What to Do After Forming a Corporation: Timing and Action Table

checklist for tasks to do after forming a corporationThere are many operational requirements that must be handled when starting business as a California corporation. And some of these requirements have strict timing deadlines. Attorneys and clients should review these requirements and divvy up responsibilities for them. Use this handy table for quick reference of required actions and their timing. Continue reading

Checklist: Reviewing an Estate Plan

Attorneys are often asked to review a will prepared by either another attorney or the client who used a self-help book. But review of an existing will really means an estate plan review, including beneficiary designations and powers of attorney. It’s relatively simple to spot improper drafting, but harder to determine whether needed provisions were omitted. This checklist will help you review a will and estate plan to make sure it’s up-to-date and meets your client’s needs. Continue reading

Checklist for Employers Conducting Misconduct Investigations

Checking off list for employers to take when investigating employee misconductWhenever an employer learns of employee behavior that’s inappropriate, unlawful, or violates company policies, it’s time to investigate. California law may require an employer investigation (e.g., for harassment), but even if not legally required, a prompt, fair, and reasonable investigation can help prevent or defend against a potential legal claim. Here’s a handy checklist for employer internal investigations. Continue reading

Checklist for Replacing Destroyed Documents After a Disaster

When a client’s home has been destroyed by a fire or other disaster, the loss can be overwhelming. Although there will be much to replace, they may not think of the important documents and records. Here’s a handy checklist to help those affected by disaster remember what they lost and get the replacements they need. Continue reading

5 Things to Include in Every Estate Plan

So you’ve gathered the client’s data—personal and financial—and know the client’s objectives. What do you do? Here are 5 typical documents you’ll need for the estate plan. Continue reading

Checklist: Make Sure Employment Practices Comply with IRCA

Employers often find that ensuring compliance with the Immigration Reform and Control Act (IRCA) can be tricky. This handy checklist will help employers who are establishing their practices and will serve as a confirmation tool for those employers who believe they have a compliant practice. Continue reading

How Tenants Can Get Remedies for Habitability Violations and Nuisances

When a landlord severely neglects maintenance issues or another tenant’s behavior causes a nuisance, California law gives tenants several ways to get relief. Continue reading

Checklist: What to Do If Summary Judgment Is Denied

You moved for summary judgment but your motion was denied. Here’s a checklist of four things to ask yourself. Continue reading

10 Steps to Take Before Drafting a Contract

How can you streamline your contract drafting time and create a better document? Prepare. For all types of transactions, the time spent organizing and guiding the drafting and closing process will save actual drafting time and will help produce more accurate, understandable, effective, and comprehensive documents. Follow these ten steps for success in any business transaction.

Continue reading

Checklists for Documents Opposing a Summary Judgment Motion

The party opposing summary judgment has one objective: Convince the court that there’s at least one “triable issue of material fact.” CCP §437c(c). This objective should guide every aspect of the opposition’s separate statement and supporting memorandum. Cal Rules of Ct 3.1350(e). Here are checklists to help you meet all requirements and prepare these opposition documents to their best effect. Continue reading