Adam Cappelli

Founder

Adam co-founded Cambridge LLP law firm in 2010 and co-manages the Estates Group where the focus is 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 sole focus of his practice for nearly three decades.

Adam’s extensive experience in resolving hundreds of estate disputes, caused by poor planning or bad advice, has enhanced Adam’s problem-solving skills for clients with special planning needs. 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 a trust.

The Canadian Italian Business & Professional Association (CIBPA) for Hamilton & Halton selected Adam as the sole recipient of it’s distinguished “Professional Excellence Award” in 2021. Adam’s professional experience inspired him to produce and host two local weekly cable TV shows “Heirs & Omissions” and “Legal Ease”, and more recently a weekly live webcast “WillPower Wednesdays”, which examine many contemporary legal issues. Adam’s expertise also gave him the opportunity to lecture estate planning in McMaster’s DeGroote MBA program 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). Every year since 2006 Adam has been voted by his peers as one of “The Best Lawyers in Canada” in the area of Estates and Trusts Law. Adam completed his Honours Bachelor of Commerce degree at McMaster University and then received his MBA and law degrees from the University of Windsor.

Every year since 2008 Adam has participated in JDRF’s “Ride for a Cure” to raise money to find a cure for Type 1 Diabetes. Outside of law Adam is passionate about live music and sports.

Organizations & Activities

  • Co-Chair of the Juvenile Diabetes Research Foundation “Ride For Research” Corporate Challenge – Hamilton (Since 2008)
  • Member of the Law Society of Upper Canada (Since 1996)
  • Member of Hamilton Law Association
  • Member of the Halton Law Association
  • Former member of Estate Planners’ Council of Oakville
  • Former member of Estate Planners’ Council of Hamilton (1998-2008)
  • Former member of the Hamilton Club (1996-2008)
  • Former sessional Instructor, M.B.A Program – Level II, Estate Planning, Degroote School of Business, McMaster University
  • Former member of the Planned Giving Committee for the Hamilton Health Science Foundation
  • Former member of the Board of Directors for the McMaster University Foundation (Since 2006)

Conferences & Lectures

Presented at estate planning workshops and seminars sponsored by Assante Capital Management Ltd., CIBC Woody Gundy Inc., Dundee Securities Corporation, Dundee Wealth Management Limited, RBC Dominion Securities Ltd., RBC Investments Limited, The Royal Bank of Canada, Burgeonvest Securities Limited, Laurentian Financial Ltd., Berkshire Investment Group Inc., Merrill Lynch Canada Inc., Pearson-Dunn Insurance Brokers, Berkshire Securities Inc., AIC Investments Inc., Great West Life Insurance Company of Canada, Investors Group Ltd., Bick Financial Security Corporation, Kingsgate Financial Corporation, Integrity Wealth Man- agement Ltd., TD Waterhouse Ltd., BMO Nesbitt Burns Ltd., Scotia MacLeod Inc.

Presented at estate planning workshops and seminars sponsored by VON Hamilton, McMaster University School of Social Work, Canadian Association of Gift Planners, McMaster Centre for Gerontological Studies, Hamilton Estate Planners Council, Canadian Association of Financial Advisors, The Alzheimer’s Society of Hamilton, The Hamilton Regional Cancer Centre Foundation, Catho- lic Family Services, The Funeral Advisory Society of Hamilton, Ontario Friends of Schizophrenics Society, Joseph Brant Memorial Foundation, The Parkinson’s Society of Hamilton, Wellwood Cancer Assistance Centre, St. Joseph’s Healthcare Foundation, Canadian Association of Interns & Residents

Other Experience

  • Special Guest Speaker on local radio & television programs to provide commentary on various estate planning topics
  • Former columnist for the Hamilton Spectator Newspaper on the topic of Estate Planning in the Law & Money Section
  • Former Producer/Host and Writer – Heirs & Omissions Television Program (2011-2015)
  • Paper presented to the International Section of the Florida Bar Association entitled “Estates and Trusts in Ontario” (August 2003)
  • Presented at the Canadian Dental Association CLE program on “Estate Planning for Professionals” (March 2003)
  • Authored handbook entitled “Empowering Your Attorney – A practical guide for appointing and acting as a “Power of Attorney for Property in Ontario” (2002)

Publications