Employee Benefits/ERISA, ESOPs, corporate law, business succession and Mergers and Acquisitions (M&A)Practice Leader – Corporate Law and Employee Benefits
Terry has over 35 years of experience in the above areas of corporate and employee benefits practice. Prior to co-founding Maselan & Jones, P.C., he was with Powell, Goldstein, Frazer & Murphy in Atlanta and then returned to Boston to practice with Csaplar & Bok. 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 program and worker cooperatives, as well as problem resolution and representation in IRS and Department of Labor audits of retirement plans. He is a 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. Terry is a former Lieutenant in the United States Navy, having served on active duty in the Persian Gulf and Indian Ocean as an anti-submarine officer on destroyers prior to law school.
- Qualified pension and profit sharing plans and ESOPs- Employee plans compliance resolutions program (EPCRS) remediation- Stock options & equity compensation plan design- Worker Cooperatives- Entity formation and capitalization- Mergers and acquisitions- Business succession planning- Stockholder and employee agreements
LL.M. – Boston University School of Law, TaxationJD – Boston University School of Law; Graduated Cum LaudeBA – Yale University
Admitted to practice law in Massachusetts, Rhode Island, and Georgia.
Member of ESOP Association, National Center for Employee Ownership, Ohio Employee Ownership Center, United States Tax Court
“Advising a Massachusetts Business.” Massachusetts Continuing Legal Education. (2011): Chapter 19, Employee Stock Ownership Plans.“Ethical Lawyering in Massachusetts.” Massachusetts Continuing Legal Education. (3rd Ed., 2013): Contributing Author, Ethical Issues for Business Lawyers