Chad Michael Roggeman
profile
  • Of Counsel

Location:

Phone:

Fax:

320-251-5896

Email:

Paralegal: Jennifer Doyle [email protected]

Since 1998, I have been offering personable and specialized estate planning for clients. I have developed a strong practice emphasizing all aspects of estate planning (including charitable, gift, farm succession, and business succession), business law, probate (estate and trust administration), wills, trusts, guardianships and conservatorships.

Areas Of Practice

  • Estate Planning 30%
  • Business Law 30%
  • Estate and Trust Administration 20%
  • Guardianship and Conservatorship 20%

Bar Admissions

  • Minnesota, 1998
  • U.S. District Court District of Minnesota, 1999

Education

  • William Mitchell College of Law, St. Paul, Minnesota
    • J.D. - 1998
    • Honors: cum laude
  • St. Cloud State University, St. Cloud, Minnesota
    • B.A.
    • Honors: cum laude
    • Major: Communications and Political Science (Double Major)

Representative Cases

  • In re Guardianship of Wells, 733 N.W.2d 506, 2007, Minn. Ct. App
  • In re Estate of Mealey, 695 N.W.2d 143, 2005, Minn. Ct. App.
  • In re Conservatorship of Brady, 607 N.W.2d 781, 2000, Minn. Sup. Ct.

Representative Clients

  • First Fiduciary Corporation
  • Presbyterian Family Foundation
  • Wallace Carlson Printing
  • Maverick Software Consulting

Classes/Seminars

  • Estate Planning, CentraCare Health Foundation, 2013 to Present
  • Charitable Giving, NAIFA Twin Cities and Glacial Ridge, 2012
  • Coordinating Retirement Plan Beneficiary Designations with a Client’s Estate Plan, Central Minnesota Estate Planning Council, 2011
  • Planning for Incapacity, Minnesota Continuing Legal Education, 2010
  • Overview of Trusts and Estate Tax Planning, Central Minnesota Community Foundation, 2008
  • Planning for Incapacity, Minnesota Continuing Legal Education, 2006
  • How a Conservator Sells Real Estate, Minnesota Continuing Legal Education, 2006
  • The Charitable IRA Rollover, Central Minnesota Community Foundation, 2006
  • Planning for Incapacity, Minnesota Continuing Legal Education, 2005
  • Less Restrictive Alternatives to Guardianship & Conservatorship , Minnesota Continuing Legal Education, 2004

Honors and Awards

  • Rising Star, Minnesota Law & Politics
  • University Award for Excellence in Leadership, St. Cloud State University

Professional Associations and Memberships

  • Minnesota State Bar Association, Real Property, Probate and Trust, and Business Law Sections Member, 1998 to Present
  • Stearns-Benton Bar Association, Member, 2003 to Present
  • John E. Simonett American Inn of Court, Treasurer, 2014 to 2016
  • John E. Simonett American Inn of Court, Member, 2011 to Present
  • Central Minnesota Estate Planning Council, Member, 2003 to Present
  • Central Minnesota Estate Planning Council, President, 2005 to 2007
  • Minnesota Association for Guardianship & Conservatorship, Member, 1998 to Present
  • Minnesota Association for Guardianship & Conservatorship, Director and Journal Editor, 2001 to 2003

Pro Bono Activities

  • Wills for Heroes Legal Clinic Supervisor and Attorney Volunteer, 2008 to Present
  • LegalCORPS Attorney Volunteer, 2017 to Present

Fraternities/Sororities

  • Theta Chi