We regularly monitor the changing legal landscape to ensure that your business documents keep pace. Specifically, you receive these important benefits:
Notification if a law change affects your business, and education on what to do about it;
File your company’s periodic reports as required by law;
Preparation of Minutes of Meetings and Unanimous Written Consents at least twice per year;
Periodic review of your business documents to incorporate newstrategies and improvements in legal language;
Annual meeting with one of our attorneys;
Phone consultations at no additional charge;
Respond to requests for information from the Secretary of State;
Prepare share, membership or partnership certificates as required and maintain ownership and transfer logs.
The Corporate Shield™ Program will accomplish all of this, and more, while reducing your company’s overall operating
Corporate Shield™ Coordinator
and Counseling Program
Planning for Success
The initial success of your business
structure is the result of properly
counseled, designed and drafted
documents together with the complete
and correct titling of your business assets.
The long term success of your business
structure is dependent on (1) regular
review and fine tuning of your company’s
governing documents, (2) consistent
documentation of company actions and
(3) timely state and federal filings to help
keep pace with the myriad legal
requirements of operating a business.
Corporate Shield™ is a powerful and
affordable company maintenance and
updating program for our clients who
own their own businesses and for those
who have created entities as a part of
their estate plans. It is designed to keep
your business planning current and
Businesses fail and individuals lose their personal assets because the business entity is not properly maintained. The Corporate Shield™ Program is a proactive strategy specifically designed to minimize that risk.
The Program is designed to systematically review and properly and consistently document your business activities. By increasing the contact between us throughout the year and by encouraging “hands–on” control of maintaining your company’s operating documents, your company has a much greater chance of continuing to meet your goals in the face of the
ever–changing legal and tax environment and your family’s changing needs and goals.