Advanced Record Keeping Techniques for Paralegals (OnDemand Webinar)

$199.00

SKU: 406657EAU

Description

Never lose focus learn beneficial strategies to advance your corporate recordkeeping skills.Paralegals working in the corporate field need to understand the various types of business organizations, their structure, how and where to form business entities, draft operational documents, resolutions, take minutes, order good standing certificates and file amendments or withdrawals from business documents. In addition, they need to know how to maintain a minutes book, keep track of stocks and how to keep the business entities in compliance.This information will help paralegals learn the steps involved in organizing, drafting, operating, and maintaining business entities with the recordkeeping and reporting techniques in different states. Strategies on how to stay compliant and the basics of ensuring successful filings will be covered. This information identifies the ethical issues that arise when representing business organization clients. Learn drafting techniques and forms and provide references to local laws.

Date: 2019-09-11 Start Time: End Time:

Learning Objectives

Step One • Formation
• Types of Business Entities
• Corporation
• LLC
• LP
• Other Types of Entities
• Understanding Corporate Formalities
• Domestic vs. Foreign vs. International
• Name Availability
• Certificate of Incorporation
• State Specific Formalities
• Operational Documents
• Bylaws/Shareholders Agreements/Operating Agreements/Partnership Agreements
• Organizational Chart
• Proper Execution

Step Two • Maintenance
• Annual Reports and Renewals
• Annual Meeting Minutes
• Lifecycle of the Business Entity
• Officer’s Certificates and Resolutions

Step Three • Recordkeeping
• Shares Availability/Maintenance of a Stock Ledger
• Board and Shareholders Approvals
• New Shares Issuance/Shares Terminations
• Document Dates of Hiring and Terminations of Employees
• Review/Update Corporate Minute Books
• Stock Certificates
• Compliance

Paralegal Duties and Ethical Obligations

NALA ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Mariana Fradman, MBA-New York City Paralegal Association