Sully Chapman Beattie Solicitors / Areas of Practice

areasofpractice

AREAS OF PRACTICE

 

Sully Chapman Beattie LLP is a boutique law firm specializing in practice of the areas of law commonly associated with that of a Solicitor, as opposed to that of a “Barrister” who commonly does more litigation and other contested legal matters – most of which involve the various levels of Court.  As Solicitors, Kent and Kevin have focused their practices on the following legal areas:

 

PLEASE CLICK ON THE HEADINGS FOR MORE INFORMATION

Real Estate Conveyancing

We act for both buyers and sellers of new and used homes throughout Central Alberta. For most first-time homebuyers, the purchase of their first home is an exciting time. However, many homebuyers are surprised by the amount of legal “red tape” and new information they’re faced with in considering their purchase. For many, the most significant financial transaction up to this time may have been the purchase of a vehicle. In such a situation, it is a relatively straightforward and simple exchange of money for property. As you may already know, buying a home is a bit more complicated, but it’s our view that the lawyer’s job is to make your home purchase just as simple. Because this is probably one of the most significant financial events of your life, it is important that you are well informed about the whole transaction. As a lawyer, our job is not only to protect our client’s legal and financial interests, but we are also an integral player in the transaction whose job is also to answer any questions the client may have, work together with your Realtor and your bank or Mortgage Broker and help the client make sense of all the new information they are faced with.

Residential and Commercial Construction and Development

Sully Chapman Beattie LLP represents a number of major home builders, developers and contractors who do business in Red Deer and the Central Alberta Region. In our capacity as their legal representative, we assist those clients with a wide range of issues pertaining to their businesses of contracting, development and sales: Transactions relating to land procurement and development; working with relevant municipal governments associated with development applications and permits; dealing with issues arising under Alberta’s Builder’s Lien Act, and all other related legal services as needed.

Commercial Secured Financing

We are often called on to act on behalf of lending institutions as well as our clients for the purposes of preparing and registering the security documentation in connection with a variety of credit facilities to assist in their business needs. Often this includes secured financing with attendant registrations with Land titles and Alberta’s Personal Property Registry, all due diligence related to confirming corporate validity and all supporting documentation necessary.

Buying and Selling Businesses

  • Drafting letters of intent regarding the purchase or sell of shares or assets of a business.
  • Conducting searches and assisting clients with due diligence
  • Drafting formal sale and purchase agreements

Incorporations and Corporate Organizations

Our firm acts for approximately 400 corporations in the capacity as their legal counsel. The size of these corporate clients are many and varied: from sole or small shareholder �Mom & Pop� type operations, to large multifaceted complex Corporate structures involving amalgamated companies, holding companies, operating companies, family trusts and all combinations in between.

Not only are we the Registered Office for our client company, we also attend to preparing all of the documentation necessary to filing an Annual Return to Alberta�s corporate Registry in order to maintain our clients continued valid status as a company.

We also have a significant number of corporate clients who require themselves to be registered extra-provincially, in neighbouring provinces, or alternatively, are an out-of-province company that needs to be registered here in Alberta in order to conduct business. We have the necessary experience with attending to these unique needs as well as the necessary professional connections to make the process of extra provincial incorporation simple and straight-forward. We are also experienced with incorporating companies at the federal level.

Commercial Leases

At Sully Chapman Beattie LLP, we have experience with the preparation and negotiation of all types and forms of commercial Leases – whether the client is the landlord or tenant. We will assist in advising our client of all of the pertinent terms and conditions fundamental to the lease, as well as tailor a landlord’s lease to the specific use intended or for the particulars necessary of the property itself.

Commercial Contracts and Agreements Franchise Agreements

  • Confidentiality and Non-Competition Agreements
  • Easements, Rights-of-Way Agreements, and Caveats
  • Shareholder Agreements

Franchise Agreements

Kent and Kevin both have past experience is assisting clients with interpreting and negotiating franchise agreements – primarily on behalf of the client as franchisee / business owner.

Wills & Estate Planning

Having a properly constituted and valid legal will is the cornerstone of your Estate Planning. Many people spent the time and money to ensure that their life insurance is sufficient, their finances are arranged to provide for retirement and subsequent beneficiaries, but then they often forget to do a proper will. Without a valid will, an individuals property would be gifted in accordance with Alberta’s Intestate Succession Act. Contrary to popular misunderstanding however, the government does not get your property if you have no will – rather if you die intestate (without a will) this legislation provides the default rules for who will benefit from your estate.

If you have minor children, special provisions must be made through the contents of your Will to ensure that they and their entitlements are looked after by a Guardian and Trustee of your choosing and appointment. Without a valid Will appointing Guardians and Trustees for minor children, it is ultimately up to the Court to decide who best to look after the child(ren) and their Trust benefits.

There are many traps and pitfalls associated with using off-the-rack “legal will kits”, as well as opting to do your own holographic (handwritten) will: particularly if you have anything but simple gifting provisions. A properly drafted will, prepared by one of our lawyers is the best way to ensure the passing of your estate occurs exactly as you intend.

As part of your Estate plan, we will discuss the necessities of both an Enduring Power of Attorney and a Personal Health Directive. These documents are crucial to determining who will look after your personal and financial affairs in the event you suffer a medical event or injury that leaves you incapacitated.

Estate Freezes and Family Trusts

We have experience with preparing the documentation necessary to the creation of these types of legal entities – which in many cases can be quite complex. Our firm works in consultation with the Client’s accountant or professional adviser in creating these structures with the intent of maximizing tax savings as provided for and allowed by Canada’s Income Tax Act.

Administration of Estates

If you find that you have been appointed the Executor or Personal Representative to someone’s estate – your first thought is that this is a huge and daunting task! To be sure, the administration of an estate creates specific legal duties upon the Executor – as well as an often significant administrative burden connected with the inventory and collection of the deceased’s assets and liabilities, the sale and transfer of same where necessary, and most importantly, the preparation of any and all documentation necessary in an application to the Court of Queen’s Bench for a Grant of Probate and Administration, or any other Court applications that may be necessary in the circumstances in order for the Executor to fulfill their duties.

We have the sufficient expertise and experience to assist the Executor with all facets of administrating an Estate to completion.

Connecting our Client with other Trusted Professionals

We have numerous working relationships with many other professional advisers in Central Alberta, such as realtors, accountants, financial planners, insurers, business and land appraisers and other legal counsel. In the course of our representation, we sometimes find our clients require professional expertise in other matters specifically unrelated to our own. We therefore ensure that, where necessary, we are able to refer and connect our clients with the best possible professionals available to suit their unique needs.

PRACTICE AREAS

Real Estate Conveyancing
Commercial & Secured Financing
Incorporations and Corporate Organizations
Commercial Contracts and Agreements
Wills and Estate Planning
Administration of Estates

Residential and Commercial Construction and Development
Buying and Selling Businesses
Commercial Leases / Franchise Agreements
Estate Freezes and Family Trusts

L.A. Radio Group Inc.

In 2015, following the difficult decision to sell our broadcasting company, we turned to Sully Chapman Beattie to manage this acquisition, as well as provide experience in an area of business we were unfamiliar with. Kevin Beattie and his team of professionals created a very positive atmosphere for us, while ensuring a smooth transition for all parties involved. Not only were we grateful for Mr. Beattie’s expertise, the purchasers were also very impressed with the communication lines that were created and utilized throughout the entire process. We recommend Sully Chapman Beattie for, not only their years of expertise, but also for recognizing our vision and ensuring all of our goals were met. Kevin and his team of pros played a very important role during this chapter of our lives, and we thank them for everything.

Troy and Sonia Schaab

Century 21 Advantage

I started referring my real estate buyer and seller clients in 2002. The feedback from my clients has always been positive. They’ve appreciated his straightforward approach and ability to relay the complex in a manner that was easy to digest. When my personal business needs evolved to requiring corporate and estate planning I called Kevin Beattie. I’ve always found that everyone associated with our file, from front reception, legal assistants, and all points of contact in-between to be friendly, timely and above all understanding and helpful.

Patrick Galesloot

CGL Strategic Business & Tax Advisors

As a Chartered Professional Accountant specializing in tax matters I see the work of many law firms. After assisting many clients that had already dealt with Sully Chapman Beattie LLP, I chose them for some of my own corporate contractual work. I chose this firm for my own needs because of their dedication to accuracy and more than friendly customer service. They are always willing to assist no matter how minor the question may be. The value for money is well worth it, and they always take pride in their work. From the receptionist that greets you, to the legal assistant on the file, to the lawyer themselves, the service of this firm is hard to beat in Red Deer.

Cory G. Litzenberger

Larkaun Homes

We have been using Sully Chapman Beattie for over 13 years and have always been happy. Everyone at this office is very easy and pleasant to communicate with. Our corporate lawyer, Kevin Beattie, is thorough and to the point. He is respectful with our time and efficiently translates legal terminology into English we understand. We recommend Kevin and the amazing staff at Sully Chapman Beattie to everyone!

Natalie Paetz, Larkaun Homes Ltd.

CONTACT INFORMATION

Tel: 403-342-7715
Fax: 403-348-5955
E-Mail Us

Address: 202 Park Place
4825 - 47th Street, Red Deer, Alberta T4N 1R3

© 2016 Sully Chapman Beattie