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Overview
Gain Practical Tips You Can Start Using Right Away
Whether you are new to the corporate arena or are looking for a practical refresher, this course is for you. Experienced faculty will provide you with the necessary tools attorneys are seeking to help assist them in all stages of corporate transactions. From preparing documents, researching patents, and managing corporate minute books to assisting with closings of corporate transactions and ensuring compliance, this course has it all (and then some). Register today!
- Avoid mistakes when drafting corporate formation documents.
- Keep accurate records of directors' and stockholders' meetings, obtain consents, and maintain registers.
- Better organize and manage real property-related records.
- Gain tips for drafting key provisions in shareholder agreements.
- Learn how to obtain accurate disclosures in transaction documents.
- Discover practical tips for organizing, conducting, and documenting a thorough and efficient due diligence investigation.
- Learn cutting-edge research strategies and new internet resources for conducting patent searches.
- Identify precarious situations that may expose you to UPL - and how to avoid them.
Abbreviated Agenda
- Ethics
- Drafting Organizational Documents
- Maintaining Corporate Records
- Due Diligence in Corporate Transactions
- Trademarks and Patent Refresher
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Select Jurisdiction
Paralegal
Agenda
-
Ethics
- The Company, the Board, the CEO - Who Is the Client?
- Avoiding Situations That May Expose You to UPL
- Requirements for Attorney Supervision
- Distinguishing Between Privileged and Non-Privileged Communications
-
Drafting Organizational Documents
- Key Terms and Provisions - Review of Sample Charters and Bylaws
- Establishing Effective Guidelines for Corporate Governance
- Avoiding Common and Costly Mistakes
-
Maintaining Corporate Records
- Bylaws: How to Administer and Monitor Changes
- Effective Ways to Prepare Corporate Minutes
- Keeping Accurate Records of Directors' and Stockholders' Meetings
- Recording Elections of Officers and Directors
- Obtaining Board and Stockholder Consents
- Drafting Shareholder Agreements
- Maintaining Stock Ledgers and Shareholder Registers
- Maintaining Real Property Records
- Assisting With the Sale, Transfer, and Redemption of Stock
-
Due Diligence in Corporate Transactions
- Process Overview and Paralegal's Role
- Organizing and Defining the Due Diligence Investigation
- Assisting in Different Areas of Investigation
- Tips for Conducting a Thorough and Efficient Due Diligence Investigation
- Documenting Your Findings
-
Trademarks and Patent Refresher
- Research Standards in Filing Trademark and Corporate Names
- Setting Up Procedures and Schedules of Research
- Trademark Process
- Trade/Service Mark Licensing Issues
- Conducting Patent Searches: Research Strategies and Internet Resources
- Assignment and Transfer of Intellectual Property
Who Should Attend
This intermediate level course is designed to give attendees the knowledge they need to effectively handle corporate paralegal responsibilities. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
James S. Adray
is a partner in the Toledo law firm of Adray & Grna, where he practices in the areas of business law, probate, estate planning, divorce, and medical malpractice. He also deals with estate tax issues. Mr. Adray is a mediator/arbitrator with the American Arbitration Association and is a mediator trainer throughout Ohio. He has taught at the University of Toledo Law School and College of Education. Mr. Adray is a member of the State Bar of Michigan (Alternate Dispute Resolution, and Probate and Trust Law committees), and the Ohio State (Family Law and Alternative Dispute Resolution committees) and Toledo bar associations. He earned both his B.A. degree and his J.D. degree from the University of Toledo.
Speaker bio
Eduardo V. Martinez
is in self-practice with a primary focus in mediation, as well as contractual and business law, which he also teaches. He retired as a Captain from the U.S. Navy after 30 years and still consults on matters of national security. Dr. Martinez is currently on staff at Angelo State University, where he teaches Intelligence and Security Studies. He is also on the Editorial Board of the Journal of Homeland and National Security Perspectives. Dr. Martinez has written articles involving transportation security and maritime cyberterrorism. He is a former special assistant attorney general for the state of Mississippi, and admitted to all Mississippi state and federal courts, Fifth Circuit Court of Appeals, U.S. Court of Military Appeals, U.S. Court of International Trade, and U.S. Supreme Court. Dr. Martinez earned his B.A. degree in government from the University of Texas, his M.A. degree in legal studies from Antioch University, his M.S.S. degree from the U.S. Army War College and his J.D. degree from the Mississippi College School of Law.
Speaker bio
Kevin M. Madden
is the founding member of the Law Offices of Kevin Michael Madden, P.L.L.C., where he practices in the areas of civil trial practice, commercial litigation, business litigation, construction law and employment law. He is admitted to practice in Texas and before the U.S. District Court, Southern and Eastern districts of Texas. Mr. Madden was the articles editor for the Houston Journal of International Law. He was the judicial intern to the Honorable David Hittner, U.S. District Court for the Southern District of Texas; and a law clerk to the Honorable Joseph James "Tad" Halbach, Jr., 333rd District Court, Harris County, Texas. Mr. Madden is a member of the Houston Bar Association, State Bar of Texas, Texas Young Lawyers Association, Texas Trial Lawyers Association, Association of Trial Lawyers of America and Trial Lawyers for Public Justice. He earned his B.A. degree from the University of Colorado at Boulder, his B.S. degree from the University of Houston and his J.D. degree from the University of Houston Law Center.
Speaker bio
Douglas L. Lineberry
is a Shareholder with Maynard Nexsen. Whether he is assisting clients with the protection of intellectual property through patent, trademark, and copyright prosecution, or intellectual property litigation, he focuses on building relationships founded on trust and constant communication. Mr. Lineberry successfully prosecutes patent applications for mechanical, medical, and chemical technologies. He helps clients with establishing and protecting trademark portfolios, guarding against improper third-party use, and conducting enforcement actions. Mr. Lineberry advises his clients on all matters involving intellectual property, trade secrets, branding and marketing issues, and contractual and other business matters. He also works with mid-level companies within the biotech industry. This gives Mr. Lineberry the opportunity to use his broad connections to help bring their inventions to market safely while protecting their intellectual property every step of the way. He is a member of the South Carolina Bar, American Bar Association, Greenville Bar Association, Trademark & Copyright Law Association and The Carolina Patent Trademark Copyright Law Association. Mr. Lineberry earned his B.A. degree from Emory & Henry College and his J.D. degree from Mercer University School of Law.
Top FAQs
What is included with my course purchase?
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.
How do I access my courses?
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.
Do you have options for attendees who are deaf or hard of hearing?
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.
Are multiple attendee discounts available?
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.
When will the OnDemand be available and how long will I have access to the content?
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.
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