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Charles Dale Roulet

Estate planning Attorney at Minnetonka, MN

5.0   7 reviews
  • State Years
    Minnesota - MN 24 years
    Wisconsin - WI 22 years
  • Licensed for 24 years
    State MN
    Acquired 1999
    Status
    Authorized to Practice No misconduct found
  • Licensed for 22 years
    State WI
    Acquired 2001
    Status
    Resigned No misconduct found

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

About Charles

Learn Charles’s areas of practice.

4
Practice areas
  1. Estate planning
    56%
    Wills, trusts, health care directives and powers of attorneys.

    28 years

  2. Trusts
    20%

    28 years

  3. Wills and living wills
    20%

    28 years

  4. 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.

    28 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

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Location

Roulet Law Firm, P.A.
10900 Wayzata Blvd, Suite 135
Minnetonka, MN, 55305

Reviews

5.0 / 5.0
  7 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
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1 Star
 
0%
Posted by anonymous | October 24, 2018
This review is from a person who hired this attorney.
| Hired 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
This review is from a potential client who consulted with this attorney.
| Consulted 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
This review is from a person who hired this attorney.
| Hired 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 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.
Read less
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

We have not found any cost information for this lawyer

Contact for Details

Resume

AVVO RATING 9.6 (Superb)

Work Experience

  • Founder & President
  • Roulet Law Firm, P.A.
  • 2001 - Present
  • CE Presenter
  • CPA Academy
  • 2014 - 2015
  • CLE Presenter
  • Strafford Publications
  • 2014 - 2014
  • 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

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.
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
View all associations

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
View all awards

Publications

  • CPA Academy
  • Estate Planning Basics for Non-Lawyers
  • 2015
  • CPAWebEngage
  • Estate Planning Boot Camp: The Basics for Non-Lawyers
  • 2014
  • Strafford Publications, Inc.
  • Advanced Portability Strategies in Estate Planning: Navigating Asset Composition, Decoupling, GST Exemption Issues and More
  • 2014
  • 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
View all publications

Speaking Engagements

  • 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
  • Kids Protection Seminar
  • Estate Planning for Families
  • 2013
  • 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
  • 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
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."
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."
Business Attorney | Sep 29
Relationship: Fellow lawyer in community
"Knowledgeable, prompt and thorough sums it up."
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."
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."
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."
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."
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."
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."
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."
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."
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."
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?"
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."
Estate planning Attorney | Jul 14
Relationship: Other
"I endorse this lawyer. Straight forward, honest, and ethical."
View more endorsements
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