Interview Sheet for Use in Connection with Formation of a California LLC This is a comprehensive 16-page interview sheet that lawyers use in connection with the formation of a California LLC. It can serve as a checklist for forming an LLC. The State Bar of California, “Guide to Organizing and Operating a Limited Liability Company in California”
INTERVIEW SHEET FOR USE WITH CLIENT IN CONNECTION WITH FORMATION OF A CALIFORNIA LIMITED LIABILITY COMPANY
Client, Attorney, and Accountant Contact 1.1 1.2 1.3 1.4 1.5 1.6 Client Name Client Address Client Phone(s) Fax Numbers Attorney Accountant
Suitability Client advised on the perceived suitability of LLC's to circumstances and alternatives discussed?
Tax Matters 3.1 3.2 Client advised that tax advice is limited to only the formation of the LLC? Client advised that it and each other member should seek tax advice on the impact of becoming a member on their individual tax position?
Current Status New LLC Merger or other conversion of existing entity If existing entity: 4.1 4.2 4.3 4.4 4.5 Name of entity: Type of entity: State of formation: Type of formation documents: Desire to pattern operating agreement after existing documents:
Formation 5.1 Required information for Articles of Organization 5.1.1 220.127.116.11 Name of LLC Order of Choices:
Must contain "Limited Liability Company," "LLC," "Ltd. Liability Company," "Limited Liability Co.," or "Ltd. Liability Co." (Corp. Code §17052)
18.104.22.168 5.1.2 5.1.3
Name reserved with Secretary of State:
Latest date on which the LLC is to dissolve (§17051(a)(2)): Name and address of the initial agent for the service of process (§17051(a)(4)):
Member managed: Manager managed: Mor