Transactional Lawyering: Substance, Style & Support

Ready, Set, Go: Preparing for Summer April 4, 2013 Carli Spina

What Do Transactional/Corporate Lawyers Do? What Will You Do As A Summer Associate? As A Junior Associate? How Can You Prepare to Do It Well? What Resources Will You Use?

Where Can You Get Help?

Organizing Prepare working group lists

Closings: preparing checklists obtaining and escrowing signature pages

Handle document production/editing at the financial printer Prepare and obtain consents/ waiver letters

Drafting
Forming Legal Entities
Disclosure schedules

Due Diligence Requests

Ancillary agreements

Venture capital transaction agreements

Registration or proxy statements

Responses to SEC comment letters

Drafting Board resolutions and/or minutes

Research Assist in preparing memos and/or presentations to clients about legal issues Ordering searches for UCC liens, judgments, litigation and bankruptcies Distribution, collection and review of FINRA questionnaires Locating model documents

Filings
Compliance materials with SEC Charters/certificates of incorporation

Applications for stock exchange listing

Annual reports Test filings

Due Diligence
Document Requests Document Tracking

Organization
Document Review

How Can You Prepare?

Subscribe to a relevant blog or other current awareness Practice searching major sources of forms on Lexis, Westlaw and agency websites Learn about PLI's resources Familiarize yourself with top treatises and practice guides in subfields of interest Familiarize yourself with terminology Develop personal work rules Read "The Corporate, Securities, and M&A Lawyer's Job"

Transactional Lawyering: Sources and Tips http://law.harvard.libguides.com/transactional

Summer Success http://libguides.law.harvard.edu/summersuccess

Questions?
Thanks!
Carli Spina cspina@law.harvard.edu