Attorneys > Mary McCooe

Mary McCooe

Principal

Phone: 617.310.6567

Practice Areas

Business succession planning, mergers and acquisitions, ESOPs and ESOP financing transactions, and employee benefits

Experience

Mary is an attorney in the firm's Corporate and Employee Benefits practices. Mary counsels clients on business succession planning, mergers and acquisitions, ESOPs and ESOP financing transactions, and a broad range of employee benefits issues, including issues involving qualified and nonqualified retirement plans, executive compensation plans, ERISA fiduciary duties and prohibited transactions, and health and welfare plans.

Mary received her J.D. from Boston University School of Law where she was an Editor of the Boston University Law Review and a recipient of a Dean's Award in Employee Benefits. While in law school, Mary interned for the United States Department of Labor was also a teaching assistant at Boston University School of Law in Contract Drafting and Legal Writing.

Prior to law school, Mary worked at a large corporation where she specialized in employee benefits matters and assisted the company in the successful remarketing and implementation of a new health and welfare program for over 7,000 employees.

Expertise

Business succession planning, mergers and acquisitions, ESOPs and ESOP financing transactions, and employee benefits

Education

- J.D., Boston University School of Law (Boston University Law Review, Editor; cum laude; Dean's Award in Employee Benefits)

- B.A., University of Alaska Anchorage (magna cum laude; leadership honors)

Certifications

Admitted to practice in Massachusetts

Affiliations

Boston Bar Association

National Center for Employee Ownership

ESOP Association

Speaking Engagements


"ESOP 101," The ESOP Association New England Chapter Spring Conference, Burlington, MA (March 25, 2019).

"Kickstarting Your ESOP Communications and Committees," The ESOP Association New England Chapter Fall Conference, Mystic CT (October 12, 2018)

"Successful Transition to a 100% ESOP Company," The ESOP Association New England Chapter Spring Conference (Technical Track), Lowell, MA (March 31, 2017).

"ESOP Fundamentals," Heritage Financial Services, Westwood, MA (January 17, 2017)

"Oops! An ESOP Play," The ESOP Association New England Chapter Fall Conference (Technical Track), Killington, VT (October 6, 2017)

"Employee Stock Ownership Plans," Moody, Famiglietti & Andronico, LLP, Tewksbury, MA (June 27, 2017)

"ESOP Fundamentals," ProVisors - M&A Affinity Group, Boston, MA (June 5, 2017)

"Employee Stock Ownership Plans," ProVisors - Boston II Meeting, Boston, MA (June 15, 2016)