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 Christina H. Arthurs
Christina H. Arthurs Counsel 716.853.5100 x1378
headshot of team member Sean P. Balkin
Sean P. Balkin Senior Associate 716.853.5100 x1264
headshot of team member Brian J. Bocketti
Brian J. Bocketti Partner | Executive Committee | Team Co-Leader - Banking & Financial Transactions 716.853.5100 x1278
headshot of team member Brendan F. Conley
Brendan F. Conley Associate 716.853.5100 x1322
headshot of team member Kevin J. Cross
Kevin J. Cross Managing Partner | Chairman | Executive Committee 716.853.5100 x1370
headshot of team member Thomas J. Keable
Thomas J. Keable Partner | Team Leader - Canada-U.S. Cross Border 716.218.7563
headshot of team member Elizabeth M. Klarin
Elizabeth M. Klarin Partner 716.853.5100 x1288
headshot of team member John J. Koeppel
John J. Koeppel Partner | Team Leader - Private Equity 716.262.9330
headshot of team member Eileen M. Martin
Eileen M. Martin Partner | Team Co-Leader - Immigration 716.853.5100 x1347
headshot of team member Vincent M. Miranda
Vincent M. Miranda Partner 716.853.5100 x1277 / 905.319.8964
headshot of team member Paul A. Mitchell
Paul A. Mitchell Partner 716.853.5100 x1367
headshot of team member John A. Mueller
John A. Mueller Partner | Team Co-Leader - Financial Restructuring & Insolvency 716.853.5100 x1383
headshot of team member Brendan J. Rich
Brendan J. Rich Partner | Team Leader - Corporate and Mergers & Acquisitions 716.853.5100 x1240
headshot of team member Charles E. Telford III
Charles E. Telford III Partner 716.218.7572
headshot of team member Dennis C. Vacco
Dennis C. Vacco Partner | Executive Committee | Team Leader - Government & State Attorneys General Investigations 716.853.5100 x1255
headshot of team member Paul F. Wells
Paul F. Wells Partner | Executive Committee | Team Leader - Real Estate 716.853.5100 x1245
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