Areas of Practice
Corporate, Commercial & Contract Law | Tax Planning | Tax Litigation | Wills & Estate Planning
Legal Assistant:
Santana Flegel
Profile:
Beaty works extensively in tax, estate planning, and corporate reorganizations. He has prepared documentation respecting Wills, trusts (both inter vivos and testamentary) and legal documentation needed to reorganize share ownership in corporations and to facilitate succession planning and sales to third parties. Beaty has acted as counsel for taxpayers in disputes with the Canada Revenue Agency, including counsel in several reported decisions of the Tax Court of Canada. Beaty has been selected by peers as a leading practitioner in the 2014-2022 editions of The Canadian Legal Lexpert® (Estate & Tax Planning, and Corporate Tax Litigation), as well as in 2023 (Tax Law and Trusts and Estates). He was further recognized as the 2023 Lawyer of the Year for his work in Trusts and Estates in Saskatoon.
Education:
Admitted to the Saskatchewan Bar, 1985
Bachelor of Laws, 1984, University of Toronto
Bachelor of Commerce, with Distinction, 1983, University of Saskatchewan
Seminars, Presentations and Publications:
Lectured in Corporate Law, Saskatchewan Bar Admissions Course (1991-2003)
Presented papers at the Prairie Provinces Tax Conferences, presented by the Canadian Tax Foundation (1989, 2001, 2010), and chaired the CRA Round Table Session (2014)
Presented papers for Continuing Legal Education in Saskatchewan: Saskatchewan Farms – Proprietorships, Partnerships and Corporations (2021), Trusts – Pros and Cons in Light of New Tax Rules (2019), The Use of Trusts in Estate Planning and the RDSP (2014), Tax Consequences in Preparing Wills (1992, 2002), Tax Issues in Estate Planning and Succession (2004), The Purchase and Sale of a Business (1994, 2000), Taxation of Businesses (1996), Tax and Planning Issues for The Small Business (2009), the Goods and Services Tax (1990, 1993) and Ethics Workshop for Corporate Commercial Lawyers (2010)
Co-Presented a paper at the STEP Canada 2014 National Conference on “Enduring Powers of Attorney: A Necessary Evil”
Published extensively, including articles in the Estates Trusts & Pensions Journal
Memberships and Associations:
Chair, Society of Trust and Estate Practitioners [STEP], Saskatchewan Branch (2014-2017)
Chair, Society of Trust and Estate Practitioners [STEP], Awards Committee, (2017-2021)
Member, Society of Trust and Estate Practitioners [STEP], Trust and Estate Technical Committee (2012-2020)
Chair, Tax/Wills & Trusts North Section, Saskatchewan Branch, Canadian Bar Association (1991-93)
Governor, Canadian Tax Foundation (2001-04)
Member, Law Society of Saskatchewan
Member, Canadian Bar Association
Member, Canadian Tax Foundation
Member, Society of Trust & Estate Practitioners [STEP]
Member, Senior Estates & Trusts Practitioners’ Forum
Member, Editorial Board of the Estate Trusts and Pensions Journal (since 2011)
Member, American Bar Association