This message is sent to you by LawNewswatch

Advanced Recordkeeping Techniques for Paralegals

Date: Wednesday, January 23, 2019
Time: 1:00 - 2:30 pm EST
Length: 90 minutes

Sponsored by Lorman Education Services

Registration for Session Only: $199.00

Registration plus Session Recording and Written Materials: $268.00


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.

Areas Covered in the Session:

Step One – Formation

• Types of Business Entities
◦ Corporation
◦ 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

Credit Information (Sponsored by Lorman Education Services):

  • NALA
  • Paralegals
For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Instructor Profile:

Mariana Fradman, MBA, Nixon Peabody LLP

  • Senior paralegal working with the real estate and affordable housing practice groups at Nixon Peabody LLP, a multinational law firm
  • Adjunct professor at Long Island University, Brooklyn Campus, teaching business law, contracts and real estate law at the ABA-approved Paralegal Certificate Program
  • Over twenty years of experience in real estate practice, concentrating in the areas of transactional real estate law addressing all aspects of project development, rehabilitation, and operation, including acquisitions, dispositions, public and private financings, joint ventures and investments
  • Frequent lecturer on real estate and corporate topics presenting during annual seminars and numerous webinars
  • Author of numerous articles published by numerous professional blogs and in the National Paralegal Reporter
  • Received numerous honors and awards
  • Member of numerous professional and civic organizations
  • B.S. degree, NYC Technical College, CUNY; M.B.A. degree, University of Phoenix; B.S and Master’s degrees in engineering, Polytechnic University, Odessa, Ukraine
  • Can be contacted at 917-841-1204 or

(Not available outside the US)