Lippes Mathias lawyers have assisted Canadian businesses and individuals with their U.S. transactions, activities and investments for more than 35 years. The firm has a Toronto-area office, and several of our lawyers devote the majority of their practices to serving the needs of Canadian clients.
Our Cross-Border Team has extensive experience with U.S. legal issues frequently faced by Canadians and the solutions to those.
Focus Areas:
- Agreements – The preparation of agreements for a wide variety of transactions and situations, including “Americanizing” Canadian forms of agreements for U.S. use.
- Entities – The formation of entities for U.S. activities and investments, and devising entity ownership structures.
- Estates and Trusts – The preparation of wills, trust agreements and other documents to limit exposure to U.S. estate tax and avoid ancillary probate proceedings.
- Finance and Banking – Assisting lenders and borrowers with transactions having U.S. aspects, and in the preparation and negotiation of loan and security agreements.
- Government Investigations and Enforcement Actions – Assisting Canadian firms regarding government investigations and regulatory compliance reviews.
- Immigration – We have great familiarity with the immigration issues faced by Canadians engaging in cross-border activities, and assist business personnel and individuals in gaining admission to the U.S.
- Insurance Recovery, Counseling & Litigation - Resolving complex coverage disputes, securing carrier participation in defense and settlement of claims, and maximizing insurance recoveries.
- Intellectual Property – Registering intellectual property in the U.S., and assisting with the licensing, transfer and enforcement of intellectual property and rights in the U.S.
- Labour and Employment – Providing employment advice and assisting with proceedings concerning U.S. employees.
- Litigation – Assisting with U.S. claims, actions and proceedings.
- Mergers and Acquisitions – Assisting with all aspects of the purchase and sale of U.S. companies and assets.
- Private Equity – Advise Canadian investors on U.S. private equity fund formations, investments, and secondary transactions.
- Real Estate – Assisting with the acquisition, development, financing, leasing and operation of U.S. properties, including office and industrial buildings, shopping centers, hotels, mixed use and other properties.
- Securities – Advising Canadians with federal, state and local tax issues arising from their U.S. activities and investments.
- Tax – Assisting Canadians with federal, state and local tax issues arising from their U.S. activities and investments.
- Venture Capital – Assisting with arranging, negotiation and closing of venture capital and emerging company transactions.
Team
Partner | Executive Committee | Team Co-Leader - Banking & Financial Transactions
![headshot of team member Kevin J. Cross](https://www.lippes.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBcUVNIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--023d99e6cf1ab35939db76ab89f73ca858eb08b2/Cross%20Headshot%20Web.png)
Managing Partner | Chairman | Executive Committee
![headshot of team member John J. Koeppel](https://www.lippes.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBcnNOIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--1eaf8423c92cf55bbf62deb2eedb5c2033bb8adb/Koeppel%20Headshot%20Web.png)
Partner | Team Leader - Private Equity | Team Leader- Independent Sponsor
![headshot of team member Eileen M. Martin](https://www.lippes.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdE1OIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--aa27195f760e8adb79fb03f0071e5db1ca4c8d0e/Martin%20Headshot%20Web.png)
Partner | Team Co-Leader - Immigration | Team Leader - Canada-U.S. Cross Border
Partner | Team Co-Leader - Financial Restructuring & Insolvency
![headshot of team member Brendan J. Rich](https://www.lippes.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBXZz09IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--8c69afea9f61f51f279b9ac806b21b9066de0df2/Rich%20Head.png)
Partner | Team Leader - Corporate and Mergers & Acquisitions
Partner | Executive Committee | Team Co-Leader - Government & Corporate Investigations
![headshot of team member Paul F. Wells](https://www.lippes.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbnNCIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--1091c648950d1060cbef038c06ea9df737224c6c/Wells%20head%20-%20resized%20for%20website%20.jpg)
Partner | Executive Committee | Team Leader - Real Estate
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