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. 
headshot of team member Brian J. Bocketti
Partner | Executive Committee | Team Co-Leader - Banking & Financial Transactions
headshot of team member Kevin J. Cross
Managing Partner | Chairman | Executive Committee
headshot of team member John J. Koeppel
Partner | Team Leader - Private Equity | Team Leader- Independent Sponsor
headshot of team member Eileen M. Martin
Partner | Team Co-Leader - Immigration | Team Leader - Canada-U.S. Cross Border
headshot of team member John A. Mueller
Partner | Team Co-Leader - Financial Restructuring & Insolvency
headshot of team member Brendan J. Rich
Partner | Team Leader - Corporate and Mergers & Acquisitions
headshot of team member Dennis C. Vacco
Partner | Executive Committee | Team Co-Leader - Government & Corporate Investigations
headshot of team member Paul F. Wells
Partner | Executive Committee | Team Leader - Real Estate
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