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       #Post#: 46--------------------------------------------------
       Business Associations Outline 1!!
       By: SunsetSailor Date: February 17, 2011, 4:13 pm
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       1. AGENCY
       1. General
       1. Key points:
       1. Agency is the treat that runs through
       all issues in business associations.
       2. Agency costs:  When you have someone
       acting as an agent, that person can create liability on your
       behalf.  (Note:  you can still have liability w/out actual
       agency).
       3. You can have multiple layers of agency.
       E.g. Employees w/ supervisory powers are both the agents (of the
       mangers to whom they report) and principals (to the employees
       who report to them).
       4. Labeling as principal or agent
       irrelevant (R3Agency: §1.02)
       5. Lawyers are not agents of their clients.
       
       2. “True Agency”
       1. Defined. R3Agency §1.01: Agency is the
       fiduciary relationship that arises when one person (a
       "principal") manifests assent to another person (an "agent")
       that the agent shall act on the principal's behalf and subject
       to the principal's control, and the agent manifests assent or
       otherwise consents so to act.
       1. Satisfaction creates “actual authority.”
       
       2. Intent not required: “otherwise consents
       so to act.”
       1. E.g. Farmer hypo, permitted BigCo
       to have de facto control of business.
       3. Scope of Authority
       1. Power v. Authority
       1. Power:  The ability of a person to
       produce a change in a given legal relation by doing or not doing
       a given act.
       2. Authority:  A type of power.  The power
       of an agent to affect the legal relations of the Principal by
       acts done in accordance w/ the Principal’s manifestations of
       assent to the Agent.
       3. Note:  Every kind of authority is a
       power; however, not all powers are authorized powers.
       2. General
       1. Can be limited or general.
       2. Defined and limited by the
       manifestations
       3. Just because a person has agency
       authority for a P in one respect doesn’t not mean that the
       person has authority in other respects.
       4. There can be a true agency relationship
       with respect to a scope of activity, but when agent acts outside
       of scope is when alternative theories come into play.
       4. Liability to Third Parties in K.
       1. General:
       1. Two sides of the problem:
       1. Liability of P to 3p.
       2. Responsibility of A or actor to P
       (discussed in fiduciary duties)
       2. Theories of Attribution:  A principal
       can be liable to a third party for the actions of an agent under
       five theories which are not mutually exclusive and overlap:
       1. Actual Authority
       2. Apparent Authority
       3. Estoppel
       4. Ratification
       5. Inherent Authority
       2. Actual Authority:
       1. R3Agence §2.01:  An agent acts with
       actual authority when, at the time of taking action that has
       legal consequences for the principal, the agent reasonably
       believes, in accordance with the principal's manifestations to
       the agent, that the principal wishes the agent so to act.
       2. Must prove:
       1. Basis for Actual Authority
       1. True Agency
       2. Manifestation of assent or
       intention by P to A that A has authority to act for the P.
       1. May be explicit
       (designation, expression of authority), or implicit (determined
       by custom: e.g. e/e given job w/out instruction. Look to
       custom).  R3Agency §1.03.
       2. Scope of Authority.  Determined
       by:
       1. Express:  Actual
       designations or expressions.
       2. Implied authority by the
       manifestation.  Take into account:
       1. The context that
       manifestation was made
       2. Any meaning known by
       agent to be ascribed by the principal.
       3. Authority that is necessary
       or incidental to achieving the P’s objectives, as understood by
       A.
       3. Reasonableness.  A’s
       interpretation of the manifestation must be reasonable in light
       of: 1) circumstances that A knows or should have known (R3Agency
       §2.02) and 2) the A’s fiduciary duty to the P. (R3Agency §3.01).
       
       3. Apparent Authority
       1. R3Agency §2.03:  Apparent authority is
       the power held by an agent or other actor to affect a
       principal's legal relations with third parties when a third
       party reasonably believes the actor has authority to act on
       behalf of the principal and that belief is traceable to the
       principal's manifestations.
       2. AA is a power , not an authority.
       3. Agency not necessary.  Indeed, there may
       be no authority at all.
       4. Must show:
       1. Manifestation by principal to the
       third party.
       2. Reasonableness.  3p must
       reasonably believe that the actor has the authority.
       4. Estoppel
       1. R3Agency §2.05.  A person who has not
       made a manifestation that an actor has authority as an agent and
       who is not otherwise liable as a party to a transaction
       purportedly done by the actor on that person's account is
       subject to liability to a third party who justifiably is induced
       to make a detrimental change in position because the transaction
       is believed to be on the person's account, if . . . below.
       2. P is estopped from denying the agency
       relationship and may be liable for something purportedly done on
       P’s behalf.
       3. Manifestations not necessary.
       4. Must show:
       1. P intentionally or carelessly
       caused 3p to believe that act was on P’s account
       2. Or having notice of belief of 3p
       that the belief might cause 3p to change position, without
       taking steps to notify 3p of facts.
       3. 3P has to have been induced to
       make a detrimental change in position because the 3p
       (reasonably) believed that the act or transaction was on P’s
       account.
       1. e.g. Customer calls and
       operator says 6 mo free.  C tells friends.  Supervisor of
       operator hears and does nothing about.  Reasonable?
       5. Note:   This cannot overlap with
       apparent authority since the P has made no manifestation to the
       3p.
       6. Estoppel of an undisclosed P (in
       worksheet, not in class)
       5. Ratification
       1. R3Agency §4.01  Ratification is the 1)
       affirmance of a prior act done by another that 2) may have been
       done without actual or apparent authority.  However, 3) the
       actor must have acted or purported to act as an agent, and 4)
       the person must have full knowledge or notice on order to be
       able to ratify.
       1. A person ratifies an act by:
       1. manifesting assent that the
       act shall affect the person's legal relations, or
       2. conduct that justifies a
       reasonable assumption that the person so consents.
       2. Ratification does not occur unless
       1. the ratification is timely.
       2. the ratification encompasses
       the act in its entirety.
       3. Ratification creates the
       effect of actual authority.
       6. Inherent Authority
       1. Not incorporated into R3Agency.
       2. Used to be a “gap filler”. Now subsumed
       under “implied” actual authority.  Is a power, not authority.
       3. Will often be used to find for little
       guy against the big D.  Court will say A had power and its not
       fair for P to deny liability, notwithstanding fact of a complete
       misunderstanding.
       7. Power given as a security
       1. Incident to an agency relationship.
       2. Created in form of a manifestation of
       actual authority, but for the benefit of the holder of the power
       and not the creator of the power.
       3. e.g.  (stock given as collateral for a
       loan and stockholder asks for right to vote if debtor defaults
       or if loan is outstanding.  Debtor can give this power, but
       holder would not be acting as an agent.  Also, debtor would not
       have any control)
       8. Restitution (remedyso you must still
       establish liability on the putative principle).
       1. P liable to make restitution to 3P’s
       where P is unjustly enriched by A’s actions not within A’s
       actual or apparent authority.
       5. Liability to third party in tort.
       1. General
       1. Concerns attribution of tort liability
       from A to P
       2. Grew out of “master/servant” /
       “respondeat superiorg” doctrine, not agency.
       1. R2Agency:  Master liable for torts
       of servant committed while acting w/in scope of authority.
       3. Tort liability will refer to e/e’s as
       agents, although the definition is broader.
       4. Always consider when establishing a
       business the costs/sacrifices, risks/tradeoffs.
       5. ExamTip! These overlap.  Look for all
       plausible theories of attributing liability.
       2. Direct Liability of P regardless of whether
       the actor was an e/e type or an agent acting within scope of
       authority
       1. Rule:  P is subject to direct liability
       to a 3p for acts of A’s when:
       1. A acts with actual authority.
       R3Agency §7.03(1)
       2. P ratifies A’s conduct.  Id.
       3. The harm was caused by the P’s
       negligence in selecting, training, retraining, supervising, or
       otherwise controlling the agent.  R3Agency §7.05
       4. The P has a special relationship
       w/ the injured person
       1. Defined: Special
       Relationship:  P owes person a duty of reasonable care w/ regard
       to risks arising out the relationship.  (e.g.
       schoolstudent)
       3. Vicarious liability of P for acts of A’s who
       meet the definition of e/e.
       1. Rule:  An employer is subject to
       liability for torts committed by employees while acting within
       the scope of their employment.  R3Agenc 2.04
       1. Test:  1)  Is the person an agent
       who meets the definition of e/edetermined by whether
       there is control.  2) if so, was the conduct within actor’s
       scope of employment or engagement?
       2. Defined:
       1. Employee:  An e/e is an agent
       whose P controls or who has the right to control the manner and
       means of the agent’s performance of work.  §7.07(3).
       1. Note:  Gratuitous
       performance does not relieve P from liability.
       2. Factors considered (R2,
       R3Comment)
       1. Extent of P’s control
       over details of work.
       2. Is the actor employed
       in an obligation or business which is distinct from the putative
       principal’s business?
       3. Is the work usually
       performed under the supervision of this employer?
       4. Skill required in the
       occupation.
       5. Who supplies the
       tools, place of work, etc?
       6. Length of employment.
       7. Method of payment:  by
       time, job, commission, salary, etc.
       8. What do P and the
       actor believe their relationship is?
       9. Is the putative
       principal in business
       3. Characterization of the
       relationship less important than actual exercise of control.
       4. Courts will not focus on
       actual control, but the right to control.
       2. Scope of Employment:  An e/e acts
       w/in the scope of employment when performing work assigned by
       the e/r or engaging in a course of conduct subject to the e/r’s
       control.  An e/e/s act is not within the scope of employment
       when it occurs within an independent course of conduct not
       intended by the e/e to serve the purpose of the e/r.  §7.07(2)
       1. Factors considered, but not
       determinative (R2):
       1. Conduct must be the
       kind the actor was authorized to perform.
       1. Is it the same
       general nature as the kind authorized?
       2. Was it
       incidental to that which was authorized?
       2. Conduct must be
       substantially within the time and scope authorized.
       3. Conduct must be
       actuated at least in part by a purpose to serve P.
       4. If force was used, P
       should have expected that.
       5. Is the act commonly
       done by persons like the actor?
       6. Time, place and
       purpose of the act.
       7. Previous relations
       between actor ad P
       8. Was act outside of P’s
       enterprise?
       9. Was act one that was
       not entrusted to the actor?
       10. Similarity in quality
       of act to the act which was authorized.
       11. Has P furnished to the
       actor the instrumentality of harm?
       12. Extent of the actor’s
       departure from the normal method of accomplishing the task.
       13. Whether the act is
       seriously criminal.
       2. Criminal and forbidden acts:
       may be within the scope of employment even though forbidden,
       done in a forbidden manner, consciously criminal or tortious.
       3. Policy:  E/R who has control
       has greater likelihood to prevent harm.
       3. Examples
       1. Real estate agent hired to sell
       house.  If in accident while driving to house, driving was
       probably not subject to sufficient control.
       2. Truck driver hired on full time
       basis.  E/R dictates routes, etc.  Sufficient.
       3. Person told to pick up chickens at
       a certain time and to carry a radio.  Relationship defined is
       Ind. K’r, but control shows otherwise.  g
       4. Vicarious liability of P for acts of persons
       who do not meet the definition of e/e or even agent (Contractual
       and non-delegable duties, ADA’s).
       1. Independent contractor:  Actor who is
       not an agent who meets the definition of e/e.
       2. Rule:  If the actor is an independent
       contractor or there was a P/A relationship b the conduct was
       outside the scope of employment or the engagement, P still may
       be liable if the P was required by K or otherwise by law to
       protect another.  In that case, P cannot avoid liability by
       delegating performance of the duty to an independent contractor.
       
       1. E.g.: Non-delegable duties,
       Inherently dangerous work, Work that is dangerous in the absence
       of specific precautions.
       3. Even if actor does not fit general
       definition of A, there is VLiability if taken action taken w/
       AAuthority constitutes the tort or action taken with AAuthority
       enabled the actor to conceal the commission of the tort.  R3.
       7.08.
       1. E.g.:  Tort consisted of a
       statement made with AA or a transaction conducted w/ AA.
       2. Note on AA:  You’re looking for a
       manifestation that contributes to the actor being able to commit
       the tort (e.g. P manifests that A has certain skills to 3p).
       6. Fiduciary obligations of agents (responsibility of A
       or actor to P)
       1. Purpose:  We encourage business growth, but
       can’t expose owners to unlimited risk without qualification.
       So, in addition to risks, we have four main principles that
       govern conduct of A’s (real A’s).
       2. Duty of loyalty
       1. Rule: An A has a fiduciary duty to act
       loyally for the P’s benefit in all matters connected with the
       agency relationship.  §8.01.
       1. Rationale:  As an A, you have a
       great deal of knowledge of the enterprise.
       2. Duties of loyalty
       1. Material benefit arising out of
       position.  An A has a duty not to acquire a material benefit
       from a 3p in connection with xactions conducted or other actions
       taken on behalf of the P or otherwise through the A’s use of the
       A’s position.  8.02
       2. Acting on Behalf of an Adverse
       Party.  An A has a duty not to deal with the P as or on behalf
       of an adverse party in a xaction connected with the agency
       relationship.  8.03.
       3. Competition. Throughout the
       duration of an agency relationship, an A has a duty to refrain
       from competing with the P and from taking action on behalf of or
       otherwise assisting the P’s competitors. During that time, an A
       may take action, not otherwise wrongful, to prepare for
       competition following termination of the agency relationship.
       8.04.
       4. Use of P's Property; Use Of
       Confidential Information.  An A has a duty
       1. not to use property of the
       Pl for the agent's own purposes or those of a third party; and
       2. not to use or communicate
       confidential information of the P for the A’s own purposes or
       those of a third party. 8.05
       5. Exception:  P’s Consent/Waiver.
       8.06
       1. Conduct by an A that would
       otherwise constitute a breach of duty as stated in a, b, c, d
       (above) does not constitute a breach of duty if the P consents
       to the conduct, provided that:
       1. in obtaining the P's
       consent, the A
       1. acts in good
       faith,
       2. discloses all
       material facts that the A knows, has reason to know, or should
       know would reasonably affect the P's judgment unless the P has
       manifested that such facts are already known by the principal or
       that the P does not wish to know them, and
       3. otherwise deals
       fairly with the P; and
       2. the P's consent
       concerns either a specific act or transaction, or acts or
       transactions of a specified type that could reasonably be
       expected to occur in the ordinary course of the agency
       relationship.  8.06(1)
       2. An A who acts for more than
       one P in a transaction between or among them has a duty
       1. to deal in good faith
       with each P,
       2. to disclose to each P
       1. the fact that
       the A acts for the other P or P’s, and
       2. all other facts
       that the A knows, has reason to know, or should know would
       reasonably affect the P's judgment unless the P has manifested
       that such facts are already known by the P or that the P does
       not wish to know them, and
       3. otherwise to deal
       fairly with each P. 8.06(2)
       6. Examples.
       1. Accepting a new job and not
       telling e/r not a violation.
       2. Compiling a list of key
       e/e’s not a violation.  Giving away, yes (unless publicly
       available).  But identifying key e/e as good, yes.
       3. Duty of care
       1. Rule.  Subject to any agreement with the
       P, an A has a duty to the P to act with the care, competence,
       and diligence normally exercised by A’s in similar
       circumstances.  Special skills or knowledge possessed by an A
       are circumstances to be taken into account in determining
       whether the A acted with due care and diligence.  If an A claims
       to possess special skills or knowledge, the agent has a duty to
       the P to act w/ the care, competence and diligence normally
       exercised by agents with such skills or knowledge.  8.08
       4. Duty to abide by K
       1. Rule.  An A has a duty to act in
       accordance w the express and implied terms of any K between the
       A and the P.  8.07.
       2. Duty to act w/in scope of actual
       authority and to comply w/ all lawful instructions.
       1. An A has a duty to take action
       only within the scope of the A’s actual authority. 8.09(1)
       2. An A has a duty to comply w/ all
       lawful instructions received from the P and persons designated
       by the P concerning that agent’s actions on behalf of the P.
       8.09(2)
       5. Duty to act reasonably
       1. Rule.  An A has a duty, within the scope
       of the agency relationship, to at reasonably and to refrain from
       conduct that is likely to damage the P’s enterprise.  8.10
       2. Note:  Failure to act reasonably may
       also be a violation of duty of care.
       6. Duty to provide information
       1. Rule.  An A has a duty to use reasonable
       effort to provide the P with facts that the A knows, has reason
       to know, or should know when:
       1. Subject to any manifestation by
       the P, the A knows or has reason to know that the P would wish
       to have the facts or the facts are material to the A’s duties to
       the P; and
       2. The facts can be provided to the P
       without violating a superior duty owed by the A to another
       person.  8.11.
       2. Could be considered a K duty.
       3. Note:  lying is violation of duty to
       provide information.
       7. Recordkeeping, Accounting, Etc.
       1. Rule.  An A has a duty, subject to any
       agreement with the P,
       1. Not to deal w/ the P’s personal
       property so that it appears to be the A’s property,
       2. Note to mingle the P’s property w/
       anyone else’s; and
       3. To keep and render accounts to the
       P of money or other property received or paid out in the P’s
       account.
       2. Could be considered a K duty.
       2. PARTNERSHIPS
       1. General
       1. Benefitspooling of capital/skills.
       Avoiding competition.
       2. ConsequenceRisks associated with the
       partnership”agency” costs.
       3. Under UPA, a partnership is an entity.
       4. Taxes:  a partnership itself does not pay
       taxes, but only files a return.  All profits and losses are
       “passed through” to the partners.
       5. Unlike corporations, partnerships do not
       shield owners from personal liability.
       6. % of a partners economic interest equal by
       default or as otherwise agreed upon.  Compare to a partnership,
       where rights are determined by the % of outstanding share.
       2. Statutory scheme:  Uniform Partnership Act
       1. Default Rules: Rules governing the
       relationship between partners, they can be changed.
       1. e.g. Terminating the relationship,
       decision-making, contribution, fiduciary duties, transfers of
       interest.
       2. Insofar as the rules governing partnership
       deals with relationships between persons not partners, the rules
       cannot change be changed (Rembodied not just in UPA, but
       C.L).
       3. What is a partnership and how is it formed? (not
       default rules)
       1. Formation
       1. Defined:
       1. Two people . . .
       2. Carrying on as co-owners . . .
       (intent to associate as such, not to form P)
       1. Note:  a person can acquire
       an ownership interest w/out a contrib.
       3. A business for profit.
       1. The business doesn’t have to
       earn a profit, but there has to be a profit-making objective.
       2. Not partnerships:
       1. Owner of real estate as J/T, TIC
       (no presumption).
       2. Gross-return sharing systems (no
       presumption)  (e.g. rather than calculate profits, you give
       share of returns).  Pay close attention!
       3. A person who receives a share of the
       profits is presumed to be a partner , unless the profits were
       received in payment:
       1. Of a debt by installment or
       otherwise (e.g. lender says you can repay through profits).
       2. For services as an independent
       contractor or of wages or of other compensation to an employee.
       3. Of Rent payments.
       4. Of annuity or other retirement or
       health benefits to a beneficiary, representative, designee of a
       deceased or retired partner.
       5. Of interest or other charge on a
       loan
       6. For the sale of the goodwill of
       the business or other property by installments.
       7. Note:  presumptions may always be
       overcome.  E.g.  if the parties weren’t carrying on as
       co-owners, thus failing the definition.  See fact pattern 15.
       4. Intent not required (don’t even have to
       be aware).
       5. Partnership agreement isn’t necessary.
       Where they do not, UPA governs.  §103.
       6. The partnership agreement, if the
       parties have one, may not waive or modify certain provisions of
       the UPA, the most important of which relate to duties, fiduciary
       and otherwise, of partners.
       2. Partnership Property
       1. General Rule:  Property acquired by a
       partnership is property of the partnership and not of the
       partners individually (Runder UPA, P is a separate
       entity).
       2. Partnership Property:
       1. Property acquired in the name of:
       1. the partnership; or
       2. one or more partners with an
       indication in the instrument transferring title to the property
       of the person's capacity as a partner or of the existence of a
       partnership but without an indication of the name of the
       partnership.
       1. Note:  it doesn’t
       matter whose name is on the agreement.  P’s often do this to
       hide purchases.  UPA 204.
       2. Property is acquired in the name
       of the partnership by a transfer to:
       1. the partnership in its name;
       or
       2. one or more partners in
       their capacity as partners in the partnership, if the name of
       the partnership is indicated in the instrument transferring
       title to the property.
       3. Property is presumed to be
       partnership property if purchased with partnership assets, even
       if not acquired in the name of the partnership or of one or more
       partners with an indication in the instrument transferring title
       to the property of the person's capacity as a partner or of the
       existence of a partnership.
       4. Property acquired in the name of
       one or more of the partners, without an indication in the
       instrument transferring title to the property of the person's
       capacity as a partner or of the existence of a partnership and
       without use of partnership assets, is presumed to be separate
       property, even if used for partnership purposes.
       1. Note:  if purchased in own
       name w/ own money, not P property.
       4. Liability of partnership and partners to third
       persons
       1. Liability of partners to third parties (not
       default rules)
       1. Partners as agents of the partnership §
       301
       1. Actual Agency Authority:  Each
       partner is an agent of the partnership for the purpose of its
       business.  An act of a partner, including the execution of an
       instrument in the P name, for apparently carrying on in the
       ordinary course the P business or business of the kind carried
       on by the P binds the P, unless the p had no authority to act
       for the P in the particular matter and the person w/ whom the p
       was dealing knew or had received a notification that the p
       lacked authority.  In short, a partner without actual authority
       ma bind the partnership with respect to two categories:
       1. Acts that are in the
       partnership’s ordinary course of business.  Ractual
       authority/agency.
       2. Acts that are apparently in
       the partnership’s ordinary course of business.
       3. Note:  intent to serve the
       partnership, although useful, is not required here as in agency
       tort law under master/servant.
       2. Scope of Agency Authority:  An act
       of a p which is not apparently for carrying on in the ordinary
       course the partnership business or business of the kind carried
       on by the P binds the P only if the act was authorized by the
       other p’s.
       2. Joint and several liability of the
       partnership.
       1. The partnership is liable for a
       partner’s wrongful act (in the course of business or with
       authority) or omission or other actionable conduct.  UPA § 305.
       2. Partners are personally liable
       (jointly and severally) for all partnership obligations unless
       the claimant agrees otherwise. §306
       1. Partners are not personally
       liable for debts incurred before the P’s admission.
       2. Note:  consider in
       conjunction with fact that all p’s are agents, thus binding all
       p’s to any liabilities created.
       2. Liability of Partners to one Another:
       Partnership Duties (default rules subject to limitations on
       modification)
       1. Fiduciary duties §404:  the only FD’s a
       p owes to the P and the other p’s are the duty of loyalty and
       the duty of care.
       1. Note:
       significanceliability in tort.
       1. Duty of loyalty. Limited to the
       following (Rnarrow):
       1. To account to the P and hold
       as trustee for it any property, profit, or benefit derived by
       the p in the conduct and winding up of the P business or derived
       from a use by the p of P property, including the appropriation
       of a P opportunity;
       1. P opportunity.  See
       fact pattern 18.
       2. To refrain from dealing w/
       the P in the conduct or winding up of the P business as or on
       behalf of a party having in interest adverse to the P; and
       3. To refrain from competing w/
       the P in the conduct of the P business before the dissolution of
       the P.
       4. Note:  These are, for the
       most part, the same as the duties owed by an agent to the
       principal.
       2. Duty of care.  DOC to the P and
       other p’s in the conduct and winding up of the P business is
       limited to refraining from engaging in grossly negligent or
       reckless conduct, intentional misconduct, or a knowing violation
       of the law.
       1. Ordinary negligence
       insufficient.
       3. Other duties (not fiduciary:
       1. Good faith and fair dealing
       (not fiduciary source in K law):  A p shall discharge the duties
       too the P and the other P’s under the UPA or under the P
       agreement and exercise any rights consistently w/ the obligation
       of good faith and fair dealing.
       2. Provide information (not in
       UPA, so no liability in tort)
       1. e.g. partnership
       opportunity (lease) in Meinhard v. Salmon.   Note overlap,
       however, with duty of good faith/fair dealing.
       3. A p does not violate a duty
       or obligation under the UPA or under the P agreement merely
       because the p’s conduct furthers the p’s own interest. P must
       disclose.
       4. Generally
       1. A p may lend $ and transact
       other business w/ the partnership, and as to each loan or
       transaction the rights and obligations of the p are the same as
       those of a person who is not a partner, subject to other
       applicable law.
       2. UPA applies to a person
       winding up the P business as the person or legal rep of the last
       surviving p as if the person were a p.
       2. K duties §403
       1. General Rule:  Each p and the P
       shall furnish to a p , and to the legal representative of a
       deceased p or p under legal disability:
       1. Without demand, any info
       concerning the P’s business affairs reasonably required for the
       proper exercise of the p’s rights and duties under the P
       agreement of the UPA; and
       2. On demand, any other
       information concerning the P’s business affairs, except to the
       extent the demand or the information demanded is unreasonable or
       otherwise improper under the circumstances.
       3. Modification of duties/Non-waivable
       provisions UPA 103.
       1. General Rule (MD and most other
       states.  Rfreedom of K).  :
       1. Rules governing the
       relationship between partners) can be modified, subject to
       certain exceptions.
       2. Rules governing the
       relationship between partners and third parties may not
       modified.
       2. Exceptions.  The partnership
       agreement may not:
       1. Eliminate filing duties
       under 105 except to eliminate duty to provide copies of all
       statements to partners.
       2. Unreasonable restrict the
       right of access to books and records
       3. Eliminate the duty of
       loyalty, but:
       1. may identify specific
       types or categories of activities that do not violate the duty
       of loyalty, if not manifestly unreasonable; or
       1. Note:  This
       language often presents difficulty due to deference in
       decision-making.  There’s often a good reason to allow partners
       to do other business (e.g. real-estate) .
       2. Note:  The line
       is generally drawn for unreasonableness when you directly
       compete (e.g. real estate across the street).
       3. Note:  MD and
       other states have modified this approach allowing for free
       competition where there is unanimity among partners.
       4. Note:  Keep in
       mind:  partnership may not be a good business form where you
       want to allow competition, unless you form in a state that
       allows (MD).
       5. Note:  A sole
       investor would want stronger competition restrictions.
       6. Note:  Remember,
       agency is more flexible by providing for waiver.
       2. all of the partners or
       a number or percentage specified in the partnership agreement
       may authorize or ratify, after full disclosure of all material
       facts, a specific act or transaction that otherwise would
       violate the duty of loyalty
       4. unreasonably reduce the duty
       of care
       1. Generally not a
       problem because a low standard.
       5. eliminate the obligation of
       good faith and fair dealing, but the partnership agreement may
       prescribe the standards by which the performance of the
       obligation is to be measured, if the standards are not
       manifestly unreasonable;
       6. vary the power to dissociate
       as a partner, except to require the notice to be in writing;
       7. vary the right of a court to
       expel a partner
       8. vary the requirement to wind
       up the partnership business
       9. vary the law applicable to a
       limited liability partnership
       5. Membership in a partnership (default rules)
       1. General Rule:  A person may become a p only w/
       the consent of all p’s §401(i).
       2. Ownership interests accompanying membership
       1. Types of rights
       1. Economic/Transferable:
       1. Profits
       2. Distributions
       2. Non-Economic/Management Rights
       1. Right to Vote
       2. Right to bindAgency
       Rights
       3. Right to information
       4. Right to fiduciary duties.
       2. Transferable interests (economic):  a
       person’s right to share in profits and losses of the P and right
       to received distributions. §502.
       3. Non-transferable interest, undefined,
       but see §503(a)(3)
       1. Right to participate in management
       or condct of the business
       2. Access to P information.
       3. Right to inspect and copy P books
       and records.
       4. Rationale for distinction:
       3. Note:  everyone is called a partner (except in
       LLP’s).
       6. Partnership Rights Accompanying Membership (default
       rules)
       1. Finance/Money Matters:  Sharing Profits/Losses
       §401(a)-(e), (h)
       1. Partnerships operate under an accrual
       based method of accounting: (recording financial events based
       upon net worth, recognizing revenues even when not yet
       received).
       1. Terminology
       1. Profits: $ earned by the
       partnership.  Doesn’t mean $ available.  Rcapital
       expenditures deduct from profits prior to distribution.
       R2outstanding obligations qualify as a profit.
       2. Losses: $ lost by the
       partnership.
       3. Distributions:  $ going from
       the partnership to your pocket.
       4. Capital Accounts: record of
       what each partner’s interest is worth for partnership purposes
       (analogous to stockholder equity in corps).
       1. Note:  balance may or
       may not reflect actual revenues because outstanding debts are
       recorded under accrual based accounting.
       2. General/Default Rule:  The sharing of
       profits, losses, and distributions (like voting) is equally on a
       per capita basis.
       1. Each p is deemed to have a capital
       account  that is:
       1. Credited w/ an amount equal
       to the money plus the value of any other property, net of the
       amount of any liabilities, the p contributes to the P and the
       p’s share of the P profits; and
       2. Charged with an amount equal
       to the # plus the value of any other property, net of the amount
       of any liabilities, distributed by the P to the p and the p’s
       share of the P losses.
       3. E.g. J puts in 0.  M put in
       5.  M has capital account of 5.  If M’s owe’s a creditor 3 of 5,
       M’s capital account is 3.  (e.g. real estate w/ mort.)
       2. Each p is entitled to an equal
       share of the P profits and is chargeable w a share of the P
       losses in proportion to the p’s share of the profits.
       
       #Post#: 94--------------------------------------------------
       Re: Business Associations Outline 1!!
       By: Embernarn Date: May 20, 2015, 3:44 am
       ---------------------------------------------------------
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       #Post#: 117--------------------------------------------------
       Re: Business Associations Outline 1!!
       By: Sinnongyu Date: March 9, 2018, 12:46 am
       ---------------------------------------------------------
       I've been looking for this for a long time and have the right
       answer.
       #Post#: 145--------------------------------------------------
       Re: Business Associations Outline 1!!
       By: Toonpravena Date: December 12, 2018, 2:47 am
       ---------------------------------------------------------
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