I assist my individual clients in the areas of Taxation Law, Wealth Management Law, Asset Protection Law (including offshore jurisdictions), Wills & Estate Planning, Estate Administration, and Corporate and Business Law. I help my individual clients to manage wealth through preparation and administration of Wills, Trusts and Estates, including offshore jurisdictions. I assist clients with obtaining probate (Certificate of Appointment) and provide general Estate Administration legal advice. I also represent my individual clients in civil, business, commercial, intellectual property, real estate and wills/estates litigation matters before the Ontario Superior Court of Justice, the Tax Court of Canada, and Federal Court of Canada. Finally, I assist my individual clients in responding to audit inquiries from tax authorities, negotiating with tax authorities on behalf of my individual clients, preparing notices of objection and appeals against tax assessments and litigating tax disputes (CRA litigation) at all judicial levels, including the Ontario Superior Court of Justice, the Tax Court of Canada and the Federal Court of Canada.
I assist my business clients in establishing of legal presence through protection of corporate and intellectual property interests, including incorporation of businesses, preparation of shareholders' agreements, preparation of business agreements, registration of trademarks, including trademark opposition proceedings, and patents, and resolution of business conflicts, including business and intellectual property litigation. In my business practice, I advise on issues concerning wealth management, asset protection, incorporation in off shore jurisdictions, shareholders' agreements, merger agreements, partnership and joint venture agreements. Some of the most frequent business law services provided to business clients include:
- Incorporation of new business and preparation of shareholders' agreements;
- Incorporation of new business in offshore jurisdictions;
- Wealth and asset protection and management in offshore jurisdictions;
- Preparation of partnership agreements;
- Monitoring compliance with corporate laws;
- Preparation and review of commercial real estate leases;
- Introduction and Distribution of New Products - technology licensing agreements, technology transfers, technology royalty agreements, intellectual property protection strategy;
- Access to Venture Capital - angel investors, venture capital investors, strategic partners, joint ventures, private placements, reverse takeovers, IPO readiness;
- Purchase and Sale of Businesses - asset and share sales, management buy-outs, family succession, shareholder buy-sells and dispute resolution;
- Shareholder and Partner Disputes - acting for oppressed minority or advising control group and negotiating voluntary or involuntary exits with and without litigation;
- Corporate Reorganizations - strategize and implement key employee buy-ins, capital restructurings with owner/operators;
- Employment Agreements and Employment Disputes - acting for employees or advising corporate management and negotiating voluntary or involuntary separation between a company and an employee;
- Private and Not-for-profit Associations - advise on corporate, governance, and HR aspects of non-profits;
- Exempt Offerings of Securities - preparation of Offering Memorandum, key agreements, multiple closings, advise and preparation of documents for closely-held issuer offerings;
- Source and Implement Debt Finance - secured bank loans, term equipment loans, bulk lease financings, convertible debentures, factoring, asset-based lending.
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