Practice Areas: Employee Benefits/ERISA, ESOPs, corporate law, business succession and Mergers and Acquisitions (M&A)
Practice Leader – Corporate Law and Employee Benefits
Experience
Terry has over 30 years of experience in the above areas of corporate and employee benefits practice. Prior to co-founding Maselan & Jones, P.C., he was with a large Atlanta law firm and then returned to Boston to practice with a mid-size corporate firm. His experience on both the corporate and benefits sides of the practice gives him a unique insight on the importance of benefits issues in a merger and acquisition transaction, or on the corporate aspects of a succession plan which utilizes an Employee Stock Ownership Plan (ESOP).
Terry also counsels clients directly on the development and design of innovative executive compensation and equity-based compensation programs, as well as problem resolution and representation in government audits of retirement plans. He is an active member of the ESOP Association, the National Center for Employee Ownership, and the Ohio Employee Ownership Center. Terry also speaks frequently on corporate business succession and employee ownership. He was named a Massachusetts “Super Lawyer” in 2005, 2006 and 2007, and a New England Super Lawyer for 2007, the first year of that designation. In addition, he holds the highest (AV) rating from Martindale-Hubbell.
Expertise
Qualified pension and profit sharing plans and ESOPs
Employee plans compliance resolutions program (EPCRS) remediation
Stock options & equity compensation plan design
Entity formation and capitalization
Mergers, acquisitions and reorganizations
Business succession planning
Stockholder and employee agreements
Education
LL.M. – Boston University School of Law, Taxation, 1982
JD – Boston University School of Law; Graduated Cum Laude, 1976
BA – Yale University, 1970
Certifications
Admitted to practice law in the following states: Massachusetts, Rhode Island, and Georgia.
Professional Affiliations
Contributing Author: Ethical Lawyering in Massachusetts (“Ethical Issues for Business Lawyers”), Massachusetts Continuing Legal Education, Inc. 1992 Member of ESOP Association, National Center for Employee Ownership, Ohio Employee Ownership Center United States Tax Court United States Bankruptcy Court
Practice Areas: Intergenerational Estate Planning, Probate, Tax, corporate law, business succession and Mergers and Acquisitions (M&A), International Tax
Experience
James provides corporate consulting and estate planning services to many of the firm’s high net worth individuals, families, and closely held businesses. As the head of the firm’s estate planning and probate practice, James advises these individuals and families with respect to income and estate tax planning, multi-generational tax planning, and tax related charitable planning. He also provides tax and business consulting services to privately held businesses in numerous industries, including the non-profit sector.
Prior to co-founding Maselan & Jones, P.C., James was a tax attorney at a Big Four accounting firm, and then worked as a senior tax attorney in a mid-size corporate law firm.
James has served as a faculty member at several for the Massachusetts Continuing Legal Education, and frequently lectures to business owners, and investment and insurance professionals. He was named a Massachusetts “Super Lawyer” in 2005, 2006 and 2007. In addition, he holds the highest (AV) rating from Martindale-Hubbell.
Expertise
Estate planning and wealth transfer strategies
Domestic and International tax planning
Charitable trusts and private foundations
Non-profit organizations
Tax controversy resolution
Entity formation and capitalization
Family and business succession planning
Asset Protection
Family office advisory
Stock Holder and Employee Agreements
Education
LL.M. – Boston University School of Law, Taxation, 1982
JD – New England School of Law; 1976
BA – Brown University, 1971
Certifications
Admitted to the Massachusetts State Bar
Professional Affiliations
Massachusetts Bar Association
United States Tax Court
Associate Practice Areas: Employee Benefits, Executive and Equity-based Compensation, ESOPs
Experience
Chris assists in the firm’s Employee Benefits and ERISA practice areas. More specifically, he works with the following:
Qualified pension and profit sharing plans;
ESOPs;
Executive and equity-based compensation programs;
Health and welfare plans; and
Compliance with COBRA, HIPAA and Section 409A of the Internal Revenue Code.
Chris has extensive experience in remediation of operational failures under the Employee Plans Compliance Resolution (EPCRS) program, as well as IRS and Department of Labor audits. He has a Certificate of Employee Benefits from Georgetown University Law Center. He also assists in the firm’s corporate practice area.
Expertise
Employee stock ownership plans
Tax planning
Qualified plan corrections
Equity based compensation planning
Welfare benefits
Qualified plan design
Deferred compensation design
Education
LLM – Georgetown University Law Center, Taxation 2005
Georgetown University Law Center, Certificate of Employee Benefits, 2004
JD – Duquesne University School of Law, 2000
BBA – University of Notre Dame, 1997
Certifications
Admitted to practice in Pennsylvania
Professional Affiliations
Member of the National Center for Employee Ownership
Associate Practice Areas: Corporate Law, Mergers and Acquisitions, and Employee Benefits
Experience
Lauren assists in the firm’s practice in the areas of corporate law and mergers and acquisitions. She works with start-ups, business succession planning, mergers and acquisitions, and ongoing business matters for the firm’s corporate clients.
Expertise
Entity formation and capitalization
Mergers and acquisitions
Corporate restructuring
Commercial agreements
Asset allocation planning
Stock holder and employee agreements
Business succession planning
Distribution agreements
Education
JD – Boston University School of Law, Concentration in Business Organization and Finance Law, 2005
BSBA – Boston University School of Management, Concentration in Finance and Management Information Systems, 2002
Certifications
Admitted to practice in Massachusetts
Professional Affiliations
Massachusetts Bar Association
Wild Women Entrepreneurs (an association of female entrepreneurs and business owners)
Boston Young Professionals Association
Paralegal Practice Areas: Corporate Law, Estate Planning and Probate
Experience
Su supports the attorneys at Maselan & Jones, P.C. primarily in corporate law, estate planning, and probate. Su studied International Relations at Tufts University, with a focus on foreign policy and Mandarin Chinese.
Expertise
Estate planning and wealth transfer strategies
Charitable planning
Family and business succession planning
Probate Administration
Education
B.A. – Tufts University (Major: International Relations); 2007
Paralegal Practice Areas: Corporate law, ERISA, Business Formation, and Employee Benefits
Experience
Dave supports the attorneys at Maselan & Jones, P.C. primarily in the fields of corporate law, ERISA and business formation. At Rutgers University, Dave's studies focused on American politics and he was awarded highest honors for his senior honors thesis in the area of political campaign finance.
Expertise
Business Incorporation
Corporate Operational Compliance
Employment Contracts
Qualified Plan Corrections
ERISA Compliance
Education
B.A. Rutgers University - New Brunswick (Major in Political Science and American History); 2008