Carl B. Lisa, Jr.

(Partner)

1996, Massachusetts; 1996, U.S. District Court, District of Massachusetts; 2003, Rhode Island.

Education

University of Rhode Island (B.A., 1989); University of Massachusetts School of Law (SNESL) (J.D., 1996).

Member

Massachusetts (Member, Sections on: Real Estate Law; Business Law) and American (Member, Sections on: Real Estate Law; Corporate Law) Bar Associations.

Special Agencies

Commissioner, Rhode Island Real Estate Commission, 1997-2005; Attorney for Greenville Water District, Smithfield, RI, 2014 – Present.

Franchisee Representation

Full service representation of franchisees in development and financing of retail franchises; entity formation; purchase and sale of business assets and real estate throughout the United States; employment law; negotiations with franchisors and lenders; work with attorneys as counsel and co-counsel in multiple jurisdictions throughout the United States representing and defending franchisees in compliance, default and termination cases brought by franchisors.

Business Law

Purchase and sale of business assets and real estate; financing; entity formation and dissolution; shareholder/member agreements; mergers, acquisitions and reorganizations; leasing; franchising; civil litigation; mediation; arbitration and settlement negotiations.

Tax Strategies for Corporate Acquisitions, Dispositions, Spin-offs, Split-offs, Split-Ups, Financings, Reorganizations and Restructurings

Draft all documents in connection with qualified tax-free corporate divisions under Internal Revenue Code Section 355.

Family/Domestic Law

Draft and negotiate pre-marital and separate property agreements; co-counsel and/or legal consultant in divorce cases involving business assets and real estate.

Secured Transactions/Financing

Draft private and commercial loan and security documents for commercial and residential lenders; negotiation of loan terms with lenders; representation of borrowers and lenders in commercial financing transactions, workouts and matters of loan defaults. USDA Guaranteed Loans and SBA Loans.

Tribal Law

Draft private and commercial loan and security documents for commercial and residential lenders involving matters of Tribal Law, Treaties, and Sovereign Immunity.

Wills, Trusts and Estates

Draft wills, trusts and estate plans; probate.

Real Estate

Purchase and sale of residential and commercial real estate, draft and negotiate purchase and sale agreements and commercial and residential leases; financing; land development; subdivision of real estate; permitting; zoning; boundary disputes; land use law; title law; agent authorized to issue title insurance policies.

Elder Law

Represent Rhode Island clients and their families in applications for state medical assistance programs as well as administrative appeals.

Practice Areas

A Transactional Law Firm

Concentrating in Franchise, Business, Real Estate Acquisition and Disposition,
Probate/Estates, and Development Law.

Franchise Law / Franchisee Representation

Purchase / Sale and Leasing of Franchise Business. Protection of Franchisee’s Rights.

Corporate Law

Formations, Share Holder / Member Agreements and Dissolutions.

Secured Transactions/Private & Bank Financing

Representation for business transactions of any size from start to finish.

Commercial & Residential Real Estate

Representing Buyers and Sellers in all aspects from contract execution, financing, title, and settlement.

Land Use

Zoning and legal issues pertaining to land use include easements, trespassing, and eminent domain.

Commercial Leasing

Representation of Borrowers and Lenders.

Estate Planning

Assisting families with setting up their estate.

Wills & Trusts

Assisting in affairs and assets to be distributed.

probate

Assisting families with probate.

Representative Clients