootstrap Legal.  Amy is an attorney who specializes in real estate syndication and crowdfunding for entrepreneurs and real estate investors across the globe.  Her mission is to democratize access to legal counsel and capital. Amy will help us understand what we can, and can't, say to investors, the types of investors we can allow in our deal (accredited or sophisticated), SEC rules regarding Regulation D and exceptions 506B & 506C, the types of documents needed for syndicators, and how to avoid getting into trouble with the SEC. We'll also discuss the pro's & con's of Regulation Crowdfunding and the ways it has changed raising money. If you've ever considered using Other People's Money to accelerate your investment strategy, or you're already using OPM, you'll definitely want to listen to this episode. Amy can be contacted at www.bootstraplegal.com

*** this is not financial or legal advice*** How do centralized and decentralized exchanges work? Where are my coins? What happen with Mt. Gox? And, how safe are exchanges really? We talk a lot about the system we all use daily to trade or store our coin. This is a must listen to episode with Dan Rice Co-Founder and CTO of Bootstrap Legal. Show Links: CRYPTO101podcast.com Patreon: www.patreon.com/user?u=8429526 Twitter: twitter.com/Crypto101Pod twitter.com/BrycePaul101 twitter.com/PizzaMind www.instagram.com/crypto_101 Facebook: https://www.facebook.com/groups/101Crypto/ https://www.facebook.com/CRYPTO101Podcast/ **THIS IS NOT FINANCIAL OR LEGAL ADVICE** © Copyright 2019 Boardwalk Flock, LLC All Rights Reserved Music: https://www.youtube.com/watch?v=SwYN7mTi6HM Van Halen - Jump https://www.youtube.com/watch?v=pAgnJDJN4VA AC/DC - Back In Black https://www.youtube.com/watch?v=EErSKhC0CZs Daryl Hall & John Oates - You Make My Dreams

*** this is not financial or legal advice*** How do centralized and decentralized exchanges work? Where are my coins? What happen with Mt. Gox? And, how safe are exchanges really? We talk a lot about the system we all use daily to trade or store our coin. This is a must listen to episode with Dan Rice Co-Founder and CTO of Bootstrap Legal. Show Links: CRYPTO101podcast.com Patreon: www.patreon.com/user?u=8429526 Twitter: twitter.com/Crypto101Pod twitter.com/BrycePaul101 twitter.com/PizzaMind www.instagram.com/crypto_101 Facebook: https://www.facebook.com/groups/101Crypto/ https://www.facebook.com/CRYPTO101Podcast/ **THIS IS NOT FINANCIAL OR LEGAL ADVICE** © Copyright 2019 Boardwalk Flock, LLC All Rights Reserved Music: https://www.youtube.com/watch?v=SwYN7mTi6HM Van Halen - Jump https://www.youtube.com/watch?v=pAgnJDJN4VA AC/DC - Back In Black https://www.youtube.com/watch?v=EErSKhC0CZs Daryl Hall & John Oates - You Make My DreamsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Amy Wan is the founder of Bootstrap Legal and a former attorney from California who believed that small business entrepreneurs are the drivers of innovation and job creation. Yet, small business entrepreneurs often lack affordable access to quality legal counsel. They are building tools to bring legal help to entrepreneurs in a non-intimidating way, at an affordable and predictable price point.

Amy Wan is the founder of Bootstrap Legal and a former attorney from California who believed that small business entrepreneurs are the drivers of innovation and job creation. Yet, small business entrepreneurs often lack affordable access to quality legal counsel. They are building tools to bring legal help to entrepreneurs in a non-intimidating way, at an affordable and predictable price point.

About The Guest Amy Wan, Esq., is Founder and Chief Legal Hacker at Bootstrap Legal, which provides software to allow real sponsors to draft their own syndication and fund documents. Previously, she was a Partner at Trowbridge Sidoti LLP (CrowdfundingLawyers.net) where she practiced crowdfunding and syndication law, and was General Counsel at Patch of Land, a real estate marketplace lending and crowdfunding platform. Amy is also Founder and Co-Organizer of Legal Hackers LA and served as a Presidential Management Fellow. Description Our mission is to democratize access to counsel for small businesses Bootstrap Legal was founded and built by Amy Wan who believed that small business entrepreneurs are the drivers of innovation and job creation. Yet, small business entrepreneurs often lack affordable access to quality legal counsel. We are building tools to bring legal help to entrepreneurs in a non-intimidating way, at an affordable and predictable price point. Links: https://bootstraplegal.com/ https://www.facebook.com/bootstraplegal https://twitter.com/BootstrapLegal info@bootstraplegal.com

The Chairman of the United States' Securities and Exchange Commission released a statement on Initial Coin Offerings this week. Our guest Any Wan of Bootstrap Legal explains what it means.   1:00 Current status of how the US Government is addressing cryptocurrency with regulation 5:00 SEC Chairman Statement 10:00 Former guest under the microscope 20:00 Potential of Self Regulation, The ICO Governance Foundation 30:00 Vulnerabilities of Smart Contracts, risks in coding cryptocurrency   Amy Wan @amyywan https://twitter.com/amyywan @ColoringCrypto https://twitter.com/coloringcrypto

*** this is not financial or legal advice*** In this episode Amy Wan, founder of Bootstrap Legal and top 10 women in tech to watch comes to CRYPTO 101 to have a more in-depth and nuanced chat about ICO and smart contract law. Show Links: CRYPTO101podcast.com Patreon: www.patreon.com/user?u=8429526 Twitter: twitter.com/Crypto101Pod twitter.com/BrycePaul101 twitter.com/PizzaMind www.instagram.com/crypto_101 Facebook: https://www.facebook.com/groups/101Crypto/ https://www.facebook.com/CRYPTO101Podcast/ **THIS IS NOT FINANCIAL OR LEGAL ADVICE** © Copyright 2019 Boardwalk Flock, LLC All Rights Reserved Music: https://www.youtube.com/watch?v=Tth-8wA3PdY I will survive - Gloria Gaynor https://www.youtube.com/watch?v=OT5msu-dap8 Backstreet Boys - Shape Of My Heart https://www.youtube.com/watch?v=zbYcte4ZEgQ Diana Ross - I'm Coming OutAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

*** this is not financial or legal advice*** In this episode Amy Wan, founder of Bootstrap Legal and top 10 women in tech to watch comes to CRYPTO 101 to have a more in-depth and nuanced chat about ICO and smart contract law. Show Links: CRYPTO101podcast.com Patreon: www.patreon.com/user?u=8429526 Twitter: twitter.com/Crypto101Pod twitter.com/BrycePaul101 twitter.com/PizzaMind www.instagram.com/crypto_101 Facebook: https://www.facebook.com/groups/101Crypto/ https://www.facebook.com/CRYPTO101Podcast/ **THIS IS NOT FINANCIAL OR LEGAL ADVICE** © Copyright 2019 Boardwalk Flock, LLC All Rights Reserved Music: https://www.youtube.com/watch?v=Tth-8wA3PdY I will survive - Gloria Gaynor https://www.youtube.com/watch?v=OT5msu-dap8 Backstreet Boys - Shape Of My Heart https://www.youtube.com/watch?v=zbYcte4ZEgQ Diana Ross - I'm Coming Out

On today’s show we welcome Amy Wan, an attorney who specializes in real estate fund syndication for entrepreneurs. Amy is based in Los Angeles, where she runs her company Bootstrap Legal. The underlying goal of the company is to democratize access to legal council by decreasing the amount of billable hours for drafting legal documents. Amy had not intended on going into law and, in fact, she was studying biology towards being a doctor or pharmacist. After going through the motions of her degree she eventually landed in USC Law School studying human rights law and later international trade law. Amy then moved to California with her husband and found a job at Patch of Land. It was here that she became interested in the idea of legal access democratization, something she would draw from with her own company. Amy’s story is both one that can inspire an individual pursuit and is also full of great illuminations on the possibilities for the future of legal work. Tune in to hear all about it!   Key Points From This Episode: Why trading your time for your money is not for everyone. The legal profession’s opposition to efficiency. Different types of fund syndication. Investment crowdfunding as an online syndication and its returns. What exactly is an accredited investor and their role. Bootstrap legal and the democratization of legal aid. Just how inefficient the standard legal turnaround is on drafted documents. How Amy’s company makes the system work more efficiently. The money and time that this can save a client. Challenges that Amy faced in starting her own business. Amy’s suggested timeline for prospective capital raising. Property value, projected goals and likely capital amounts. And much more!   Tweetables: [spp-tweet tweet="“What is the one thing that crosses borders, that everyone respects? And that’s money” — @amyywan"] [spp-tweet tweet="“The legal profession is not incentivized to be more efficient” — @amyywan"] [spp-tweet tweet="“We don’t want to bill by the hour, we want to do things efficiently using technology” — @amyywan"] [spp-tweet tweet="“I think people are going to have think a lot more creatively in the future”. — @amyywan"]   Links Mentioned in Today’s Episode: Amy Wan — http://www.amywanlaw.com/ Patch of Land — https://patchofland.com/ Bootstrap Legal — https://bootstraplegal.com/ Turbo Tax — https://turbotax.intuit.com/ LegalZoom — https://www.legalzoom.com Kickstarter — https://www.kickstarter.com/ Indiegogo — https://www.indiegogo.com/en GoFundMe — https://www.gofundme.com/ Fundrise — https://fundrise.com/ Legal Hackers — https://legalhackers.org/2014/08/welcome-la/ Cam Kashani — http://camkashani.com/ Four Hour Work Week — https://fourhourworkweek.com/ Calendly — https://calendly.com/   Access The Best Strategies, Tips & Advice! Every week, we send an email sharing my best advice, tips and strategies related to Real Estate Investing. Each of these weekly emails contain relevant and actionable information that can help you no matter where you are in your investing journey. Sign up to join our community

Description Daniel Rice is CTO and co-founder of Bootstrap Legal. He is a veteran software engineer, leader, speaker, and writer with expertise in blockchain and finance. Daniel’s most recent prior role was as CTO for Totum Risk which provides portfolio analytics software. Totum was selected for YNext incubator in 2016, which was awarded “top accelerator” honors by Finance Magazine. Daniel has helped launch over 20 products, and as an entrepreneur, his personal apps have racked up over 5 million downloads. In 2014 Daniel founded Bitcoin Developers Los Angeles to focus on building a developer community around blockchain technology. He has also consulted as CTO for several early blockchain startups and published a whitepaper on managing price volatility of cryptocurrencies. Daniel is also the founder and organizer of the Orange County CTO Forum. He holds a BS degree in computer engineering from Cal Poly, San Luis Obispo. twitter: @thedrbits Bootstrap Legal Bootstrap Legal is a legaltech/fintech startup that applies AI and blockchain technology to the legal industry. They are currently developing a dispute resolution system to handle smart contract blockchain disputes

The SEC has a whole lot of rules about fundraising for specific ventures, both about WHO you can pursue and HOW you can pursue them. Jason Hartman talks with Amy Wan, Esq, founder (& Chief Legal Hacker) at Bootstrap Legal, about ways to hack the SEC when raising funds. Key Takeaways: [2:41] The primitive nature of law and why it doesn't advance very much [6:43] What the SEC actually cares about when you raise money for securities "Raising money is an art and not a science" [10:18] How the Jobs Act changed the investors you can target and how [16:53] The price structure of Bootstrap Legal [21:03] Raising money isn't just putting something up on a website and waiting for the money to flow in Website: www.BootstrapLegal.com

Our guest for this week’s show is Securities Attorney and founder of BootStrapLegal.com, Amy Wan.  Amy Wan, Esq., is Founder and Chief Legal Hacker at Bootstrap Legal, which provides software to allow real sponsors to draft their own syndication and fund documents. Previously, she was a Partner at Trowbridge Sidoti LLP (CrowdfundingLawyers.net) where she practiced crowdfunding and syndication law, and was General Counsel at Patch of Land, a real estate marketplace lending and crowdfunding platform. Amy is also Founder and Co-Organizer of Legal Hackers LA and served as a Presidential Management Fellow. Recommended Resources Check out our company and our investment opportunity by visiting www.SunriseCapitalInvestors.com Self Directed IRA Investment Opportunity – Click Here To Learn More About How You Can Invest With Us Through Your SDIRA Accredited Investors Click Here to learn more about partnering with me and my team on Mobile Home Park deals! Grab a free copy of my latest book “The 21 Biggest Mistakes Investors Make When Purchasing their First Mobile Home Park…and how to avoid them MobileHomeParkAcademy.com Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2

The SEC has a whole lot of rules about fundraising for specific ventures, both about WHO you can pursue and HOW you can pursue them. Jason Hartman talks with Amy Wan, Esq, founder (& Chief Legal Hacker) at Bootstrap Legal, about ways to hack the SEC when raising funds. Key Takeaways: [2:36] The primitive nature of law and why it doesn't advance very much [6:38] What the SEC actually cares about when you raise money for securities [10:13] How the Jobs Act changed the investors you can target and how [16:48] The price structure of Bootstrap Legal [20:58] Raising money isn't just putting something up on a website and waiting for the money to flow in Website: www.BootstrapLegal.com "Raising money is an art and not a science"

Amy Wan is the Founder & CEO of Bootstrap Legal, a business that automates the drafting of legal paperwork for real estate private equity, syndication, and crowdfunding deals. Prior to founding Bootstrap Legal, Amy was a partner at Crowdfunding Lawyers and General Counsel at Patch of Land a real estate marketplace lending and crowdfunding platform. Amy was also named one of the Top 10 Women to watch in Legal Tech by the American Bar Association Journal and was nominated for Corporate Counsel of the Year Award by LA Business Journal. Amy founded Bootstrap Legal as a means to fill the gap in accessibility to legal services. Her company aims to make it more affordable for aspiring entrepreneurs who don't have a trust fund or roll with the rich crowd to prepare the necessary paperwork. Their services apply artificial intelligence to the drafting of legal documents for those looking to raise capital - especially those looking to get into real estate. Connect with John Carney Facebook:@JohnCarneyOnline Instagram: @johnm_carney © John Carney 2017

  My guest in this episode is Amy Wan. Amy is Founder & CEO of Bootstrap Legal, which automates the drafting of legal paperwork for real estate private equity, syndication, and crowdfunding deals. Previously, she was a Partner at Crowdfunding Lawyers and General Counsel at Patch of Land, a real estate debt crowdfunding platform. Amy is also the founder and co-organizer of Legal Hackers LA, which programs around the intersection of law and technology. Amy was named one of the one of ten women to watch in legal technology by the American Bar Association Journal in 2014 and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal. Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. Interview Links: Bootstrap Legal If you have enjoyed our podcast, please share with friends and family Please Subscribe, Rate, and Review on Itunes so more people can find us! so more people can find us! Please Support Us by Becoming A Patron on Patreon Support Our Sponsors Cashflow Tactics, will show you how to collapse time in your financial plan and become financially in 10 years or less. You can register for a free webinar to show you exactly how to do that at: https://cashflowtactics.com/ninja Gelt Inc.,  is committed to providing investors with quality, cash-flowing investment opportunities and is seeking to acquire multifamily, retail, and mobile home park properties in the Western United States with an emphasis in California, Utah, Nevada, Arizona, Colorado, and Oregon. www.geltinc.com The Real Asset Investor, create value for investors looking for higher yield returns from real estate ventures domestically and also internationally and other real asset classes such as ATM's. www.therealassetinvestor.com Joint Ops Properties, have designed a system to take any beginner to an experienced deal making investor in the least amount of time, offering opportunities from basic education, coaching, bridge investing to turn-key investments in the cash flowing market of St. Louis, MO. www.jointopsproperties.com Norada Real Estate helps take the guesswork out of real estate investing.  By researching top real estate growth markets and structuring complete turnkey real estate investments, we help you succeed by minimizing risk and maximizing profitability. www.noradarealestate.com Valhalla Wealth Financial, reclaim the banking function within your own life with the premier strategies of the Wealthy. www.valhallawealth.com Audible, download any audio book for FREE when you try Audible for 30 days www.cashflowninjabook.com Thanks so much for joining me again. Have some feedback you’d like to share? Leave a note in the comment section below! If you enjoyed this episode, please share it using the social media buttons you see at the bottom of the post! Also, please leave an honest review for the Cashflow Ninja Podcast on iTunes. Ratings and reviews are extremely helpful and greatly appreciated! They do matter in the rankings of the show, and I read each and every one of them. And finally, don’t forget to subscribe to the show on iTunes to get automatic updates, please follow me on twitter @mclaubscher and Instagram, @cashflowninjapodcast. Until next time! Live a life of passion and purpose on YOUR terms, M.C. Laubscher

Amy Wan is an attorney and founder of Bootstrap Legal, a legal fintech startup. Today, Amy will share how she discovered her big why and changed her mindset to move forward as an entrepreneur. More at www.bemovingforward.com. Follow us on Facebook, Twitter, LinkedIn @Bemovingforward The Corporate Cliches Adult Coloring Book is available on Amazon and Barnes & Noble online: Just go to Bit.ly/corporatecliches

Amy is one of the best real estate, crowdfunding, and syndication lawyers there is. Today she is here to explain different crowdfunding platform types, and how you can start one.  If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review!   Best Ever Tweet: Don’t go out and hire a developer or a team of developer   Amy Wan Background: ‎Founder & CEO of Bootstrap Legal and former partner at Crowdfunding Lawyers In 2014, named one of 10 women to watch in the legal tech by the American Bar Association Journal Formerly was General Counsel at Patch of Land, advised the company on its $23.6M Series A funding round Holds an LL.M. in Public International Law from the London School of Economics and Political Science Based in Los Angeles, California Say hi to her at   Made Possible Because of Our Best Ever Sponsors: Fund That Flip provides short-term fix and flip loans to experienced investors. If you're looking for a reliable funding partner, their online platform makes the entire process super easy, and they can get you funded in as few as 7 days. They've also partnered with best-selling author, J Scott to provide Bestever listeners a free chapter from his new book on negotiating real estate. If you'd like to improve your bestever negotiating skills, visit to download your free negotiating guide today.

A question we hear all the time, “how can I make money from connecting syndicators with high net worth individuals”? Well Amy Wan is here today to answer this question specifically. The issue is making sure you are not doing what a Broker-Dealer does. We’ll hear today how to separate yourself from looking like a Broker-Dealer. If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review!   Best Ever Tweet: If you’re gonna go down this road, do me a favor and check with an attorney.   Amy Wan Background: ‎Founder & CEO of Bootstrap Legal and former partner at Crowdfunding Lawyers In 2014, named one of 10 women to watch in the legal tech by the American Bar Association Journal Formerly was General Counsel at Patch of Land, advised the company on its $23.6M Series A funding round Holds an LL.M. in Public International Law from the London School of Economics and Political Science Based in Los Angeles, California Say hi to her at  Click here for a summary of Amy's Best Ever advice: Made Possible Because of Our Best Ever Sponsors: Are you an investor who is tired of self-managing? Save time, increase productivity, lower your stress and LET THE LANDLORD HELPER DO THE WORK FOR YOU! Schedule Your FREE TRIAL SESSION with Linda at Secure Pay One THE Landlord Helper today. Go to to schedule your free session. Subscribe in iTunes and Stitcher so you don’t miss an episode!