Wisconsin Limited Liability Company: Forms and Practice Manual

by Jeffrey J. Storch, Esq. and Patrick P. Neuman, Esq.

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  • Updated annually
  • 2 volumes, 1,330+ pages, 240+ forms
  • Includes a forms CD
  • ISBN# 1-57400-028-4

Wisconsin Limited Liability Company: Forms and Practice Manual

Wisconsin Limited Liability Company: Forms and Practice Manual

Prominent Wisconsin attorneys,Jeffrey J. Storch and Patrick P. Neuman, have drawn from their extensive experience to bring you strategies and forms for virtually every situation you may encounter in this newly revised two-volume Manual featuring a bonus CD with more than 240 electronic forms.

This extensive, updated manual, with its more than 1,300 pages of valuable content, will help you stay current and efficient by providing appropriate statutes and regulations — complemented by thorough discussions and analyses of any changing federal and Wisconsin state laws. Plus, you'll be expertly guided through an extensive selection of appropriate LLC forms using an easy-to-follow format. Included are customizable electronic forms as well as explanations and planning strategies for the LLC business structure.

Recent updates include:

  • A new discussion and form addressing the upcoming federal beneficial ownership reporting requirements under the Corporate Transparency Act and National Defense Authorization Act (Form 4-16A)
  • A new discussion and form regarding members’ authority to sue on behalf of the LLC after the Wisconsin Supreme Court’s 2019 Marx v. Morris decision (Section 7.12 and Form 7-22)
  • New discussion and forms regarding manager authority with respect to “significant matters,” where there is more than one manager, or where broad discretion is desired (Forms 7-7A, 7-7B, and 7-7C)
  • An expanded discussion of members’ duties, including statutory and common law duties, with new forms (Sections 7.9.1–7.9.3 and Forms 7-18C and 7-18D)
  • A new discussion on using an LLC taxed as an S corporation (Section
  • New forms for forwarding the initial operating agreement draft and a post-organization letter (Forms 3-1 and 3-2)
  • Updated forms for purchase by the LLC upon an involuntary withdrawal, right of first refusal upon a grant of a security interest, and “bring-along/tag-along” rights (Forms 8-11, 8-28, 8-29A)
  • New forms for purchase by the LLC upon a member’s disability, sale of the entire LLC, sale of part of the LLC to an employee, and a member’s services agreement (Forms 8-34B, 8-46, 8-47, and 8-48)
  • Updated operating agreements for multi-member member-managed and manager-managed LLCs, including an operating agreement with priority returns (Appendices H1, H2, and I)
  • Updated membership interest option plan and agreement (Appendices K and L)

Jeffrey J. Storch is a partner in the Baraboo, Wisconsin office of Boardman & Clark LLP, where he focuses on business formation and operations, mergers and acquisitions, business taxation, and other regulatory compliance matters, and is the chair of the firm’s Agribusiness and Restaurant and Hospitality practice groups. As a former owner of a family business, he knows first-hand the many issues business owners face each day.

Jeff works with owners on all aspects of running their business, from initial startup to planning to transitioning the business to the next generation. He also advises employers on their employee benefits, such as 401(k) and other retirement plans, health plans, cafeteria plans, and executive compensation and benefits.

He is a member of the American Bar Association, State Bar of Wisconsin, and Sauk County Bar Association. Jeff has written and spoken on many legal issues in his areas of focus, including LLC and partnership agreement drafting, choice of business entity, business succession planning, nonqualified deferred compensation, and tax issues.

Jeff received a B.S. in French from the University of Wisconsin-Madison and his law degree magna cum laude from University of Wisconsin Law School, where he was elected to the Order of the Coif and served as Moot Court President.

Patrick P. Neuman is an associate in the Madison, Wisconsin office of Boardman & Clark LLP, where he focuses on business and banking matters.

Patrick works with limited liability companies, corporations, banks, and other business entities on general corporate matters including business formation, mergers and acquisitions, construction and lease agreements, private placement securities offerings, buy-sell agreements, service contracts, and state and federal tax matters.

In addition, Patrick works with banks on holding company and subsidiary formations, regulatory compliance, and loan forms drafting, and with non-profit organizations to obtain 501(c)(3) tax-exempt status.

Patrick graduated magna cum laude from the University of Wisconsin Law School, where he was elected to the Order of the Coif and received the Stewart Macaulay Award for Excellence and Leadership in Contract Law. He is a member of the American Bar Association (Business Law Section) and the State Bar of Wisconsin (Young Lawyers Division).

Patrick worked closely with area entrepreneurs in the inaugural year of the University’s Law and Entrepreneurship Clinic. Before going to law school, Patrick owned a general contracting firm. In 2012, he was recognized as an “Up and Coming Lawyer” by the Wisconsin Law Journal.

» View Full Table of Contents [PDF]



Chapter 1: Introduction

Chapter 2: Formation and Organization


Chapter 3: The Operating Agreement

Chapter 4: Organizational Provisions of the Operating Agreement

Chapter 5: Limited Liability Company Capital

Chapter 6: Allocation and Distribution Provisions

Chapter 7: Management Provisions

Chapter 8: Dissociation, Withdrawal, Removal, Sale, Transfer, and Buy-Sell Provisions

Chapter 9: Dissolution

Chapter 10: Books, Records, and Accounting


Chapter 11: Reorganization of the LLC

Chapter 12: Doing Interstate Business

Chapter 13: The Single-Member LLC

Chapter 14: Compensation Strategies for the LLC




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