Review the full Operating Agreement
Budget: $30 – $250 USD
Job Description:
I am seeking an attorney with proven experience in reviewing Operating Agreements for LLCs used in Self-Directed IRA structures with Checkbook Control.
I already have a fully drafted Operating Agreement for a single-member LLC formed in the state of Ohio, where:
The sole member is an IRA titled: XXXX XXXXX, IRA
The designated manager is the IRA account holder, XXXXX XXXXX
The purpose of the LLC is to conduct real estate investments through a structure fully compliant with IRS rules
Scope of Work:
Review the full Operating Agreement to ensure compliance with:
The Internal Revenue Code, especially Section 4975 (prohibited transactions)
Applicable IRS rules and requirements for Self-Directed IRAs
Custodian policies, particularly Equity Trust Company
Suggest minor edits if needed
Validate and sign the document as “attorney-prepared”, or provide a legal review.
Confirm compliance with Ohio LLC laws for formation and operation.
Additional Information:
The draft is approximately 15 pages long
Should be in complying with the Ohio state.
I am seeking an attorney with proven experience in reviewing Operating Agreements for LLCs used in Self-Directed IRA structures with Checkbook Control.
I already have a fully drafted Operating Agreement for a single-member LLC formed in the state of Ohio, where:
The sole member is an IRA titled: XXXX XXXXX, IRA
The designated manager is the IRA account holder, XXXXX XXXXX
The purpose of the LLC is to conduct real estate investments through a structure fully compliant with IRS rules
Scope of Work:
Review the full Operating Agreement to ensure compliance with:
The Internal Revenue Code, especially Section 4975 (prohibited transactions)
Applicable IRS rules and requirements for Self-Directed IRAs
Custodian policies, particularly Equity Trust Company
Suggest minor edits if needed
Validate and sign the document as “attorney-prepared”, or provide a legal review.
Confirm compliance with Ohio LLC laws for formation and operation.
Additional Information:
The draft is approximately 15 pages long
Should be in complying with the Ohio state.