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.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
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
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on September 11, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Mariana Fradman, MBA
New York Life Insurance Company
- Senior specialist with the Real Estate and Investments Group in the Office of the General Counsel at New York Life Insurance Company
- Adjunct professor at Long Island University, Brooklyn Campus, teaching ethics, business law, contracts, and real estate law at the ABA-approved Paralegal Certificate Program
- Over twenty years of experience specializing in commercial real estate transactions (acquisitions/sales, air/development rights transfers, joint ventures, mortgage lending (bond and affordable housing), energy projects, community development, not-for-profit and mixed use, strategic planning, workouts and 1031 exchanges, project, and space leasing); corporate and corporate housekeeping; M&A transactions and financial restructuring
- Presented at various continuing legal education seminars in person and online, including, but not limited to Long Island University, Brooklyn Campus, New York Career Institute, Lorman Education Services, Paralegal Knowledge Institute, Clear Law Institute and at numerous CLE seminars presented by NYCPA; she was awarded the ‘Distinguished Faculty’ badge by Lorman Education Services, February 2014
- Mariana’s articles were published on The Paralegal Society Blog, The Paralegal Resource and the National Paralegal Reporter
- Vice president, CLE chairperson and mentor program chairperson at New York City Paralegal Association, Inc. (NYCPA); an ethics and professional responsibility coordinator for the National Federation of Paralegal Associations (NFPA), and is a member of NFPA’s Ad Hoc Committee on Rogue Paralegals
- Can be contacted at 917-841-1204 or [email protected]
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
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