Business & Corporate

LLCs and Me: The Paralegal's Role in Entity Formation

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
OnDemand
59 minutes
Colin Dale
With Colin A. Dale
Recorded February 25, 2025.
Product ID 99914

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Overview

Key Forms, Agreements, Checklists, and Reporting Requirements

Behind every successful business entity is a skilled professional who ensures the foundation is solid. This practical briefing will empower you with the knowledge, forms, and checklists you need to play a pivotal role in the formation of different types of limited liability companies (LLCs). Whether you're new to the field or looking to sharpen your skills, this program will provide you with the practical guidance needed to support attorneys and clients effectively. Become an indispensable asset in the entity formation process - register today!

  • Review all the forms and steps needed to form an LLC.
  • Discover the nuances of creating different types of LLCs.
  • Identify critical recordkeeping and reporting practices that reinforce the validity of the LLC.

Abbreviated Agenda

  1. Steps, Forms, and Checklists for Forming an LLC
  2. Filing Articles of Organization and Drafting Operating Agreements
  3. How Formation Differs Based on the "Check-the-Box" Election
  4. Single-Member vs. Multi-Member LLCs; Member-Managed vs. Manager-Managed
  5. What's Different About Forming Professional LLCs? Series LLCs? L3Cs? Foreign LLCs?
  6. Recordkeeping and Reporting Requirements

Related Topics

Product ID 99914

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. LLCs and Me: The Paralegal's Role in Entity Formation

    1. Steps, Forms, and Checklists for Forming an LLC
    2. Filing Articles of Organization and Drafting Operating Agreements
    3. How Formation Differs Based on the "Check-the-Box" Election
    4. Single-Member vs. Multi-Member LLCs; Member-Managed vs. Manager-Managed
    5. What's Different About Forming Professional LLCs? Series LLCs? L3Cs? Foreign LLCs?
    6. Recordkeeping and Reporting Requirements

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

Colin A Dale
Colin A.
Dale
Speaker bio
Colin A Dale

Colin A. Dale

Colin Dale

is an associate attorney at Wolcott Rivers Gates, where he practices business formation, business planning, business succession, and estate planning. He earned his bachelor's degree from Old Dominion University and his J.D. degree from the Catholic University of America, Columbus School of Law. Mr. Dale is a member of the Virginia State Bar and is admitted to practice law in Virginia.

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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.
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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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