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Dec Meeting – Adam Cappelli – Vaccinating Your Estate from Entitleitis – Effective ways of transferring values not just valuables
December 10th 2019 @ 05:30 PM - 07:30 PM
Adam co-founded Cambridge LLP law firm in 2010. Cambridge LLP now has four offices in Ontario and over 30 employees (18 lawyers). Adam is managing partner of the Estates Group which focuses on estate planning, administration and estate litigation. Adam has been certified by the Law Society of Ontario as a Specialist in Estates and Trusts Law which has been the focus of his practice for over 22 years.
Adam’s extensive experience in resolving hundreds of estate disputes arising from clients’ poor planning and advisors’ bad advice, has enhanced Adam’s problem solving in complex estate planning matters. Adam often advises executors, trustees, and attorneys in respect of their fiduciary obligations and he is often retained by beneficiaries and trustees in respect of bringing or defending a claim involving an estate or trust.
Adam’s professional experience inspired him to produce and host a popular local TV show “Heirs & Omissions” and to teach estate planning in the MBA program at McMaster University for several years.
Adam is one of the select group of lawyers who have successfully completed both the Certified Financial Planning (CFP) program and the membership requirements of the Society of Trust and Estate Practitioners (STEP). For the last 12 consecutive years, Adam has been voted by his peers as one of “The Best Lawyers In Canada” in the area of Estates and Trusts Law. Adam received his MBA and LLB degrees from the University of Windsor. Prior to that he worked as a financial analyst and investment advisor for IBM Canada and Midland Walwyn Capital, respectively, following his graduation from McMaster University with an Honours Bachelor of Commerce degree.
Adam has lived in Ancaster for the past 26 years with his wife and two daughters. He is passionate about live music and sports.