Organizing, Financing, and Advising a Massachusetts Business addresses a variety of formational, operational, and legal aspects of a Massachusetts business entity, most of which are commonly the province of both in-house counsel and lawyers for corporations. Chapters touch on critical aspects of the choice of entity, taxation, fiduciary duties of officers and directors, allocation of interests, contracting with and compensating employees, real estate and environmental issues, antitrust considerations, the disposition of proprietary property, venture capital, and debt financing, going public, and dissolution. Designed for beginning transactionalists and business generalists, as well as lawyers with some experience tackling legal challenges across an organization's life cycle.Practical and Current Information
Table of Contents
Chapter 01 - Choice of Business Entity: General StrategiesAlvin Benjamin Carter, III, Esq.,
Brown Rudnick LLP
Chapter 02 - Tax Aspects of Incorporation
Michael E. Mooney, Esq.,
Nutter McClennen & Fish LLP
Exhibit 2A - Election Under Section 83(b) of the Internal Revenue Code
Exhibit 2B - Stock Restriction Agreement (Short Form)
Exhibit 2C - Application for Security Corporation Status
Chapter 03 - Fiduciary Duties of Officers, Directors, and Business Owners
Thomas S. Fitzpatrick, Esq.,
William F. Griffin, Jr., Esq.,
Exhibit 3A - Sample Amended and Restated Supplemental Executive Retirement Plan
Chapter 04 - Allocating Interests in the Corporation
Samuel L. Batchelder, Jr., Esq.,
Andrew J. Merken, Esq.,
Polsinelli Shalton, PC
Chapter 05 - Employment Agreements
Michelle Cassorla, Esq.,
Davis, Malm & D'Agostine, PC
Tamsin R. Kaplan, Esq.,
Davis, Malm & D'Agostine, PC
Chapter 06 - Equity Incentives for Employees
Anthony Phelix DaSilva, Jr., Esq.,
Mirick, O'Connell, DeMallie & Lougee LLP
Andrew D. Myers, Esq.,
Davis, Malm & D'Agostine, PC
Chapter 07 - Real Estate Issues
Darren M. Baird, Esq.,
Goulston & Storrs, PC
Peter D. Corbett, Esq.,
Goulston & Storrs, PC
Colleen Peters Hussey, Esq.,
Goulston & Storrs, PC
Chapter 08 - Environmental Considerations
Victor N. Baltera, Esq.,
Sullivan & Worcester LLP
Chapter 09 - Antitrust Considerations
Alicia L. Downey, Esq.,
Downey Law LLC
Exhibit 9A - Primary Sources of U.S. Antitrust Agency Guidance
Chapter 10 - Protecting Proprietary Information
Michael J. Cavaretta, Esq.,
Morse
Stanley F. Chalvire, Esq.,
Morse
Matthew L. Mitchell, Esq.,
Morse
Amanda E. Schreyer, Esq.,
Morse
Chapter 11 - Venture Capital Financing
Lori A. Basilico, Esq.,
Locke Lord LLP
Christopher M. Flanagan, Esq.,
Locke Lord LLP
Heather M. Stone, Esq.,
Locke Lord LLP
Chapter 12 - Debt Financing
Malcolm Gordon Henderson, Esq.,
Foley Hoag LLP
Chapter 13 - Going Public
Michael J. Minahan, Esq.,
Goodwin Procter LLP
Chapter 14 - Liquidation and Dissolution
Drew S. Douglas-Steele, Esq.,
Casner & Edwards LLP
Peter I. Dunn, Esq.,
Casner & Edwards LLP
Daihui Meng, Esq.,
Casner & Edwards LLP
Exhibit 14A - Vote of Stockholders
Exhibit 14B - Secretary’s Certificate
Exhibit 14C - Articles of Dissolution
Exhibit 14D - Articles of Revocation of Dissolution
Exhibit 14E - Application for Reinstatement Following Administrative Dissolution
Exhibit 14F - Application for Revival
Exhibit 14G - Form 966: Corporate Dissolution or Liquidation
Authors
Editor(s)Michael E. Mooney, Esq.,
Nutter McClennen & Fish LLP, Boston
Author(s)
Darren M. Baird, Esq.,
Goulston & Storrs, PC, Boston
Victor N. Baltera, Esq.,
Sullivan & Worcester LLP, Boston
Lori A. Basilico, Esq.,
Locke Lord LLP, Providence
Samuel L. Batchelder, Jr., Esq.,
Alvin Benjamin Carter, III, Esq.,
Brown Rudnick LLP, Boston
Michelle Cassorla, Esq.,
Davis, Malm & D'Agostine, PC, Boston
Michael J. Cavaretta, Esq.,
Morse, Waltham
Stanley F. Chalvire, Esq.,
Morse, Waltham
Peter D. Corbett, Esq.,
Goulston & Storrs, PC, Boston
Anthony Phelix DaSilva, Jr., Esq.,
Mirick, O'Connell, DeMallie & Lougee LLP, Worcester
Drew S. Douglas-Steele, Esq.,
Casner & Edwards LLP, Boston
Alicia L. Downey, Esq.,
Downey Law LLC, Boston
Peter I. Dunn, Esq.,
Casner & Edwards LLP, Boston
Thomas S. Fitzpatrick, Esq.,
Christopher M. Flanagan, Esq.,
Locke Lord LLP, Boston
William F. Griffin, Jr., Esq.,
Malcolm Gordon Henderson, Esq.,
Foley Hoag LLP, Boston
Colleen Peters Hussey, Esq.,
Goulston & Storrs, PC, Boston
Tamsin R. Kaplan, Esq.,
Davis, Malm & D'Agostine, PC, Boston
Daihui Meng, Esq.,
Casner & Edwards LLP, Boston
Andrew J. Merken, Esq.,
Polsinelli Shalton, PC, Boston
Michael J. Minahan, Esq.,
Goodwin Procter LLP, Boston
Matthew L. Mitchell, Esq.,
Morse, Boston
Michael E. Mooney, Esq.,
Nutter McClennen & Fish LLP, Boston
Andrew D. Myers, Esq.,
Davis, Malm & D'Agostine, PC, Boston
Amanda E. Schreyer, Esq.,
Morse, Waltham
Heather M. Stone, Esq.,
Locke Lord LLP, Boston
