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Advanced Record Keeping Techniques for Paralegals

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.

Runtime: 87 minutes
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Why Lorman?

Over 33 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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More Program Information

Why Lorman?

Over 33 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

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

OnDemand Webinar

This course was last revised on September 11, 2019.

Call 1-866-352-9540 for further credit information.

  • NALA 1.45
     
  • This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements. Program Length: 1.45 hour(s).
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 33 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

Mariana Fradman, MBA

New York City Paralegal Association

  • 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‚Äôs 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 33 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!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 406657
Published 2019
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