Boston University School of Law
Cornell Law School
Bar & Court Admissions
- New York
Memberships & Affiliations
- Massachusetts Bar Association
- American Bar Association
In the areas of corporate and securities law, Lisa has experience in advising individuals and businesses in connection with the formation of a business entity (including providing advice regarding the optimal entity type and ownership structure, making required state and local filings, and drafting the entity’s governing instruments); debt and equity financing; ownership and management succession planning; reorganizations and recapitalizations; commercial and other business contracts; corporate maintenance (including oversight of clients’ annual meeting, reporting and regulatory requirements); and securities regulation (including federal and state regulations governing public companies and private placements).
As part of our Private Client practice group, Lisa drafts estate planning documents for our Massachusetts and New York clients and prepares income tax returns for individuals and entities. She has worked closely with our other attorneys to address unique client needs through the application of sophisticated estate planning techniques such as qualified personal residence trusts, grantor retained annuity trusts, and domestic asset protection trusts. Lisa draws on her complementary experiences in the fields of business law and tax law to assist closely-held businesses and family-owned companies in implementing succession planning strategies which enable clients to accomplish their objectives in a tax efficient manner.
Representative matters include: drafting corporate bylaws and shareholders’ agreements, partnership agreements, limited liability company operating agreements, buy-sell agreements, employment agreements and voting trust agreements; representation of borrowers in connection with asset-based loans and revolving lines of credit from national banks in amounts ranging from $2 Million to $35 Million; preparation and electronic submission of Forms 3, 4 and 5 for filing with the Securities and Exchange Commission on behalf of officers and directors of public companies; preparation of Forms 1040 (individual income tax returns), 1041 (income tax returns for trusts and estates), and 1120-F (income tax returns of foreign corporations); and counseling clients on the tax aspects of transactions involving investments in development projects, the formation or dissolution of joint ventures and partnership arrangements, foreign investment in U.S. real property, and deferred compensation arrangements.Back to Attorneys Page >