Charles Dale Roulet

Estate planning Attorney at Minnetonka, MN

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Resume

Excellent CPE Instructor

Estate planning webinar

About Charles

Learn Charles’s areas of practice.

Practice areas

Estate planning

56%

Wills, trusts, health care directives and powers of attorneys.

27 years
Trusts

20%

27 years
Wills and living wills

20%

27 years
Business

4%

We help clients start, grow, buy, sell and transition their business. We also assist with commercial sales and leasing as well as business contracts.

27 years

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"

Photos and videos

Licensed for 23 years

State MN

Status Authorized to Practice

Acquired 1999

Updated 01/23/2023

State WI

Status Resigned

Acquired 2001

Updated 03/05/2023

We have not found any instances of professional misconduct for this lawyer.

Contact Charles

Roulet Law Firm, P.A.

10900 Wayzata Blvd, Suite 135

Minnetonka, MN, 55305

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Reviews

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5.0 / 5.0

7 customer reviews

5 Star

100%

4 Star

3 Star

2 Star

1 Star

Posted by anonymous | October 24, 2018

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

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

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 provided us with detailed instructions about how to get our assets set up so our kids won't have the hassles of probate court. Everything is organized and spelled out for them. We even got to leave them a DVD! Chuck is excellent; we whole-heartedly recommend him!

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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 member to him and he drew up their family trust also. If any of our friends or other family members ever need an attorney in this field, I would refer them to Mr. Roulet also.

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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 understands what is needed and important to plan for. He never talked over our heads, and he didn't push us into anything. Everything was our choice. He explained everything so we could understand what he was talking about and encouraged us to ask questions.

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Posted by Margie and Gary | August 26, 2012

Chuck Roulet and Living Trust

We have investigated a living trust before but not taken any action. Then we listened to Chuck speak before a group on trust and wills. That's when we decided that we would be comfortable with Chuck. Our one-on-two interview exceeded our expectations. We were completely at ease drafting our blended- family trust. The completed project was exactly what we wanted. His follow up and availablity reinforces our five-star, excellent overall rating. Highy recommended.

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Posted by Roland | August 26, 2012

Honest

I just want to say that Chuck is great to work with when it comes to business & estate issues. He is very detailed and always has the client in mind. Chuck is very flexible and I would recommend him to everyone.

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Cost

Resume

AVVO RATING 9.8 (Superb)

Work Experience

Founder & President
Roulet Law Firm, P.A.
2001 - Present

CLE Presenter
Strafford Publications
2014 - 2014

CE Presenter
CPA Academy
2014 - 2015

Attorney
Lommen, Nelson
2000 - 2001

Research Assistant to Prof. Knapp
Mn Civil Jury Instruction Guide Task Force
1998 - 1999

Legislative Assistant
Shaw Pittman Potts & Trowbridge
1995 - 1996

View all work experience

Education

William Mitchell College of Law
JD - Juris Doctor
1999

Georgetown University
BA - Bachelor of Arts
1995

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.

View all legal cases

Associations

Wealth Counsel
Member
2015 - Present

CPA Academy
Law Professor
2014 - Present

Strafford Publications
CLE Presenter
2014 - 2014

Republican National Lawyers Association
MN Chapter Leader
2011 - 2012

Republican National Lawyers Association
MN Chapter
2010 - 2012

Minnesota State Bar Association
Member
1999 - 2011

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Languages Spoken

English

Honors and Awards

Editor - William Mitchell Law Review
William Mitchell College of Law
1999

Dean's List
William Mitchell College of Law
1999

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
1998

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Publications

CPA Academy
Estate Planning Basics for Non-Lawyers
2015

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
2014

Libertas Publishing
Be Your Own Boss: A Fast & Friendly Legal Guide to Starting Your Own Business
2010

MN Business
To Be or Not to Be a Business Entity
2000

Minnesota Civil Jury Instruction Guide
Minnesota Civil Jury Instruction Guide
2000

William Mitchell Law Review
Editor
1999

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Speaking Engagements

Estate Planning Boot Camp: The Basics for Non-Lawyers
Estate Planning Basics for Financial Professionals
2015

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
2014

Estate Planning Boot Camp: The Basics for Non-Lawyers
Estate Planning Boot Camp: The Basics for Non-Lawyers
2014

Kids Protection Seminar
Estate Planning for Families
2013

Kids Protection Seminar
Protecting Your Kids
2012

Estate Planning: Leaving a Legacy
Estate Planning: Leaving a Legacy
2012

Kids Protection Seminar
Estate Planning for Families
2012

Estate Planning for Families
Estate Planning for Families
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

Kids Protection Seminar
Protecting Your Kids & Leaving a Legacy
2012

Kids Protection Planning Seminar
Kids Protection Planning
2012

Estate Planning for Families
Estate Planning for Families
2012

Estate Planning for Families
Estate Planning for Families
2012

MN Caucuses
MN Caucuses
2012

Fridley Safety and Wellness
Estate Planning: Leaving a Legacy
2012

Senior Safety Fair
Estate Planning: Leaving a Legacy
2012

Estate Planning for Families
Estate Planning for Families
2012

Estate Planning for Families
Estate Planning for Families
2012

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
2011

View all speaking engagements

Attorney endorsements

Received (15)

Given (18)

Endorse Charles

Brenda Geiger

Estate planning Attorney | Oct 14
Relationship: Worked together on matter

"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."

Jeffrey Field

Estate planning Attorney | Oct 12
Relationship: Fellow lawyer in community

"Charles is an excellent attorney and I would highly recommend him to anyone needing estate planning or elder law."

Mitchell Ask

Business Attorney | Sep 29
Relationship: Fellow lawyer in community

"Knowledgeable, prompt and thorough sums it up."

Matthew Kirkpatrick

Estate planning Attorney | Sep 14
Relationship: Fellow lawyer in community

"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."

Andy Yun

Estate planning Attorney | Sep 03
Relationship: Fellow lawyer in community

"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."

Patrice Hockings

Landlord or tenant Attorney | Aug 10
Relationship: Worked together on matter

"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."

Gary Mastry

Estate planning Attorney | Jun 25
Relationship: Other

"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."

Barry Rosenzweig

Estate planning Attorney | Jan 04
Relationship: Fellow lawyer in community

"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."

Ashley Smith

Estate planning Attorney | Dec 01
Relationship: Other

"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."

Thomas Bell

Estate planning Attorney | Dec 01
Relationship: Fellow lawyer in community

"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."

Peter Davis

Estate planning Attorney | Nov 16
Relationship: Other

"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."

Joseph Mitchell

Estate planning Attorney | Nov 10
Relationship: Friend

"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."

Barkley Heuser

Estate planning Attorney | Nov 10
Relationship: Friend

"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?"

Richard Speaks

Estate planning Attorney | Nov 10
Relationship: Fellow lawyer in community

"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."