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Understanding Series LLCs: Risks and Benefits

Now on Demand: We explore Series LLCs, including their formation, compliance requirements, and relationship to the CTA.

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Webinar Details

In recent years, a number of states have enacted series LLC laws. As the series LLC’s popularity continues to grow, this webinar, Understanding Series LLCs: Risks and Benefits, will examine its structure, uses, risks and benefits. As we discuss the structure of the series LLC and the limited liability protections it offers, we will compare and contrast Delaware series LLC law with the Uniform Protected Series Act. We will also survey state series LLC formation and qualification laws around the US, noting how the differences in these state series LLC laws can create risks for series LLCs when qualifying in foreign states; risk that could potentially impact the limited liability protection afforded a series LLC in its domestic jurisdiction. 

Learning Objectives :

  • Series LLC overview and structure 
  • Risks and benefits 
  • Features of series LLCs around the US 
  • Formation and maintenance 
  • Registered series and the Corporate Transparency Act 
  • Qualification of master LLC and series cells 

Meet the Hosts

Pia Angelikis

Pia Angelikis, Esq.

Vice President of Government Relations & Legal Research, Cogency Global Inc.

Pia Angelikis, Esq., is the Vice President of Government Relations and Legal Research at Cogency Global Inc. She has over 20 years of experience with premiere service companies in the UCC and corporate services industry, managing large teams of expert lawyers and paralegals conducting legal research for public filing requirements for multistate mergers, conversions and acquisitions, tracking and analyzing UCC Article 9 and business entity legislation in all 50 states and the District of Columbia, and providing thought leadership. Prior to her career in the UCC and corporate services industry, Ms. Angelikis litigated for 5 years in the areas of insurance defense and employment law. She wrote the winning brief resulting in the 9th Circuit published opinion, In re Complaint of Ross Island Sand & Gravel, 226 F.3d 1015 (9th Cir. 2000). Ms. Angelikis holds a JD from the University of California, Hastings College of the Law and is licensed to practice law in California.

Teri Mayor

Teri Mayor

Senior VP Product Management, Cogency Global Inc.

Teri M. Mayor is the Vice President of Product Management for Business Entity Services at Cogency Global Inc. Ms. Mayor’s responsibilities include development and marketing of corporate transactional services, such as entity filings, document retrieval and authentication/legalization of documents for use internationally. Her work includes the development of new services and technology, providing training to clients and staff and acting as a resource in the areas she manages. Ms. Mayor has developed and delivered numerous public and in-house seminars on topics related to corporate and entity services. She also regularly contributes articles to Cogency Global’s Corporate Transactions and Compliance Blog.

Pia Angelikis, Esq.

Vice President of Government Relations & Legal Research, Cogency Global Inc.

Pia Angelikis, Esq., is the Vice President of Government Relations and Legal Research at Cogency Global Inc. She has over 20 years of experience with premiere service companies in the UCC and corporate services industry, managing large teams of expert lawyers and paralegals conducting legal research for public filing requirements for multistate mergers, conversions and acquisitions, tracking and analyzing UCC Article 9 and business entity legislation in all 50 states and the District of Columbia, and providing thought leadership. Prior to her career in the UCC and corporate services industry, Ms. Angelikis litigated for 5 years in the areas of insurance defense and employment law. She wrote the winning brief resulting in the 9th Circuit published opinion, In re Complaint of Ross Island Sand & Gravel, 226 F.3d 1015 (9th Cir. 2000). Ms. Angelikis holds a JD from the University of California, Hastings College of the Law and is licensed to practice law in California.

Teri Mayor

Senior VP Product Management, Cogency Global Inc.

Teri M. Mayor is the Vice President of Product Management for Business Entity Services at Cogency Global Inc. Ms. Mayor’s responsibilities include development and marketing of corporate transactional services, such as entity filings, document retrieval and authentication/legalization of documents for use internationally. Her work includes the development of new services and technology, providing training to clients and staff and acting as a resource in the areas she manages. Ms. Mayor has developed and delivered numerous public and in-house seminars on topics related to corporate and entity services. She also regularly contributes articles to Cogency Global’s Corporate Transactions and Compliance Blog.

CLE/MCLE Information

Is there a fee to attend this webinar?

There is no fee to attend our webinars, but advance registration is required

What states do you register for CLE Accreditation?

Currently, we apply for accreditation in California, New York, Florida, Illinois and Texas

Do you offer CLE accreditation for paralegals?

Some webinars are accredited through NFPA and NALA.

Do I have to attend the entire webinar?

To receive full credit, you must be present for the entire presentation and answer all poll questions throughout the webinar.

Who is this webinar suitable for?

Although anyone may attend the webinars, it is most suitable for newly admitted and experienced attorneys and legal professionals.

What happens if my state is not one of those listed previously?

For any states not listed as approved or pending, we strongly encourage attendees to self-apply/self-report to the respective states.

Does CLE accreditation for your webinars expire?

Please be aware that CLE accreditation does expire. We will post on the related pages when a webinar no longer qualifies for CLE credit. Check with your CLE/MCLE board in your state to be sure.

  • New York: Three years after the date of the live event.
  • Texas: Two years after the date of the live event.
  • California: Two years after the date of the live event.
  • Illinois: Two years after the date of the live event.
  • Florida: 18 months after the date of the live event.

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