Joe concentrates his practice in general corporate matters, business transactions and financing, formation of business entities, corporate finance, stock and acquisition and sale transactions, real estate transactions and developments. He advises clients regarding shareholder agreements, insurance arrangements, general contract matters, employment relationships, operating agreements, buy-sell agreements and transition planning. Joe also advises clients regarding estate planning and estate administration.
Joe’s clients are involved in various business enterprises including the manufacturing and service industries, restaurants, food and beverage concessions, motion picture theater operation and development, commercial development and real estate construction.
He is a frequent speaker on topics relating to the startup and financing of restaurants and all matters associated therewith.
Prior to joining the Firm, Joe was a partner at Looney & Grossman LLP, Boston, Massachusetts, from 1994 until 2015, managing partner for 6 years and a member of the management committee for 12 years. From 1975 until 1994, Joe was a member of Roberts, Newman & Katz, PA.
Practice Areas
Corporate & Business
Public Finance
Real Estate
Education
Boston University School of Law, J.D.
Bates College, B.A.
Bar Memberships
Massachusetts
U.S. District Court, Massachusetts
Professional Affiliations
- Boston Bar Association
- Estate Planning, Corporate and Real Estate Law Sections
- Massachusetts Bar Association
- Estate Planning, Corporate and Real Estate Law Sections
- Volunteer Lawyers to the Arts Panel
- American Bar Association
- Estate Planning, Corporate and Real Estate Law Sections
- Massachusetts Conveyancers Association
- Massachusetts Restaurant Association
Boards and Community Activities
- Bates College
- Trustee Emeritus
- Cheney Society
- Beth Israel Hospital
- Cardio Vascular Advisory Committee and Sub-Board of Directors Standing Committee
- City of Newton, Youth Sports
- Former Director, Coach, and Officer
- Boston Guild of Oenophilists
- The Farm at Chestnut Hill Condominium Association
Representative Transactions
- Advised restaurant startup operation from inception in licensing, lease negotiation, funding, employment matters and opening.
- Advised advertising, public relations and promotions company as to all aspects of its business operations throughout the United States and Canada.
- Represented public amusement and sports arena food and beverage concession-company in concession operations throughout the United States.
- Structured and advised liquidation of construction subcontractor.
- Represented individual in significant estate planning and then administration of decedent’s estate including utilization of qualified personal resident’s trust, charitable remainder unitrust and full qualified marital trust planning.
- Represented multi-unit restaurant operation as to funding and lease negotiations.
Honors
- Massachusetts Super Lawyer, 2012 – 2018
- Boston Magazine Top Restaurant Lawyer, 2004
Recognitions