LLC Formation for Paralegals
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 04-23-2027 |
| Delaware Certified Paralegal Program |
|
6 Total | 04-23-2026 |
| Florida Registered Paralegal |
|
6 Total | 04-23-2026 |
| Indiana Paralegal CLE |
|
6 Total | 04-23-2026 |
| NALA |
|
6 Total | 04-23-2026 |
| Montana CLE Credit for Paralegals |
|
6 Total | 04-23-2027 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 04-23-2026 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 04-23-2027 |
| Ohio Certified Paralegals |
|
6 Total | 04-23-2026 |
| NFPA |
|
6 Total | 04-23-2026 |
| Texas State Bar of Paralegal Division |
|
6 Total | 04-23-2027 |
| Washington Paralegal Association |
|
6 Total | 04-23-2026 |
Buy This Course
OnDemand Video
Video Download
Course Book Download
or
Overview
Build Initial Research, Formation Documents, Filing, and Compliance Skills
The start of every business must be thoroughly researched and organized to give it the best chance of success. This course will give you the knowledge, forms, and checklists you need to assist in LLC formation. Register today!
- Organgize client intake and initial research necessary for drafting formation documents.
- Discover the nuances of creating different types of LLCs and essential taxation considerations.
- Review all the documents and steps needed to form an LLC.
- Set up critical recordkeeping and reporting practices that shore up LLC protections.
- Stay within the bounds of ethical restrictions on what paralegals can do in LLC formation.
Abbreviated Agenda
- Client Intake and Preliminary Research
- Types of Business Structures
- Legal Ethics
- LLC Taxation
- Formation Documents Preparation and Filing
- Setting Up Ongoing Compliance and Administration Tasks
- Key Operating Agreement Provisions
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
6 Total | 04-23-2027 |
| Delaware Certified Paralegal Program |
|
6 Total | 04-23-2026 |
| Florida Registered Paralegal |
|
6 Total | 04-23-2026 |
| Indiana Paralegal CLE |
|
6 Total | 04-23-2026 |
| NALA |
|
6 Total | 04-23-2026 |
| Montana CLE Credit for Paralegals |
|
6 Total | 04-23-2027 |
| North Carolina Continuing Paralegal Education |
|
6 Total | 04-23-2026 |
| New Mexico Paralegal Division, State Bar of |
|
6 Total | 04-23-2027 |
| Ohio Certified Paralegals |
|
6 Total | 04-23-2026 |
| NFPA |
|
6 Total | 04-23-2026 |
| Texas State Bar of Paralegal Division |
|
6 Total | 04-23-2027 |
| Washington Paralegal Association |
|
6 Total | 04-23-2026 |
Select Jurisdiction
Paralegal
Agenda
-
Client Intake and Preliminary Research
- Client Intake Questionnaire and Interview: Questions to Ask and Information to Obtain
- Name Availability and IP Rights
- State-Specific LLC Formation Requirements
- Industry-Specific Regulations
-
Types of Business Structures
- Single-Member LLCs
- Series LLCs
- DAO LLCs
- CTA Beneficial Ownership Information Reporting
-
Legal Ethics
- What Constitutes UPL in LLC Formation?
- Conflicts of Interest
- Data Security
- Guarding Confidentiality
-
LLC Taxation
- Tax Status
- Passthrough Deduction and Member Compensation Taxation
- Employment and Self-Employment Tax
- Obtaining an Employer Identification Number (EIN)
-
Formation Documents Preparation and Filing
- Drafting Articles of Organization
- Creating Member Certificates
- Submission With Appropriate Agencies (and Tracking the Filing)
-
Setting Up Ongoing Compliance and Administration Tasks
- Obtaining Permits and Licenses
- Setting Up Reminders for Annual Filings and Tax Deadlines
- Creating and Updating Member Lists
- Creating Recordkeeping Structure (Including Member Meetings and Other Required Formalities)
- Preparing Corporate Kits/Binders
-
Key Operating Agreement Provisions
Who Should Attend
This intermediate level course will provide the necessary skills for attendees to effectively form limited liability companies. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Neal Jannol
is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years, and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.
Speaker bio
Michael Gorby
is a founder and partner with Gorby Peters & Associates, LLC. He is a nationally recognized leader in complex corporate disputes, professional negligence cases, and liability issues that arise for property owners and managers, such as hotel chains, restaurants, shopping centers, apartment complexes, office buildings and other public venues. Since 1998, Mr. Gorby has served as the program chair for the Institute of Continuing Legal Education in Georgia (an affiliate of the University of Georgia), on the topic of premises liability. He is also the author of a popular legal treatise, Premises Liability in Georgia, which is published by Thomson Reuters/West, and which is now in its third edition. Mr. Gorby serves as an instructor/lecturer for Georgia Tech Procurement Assistance Center (GTPAC) in the area of procuring government contracts, and is also a registered mediator. He earned his B.A. degree from Georgia State University and his J.D. degree from the University of Georgia School of Law.
Speaker bio
Glen Utzman
, Attorney at Law, is an associate professor of accounting at the University of Idaho. He teaches tax and business law courses in the College of Business and has taught in the College of Law at the University of Idaho. Mr. Utzman also has a law practice, practicing in the areas of taxation, estate planning, probate, corporate and partnership law. He has spoken to numerous tax and estate planning groups on limited liability companies and various related issues. Mr. Utzman is a licensed CPA, a member of the Idaho State Bar, and admitted to practice before the U.S. Tax Court. He earned his B.A. degree, with honors, from Washington State University, his J.D. degree from the University of Idaho College of Law and his LL.M. degree from New York University School of Law. Mr. Utzman continued his education through programs at both Southern Methodist University School of Law and Harvard Law School.
Speaker bio
David Messer
is a partner with the firm of Briskin Cross & Sanford, LLC. His practice focuses on a full spectrum of business law, with an emphasis on all phases of business dispute resolution including trials, appeals, mediation and arbitration. Mr. Messer practiced as a business trial lawyer in Oklahoma for six years prior to joining Briskin Cross & Sanford, LLC. In addition to his work in business litigation and negotiation, he has extensive experience in oil and gas litigation, homeowners' association disputes, and election disputes. Mr. Messer has also successfully represented clients in a number of appeals before the Oklahoma Court of Civil Appeals and the Oklahoma Supreme Court. He is a former adjunct professor at Reinhardt University in Alpharetta, Georgia, where he taught a variety of courses on business law and ethics. Mr. Messer is admitted to the practice law in Georgia and Oklahoma, as well as before the U.S. District Court for the Northern, Middle, and Southern Districts of Georgia; the U.S. District Court for the Northern and Eastern Districts of Oklahoma; and the U.S. Court of Appeals for the Tenth Circuit. He earned his B.S. degree from Free Will Baptist Bible College, his M.C.M. degree from Southern Baptist Theological Seminary and his J.D. degree, with highest honors, from the University of Tulsa College of Law.
Top FAQs
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.
With each course, you will receive access to the content via OnDemand Streaming and the Video Download.
Course reference materials are included with each course purchase in a downloadable PDF format.
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.
If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.
Have more questions? Please Contact Us