A primary purpose
of a properly formed LLC is to protect you from individual liability
for your business activities. Our office performs thorough and
detailed work to assist you in achieving this standard. Our goals:
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To make sure your
LLC is properly formed pursuant to the statutory requirements.
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To assist you in
developing a working knowledge of how to maintain your LLC in the
future.
This list is designed to help you understand the work our office
will be performing as part of your LLC formation process:
- Discussing the LLC formation process and the nature and goals
of your business with you.
- Drafting Certificate of Formation.
- Drafting Consent to Serve as Registered Agent.
- Answering any questions you may have regarding the initial LLC
formation documents.
- Filing Certificate of Formation and Consent to Serve as
Registered Agent with Washington Secretary of State's office.
- Confirming that your LLC has been formed.
- Communicating with your CPA about the tax basis for your LLC.
- Communicating with your CPA about the initial capital
contribution of each LLC member.
- Communicating with you regarding whether the LLC will be
managed by one or more managers or by the LLC members.
- Communicating with you about your LLC bank account.
- Writing a detailed letter of instruction to you about how to
follow up to properly maintain your LLC.
- Drafting Call and Waiver of Notice of First Meeting of LLC
Members.
- Drafting Minutes of First Meeting of LLC Members.
- Drafting an LLC Operating Agreement which meets the specific
needs of your business depending on the tax basis of the business
and the management style that you select.
- Working with you, as needed, to add buy sell provisions into
the operating agreement to protect LLC membership interests from
being sold or distributed to third parties.
- Discussing follow up LLC documents with you as needed to
ensure your knowledge and understanding of the process.
- Communicating with your CPA to ensure his or her familiarity
with and approval of the Operating Agreement.
- Meeting with you and the paralegal to sign: Call and Waiver of
Notice of First Meeting of LLC Members; Minutes of First Meeting
of LLC Members; and Operating Agreement.
- Organizing LLC Minute Book, and providing the Minute Book and
seal to your office for reference.
- Providing on-going representation to conduct future LLC
meetings and meeting the other legal needs of your business.
Any questions? Please contact Stacey's office at
inquiry@staceyromberg.com
This overview provides general information and
not legal advice or opinions on specific facts.
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