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All new matters begin with a scoping engagement.

Overview

If you are dealing with a cross border legal issue involving the United States, the first step is to define the structure and strategy.

We do not begin with open ended consultations or general inquiries. We begin with a focused scoping engagement that allows us to assess your situation and recommend a clear path forward.

What to Expect

The scoping engagement is a structured process where we:

  • Review your current situation and objectives
  • Identify the relevant cross border legal, tax, immigration, and estate issues
  • Assess risks and gaps
  • Define a recommended strategy and next steps

This ensures that any work that follows is aligned and efficient.

Who Should Contact Us

You should reach out if you:

  • Are a Canadian business owner planning to enter or expand in the United States
  • Operate an existing U.S. business and need to review or restructure your setup
  • Require coordination between corporate, tax, and immigration considerations
  • Are an executor or family member dealing with U.S. assets in an estate
  • Need assistance with U.S. probate, estate tax filings, or real estate matters
  • Are buying or selling U.S. real estate

Before You Contact Us

To make the process efficient, you should be prepared to provide:

  • A brief description of your situation
  • Details of any U.S. entities, assets, or operations
  • Relevant timelines or upcoming transactions
  • Any existing advisors involved

We will request documents as part of the scoping process if we proceed.

Next Step

Request a scoping engagement.

If your matter aligns with our practice, the next step is to request a scoping engagement.

Contact Information

You can reach us at:

Phone: 519-252-3888
Office: 5886 Wyandotte St E, Windsor, Ontario, Canada N8S 1M8  View on map →

To begin, please complete the inquiry form and we will follow up regarding next steps.

Accessibility

If the inquiry form below is not fully usable with your screen reader, switch device, voice-control software, or other assistive technology, please contact us directly by phone at 519-252-3888 during business hours, and we will complete the intake conversation with you through an accessible channel. We are committed to providing our services in a manner that respects the dignity and independence of every client.

What to Have Ready

To help us assess your matter efficiently, please be prepared to provide the following on the intake form:

  • Your full name
  • Company or organization, if applicable
  • Email address
  • Telephone number
  • A concise summary of the matter and the issues involved
  • Relevant jurisdictions in the United States and Canada
  • Any deadlines or timing considerations

Inquiry Form

Please provide a brief overview of your matter using the secure intake form below. This will allow us to determine whether a scoping engagement is appropriate.

Having trouble with the embedded form? Open the intake form in a new window.

By submitting this form you acknowledge that no lawyer-client relationship is formed until a written engagement is signed.

We focus on cross border matters that require structure and coordination. If your matter falls within this scope, we look forward to working with you.