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About Charles
Biography
Chuck Roulet is a nationally-recognized attorney, speaker and author. He is frequently asked to speak to groups about estate planning and asset protection.
Chuck limits his practice to wills, trusts, estate and asset protection planning in Minnesota.
In addition to numerous articles, Chuck is the author of the book
"What Happens to Them? What Every Parent Nees to Know About Estate Planning"
Practice Areas
4
Practice Areas
Estate Planning
56%
30 years
Trusts
20%
30 years
Wills and Living Wills
20%
30 years
Business
4%
30 years
Fees and Rates
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Chat withLicenses
Licensed in Minnesota for 26 years
State: Minnesota
Acquired: 1999
No misconduct found
Licensed in Wisconsin for 24 years
State: Wisconsin
Acquired: 2001
No misconduct found
Location
Roulet Law Firm, P.A.
10900 Wayzata Blvd, Suite 135, Minnetonka, MN, 55305
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Charles Dale Roulet's Reviews
Showing 1 - 5 of 7 client reviews from Avvo
Posted by anonymous | October 24, 2018 | Hired Attorney
This review is from a person who hired this attorney.
Excellent CPE Instructor
Chuck was able to give an excellent presentation on Estate Planning for my CPE course. He is able to explain the complex process clearly so others can learn.
Posted by anonymous | September 27, 2017 | Consulted Attorney
This review is from a potential client who consulted with this attorney.
Estate planning webinar
Just finished listening to a great and engaging webinar today by Chuck. Very informative and provided great insight into estate planning and all that entails.
Posted by Lynn and Dave | August 26, 2017 | Hired Attorney
This review is from a person who hired this attorney.
Trust and Estate Planning
We went to a presentation that Chuck did and decided to have him review what we thought were trusts we had done in 2006. Turned out they were wills, not trusts. Chuck did an excellent job of explaining things in layman's terms. In addition, he did a thorough job of going through everything and pro...
Posted by Janard | November 21, 2014
Family Trust
Mr. Roulet drew up our Family Trust along with our will, health care directive, and durable power of attorney. He is very professional and knowledgeable in this field. He was easy to work with and answered all of our questions. We felt very comfortable in working with him. We did refer a family m...
Posted by Jenny | September 4, 2012
Chuck is the only estate planning lawyer you will ever need to talk to
We feel very lucky that we were introduced to Chuck. He is incredibly knowledgable and really listened to what our concers and priorities were. We now feel so much better knowing our estate plan is in place and our child will be well taken care of if something happens. As a father, Chuck really un...
Charles Dale Roulet's Lawyer Endorsements
"Chuck is an exceptional estate planning lawyer. He goes to great lengths to make sure his clients not only get best in class legal work product but that the customer service they receive is way beyond any expectation they could possibly have. I endorse Chuck in the highest regard."
"Charles is an excellent attorney and I would highly recommend him to anyone needing estate planning or elder law."
"Knowledgeable, prompt and thorough sums it up."
"I've know Chuck for almost a decade and have seen his commitment to community education regarding estate planning as well as commitment to his individual client's needs. Most importantly he can knowledgeably handle taxable estates."
"Charles is a helpful, knowledgeable, and dedicated lawyer who is always trying to stay current to pass on those benefits to his clients. He is an upstanding member of the community, and I highly recommend him."
"I collaborated with Chuck Roulet in the preparation of a Commercial Lease Agreement and found him to be extremely knowledgeable in all areas relating to its provisions. I endorse this lawyer for his business law expertise."
"I endorse Chuck for his estate planning work. Chuck is very personable, friendly and he has an excellent knowledge of estate planning law. I admire Chuck for the work that he is doing to protect children and he has written an excellent book on the topic."
"I would highly recommend Chuck Roulet for anyone that needs estate planning. He is a top notch attorney and I would not hesitate recommending any of my clients to him."
"I recommend Charles for anyone seeking assistance with estate planning. He is an experienced and compassionate attorney who works hard for his clients and puts their interests first."
"I strongly endorse Charles Roulet's Estate Planning practice. Charles has developed a reputation among his peers for consistently demonstrating the knowledge, compassion, and attention to detail necessary to provide world class estate planning services to his clients. The biggest compliment that I can give Charles is that I would refer any of my clients to him without hesitation."
"I highly recommend Chuck in the area of Estate Planning. He is a talented lawyer who is both knowledgable and hard working. Most importantly Chuck really cares about his clients."
"Charles is a very talented attorney who has focused his energy to provide extraordinary service to his estate planning clients. His website is one of the best I've seen - chocked full of useful free information that you can use. He is a caring person and detailed person. Someone you can trust. You can't go wrong with Charles Roulet."
"I endorse this lawyer. I haves talked to Chuck about estate planning and find him to be straight forward and approachable. When my daughter returns home to Minnesota I will refer her to Chuck for assistance in prepping wills and trusts. Doesn't that say I believe in this guy?"
"Chuck is a great lawyer. I endorse him without reservation. He is smart, experienced and diligent. In addition, he is a good person who is dedicated to providing the best legal services for his clients."
"I endorse this lawyer. Straight forward, honest, and ethical."
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Experience
Honors
1999
Editor - William Mitchell Law Review, William Mitchell College of Law
1999
Dean's List, William Mitchell College of Law
1998
CALI Award as the top student in Estates & Trusts, William Mitchell College of Law
1998
Dean's List, William Mitchell College of Law
1998
Law Review, William Mitchell College of Law
Work Experience
2001 - Present
Founder & President, Roulet Law Firm, P.A.
2014 - 2015
CE Presenter, CPA Academy
2014 - 2014
CLE Presenter, Strafford Publications
2000 - 2001
Attorney, Lommen, Nelson
1998 - 1999
Research Assistant to Prof. Knapp, Mn Civil Jury Instruction Guide Task Force
1995 - 1996
Legislative Assistant, Shaw Pittman Potts & Trowbridge
Associations
2015 - Present
Wealth CounselMember
2014 - Present
CPA AcademyLaw Professor
2014 - 2014
Strafford PublicationsCLE Presenter
2011 - 2012
Republican National Lawyers AssociationMN Chapter Leader
2010 - 2012
Republican National Lawyers AssociationMN Chapter
1999 - 2011
Minnesota State Bar AssociationMember
Sample of Legal Cases
Estate Planning & Asset Protection for a physician
My clients sleep better at night knowing their children are protected.
Single Mom Wants to Protect her Kids
My client knows her children will be taken care if anything should ever happen to her.
Protecting the Family Home
My clients know their home will go to their daughter upon their passing.
Help Starting a New Business
Stay-at-home mom successfully starts a new business.
Brayton et al. v. Pawlenty
Education
1999
William Mitchell College of Law
JD - Juris Doctor
1995
Georgetown University
BA - Bachelor of Arts
Speaking Engagements
2015
Estate Planning Boot Camp: The Basics for Non-Lawyers
Estate Planning Basics for Financial Professionals
2014
Estate Planning Boot Camp: The Basics for Non-Lawyers
Estate Planning Boot Camp: The Basics for Non-Lawyers
2014
Advanced Portability Strategies in Estate Planning: Navigating Asset Composition, Decoupling, GST Exemption Issues and More
Advanced Portability Strategies in Estate Planning: Navigating Asset Composition, Decoupling, GST Exemption Issues and More
2014
Advanced Portability Strategies in Estate Planning: Navigating Asset Composition, Decoupling, GST Exemption Issues and More
Advanced Portability Strategies in Estate Planning: Navigating Asset Composition, Decoupling, GST Exemption Issues and More
2013
Kids Protection Seminar
Estate Planning for Families
2012
Senior Safety Fair
Estate Planning: Leaving a Legacy
2012
MN Caucuses
MN Caucuses
2012
Kids Protection Seminar
Protecting Your Kids & Leaving a Legacy
2012
Kids Protection Seminar
Estate Planning for Families
2012
Kids Protection Seminar
Protecting Your Kids
2012
Kids Protection Planning Seminar
Kids Protection Planning
2012
Fridley Safety and Wellness
Estate Planning: Leaving a Legacy
2012
Estate Planning: Leaving a Legacy
Estate Planning: Leaving a Legacy
2012
Estate Planning: Leaving a Legacy
Estate Planning: Leaving a Legacy
2012
Estate Planning: Leaving a Legacy
Estate Planning: Leaving a Legacy
2012
Estate Planning: Leaving a Legacy
Estate Planning: Leaving a Legacy
2012
Estate Planning for Families
Estate Planning for Families
2012
Estate Planning for Families
Estate Planning for Families
2012
Estate Planning for Families
Estate Planning for Families
2012
Estate Planning for Families
Estate Planning for Families
2012
Estate Planning for Families
Estate Planning for Families
2012
Estate Planning for Families
Estate Planning for Families
2011
Leaving a Legacy
Leaving a Legacy
2011
Kids Protection Seminar
Protecting Your Kids
2011
How to Start Your Own Business
How to Start Your Own Business
Publications
2015
CPA Academy
Estate Planning Basics for Non-Lawyers
2014
CPAWebEngage
Estate Planning Boot Camp: The Basics for Non-Lawyers
2014
Word Association Publishers
What Happens to Them? What Every Parent Needs to Know About Estate Planning
2014
Strafford Publications, Inc.
Advanced Portability Strategies in Estate Planning: Navigating Asset Composition, Decoupling, GST Exemption Issues and More
2010
Libertas Publishing
Be Your Own Boss: A Fast & Friendly Legal Guide to Starting Your Own Business
2000
MN Business
To Be or Not to Be a Business Entity
2000
Minnesota Civil Jury Instruction Guide
Minnesota Civil Jury Instruction Guide
1999
William Mitchell Law Review
Editor
Languages
English
Activity
Legal Answers
Legal Answers
Q&A
Are living trusts valid for property/assets in multiple states?
10 Nov 2014
Q&A
I am a Canadian with a GC living in US. My mom died + made me executor (she's canadian). Am I subjecting the estate to US taxes?
16 Feb 2014