Please click on each of the tabs below to see a list of services offered.

  • Structure and Formation
    • Corporations, sole proprietorships, general partnerships and limited partnerships
    • Share classes and Articles of Incorporation, NUANS name searches, by-laws, organizational resolutions, share certificates and other minute book records
    • Registration of business names and limited partnerships
  • Ownership Agreement
    • Shareholder Agreements
    • Partnership Agreements
    • Joint Venture Agreements
  • Corporate Reorganization
    • Business succession planning, transfer of ownership interest,
    • Amalgamations, use of holding companies and family trusts
    • Estate freezes and rollovers
  • Buying and Selling a Business
    • Letters of Intent, Confidentiality and Non-Disclosure Agreements,
    • Asset Purchase and Share Purchase Agreements
    • Corporate and security searches, due diligence reviews
  • Dissolution, Liquidation and Wind up
  • Debt and Equity Financing
    • Review of loan commitment letters, loan agreements, promissory notes, general security agreements, personal guarantees and indemnities
    • Structure seed, angel and venture capital financings, convertible note and preferred share financings
  • Commercial Agreements
    • Advice on all commercial contracts including leases, employment and consulting services, non-solicitation and non‑competition, manufacturing, supply and distribution, outsourcing, marketing, advertising and sponsorship
  • Licensing and Technology
    • Licensing and buying/selling of patents, copyrights and trademarks, software and technology development, Internet and e‑commerce
  • Trademarks
    • Searches, applications and registrations, enforcement (cease and desist letters, etc.)
  • Franchising
    • Advise both franchisors and franchisees on matters concerning Ontario franchise laws, including disclosure obligations and issues relating to franchise and distribution agreements
  • Regulatory Compliance
    • Privacy, anti-spam, consumer protection, competition and other industry-specific regulations
  • In-House Counsel Support
    • Support for companies that don’t need full-time in-house counsel, and support for existing in-house counsel on special projects, etc.

Incorporation, registration, preparation of by-laws and other organizational documents, corporate governance, and continuance under new not-for-profit legislation (CNCA or ONCA)

  • Will and Estate Planning
    • Planning and implementation of strategies to minimize probate fees and defer taxes, including use of trusts (inter‑vivos, testamentary, family and spousal), joint title of property (with automatic right of survivorship), designated beneficiaries, multiple wills, etc.
  • Incapacity Planning
    • Continuing Power of Attorney for Property, Power of Attorney for Personal Care, Health Care Directive
  • Probate
    • Applications for Certificate of Appointment of Estate Trustee with (or without) a Will
  • Estate Administration
    • Assistance and guidance to executors, estate trustees and others, including interpretation of will provisions and fiduciary duties, administration and distribution of estate assets