Annual Report and State Filing
We prepare and file your Series Dual Class LLC's annual report on time, every year, so your company stays active and in good standing.
Business Formation by a Licensed Law Firm
Form a Series Dual Class LLC With a Real Attorney
Form a Series Dual Class LLC with a licensed attorney. Starting at $1,292.49, with state fees included in every state except Nevada.
Starting at $1,292.49 Filing Fees Included*
*State filing fees are included in every state except Nevada, where they are billed separately.
- 35+
- Years Practice
- 650K+
- Formed
- 4.9
The Basics
What Is a Series Dual Class LLC?
A Series Dual Class LLC combines series isolation with dual-class governance. You can wall off assets series by series while keeping a management class in control of decisions across the structure.
It is designed for sophisticated portfolios where investors may join specific series for economics, but voting authority stays with managers. That mix supports capital raises, succession planning, and multi-asset growth under one carefully drafted agreement.
Key benefits include:
Asset Isolation With Control
Series isolation and dual-class control work together so assets can be walled off while managers keep voting authority. It is built for owners who need both portfolio separation and governance precision.
Retain Management Authority Across Multiple Assets
A management class can retain decision rights across series even as economic investors participate in individual series. That keeps strategy coherent when capital is raised deal by deal.
Investors Per Series, Keep Control
Investors can be invited into a specific series for economics without gaining control of the wider structure. Sponsors use that to fund growth without losing the operating mandate.
Most Powerful LLC Structure
Compared with forming many separate dual class LLCs, one series dual class framework can be more cost-effective while still supporting estate and succession planning across multiple assets.
Nationwide Coverage
Where Will You Form Your Series Dual Class LLC?
Type your state to compare filing costs, timelines, and ongoing requirements.
PopularDelaware
Real legal supportAttorney-handled documentsWe handle the filing for you
The Wall Between You and Your Business
How a Series Dual Class LLC Actually Protects You
Sophisticated investors managing multiple assets need two things that standard structures cannot deliver together: legal isolation between holdings and precise governance control within each one. A Series LLC gives isolation but not class based governance. A Dual Class LLC gives governance control but not multi asset isolation.
A Series Dual Class LLC gives you both. Each series holds its own legally isolated assets. Within each series, a dual class membership structure separates the management authority from the economic interest. You control every series. Investors participate in individual series. And no liability in any one series can reach the assets of the others.
- Series stay legally isolated from each other
- Management class keeps voting authority per series
- Investors can hold economic rights without control
- Both protections hold when properly formed
SERIES DUAL CLASS LLC TAX ADVANTAGES
The Tax Advantages Of Forming A Series Dual Class LLC
DEFAULT
Pass Through Taxation
Profit is taxed once, on your personal return. No company-level tax, and you decide how income is split among owners.
Avoids double taxation
MOST COMMON
OPTION 1
S-Corp Treatment
Pay yourself a reasonable salary and take the remainder as profit distributions, which are not subject to self-employment tax.
Lowers self-employment tax
OPTION 2
C-Corp Treatment
The company is taxed on its own income at the flat corporate rate. Best if you plan to raise capital or keep profit inside the business.
Retain earnings, attract investors
Included in Every Formation
What's Included on our Service Fee?
Your service fee covers the formal documents, certificates, and resolutions banks and government agencies actually ask for, not just a state filing receipt.
- State Filing
- Corporate or Company Seal
- Records Book
- Articles of Incorporation
- Company & Corporate Minutes
- Bylaws or LLC Regulations
- Stock or Membership Certificates
- Banking Resolution
- Preliminary Name Search
- EIN Filing Support
Annual Compliance, Handled
We Keep Your Series Dual Class LLC In Good Standing
We handle the annual filings, registered agent duties, and records your Series Dual Class LLC needs to stay in good standing. Nothing for you to track, file, or remember.
Registered Agent
We serve as your Series Dual Class LLC's registered agent at a physical address, receiving and forwarding official state mail so nothing important gets missed.
Governing Agreement and Records
We keep your Series Dual Class LLC's governing agreement and company records organized, current, and ready when you need them.
FAQ
Common Questions About Forming a Series Dual Class LLC
Still have questions? Talk to an attorney!
A Series Dual Class LLC is a limited liability company that combines statutory protected series with two contractual classes of membership: voting interests that control the company and nonvoting interests that hold economic value. It isolates assets and concentrates control in one entity. Our attorneys at AmeriLawyer, a licensed law firm, draft the entire structure.
The series layer walls each property or business line into its own liability compartment under the statute. The class layer, created in the operating agreement, separates control from ownership. Together they answer the two questions every family of wealth asks: how do I protect the assets, and how do I keep control. Our attorneys draft both layers to work as one.
We build this structure for multigenerational real estate families, family investment companies, and holding structures that must isolate assets from each other while a founder or senior generation keeps every vote. If your plan is to transfer wealth without transferring power, this entity was designed for you. Our attorneys confirm the fit before you commit.
Only a few states currently support the combined structure, so the formation state is itself a legal decision. Forming in the wrong jurisdiction can forfeit either the series protection or the class flexibility. Our attorneys select and confirm the correct state for your assets. Email webclerk@amerilawyer.com to review your options.
The structure compounds two planning tools. Nonvoting interests are gifted to heirs over time, and their lack of control and marketability may support valuation discounts that shrink the taxable estate. Meanwhile every property remains walled in its own series. Our attorneys coordinate the entity with your wills, trusts, and tax advisors so every document pulls in the same direction.
Formation requires articles of organization with series authority and an operating agreement that simultaneously establishes the series framework and defines both membership classes. It is the most sophisticated LLC we prepare. Our attorneys draft every provision, because the interaction between series rights and class rights is precisely where template documents fail.
Ours establishes the series creation procedure, the voting and nonvoting classes, distribution and allocation rights per series, transfer restrictions, death and divorce provisions, recordkeeping duties, and the succession of voting control. Every clause is drafted by an attorney against your facts, because this agreement is the entire architecture of the structure.
Yes. Each series can carry its own class mix, so the founders may own one series entirely while children hold nonvoting interests in another and an outside investor holds nonvoting interests in a third. Our attorneys draft each series designation with its own class table, all under one master agreement.